shanghaitaipei shipments of some apple products as well as dell and lenovo laptops are likely to face delays if chinas covid19 lockdowns persist analysts said as curbs force assemblers to shut down and closedloop arrangements get harder to maintainchinas race to stop the spread of covid19 has jammed highways and ports stranded workers and left countless factories awaiting government approval to reopen disruptions that are rippling through global supply chains apple inc supplier pegatron corp said this week it would suspend its plants in shanghai and kunshan where according to supply chain experts it produces the iphone 13 the iphone se series and other legacy models read morequanta computer which produces some threequarters of apples macbooks globally also shut operations which could impact delivers more severely analysts said the final impact on apples supply chain is uncertain and depends on factors including how long lockdowns persistthe company may also consider rerouting production out of shanghai and kunshan to factories elsewhere such as shenzhen which currently is not under lockdown analysts saidapple may consider transferring the orders from pegatron to foxconn but we expect the volume may be limited due to the logistics issue and the difficulty of equipment adjustment said taipeibased eddie han a senior analyst at isaiah research foxconn is the trade name of hon hai precision industry co ltdas a worstcase scenario pegatron may fall behind on 6 million to 10 million iphone units if the lockdowns last two months and apple cannot reroute orders han saidapple did not respond to a request for commentthe chief executives of huawei technologies co ltd and xpeng inc have flagged huge economic costs if factories in shanghai cannot resume production soon read moreshanghai is approaching its third week of lockdown and has shown no sign of a wide reopeningforrest chen research manager at trendforce told reuters that if lockdowns lift in a few weeks there is still a chance to recoverhowever if the lockdown lasts longer than two months there is already no way to recover at that point after lockdown lifts there would be a shortage for endusers he saidsome suppliers may be able to reroute productionunimicron technology corp which makes printed circuit boards for companies including apple told reuters the impact of the kunshan lockdown so far has been minor and that it can rely on other plants in the hubei province and taiwan to support productionbut logistics and transport remain a nationwide issue as cities across china enact measuresone factory owner in kunshan told reuters that the district government had announced protocol for reopening but provided no date for implementationlaptop makers may also suffer including compal electronics inc a taiwanbased company that makes pcs for dell technologies inc and lenovo group ltd from its plants in kunshan chen estimates that roughly 50 of compals laptop production is located in kunshancompal told reuters on friday that it had not halted production in kunshan dell and lenovo did not respond to emails seeking comment