苹果未能摆脱芯片短缺影响 “圣诞季”iPhone销量要惨?

Apple Inc failed to get rid of the chip shortage affected the "Christmas season" iPhone sales miserable?

新浪科技 ·  10/20/2021 01:55

Sina Science and Technology News on the evening of October 19, Beijing time, it is reported thatJPMorgan Chase & CoAccording to a report released today, it is affected by the global shortage of chips.AppleThe company's iPhone sales in the fourth quarter of this year will be lower than expected.

The fourth quarter is known as the "Christmas shopping season", including Apple IncFor many companies, this is the most important season of the year. But affected by the shortage of chips, JPMorgan Chase & CoAnalyst Samik Chatterjee today cut Apple Inc's iPhone revenue forecast for the first quarter of 2022 (to the end of December 2021) to $63 million, down nearly 4 per cent from a year earlier.

It is also the second investment bank to cut its forecast for iPhone sales recently. Last week, also because of chip shortages, investment bank Needham cut its forecast for shipments of iPhone 13 by 10 million in the fourth quarter of this year.

Apple Inc will release its financial results for the fourth quarter of fiscal year 2021, which ends at the end of September, on Oct. 29, Beijing time. Chatterjee expects Apple Inc to sell 58 million iPhone units in the fourth quarter, or the third quarter, on revenue of $46 billion, above Wall Street analysts' average expectations of $41 billion.

Currently, Wall Street analysts on average expect Apple Inc to sell 45 million iPhone units in the fourth quarter of this year, compared with 79.4 million in the first quarter of next year.

With strong purchasing power and long-term supply agreements with chip suppliers, Apple Inc has weathered the chip shortage better than many other companies. But supply chain bottlenecks in countries such as Vietnam in the second half of this year, as well as epidemic blockades, are affecting iPhone production.

It was reported last week that Apple Inc could cut production of the iPhone 13 by as much as 10 million due to a global chip shortage. ThenBank of America Corporation(Bank of America) analyst Wamsi Mohan (Wamsi Mohan) said this could lead to lower-than-expected revenue of Apple Inc in the fourth quarter.

Mohan believes that Apple Inc's revenue in the third quarter will exceed expectations, and the impact of the chip shortage will be mainly concentrated in the fourth quarter, which is expected to be lower than the average analyst forecast.

Morgan StanleyAnalyst Katie Huberty (Katy Huberty) believes that Apple Inc's biggest bottleneck may be the camera module of iPhone 13 Pro and iPhone 13 Pro Max.

In the early hours of this morning, Apple Inc just released two new MacBook Pro models with more powerful own chips, as well as AirPods 3 wireless headphones, the new products will start shipping next week. In response, investment bank Wedbush analyst Neil Ives (Daniel Ives) said that despite the chip shortage, Apple Inc still released new products, which shows Apple Inc's supply chain strength.

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