John Paczkowski

Recent Posts by John Paczkowski

IPad Ship Times Hold Steady Following Foxconn Tragedy

Though the deadly explosion at a Foxconn plant in Chengdu, China, last Friday will certainly have some effect on Apple’s iPad supply chain, it will likely be short-term. Foxconn’s resources are vast, and analysts say the company could easily compensate for any shortfall caused by the tragedy at Chengdu by ramping up idle capacity at other plants.

“Our current view is that this tragedy is likely to have some impact on iPad 2 production; however, we believe [Foxconn] has the flexibility to shift manufacturing back to the Shenzhen facility if necessary,” Ticonderoga analyst Brian White said in a note to clients. “As such, we currently don’t expect a material impact to Apple’s iPad 2 shipments.”

Stern Agee analyst Shaw Wu echoed White’s take in a note of his own, dismissing concerns that the blast will materially impact iPad production as overdone. “From our checks with industry and supply chain sources, there are at least two facilities that produce iPads (the other being Shenzhen) with plans to add more,” he wrote. “Our sources indicate that production is being ramped at Shenzhen to make up for a potential shortfall at its Chengdu plant.”

Meanwhile, iPad ship times continue to hold steady at 1-2 weeks, the same shipping window they had before the explosion.

[Image credit: Kominyetska/Flickr]


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Just as the atom bomb was the weapon that was supposed to render war obsolete, the Internet seems like capitalism’s ultimate feat of self-destructive genius, an economic doomsday device rendering it impossible for anyone to ever make a profit off anything again. It’s especially hopeless for those whose work is easily digitized and accessed free of charge.

— Author Tim Kreider on not getting paid for one’s work