If you’re among those of us with immediate plans for a PCB or parts order from China, watch out – Shenzhen just recently got put on a week-long lockdown. Factories, non-essential stores and public places are closed, and people are required to spend time at home – for a city that makes hardware thrive, this sounds like a harsh restriction. Work moves to remote where possible, but some PCB fabs and component warehouses might not be at our service for at least a week.
It might be puzzling to hear that the amount of cases resulting in closures is as low as 121, for a city of 12.6 million people. The zero-tolerance policy towards COVID has been highly effective for the city, with regular testing, adhered-to masking requirements and vaccinations – which is how we’ve been free to order any kinds of boards and components we needed throughout the past two years. In fact, 121 cases in one day is an unprecedented number for Shenzhen, and given their track record and swift reaction, it is reasonable to expect the case count dropping back to the regular (under 10 cases per day) levels soon.
Not all manufacturing facilities are located in Shenzhen, either. Despite what certain headlines might have you believe, supply chain shortages aren’t a certainty from here. A lot of the usual suspects like PCBWay and JLCPCB are merely reporting increased lead times as they reallocate resources, and while some projects are delayed for now, a lot of fabs you’d use continue operating with minor delays at most. SeeedStudio has its operations impacted more severely, and your Aliexpress orders might get shipped a bit later than usual – but don’t go around calling this a Chinese New Year v2 just yet. For those who want to keep a closer eye on the situation and numbers, the [Shenzhen Pages] Twitter account provides from-the-ground updates on the situation.
Wondering how your supply chain might be affected? We’ve talked about this way back in February 2020, addressing then-warranted worries that Chinese New Year would grow into a longer disruption than planned due to COVID becoming into a factor to manage. If you’re yet to discover the significance of Shenzhen, books have been written on this marvellous city, where you can build a successful hardware company in a week’s time. We’ve even had a meetup there once!
Header image: Charlie fong, CC BY-SA 4.0.