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by dano 2320 days ago
The Chinese New Year, Jan 17 through Feb 8, is also a period where less manufacturing activity normally occurs. Why I know this? I had to plan our inventory and sales logistics around this period every year for seven years. We would order production so that it would be completed and shipped to us prior to Chinese New Year, or start production immediately after. We never wanted production to occur across the three week down period.

I strongly suspect that large company logistics team, and certainly an expert like Tim Cook, already have this contingency in place. However, since CV has extended beyond the New Years time frame, those contingency plans will start to break down.

2 comments

One problem Apple faces is getting factory workers who went to their hometowns back to the factories. Apple had actually planned to ramp up production starting in the end of February. So this interruption is a larger hit than you might expect at this time of year.

https://www.reuters.com/article/us-apple-iphone/coronavirus-...

It is also the period in which deliveries out of China and Chinese-influenced countries slow down to a crawl. Basically everybody's gone home and nothing gets done for a while. Pretty obvious if you use ebay for a while.

If the US ever decides to invade China, or if Taiwan decides to declare independence, it would probably happen within this window.