Deliveries of some Apple products, as well as Dell and Lenovo laptops, are likely to face delays if China's COVID-19 lockdown continues as restrictions force manufacturers to shut down and the closed loop becomes harder to maintain, analysts told Reuters.

China's push to stop the spread of COVID-19 has overwhelmed highways and ports, shutting down countless factories while waiting for government approval to reopen. These disruptions extend to global supply chains.

Apple Inc supplier Pegatron Corp said this week it will suspend operations at its factories in Shanghai and Kunshan, where it manufactures the iPhone 13, the iPhone SE series and other legacy models, experts say.

Quanta Computer Inc, which makes about three-quarters of Apple Macbooks worldwide, has also stopped production, which could have a bigger impact on shipments.

The ultimate impact on Apple's supply chain is unclear and depends on factors including how long the lockdowns last.

The company may also consider moving production from Shanghai and Kunshan to factories elsewhere, such as Shenzhen, which is currently open, analysts said.

Apple may consider transferring orders from Pegatron to Foxconn, but we expect volume may be limited due to logistical issues and the difficulty of setting up hardware, said Taipei-based Eddie Khan, senior analyst at Isaiah Research.

Huawei Technologies Co Ltd and Xpeng Inc executives noted the huge economic cost if factories in Shanghai are unable to resume production soon.

Shanghai is approaching its third week of lockdown and there are no signs of reopening yet.

Forrest Chen, research manager at Trendforce, told Reuters that if restrictions are lifted in a few weeks, there is still a chance of recovery.

However, if the lockdown lasts longer than two months, there is no way to recover. There will be a shortage, he said.

Some suppliers may change the production route.

Laptop makers could also be affected, including Compal Electronics Inc, a Taiwanese company that builds PCs for Dell Technologies Inc and Lenovo Group Ltd at its Kunshan factories. Chen estimates that approximately 50% of Compal's notebook production is located in Kunshan.