iPad Production Could Be Hit by Power Outages Before Launch of New Models

iPad assembly plants in China may be impacted by power outages ahead of the launch of new models in the fall, according to Apple analyst Ming-Chi Kuo.

iPad Pro Big Ol Logo Orange
In a tweet earlier today, Kuo commented on the effects of power outages in China's southwestern Sichuan province caused by industrial electricity rationing amid a severe heatwave.

Kuo said that the temporary power outage may affect ‌iPad‌ assembly facilities in Chengdu and Chongqing, operated by Foxconn and Compal. He added that it is "difficult to assess impacts on production currently," but its impact should be limited if the power outage can end on August 20. Flexible production scheduling could mitigate the effects of power outages, but it is not clear how ‌iPad‌ supplies may be hit if power does not return by August 20.

Kuo warned that similar incidents in the coming months could affect shipments of Apple's new devices going into the company's peak season when new products are released. Currently, next-generation iPad Pro models with MagSafe wireless charging capabilities, upgraded cameras, two new connectors, and the M2 chip, as well as the tenth-generation entry-level ‌iPad‌ with a new design and a USB-C port, are expected to be unveiled at an Apple event in October.

Related Roundups: iPad, iPad Pro
Related Forum: iPad

Popular Stories

Tim Cook Rainbow

Apple Event in October? Here's What to Expect

Monday September 29, 2025 9:31 am PDT by
Apple's annual iPhone event is in the rearview mirror, but rumors suggest the company plans to release a handful of additional products before the year ends. Will there be another Apple event this October? We discuss the possibility below. Apple in October Apple's most recent October events were in 2021 and 2023. In 2022 and 2024, Apple did not host an October event. Instead, it...
Home Hub Command Center with Dome Base Feature

Apple Working on All-New Operating System

Thursday September 25, 2025 1:11 pm PDT by
Apple is developing an all-new operating system codenamed "Charismatic," according to Bloomberg's Mark Gurman. Apple smart home hub concept based on rumors This is likely Apple's long-rumored "homeOS" operating system. In a report last month, Gurman said both Apple's rumored smart home hub in 2026 and tabletop robot in 2027 will run the new operating system. He said the software platform ...
Apple MacBook Pro M4 hero

New MacBook Pro Nears Mass Production, But Four Bigger Upgrades Expected Next Year

Sunday September 28, 2025 2:08 pm PDT by
Apple's next MacBook Pro models will enter mass production soon, according to the latest information shared by Bloomberg's Mark Gurman. In his Power On newsletter today, Gurman said he continues to believe the new MacBook Pro models will be released at some point between late 2025 and the first quarter of 2026, meaning they should be available to order by March at the latest. Apple often...
iOS 26

Apple Releases iOS 26.0.1 With Fixes for Wi-Fi, Cellular, and Camera Issues on iPhone 17 Models

Monday September 29, 2025 10:12 am PDT by
Apple today released iOS 26.0.1 and iPadOS 26.0.1, the first updates to the iOS 26 and iPadOS 26 operating systems that came out earlier this week. The new software can be downloaded on eligible iPhones and iPads over-the-air by going to Settings > General > Software Update. According to Apple's release notes for the update, iOS 26.0.1 addresses a bug that could cause aberrations in...
iOS 26

Apple Continues to Prepare iOS 26.0.1 With Multiple Bug Fixes Expected

Sunday September 28, 2025 1:30 pm PDT by
Apple is preparing to release iOS 26.0.1, according to a private account on X with a proven track record of sharing information about future iOS versions. The account initially said iOS 26.0.1 would have a build number of 23A350, but they now expect the update to have a build number of 23A355. This suggests that the software update will include more bug fixes or changes than initially...
maxresdefault

New iPad Pro With M5 Chip Leaked in Unboxing Video

Tuesday September 30, 2025 8:39 am PDT by
An apparent unboxing video for an unannounced iPad Pro with the M5 chip was uploaded to YouTube today by Russian channel Wylsacom. The same YouTube account leaked the 14-inch MacBook Pro with the M4 chip before it was announced by Apple last year, so this is likely a legitimate leak. Based on the box shown in the video, this appears to be a 13-inch iPad Pro with an M5 chip, 256GB of...
fcc vision pro leak

FCC Accidentally Leaks Apple's Next Vision Pro

Tuesday September 30, 2025 3:48 pm PDT by
The United States Federal Communications Commission (FCC) has seemingly confirmed Apple's work on an updated version of the Vision Pro headset. One of several documents the FCC shared today references an Apple-designed "Head Mounted Device" with a model number of A3416. An included image confirms the device is a Vision Pro. The FCC's uploads are transmission tests, SAR test reports, and...
apple wallet drivers license feature iPhone 15 pro teal 1

Apple's iPhone Driver's License Feature Now Available in 11 U.S. States

Tuesday September 30, 2025 6:40 am PDT by
In select U.S. states, residents can add their driver's license or state ID to the Wallet app on the iPhone and Apple Watch, providing a convenient and contactless way to display proof of identity or age at select airports and businesses, and in select apps. Apple recently revealed that the feature would soon be available in North Dakota, and starting today, the feature has officially gone...
macbook pro prime day 2025

FCC Leaks Upcoming MacBook Pro and More

Tuesday September 30, 2025 1:58 pm PDT by
The United States Federal Communications Commission has confirmed Apple's work on a new version of the MacBook Pro and several other products, leaking details on the devices ahead of launch. The FCC published documents that reference model numbers that do not correspond with existing devices. A3434, for example, references an unreleased MacBook Pro, while other numbers are likely for...
LG UltraFine 6K Display TB5

LG UltraFine 6K (32U990A) TB5 Display: Pre-Orders Open September 30

Monday September 29, 2025 6:21 am PDT by
Pre-orders for LG's new UltraFine evo 6K display (model 32U990A) with Thunderbolt 5 support will begin on September 30, according to a major U.S. retailer listing. LG first revealed the 32-inch display at CES 2025 in January, teasing its status as the first monitor to support Thunderbolt 5. At the time, LG only provided high-level specs, but left pricing, availability, and full technical...

Top Rated Comments

russell_314 Avatar
41 months ago
The headline is a bit misleading and their take on the Reuters article is confusing.

"Industrial users across 19 out of 21 cities in the province were ordered to suspend production from Aug. 15 until Aug. 20 to prioritise residential power supply"

Basically they shut down some factories to save power because of the heatwave so high demand doesn't cause a power outage to residences. People having power at home is more important than getting an iPad made before the deadline...

This is also linked in the main MacRumors post

https://www.reuters.com/article/china-power-sichuan/update-1-chinas-sichuan-cuts-power-supply-to-industry-amid-power-crunch-idINL1N2ZR0FP
Score: 6 Votes (Like | Disagree)
seek3r Avatar
41 months ago
The politics that dominate discussions of production locations aside it seems like there’s been, for a variety of more mundane reasons, an increase in major production problems in China lately.

I know Apple’s already been shifting production of some things out of China things to Vietnam and other SE Asian countries, I wonder if that’s going to accelerate over the next couple years
Score: 4 Votes (Like | Disagree)
ILoveCalvinCool Avatar
41 months ago
This type of thing is only going to get worse as time goes by. We're still in the early stages.
Score: 3 Votes (Like | Disagree)
CarAnalogy Avatar
41 months ago

Where do you find a workforce which can handle Apple's demand and can work for peanuts?

Vietnam doesn't have a big population for Apple to churn thru like they can in China. When it comes to India which has the churnable population, the labor costs are quite a bit more. And workers in Vietnam or China can't legally strike; Indian workers can, which may lead to even more increased labor costs and even downtime.

Apple's board is beholden to their shareholders. If Apple comes back with twice the increased manufacturing charges, the shareholders aren't going to be happy.

I want Apple to leave China when it comes to manufacturing. Unfortunately they won't for the reasons listed above. Apple exists to make as much money as they can.
If China can't even keep power on to factories I wonder how much better Vietnam will be able to handle it. Admittedly I know even less about Vietnam than China but it seems they are not as industrialized but are just as authoritarian. Remember that China essentially won Vietnam just like they did in North Korea. No coincidence that they are both authoritarian and undeveloped.

Seems to me the only benefit to moving production to Vietnam would be kicking the globalization can down the road a bit longer.

Seems like the only right choice for the world is to manufacture things in countries that treat people like people, even though we then have to pay the price.
Score: 2 Votes (Like | Disagree)
q64ceo Avatar
41 months ago

The politics that dominate discussions of production locations aside it seems like there’s been, for a variety of more mundane reasons, an increase in major production problems in China lately.

I know Apple’s already been shifting production of some things out of China things to Vietnam and other SE Asian countries, I wonder if that’s going to accelerate over the next couple years
Where do you find a workforce which can handle Apple's demand and can work for peanuts?

Vietnam doesn't have a big population for Apple to churn thru like they can in China. When it comes to India which has the churnable population, the labor costs are quite a bit more. And workers in Vietnam or China can't legally strike; Indian workers can, which may lead to even more increased labor costs and even downtime.

Apple's board is beholden to their shareholders. If Apple comes back with twice the increased manufacturing charges, the shareholders aren't going to be happy.

I want Apple to leave China when it comes to manufacturing. Unfortunately they won't for the reasons listed above. Apple exists to make as much money as they can.
Score: 1 Votes (Like | Disagree)
_Spinn_ Avatar
41 months ago

This type of thing is only going to get worse as time goes by. We're still in the early stages.
It is crazy how bad it already is. I fear what we are going to see in the future.
Score: 1 Votes (Like | Disagree)