Reply to post: I don't think the revenue loss matters for Apple

Chip shortages took $6bn bite out of Apple's top line

DS999 Silver badge

I don't think the revenue loss matters for Apple

For a Dell or HP it matters because if you can't get what you want from one PC vendor, you might be able to get it from another. Ditto for Android phones (except maybe Samsung as they seem to have some pretty devoted customers who won't buy Android phones from anyone else)

As Apple is the only place to buy a Mac or buy an iPhone, if there are shortages you'll still buy if you're told what you want won't ship until December. It just pushes back your purchase.

The lost revenue last quarter has been pushed into to this quarter. The lost revenue in this quarter will be pushed into next quarter. And so on until the shortages end and that quarter gets higher sales than it otherwise would have due to that catch-up effect.

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