苹果也缺芯 半导体行业供需难平衡？
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。
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