Both Microsoft and Apple’s latest earnings conference call were held last night, with a common theme: continuing component shortages. Despite the problems in the supply chain, the demand for new equipment seems to remain strong.
Microsoft saw mixed performance in its “more personal computing” field in its third quarter 2021 conference call, which includes Windows, search, games, and Surface. Overall, the group’s revenue increased by 1.2 billion, or 9%.
However, Windows in the OEM system is slightly affected. “Windows OEM revenue dropped by 3%, and PC demand continued to be affected by supply chain constraints. Compared with the OEM non-professional version, it performed strongly last year.” According to Microsoft“Windows OEM Pro revenue fell by 2%, and Windows OEM non-Pro revenue fell by 4%.
Surface revenue fell by $348 million (20%), which Microsoft attributed to “supply chain constraints.”
Microsoft received $357 million (11%), thanks to Xbox X series And Xbox Series S, but the content and services are reduced by $128 million.
Apple, In its results for the third quarter of 2021, Claiming that despite the supply chain problems, it was successful. Chief Financial Officer Luca Maestri said that Mac set a quarterly record of $8.2 billion (an increase of 16%), while iPad revenue was $7.4 billion (an increase of 12%), “despite severe supply constraints.”
Apple recently launched the new iPad Pro and iMac, both of which are owned by the company M1 processor.
In a forward-looking statement, Maestri stated that “we expect the supply constraints in the September quarter to be greater than what we experienced in the June quarter” and specifically pointed out that iPhone and iPad may be affected.
Apple CEO Tim Cook said that most supply constraints are part of “industry shortages,” but sometimes demand exceeds the company’s expectations.
Throughout the pandemic, there was a huge demand for personal computers, game consoles, and other devices for people to work and play at home. The shortage has also affected the automotive industry and household appliances.
These two earnings conference calls indicate that the shortage of parts has not yet ended, and may not end before the end of the year, and at least to some extent, all these needs continue.