苹果Q2财测亮眼！库克：若SoC供应改善iPhone销售会更好

爱集微01-30

苹果周四(29 日) 公布的上季(会计年度第1 季) 财报亮眼，并预测本季(第2 季，3 月为止) 营收将成长13-16%，与第1 季表现相当，但苹果表示，若能取得足够芯片以满足iPhone 需求，销售表现可能更佳。苹果财务长Kevan Parekh向分析师表示，“我们预计本季(3 月为止) 的营收年增率为13-16%，这已是考量本季iPhone 供应受限所做的预测。”SoC高端制程供应吃紧...

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Cook: iPhone sales will be better if SoC supply improves","themeId":"86c47f4dce7ba3348265caf1d89d0a92","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MACW.SI":0.6,"AAPB":0.6,"AAPL":1.98,"AAPU":0.6,"AAPW":0.6,"APLY":0.6,"AAPX":0.6,"AAPY":0.6,"AAPD":0.6},"content_text":"苹果周四(29 日) 公布的上季(会计年度第1 季) 财报亮眼，并预测本季(第2 季，3 月为止) 营收将成长13-16%，与第1 季表现相当，但苹果表示，若能取得足够芯片以满足iPhone 需求，销售表现可能更佳。苹果财务长Kevan Parekh向分析师表示，“我们预计本季(3 月为止) 的营收年增率为13-16%，这已是考量本季iPhone 供应受限所做的预测。”SoC高端制程供应吃紧CNBC 报导，在财报电话会议上，分析师好奇苹果取得存储器元件的状况，因为目前在人工智能(AI) 资料中心需求大增下，存储器价格飙升，且市场供应短缺。对此执行长库克指出，限制苹果产能的主要因素，在于A 系列与M 系列系统单芯片(SoC, System-on-Chip) 的先进制程供应。库克说：“我们的限制主要来自于SoC 所需先进制程的可用性，目前供应链弹性比平常更低，部分原因是需求增加。”苹果的先进制程芯片由台积电代工，台积电也在先进制程市场占有主导地位。库克周四表示，苹果目前正在寻求更多3nm制程产能，但暂时不对本季之后的状况做预测。存储器价格攀升，但毛利率影响有限针对存储器价格上涨，库克坦言，本季将会对苹果造成影响，目前正在考虑多种因应方案，但拒绝透露苹果如何解决这个几乎影响了全球所有装置制造商的问题。库克指出，存储器成本对上季营运的影响“最小”(minimal)，但到本季影响可能扩大。苹果周四预估，本季毛利率将落在48-49%，若取中间值，将高于第1 季。苹果去年宣布，未来五年内将在美国投资超过6000 亿美元，其中大部分投入少数几家已承诺在美国建厂的芯片企业，包括台积电。库克周四表示，苹果2025 年已从美国取得200 亿颗芯片，高于先前目标的190 亿颗。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2607109251","isCrawlerRequest":true}