Apple volition instrumentality years to diversify from its Chinese factories, portion the u . S . Presses connected with its zero Covid argumentation that is hurting iPhone production, accordant with Counterpoint Research's Jeff Fieldhack.

"It volition instrumentality years for Apple to diversify," the studies manager instructed CNBC's "Squawk Box Asia" Tuesday, explaining that Apple's trendy iPhones volition perchance stay constructed successful China for the pursuing mates of years.

In a assertion connected Sunday, Apple said that it rapidly decreased iPhone 14 accumulation arsenic its superior iPhone 14 Pro and iPhone 14 Pro Max assembly works successful Zhengzhou, China is moving astatine "extensively reduced capability" because of Covid-19 restrictions.

Apple has been diversifying its instrumentality assembly method faraway from China and commencing factories successful countries southbound of China, specified arsenic India and Vietnam.

"Having said that, determination are gadgets that mightiness beryllium assembled successful antithetic nations similar India, but it's acold a totally, precise tiny amount," helium stated.

Shares of Apple are down 20% frankincense acold this yr.

Fieldhack recommended that the sheer quantity of workers Apple hires successful China tin doubtlessly beryllium utilized arsenic a bargaining spot with the Chinese authorities, since the iPhone-maker hires astir 2 hundred,000 workforce astatine its Zhengzhou factory.

"Apple tin say, 'Hey, we person other employees successful China than we person successful the U.S.' That whitethorn beryllium precise robust and decidedly helps them debar immoderate of the China retaliations person to the U.S. Through terms lists oregon different selections," Fieldhack brought.

Since the iPhone 14 models are celebrated and properly-appreciated, helium stated, "we're anticipating the important bulk of purchasers to hold until these devices are to beryllium had", helium said.

It presently takes 31 days to person an iPhone 14 Pro aft making an bid done Apple's net site, compared to the communal 2-day pb clip for less-expensive iPhone models, JPMorgan expert Samik Chatterjee stated successful a beryllium aware connected Sunday.

"The close quality is Apple is not wholly depending connected hardware. It has got a wide services portfolio and you volition spot its offerings amp up implicit clip arsenic it adds other offerings," stated Ray Wang, founder, president and astir important expert of Constellation Research.

"Now the undertaking is that if we support having lockdowns successful the Foxconn works successful Zhengzhou, we're successful a spot bit of occupation owed to the information you cannot get gadgets retired to humans, but humans inactive privation high-cease iPhones and bash not ever request the decrease-cease telephones," helium advised CNBC's "Squawk Box Asia" connected Tuesday.

Counterpoint Research estimates a 10% alteration successful manufacturing grade of chiefly the iPhone 14 Pro and Pro Max fashions implicit the pursuing mates of weeks, owed to the disruption successful Zhengzhou.

Fieldhack stated he's assured Apple volition bash each it is capable to to vessel done arsenic a full batch arsenic possible, by shrinking timelines wrong the present concatenation oregon expediting transport.

"There is clip to marque modifications to factories affected, consisting of transferring a fig of manufacturing to the southbound which has immoderate manufacturing of Pro and Pro Max," helium said.

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