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2021-10-14

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Which Apple Chip Suppliers Will Face The Biggest Impact From iPhone Production Cuts?<blockquote>哪些苹果芯片供应商将面临iPhone减产的最大冲击？</blockquote>

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These companies benefit from strong units and increasing content in latest generation devices, he added.<blockquote>射频供应商，如Skyworks解决方案公司,科尔沃公司分析师表示，博通也将看到有意义的影响。他补充说，这些公司受益于最新一代设备中强大的设备和不断增加的内容。</blockquote> Suppliers With Moderate Exposure:Teradyne, Inc., which derives about 25% of sales from Apple;Texas Instruments Incorporated&nbsp;with 8%-10% exposure;NXP Semiconductors NV&nbsp;with 5%-10% exposure;II-VI Inc.&nbsp;with 5%-7% exposure; and&nbsp;Intel Corporation&nbsp;with 3%-4% exposure, are among those which will be moderately impacted, Arya said.<blockquote>中度暴露的供应商：泰瑞达公司。该公司约25%的销售额来自苹果；德州仪器公司暴露量为8%-10%；恩智浦半导体公司暴露量为5%-10%；II-VI公司。暴露量为5%-7%；和英特尔公司Arya表示，有3%-4%的风险敞口将受到中度影响。</blockquote> Suppliers With Little or No Exposure:Advanced Micro Devices, Inc.,Marvell Technology&nbsp;Inc.,MACOM Technology Solutions Holdings&nbsp;Inc,Microchip Technology Inc.,ON Semiconductor Corp,Ambarella&nbsp;Inc&nbsp;and&nbsp;Wolfspeed, Inc.&nbsp;are chipmakers with little or no exposure to Apple, the analyst said.<blockquote>很少或没有接触的供应商：先进微设备公司。,马维尔技术公司。,MACOM技术解决方案控股公司,微芯片技术公司。,安森美半导体公司,安巴雷拉公司和沃尔夫斯皮德公司。分析师表示，芯片制造商很少或根本没有接触苹果。</blockquote> Intel and AMD, the analyst added, hold exposure mostly to Macs, and should see minimal/no impact from iPhone headwinds.<blockquote>这位分析师补充说，英特尔和AMD主要投资于MAC，应该会看到iPhone逆风的影响很小/没有。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhich Apple Chip Suppliers Will Face The Biggest Impact From iPhone Production Cuts?<blockquote>哪些苹果芯片供应商将面临iPhone减产的最大冲击？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nBenzinga \n2021-10-14 14:55\n</div>\n</div>\n</h4>\n</header>\n<article>\nApple&nbsp;Inc&nbsp;is reportedly looking to&nbsp;cut&nbsp;its iPhone production forecast for 2021 by 10 million due to supply chain issues.<blockquote>苹果公司据报道，由于供应链问题，该公司打算将2021年iPhone产量预测下调1000万部。</blockquote> Apple&nbsp;Inc<blockquote>苹果公司</blockquote> AAPLis reportedly looking tocut&nbsp;its iPhone production forecast for 2021 by 10 million due to supply chain issues.<blockquote>据报道，由于供应链问题，AAPLis希望将2021年iPhone产量预测下调1000万部。</blockquote> How The Chip Crunch Is Hurting Apple:Supply constraints are beginning to show impacts on premium-tier handset production, BofA Securities analyst Vivek Arya said.<blockquote>芯片紧缩如何伤害苹果：美国银行证券分析师Vivek Arya表示，供应限制开始对高端手机生产产生影响。</blockquote> Shortages are impacting several areas within the supply chain, including components such as RF/wireless shipped by&nbsp;Broadcom Inc&nbsp;and OLED display drivers shipped by&nbsp;Texas Instruments Incorporated, he added.<blockquote>短缺正在影响供应链中的多个领域，包括RF/无线等组件博通公司和OLED显示驱动器由德州仪器公司，他补充道。</blockquote> Modest capacity constraints, the analyst said, were expected given Apple highlighted shortages on its June quarter earnings call&nbsp;and lengthier iPhone 13 lead times relative to the prior iPhone 12 rollout.<blockquote>该分析师表示，鉴于苹果强调其6月份季度盈利看涨期权的短缺以及iPhone 13相对于之前推出的iPhone 12更长的交付时间，预计产能会出现适度限制。</blockquote> The magnitude of potential cuts comes&nbsp;as a surprise for investors, the analyst said.<blockquote>这位分析师表示，潜在削减的幅度令投资者感到意外。</blockquote> Any downward production revisions will likely impact most suppliers, even those with healthier capacity situations, Arya said.<blockquote>Arya表示，任何向下的产量修正都可能影响大多数供应商，即使是那些产能状况较好的供应商。</blockquote> Suppliers With High Exposure To Apple:Apple's strong presence in the smartphone market and higher 5G mix would mean&nbsp;Cirrus Logic, Inc., which&nbsp;derives&nbsp;roughly 80% of sales from Apple, is among the most impacted, Arya said.<blockquote>苹果风险高的供应商：苹果在智能手机市场的强大影响力和更高的5G组合意味着西锐逻辑公司。Arya表示，该公司大约80%的销售额来自苹果，是受影响最严重的公司之一。</blockquote> RF suppliers such as&nbsp;Skyworks Solutions Inc,Qorvo&nbsp;Inc&nbsp;and Broadcom will also see meaningful impact, the analyst said. These companies benefit from strong units and increasing content in latest generation devices, he added.<blockquote>射频供应商，如Skyworks解决方案公司,科尔沃公司分析师表示，博通也将看到有意义的影响。他补充说，这些公司受益于最新一代设备中强大的设备和不断增加的内容。</blockquote> Suppliers With Moderate Exposure:Teradyne, Inc., which derives about 25% of sales from Apple;Texas Instruments Incorporated&nbsp;with 8%-10% exposure;NXP Semiconductors NV&nbsp;with 5%-10% exposure;II-VI Inc.&nbsp;with 5%-7% exposure; and&nbsp;Intel Corporation&nbsp;with 3%-4% exposure, are among those which will be moderately impacted, Arya said.<blockquote>中度暴露的供应商：泰瑞达公司。该公司约25%的销售额来自苹果；德州仪器公司暴露量为8%-10%；恩智浦半导体公司暴露量为5%-10%；II-VI公司。暴露量为5%-7%；和英特尔公司Arya表示，有3%-4%的风险敞口将受到中度影响。</blockquote> Suppliers With Little or No Exposure:Advanced Micro Devices, Inc.,Marvell Technology&nbsp;Inc.,MACOM Technology Solutions Holdings&nbsp;Inc,Microchip Technology Inc.,ON Semiconductor Corp,Ambarella&nbsp;Inc&nbsp;and&nbsp;Wolfspeed, Inc.&nbsp;are chipmakers with little or no exposure to Apple, the analyst said.<blockquote>很少或没有接触的供应商：先进微设备公司。,马维尔技术公司。,MACOM技术解决方案控股公司,微芯片技术公司。,安森美半导体公司,安巴雷拉公司和沃尔夫斯皮德公司。分析师表示，芯片制造商很少或根本没有接触苹果。</blockquote> Intel and AMD, the analyst added, hold exposure mostly to Macs, and should see minimal/no impact from iPhone headwinds.<blockquote>这位分析师补充说，英特尔和AMD主要投资于MAC，应该会看到iPhone逆风的影响很小/没有。</blockquote>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMBA":"安霸","TXN":"德州仪器","QRVO":"Qorvo, Inc.","TER":"泰瑞达","MRVL":"迈威尔科技","AAPL":"苹果","ON":"安森美半导体","AVGO":"博通","AMD":"美国超微公司","SWKS":"思佳讯","MTSI":"MACOM Technology Solutions Holdings, Inc.","INTC":"英特尔","CRUS":"凌云半导体","NXPI":"恩智浦","IIVI":"COHERENT CORP 6.00% MANDATORY CON PFD SER A","WOLF":"Wolfspeed Inc.","MCHP":"微芯科技"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186018774","content_text":"Apple Inc is reportedly looking to cut its iPhone production forecast for 2021 by 10 million due to supply chain issues.\nApple Inc\nAAPLis reportedly looking tocut its iPhone production forecast for 2021 by 10 million due to supply chain issues.\nHow The Chip Crunch Is Hurting Apple:Supply constraints are beginning to show impacts on premium-tier handset production, BofA Securities analyst Vivek Arya said.\nShortages are impacting several areas within the supply chain, including components such as RF/wireless shipped by Broadcom Inc and OLED display drivers shipped by Texas Instruments Incorporated, he added.\nModest capacity constraints, the analyst said, were expected given Apple highlighted shortages on its June quarter earnings call and lengthier iPhone 13 lead times relative to the prior iPhone 12 rollout.\nThe magnitude of potential cuts comes as a surprise for investors, the analyst said.\nAny downward production revisions will likely impact most suppliers, even those with healthier capacity situations, Arya said.\nSuppliers With High Exposure To Apple:Apple's strong presence in the smartphone market and higher 5G mix would mean Cirrus Logic, Inc., which derives roughly 80% of sales from Apple, is among the most impacted, Arya said.\nRF suppliers such as Skyworks Solutions Inc,Qorvo Inc and Broadcom will also see meaningful impact, the analyst said. These companies benefit from strong units and increasing content in latest generation devices, he added.\nSuppliers With Moderate Exposure:Teradyne, Inc., which derives about 25% of sales from Apple;Texas Instruments Incorporated with 8%-10% exposure;NXP Semiconductors NV with 5%-10% exposure;II-VI Inc. with 5%-7% exposure; and Intel Corporation with 3%-4% exposure, are among those which will be moderately impacted, Arya said.\nSuppliers With Little or No Exposure:Advanced Micro Devices, Inc.,Marvell Technology Inc.,MACOM Technology Solutions Holdings Inc,Microchip Technology Inc.,ON Semiconductor Corp,Ambarella Inc and Wolfspeed, Inc. are chipmakers with little or no exposure to Apple, the analyst said.\nIntel and AMD, the analyst added, hold exposure mostly to Macs, and should see minimal/no impact from iPhone headwinds.","news_type":1,"symbols_score_info":{"CRUS":0.9,"IIVI":0.9,"BRCM":0.9,"AMD":0.9,"AAPL":0.9,"WOLF":0.9,"TER":0.9,"SWKS":0.9,"NXPI":0.9,"MTSI":0.9,"AMBA":0.9,"INTC":0.9,"MCHP":0.9,"MRVL":0.9,"QRVO":0.9,"TXN":0.9,"ON":0.9,"AVGO":0.9}},"isVote":1,"tweetType":1,"viewCount":289,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":10,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/825942978"}