HMD, which is launching some new Nokia smartphones this summer, warned the semiconductor shortage could prove challenging for smaller device makers. It is smaller manufacturers like China's Lenovo and TCL, and Finland's HMD Global, that are likely struggling with supply, Wood added. "that's testament to its tremendous focus on supply chain." Still, Apple "has proved remarkably resilient so far throughout the pandemic," CCS Insight's Wood said. "While everyone focuses in on CPUs (the high end of chips), every device (including an iPhone) contains a whole lot more and without these supporting chips, the phone is nearly useless." "Although Apple is one of the 'big dogs' that gets top priority from chipmakers, it is vulnerable to silicon shortages like everyone else," Glenn O'Donnell, VP and research director at analyst firm Forrester, told CNBC. The shortages aren't in high-powered processors that Apple manufactures for its devices but chips for everyday functions like powering mobile displays and decoding audio, Cook said. ![]() On Tuesday, Apple CEO Tim Cook warned that silicon supply constraints will affect sales of the iPhone as well as other products like the iPad.
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