作为芯片下游需求的全球最大客户之一，苹果公司持悲观态度，公司预计 FY4Q21 收入仍将保持双位数增长，但将低于当季的同比 36% 增长。收入增速放缓无法摆脱芯片缺货的影响，预计下一季度的供应紧张将比本季严重。
有消费电子分析师指出，这是苹果第一次在业绩会上提到芯片的缺货状态。通常情况下，产业链会优先保证苹果的供应，此次苹果的指引可能预示行业 Q3 的芯片缺货情况并不乐观。
苹果也缺芯 半导体行业供需难平衡？
Source: Wallstreetcn The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment