即使强大如苹果也顶不住了? iPhone13或将因缺芯危机减产1000万部

{"type":"doc","content":[{"type":"blockquote","content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"缺芯阴云逐渐笼罩苹果?"}]}]},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"iPhone13 系列或因芯片短缺被迫减产"}]},{"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":"芯片短缺危机之下，即使强大如苹果，也顶不住了。"}]},{"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，据"},{"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":"报道，苹果大幅削减了 iPhone 13 系列的生产计划。因为芯片持续短缺，供应链可能无法交付 iPhone 13 最初的发货目标。"}]},{"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，苹果公司原本预计今年最后三个月将生产 9000 万部新 iPhone。在最近一次财报电话会议上，苹果对投资者表示，供应链生产问题可能影响本季度 iPhone 的供应，iPhone 13 总产量会下降。"}]},{"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)、德州仪器 (Texas Instruments) 等苹果主要供应商无法交付足够的零部件，因此苹果被迫告知公司其他的制造部门削减生产。据悉，iPhone 13‌缺少一款 TI 芯片，这款芯片与 OLED 显示屏的供电有关。"}]},{"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":"苹果主要从德州仪器公司获得显示部件，博通是苹果长期的无线部件供应商。根据 iFixit 拆卸发现，‌iPhone 13‌型号使用了 Broadcom AFEM-8215 前端模块和 Broadcom BCM59365 无线电源接收器，以及显示电源管理 IC、阵列驱动器、闪光 LED 驱动器和德州仪器的双中继器。"}]},{"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":"彭博社称，报告显示，苹果预计，2021 年，iPhone 13 手机产量将比原计划减少 1000 万部。"}]},{"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":"受此消息影响，苹果股价在当日盘后交易中下跌 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":"事实上，目前供应短缺已经给苹果向客户交付新机型带来了压力。"}]},{"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 等设备从苹果商店购买时的出货时间都超过了正常预期。"}]},{"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 于 9 月份开始销售，但目前在苹果网站预定新机，要一个月左右才能发货。iPhone 13 Pro\/Max 需要等待 5~6 周。iPhone 13\/13 mini 则需要等待 2 周左右。这些新设备在该公司的几家零售店都被列为“目前无法购买”。苹果的运营商合作伙伴也出现了类似的发货延迟。"}]},{"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，著名苹果分析师郭明池 (Ming-Chi Kuo) 曾表示，由于部件短缺，苹果将把 MacBook 的出货量削减一半，这对定于 10 月 18 日推出的 MacBook Pro 可能不是什么好兆头。MacBook 缺货与缺乏电源管理集成电路有关，这与 iPhone 机型目前似乎也面临的问题类似。"}]},{"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":"据悉，苹果将在 10 月 28 日公布下一份收益报告，届时将告诉投资者 iPhone 13 在市场上的表现如何，并可能提供一些有关供应状况的信息。"}]},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"苹果供应商否认减产"}]},{"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，正是苹果新推出的 iPhone 大规模上市的时期，苹果将凭借 iPhone 的销量大幅提升这一财季的业绩。"}]},{"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":"有分析师认为，iPhone 13 如果减产 1000 万部，或将影响苹果在四季度的营收，即苹果 2022 财年第一财季的营收。"}]},{"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":"苹果发布的 2021 财年第一季度业绩报告显示"}]},{"type":"text","text":"，苹果在该财季净营收为 1114.39 亿美元，比去年同期的 918.19 亿美元增长 21%，创下纪录新高。主要是因为 iPhone 12 系列全球需求超过预期。在该财季的总营收中，iPhone 手机营收高达 655.97 亿美元。"}]},{"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":"如果据上年同期的业绩情况推测，今年 Q4 季度，iPhone 13 一旦减产，将对营收产生不利影响。"}]},{"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":"不过对于 iPhone 13 减产的传闻。苹果供应商却表示否认了。"}]},{"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，苹果上游供应商回应称，苹果新 iPhone 的零部件供应商声称今年迄今为止没有削减订单。"}]},{"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":"据《经济日报》报道，一位不具名的 iPhone 供应链消息透露，从苹果目前给的出货预测来看，目前订单没有太大改变，组装厂商生产也如计划进行。供应链透露，相比芯片缺货，业界目前较担心中国限电、停工造成的后续影响，例如和硕董事长童子贤先前便指出，“10 月要给我们一点时间，确认产业上下游供需状况才会清楚。”"}]},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"缺芯还将常态化，苹果能否顶住压力？"}]},{"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":"到目前为止，全球芯片短缺危机已经持续了一年多，影响范围波及全球，众多行业和公司受到了打击。"}]},{"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":"智能手机领域也因此遭受重创。此前，小米集团副总裁卢伟冰曾在微博感叹，“今年芯片太缺了，不是缺，是极缺”。"}]},{"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":"以苹果公司的庞大规模和其在供应链方面的优势地位，芯片短缺危机之前一直对 iPhone 的生产并没有造成特别重大的影响。"}]},{"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":"但这份最新的报告显示，作为全球最大的芯片买家之一，即便拥有强大的购买力，苹果还是无法避免的受到了因疫情而加剧的全球芯片短缺困局的影响，该公司因为芯片缺货，或将面临供应链危机。"}]},{"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":"根据业界的评判，缺芯将是长期性的问题。主要芯片制造商警告称，明年全年的需求将继续超过供应，甚至更久。有迹象表明，芯片危机正在恶化。据 Susquehanna Financial Group 的数据，半导体行业的交货周期 (半导体订单与交货之间的差距) 连续第 9 个月上升，9 月份平均为 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":"目前苹果公司正在努力应对供应中断的问题。另一方面，苹果等智能手机厂商正在积极布局自研芯片，寻求缓解“缺芯”之痛的解决方案。在去年 11 月的苹果“One more thing”发布会上，苹果首次揭开了自研 5nm 制程芯片的神秘面纱。"},{"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":"搭载在苹果新一代基于 Arm 的 Mac 系列产品上，其强大的续航能力也在上市后受到了用户的好评。"}]},{"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，美国政府方面也在帮助包括苹果在内的科技公司解决来自“大环境”的难题。今年 7 月，美国商务部长雷蒙多称，美国在芯片短缺问题上做了很多工作，计划在半导体供应上投入 520 亿美元。"}]},{"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":"参考链接："}]},{"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}}]}