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Apple’s Outlook Clouded as Coronavirus Extends Production Delays

  • China quarantines stall iPhone assembly for up to a month
  • New cheaper iPhone, AirPods Pro supply seen to be most at risk
A police officer wearing a protective mask walks past a closed Apple store in Shanghai, China, on Feb. 5. 

A police officer wearing a protective mask walks past a closed Apple store in Shanghai, China, on Feb. 5. 

Photographer: Qilai Shen/Bloomberg

Apple Inc.’s supply chain is feeling the strain as the coronavirus extends production outages and damps demand for the company’s products in China.

Manufacturing partners have imposed quarantines on workers returning from China’s Lunar New Year holiday, prolonging the idling of Apple device assembly operations for as long as a month. While some analysts say it’s too early to fully assess the toll on the Cupertino, California-based company, pessimism is creeping into their outlooks.