即使強大如蘋果也頂不住了? iPhone13或將因缺芯危機減產1000萬部

{"type":"doc","content":[{"type":"blockquote","content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"缺芯陰雲逐漸籠罩蘋果?"}]}]},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"iPhone13 系列或因芯片短缺被迫減產"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"芯片短缺危機之下，即使強大如蘋果，也頂不住了。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"10 月 13 日，據"},{"type":"link","attrs":{"href":"https:\/\/www.bloomberg.com\/news\/articles\/2021-10-12\/apple-poised-to-slash-iphone-production-goals-due-to-chip-crunch","title":"xxx","type":null},"content":[{"type":"text","text":"彭博社"}]},{"type":"text","text":"報道，蘋果大幅削減了 iPhone 13 系列的生產計劃。因爲芯片持續短缺，供應鏈可能無法交付 iPhone 13 最初的發貨目標。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"知情人士表示，蘋果公司原本預計今年最後三個月將生產 9000 萬部新 iPhone。在最近一次財報電話會議上，蘋果對投資者表示，供應鏈生產問題可能影響本季度 iPhone 的供應，iPhone 13 總產量會下降。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"博通 (Broadcom)、德州儀器 (Texas Instruments) 等蘋果主要供應商無法交付足夠的零部件，因此蘋果被迫告知公司其他的製造部門削減生產。據悉，iPhone 13‌缺少一款 TI 芯片，這款芯片與 OLED 顯示屏的供電有關。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"蘋果主要從德州儀器公司獲得顯示部件，博通是蘋果長期的無線部件供應商。根據 iFixit 拆卸發現，‌iPhone 13‌型號使用了 Broadcom AFEM-8215 前端模塊和 Broadcom BCM59365 無線電源接收器，以及顯示電源管理 IC、陣列驅動器、閃光 LED 驅動器和德州儀器的雙中繼器。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"彭博社稱，報告顯示，蘋果預計，2021 年，iPhone 13 手機產量將比原計劃減少 1000 萬部。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"受此消息影響，蘋果股價在當日盤後交易中下跌 1%。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"事實上，目前供應短缺已經給蘋果向客戶交付新機型帶來了壓力。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"MacBook Pro、iPhone 11、iPhone 12、iMac、MacBook Air、iPad Pro 等設備從蘋果商店購買時的出貨時間都超過了正常預期。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"iPhone 13 Pro 和 iPhone 13 Pro Max 於 9 月份開始銷售，但目前在蘋果網站預定新機，要一個月左右才能發貨。iPhone 13 Pro\/Max 需要等待 5~6 周。iPhone 13\/13 mini 則需要等待 2 周左右。這些新設備在該公司的幾家零售店都被列爲“目前無法購買”。蘋果的運營商合作伙伴也出現了類似的發貨延遲。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"今年 9 月，著名蘋果分析師郭明池 (Ming-Chi Kuo) 曾表示，由於部件短缺，蘋果將把 MacBook 的出貨量削減一半，這對定於 10 月 18 日推出的 MacBook Pro 可能不是什麼好兆頭。MacBook 缺貨與缺乏電源管理集成電路有關，這與 iPhone 機型目前似乎也面臨的問題類似。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"據悉，蘋果將在 10 月 28 日公佈下一份收益報告，屆時將告訴投資者 iPhone 13 在市場上的表現如何，並可能提供一些有關供應狀況的信息。"}]},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"蘋果供應商否認減產"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"每年的 4 季度，正是蘋果新推出的 iPhone 大規模上市的時期，蘋果將憑藉 iPhone 的銷量大幅提升這一財季的業績。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"有分析師認爲，iPhone 13 如果減產 1000 萬部，或將影響蘋果在四季度的營收，即蘋果 2022 財年第一財季的營收。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"去年 1 月，"},{"type":"link","attrs":{"href":"https:\/\/baijiahao.baidu.com\/s?id=1690192245622192445&wfr=spider&for=pc","title":"xxx","type":null},"content":[{"type":"text","text":"蘋果發佈的 2021 財年第一季度業績報告顯示"}]},{"type":"text","text":"，蘋果在該財季淨營收爲 1114.39 億美元，比去年同期的 918.19 億美元增長 21%，創下紀錄新高。主要是因爲 iPhone 12 系列全球需求超過預期。在該財季的總營收中，iPhone 手機營收高達 655.97 億美元。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"如果據上年同期的業績情況推測，今年 Q4 季度，iPhone 13 一旦減產，將對營收產生不利影響。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"不過對於 iPhone 13 減產的傳聞。蘋果供應商卻表示否認了。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"10 月 14 日，蘋果上游供應商迴應稱，蘋果新 iPhone 的零部件供應商聲稱今年迄今爲止沒有削減訂單。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"據《經濟日報》報道，一位不具名的 iPhone 供應鏈消息透露，從蘋果目前給的出貨預測來看，目前訂單沒有太大改變，組裝廠商生產也如計劃進行。供應鏈透露，相比芯片缺貨，業界目前較擔心中國限電、停工造成的後續影響，例如和碩董事長童子賢先前便指出，“10 月要給我們一點時間，確認產業上下游供需狀況纔會清楚。”"}]},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"缺芯還將常態化，蘋果能否頂住壓力？"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"到目前爲止，全球芯片短缺危機已經持續了一年多，影響範圍波及全球，衆多行業和公司受到了打擊。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"智能手機領域也因此遭受重創。此前，小米集團副總裁盧偉冰曾在微博感嘆，“今年芯片太缺了，不是缺，是極缺”。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"以蘋果公司的龐大規模和其在供應鏈方面的優勢地位，芯片短缺危機之前一直對 iPhone 的生產並沒有造成特別重大的影響。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"但這份最新的報告顯示，作爲全球最大的芯片買家之一，即便擁有強大的購買力，蘋果還是無法避免的受到了因疫情而加劇的全球芯片短缺困局的影響，該公司因爲芯片缺貨，或將面臨供應鏈危機。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"根據業界的評判，缺芯將是長期性的問題。主要芯片製造商警告稱，明年全年的需求將繼續超過供應，甚至更久。有跡象表明，芯片危機正在惡化。據 Susquehanna Financial Group 的數據，半導體行業的交貨週期 (半導體訂單與交貨之間的差距) 連續第 9 個月上升，9 月份平均爲 21.7 周。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"目前蘋果公司正在努力應對供應中斷的問題。另一方面，蘋果等智能手機廠商正在積極佈局自研芯片，尋求緩解“缺芯”之痛的解決方案。在去年 11 月的蘋果“One more thing”發佈會上，蘋果首次揭開了自研 5nm 製程芯片的神祕面紗。"},{"type":"link","attrs":{"href":"https:\/\/www.infoq.cn\/article\/57asBCrBGEB1ebhfgcdb","title":"xxx","type":null},"content":[{"type":"text","text":"5nm M1 芯片"}]},{"type":"text","text":"搭載在蘋果新一代基於 Arm 的 Mac 系列產品上，其強大的續航能力也在上市後受到了用戶的好評。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"此外，美國政府方面也在幫助包括蘋果在內的科技公司解決來自“大環境”的難題。今年 7 月，美國商務部長雷蒙多稱，美國在芯片短缺問題上做了很多工作，計劃在半導體供應上投入 520 億美元。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"參考鏈接："}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"https:\/\/www.bloomberg.com\/news\/articles\/2021-10-12\/apple-poised-to-slash-iphone-production-goals-due-to-chip-crunch"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"http:\/\/www.techweb.com.cn\/world\/2021-10-14\/2860600.shtml"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}}]}