The following is the [XGNews]: Apple can’t resist the core shortage crisis. The output target of “Thirteen spices” is afraid to be cut by 10 million recommended by xgapn.com.
On Tuesday, October 12 local time, the media quoted people familiar with the matter as saying that due to the global chip shortage, Apple may cut the production target of iPhone 13 by up to 10 million.
It is said that the production reduction is due to the insufficient delivery of Apple’s two major chip suppliers, Broadcom Inc. and Texas Instruments. Apple gets display components from Texas Instruments, and Broadcom is a long-term supplier of its wireless components. Although Ti produces its own chips, it mainly relies on external manufacturing; Broadcom does not have its own large-scale factory and completely relies on contract chip manufacturers such as TSMC to manufacture products.
Major chip manufacturers in the market are warning that demand may continue to exceed supply next year and in the future. There are signs that the core shortage crisis is still worsening. According to the data of Susquehanna financial group, the delivery time of the chip industry, that is, the gap between semiconductor orders and delivery, has increased for the ninth consecutive month, and the average delivery time in September was 21.7 weeks.
In fact, as early as before the release of iphone13 this year, Apple had asked suppliers to produce up to 90 million new generation iPhones this year, a significant increase compared with the shipment of iPhones in 2020. In recent years, the mobile phone shipments of the technology giant have been maintained at a stable level, that is, the initial sales of the new iPhone from the beginning of listing to the end of the year was 75 million.
In addition, people familiar with the matter also revealed that in addition to the shortage of Ti chips and OLED displays for Apple’s latest iPhone, apple is also facing a shortage of parts from other suppliers, which directly affects Apple’s ability to deliver new machines to customers. In July this year, apple predicted that revenue growth would slow down and said that the shortage of chips would also affect the production of iPhone. At that time, the sales of MAC and iPad had been affected.
The chip crisis has indeed brought great pressure to industries from automobiles to electronic products, resulting in the suspension of production by many automobile manufacturers. However, some analysts believe that with its huge purchasing power and long-term supply agreements with chip suppliers, apple can better withstand the test of tight supply than many other companies, and usher in a strong sales season with the release of iPhone 13.
The latest research report of Tianfeng securities still maintains optimistic expectations: the first batch of orders for iPhone 13 will reach 90 million in 2021, higher than 80 million for iPhone 12 in the same period last year. The short-term output is affected by the shortage of parts caused by the shutdown of the epidemic in Vietnam, which is expected to be alleviated in mid October. At present, domestic energy consumption double control + power and production restriction have a limited impact on apple supply chain.
Looking forward to the fourth quarter, Tianfeng Securities said that thanks to Apple’s strong supply chain management ability and the gradual easing of the epidemic in Vietnam, apple production is expected to return to the traditional peak season level. Hot sales after listing + Apple’s sales pricing strategy + insufficient power of Android high-end machines promote the sales expectation of iPhone 13 to be significantly better than that of iPhone 12. It is expected that the annual sales of iPhone will reach 230 million in 2021.
Counter point research, a market research company, also said in a report last month that iPhone manufacturers are not immune to global trends. The company lowered its global smartphone shipment forecast to 1.41 billion from 1.45 billion, and said Apple was in a better position than some competitors.
As of the closing of US stocks on Tuesday, Apple’s share price fell 0.91% to US $141.51, but so far in 2021, the company’s share price has still risen nearly 10%.
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