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2021-10-19

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Apple to sell fewer iPhones as chip crisis bites, J.P.Morgan says<blockquote>摩根大通表示，由于芯片危机，苹果将减少 iPhone 销量</blockquote>

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19:31","market":"us","language":"en","title":"Apple to sell fewer iPhones as chip crisis bites, J.P.Morgan says<blockquote>摩根大通表示，由于芯片危机，苹果将减少 iPhone 销量</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112248349","media":"Reuters","summary":"J.P.Morgan on Tuesday became the second brokerage in two weeks to cut its forecast for Apple Inc's(A","content":"J.P.Morgan on Tuesday became the second brokerage in two weeks to cut its forecast for Apple Inc's(AAPL.O)iPhone sales for the crucial holiday quarter as the global chip shortage and factory closures in Asia finally catch up to the technology giant.<blockquote>摩根大通周二成为两周内第二家下调苹果公司 (AAPL.O) 关键假日季度 iPhone 销量预测的券商，因为全球芯片短缺和亚洲工厂关闭最终赶上了这家科技巨头。</blockquote> The brokerage trimmed its iPhone revenue estimate to $63 billion for the first quarter of fiscal 2022, which would be a yearly fall of nearly 4%, analyst Samik Chatterjee said in a note to clients.<blockquote>分析师 Samik Chatterjee 在给客户的一份报告中表示，该经纪公司将 2022 财年第一季度 iPhone 收入预期下调至 630 亿美元，同比下降近 4%。</blockquote> Last week, Needham said it expected iPhone 13 shipments to total 80 million units in the first quarter and cut its estimates for the holiday quarter by 10 million units citing supply chain issues including the chip shortage.<blockquote>上周，Needham 表示，预计第一季度 iPhone 13 出货量将达到 8000 万部，并以芯片短缺等供应链问题为由，将假日季度的预期下调了 1000 万部。</blockquote> For the fourth quarter, JPM expects iPhones to bring in revenue of $46 billion after selling 58 million units, marginally higher than Wall Street's forecast of $41 billion.<blockquote>摩根大通预计，iPhone 第四季度销量为 5800 万部，收入将达到 460 亿美元，略高于华尔街预测的 410 亿美元。</blockquote> According to Refinitiv IBES, analysts are expecting about 45 million units for the holiday quarter and 79.4 million units in the first quarter.<blockquote>根据 Refinitiv IBES 的数据，分析师预计假日季度销量约为 4500 万辆，第一季度销量约为 7940 万辆。</blockquote> While Apple has weathered the supply crunch better than many other companies due to its massive purchasing power and long-term supply agreements with chip vendors, supply chain bottlenecks and lockdown in countries like Vietnam in the second half of the year are hampering its production timelines.<blockquote>尽管苹果由于其巨大的购买力和与芯片供应商的长期供应协议，比许多其他公司更好地应对了供应紧缩，但供应链瓶颈和下半年越南等国家的封锁正在阻碍其生产时间表。</blockquote> Bloomberg News reported last week that the Cupertino, California-based company is likely to slash production of its iPhone 13 by as many as 10 million units due to the global chip shortage.<blockquote>彭博新闻社上周报道称，由于全球芯片短缺，这家总部位于加利福尼亚州库比蒂诺的公司可能会将 iPhone 13 的产量削减多达 1000 万部。</blockquote> Customers wanting an iPhone 13 are already having their patience tested with one of the longest wait times for the phone in recent years, analysts said.<blockquote>分析师表示，想要iPhone 13的客户已经在考验他们的耐心，这是近年来最长的手机等待时间之一。</blockquote> \"We continue to see strong demand for iPhone 13 and 5G iPhone SE relative to low investor expectations to act as a catalyst, the timing of realization of which, although delayed on account of supply headwinds, is unchanged in magnitude,\" Chatterjee said.<blockquote>查特吉表示：“我们继续看到对 iPhone 13 和 5G iPhone SE 的强劲需求，而投资者预期较低，这将起到催化剂的作用，尽管由于供应不利因素而推迟，但实现这一目标的时间并没有改变。”</blockquote> However, Apple said on Monday that its two new MacBook Pro models, that run on more powerful in-house chips, and new AirPods 3, will start shipping next week.<blockquote>然而，苹果周一表示，其两款新的MacBook Pro机型（运行在更强大的内部芯片上）和新的AirPods 3将于下周开始发货。</blockquote> Apple's announcement of hardware innovations for the holiday season despite the chip shortage showed the company was flexing its supply chain muscles, Wedbush analyst Daniel Ives said.<blockquote>Wedbush 分析师丹尼尔·艾夫斯 (Daniel Ives) 表示，尽管芯片短缺，苹果公司仍宣布在假日期间进行硬件创新，这表明该公司正在展示其供应链实力。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple to sell fewer iPhones as chip crisis bites, J.P.Morgan says<blockquote>摩根大通表示，由于芯片危机，苹果将减少 iPhone 销量</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ 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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\">\nApple to sell fewer iPhones as chip crisis bites, J.P.Morgan says<blockquote>摩根大通表示，由于芯片危机，苹果将减少 iPhone 销量</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nReuters2021-10-19 19:31\n\n</h4>\n</header>\n<article>\nJ.P.Morgan on Tuesday became the second brokerage in two weeks to cut its forecast for Apple Inc's(AAPL.O)iPhone sales for the crucial holiday quarter as the global chip shortage and factory closures in Asia finally catch up to the technology giant.<blockquote>摩根大通周二成为两周内第二家下调苹果公司 (AAPL.O) 关键假日季度 iPhone 销量预测的券商，因为全球芯片短缺和亚洲工厂关闭最终赶上了这家科技巨头。</blockquote> The brokerage trimmed its iPhone revenue estimate to $63 billion for the first quarter of fiscal 2022, which would be a yearly fall of nearly 4%, analyst Samik Chatterjee said in a note to clients.<blockquote>分析师 Samik Chatterjee 在给客户的一份报告中表示，该经纪公司将 2022 财年第一季度 iPhone 收入预期下调至 630 亿美元，同比下降近 4%。</blockquote> Last week, Needham said it expected iPhone 13 shipments to total 80 million units in the first quarter and cut its estimates for the holiday quarter by 10 million units citing supply chain issues including the chip shortage.<blockquote>上周，Needham 表示，预计第一季度 iPhone 13 出货量将达到 8000 万部，并以芯片短缺等供应链问题为由，将假日季度的预期下调了 1000 万部。</blockquote> For the fourth quarter, JPM expects iPhones to bring in revenue of $46 billion after selling 58 million units, marginally higher than Wall Street's forecast of $41 billion.<blockquote>摩根大通预计，iPhone 第四季度销量为 5800 万部，收入将达到 460 亿美元，略高于华尔街预测的 410 亿美元。</blockquote> According to Refinitiv IBES, analysts are expecting about 45 million units for the holiday quarter and 79.4 million units in the first quarter.<blockquote>根据 Refinitiv IBES 的数据，分析师预计假日季度销量约为 4500 万辆，第一季度销量约为 7940 万辆。</blockquote> While Apple has weathered the supply crunch better than many other companies due to its massive purchasing power and long-term supply agreements with chip vendors, supply chain bottlenecks and lockdown in countries like Vietnam in the second half of the year are hampering its production timelines.<blockquote>尽管苹果由于其巨大的购买力和与芯片供应商的长期供应协议，比许多其他公司更好地应对了供应紧缩，但供应链瓶颈和下半年越南等国家的封锁正在阻碍其生产时间表。</blockquote> Bloomberg News reported last week that the Cupertino, California-based company is likely to slash production of its iPhone 13 by as many as 10 million units due to the global chip shortage.<blockquote>彭博新闻社上周报道称，由于全球芯片短缺，这家总部位于加利福尼亚州库比蒂诺的公司可能会将 iPhone 13 的产量削减多达 1000 万部。</blockquote> Customers wanting an iPhone 13 are already having their patience tested with one of the longest wait times for the phone in recent years, analysts said.<blockquote>分析师表示，想要iPhone 13的客户已经在考验他们的耐心，这是近年来最长的手机等待时间之一。</blockquote> \"We continue to see strong demand for iPhone 13 and 5G iPhone SE relative to low investor expectations to act as a catalyst, the timing of realization of which, although delayed on account of supply headwinds, is unchanged in magnitude,\" Chatterjee said.<blockquote>查特吉表示：“我们继续看到对 iPhone 13 和 5G iPhone SE 的强劲需求，而投资者预期较低，这将起到催化剂的作用，尽管由于供应不利因素而推迟，但实现这一目标的时间并没有改变。”</blockquote> However, Apple said on Monday that its two new MacBook Pro models, that run on more powerful in-house chips, and new AirPods 3, will start shipping next week.<blockquote>然而，苹果周一表示，其两款新的MacBook Pro机型（运行在更强大的内部芯片上）和新的AirPods 3将于下周开始发货。</blockquote> Apple's announcement of hardware innovations for the holiday season despite the chip shortage showed the company was flexing its supply chain muscles, Wedbush analyst Daniel Ives said.<blockquote>Wedbush 分析师丹尼尔·艾夫斯 (Daniel Ives) 表示，尽管芯片短缺，苹果公司仍宣布在假日期间进行硬件创新，这表明该公司正在展示其供应链实力。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.reuters.com/technology/apple-sell-fewer-iphones-chip-crisis-bites-jpmorgan-says-2021-10-19/\">Reuters</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.reuters.com/technology/apple-sell-fewer-iphones-chip-crisis-bites-jpmorgan-says-2021-10-19/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112248349","content_text":"J.P.Morgan on Tuesday became the second brokerage in two weeks to cut its forecast for Apple Inc's(AAPL.O)iPhone sales for the crucial holiday quarter as the global chip shortage and factory closures in Asia finally catch up to the technology giant.\nThe brokerage trimmed its iPhone revenue estimate to $63 billion for the first quarter of fiscal 2022, which would be a yearly fall of nearly 4%, analyst Samik Chatterjee said in a note to clients.\nLast week, Needham said it expected iPhone 13 shipments to total 80 million units in the first quarter and cut its estimates for the holiday quarter by 10 million units citing supply chain issues including the chip shortage.\nFor the fourth quarter, JPM expects iPhones to bring in revenue of $46 billion after selling 58 million units, marginally higher than Wall Street's forecast of $41 billion.\nAccording to Refinitiv IBES, analysts are expecting about 45 million units for the holiday quarter and 79.4 million units in the first quarter.\nWhile Apple has weathered the supply crunch better than many other companies due to its massive purchasing power and long-term supply agreements with chip vendors, supply chain bottlenecks and lockdown in countries like Vietnam in the second half of the year are hampering its production timelines.\nBloomberg News reported last week that the Cupertino, California-based company is likely to slash production of its iPhone 13 by as many as 10 million units due to the global chip shortage.\nCustomers wanting an iPhone 13 are already having their patience tested with one of the longest wait times for the phone in recent years, analysts said.\n\"We continue to see strong demand for iPhone 13 and 5G iPhone SE relative to low investor expectations to act as a catalyst, the timing of realization of which, although delayed on account of supply headwinds, is unchanged in magnitude,\" Chatterjee said.\nHowever, Apple said on Monday that its two new MacBook Pro models, that run on more powerful in-house chips, and new AirPods 3, will start shipping next week.\nApple's announcement of hardware innovations for the holiday season despite the chip shortage showed the company was flexing its supply chain muscles, Wedbush analyst Daniel Ives said.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":511,"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":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/859049365"}