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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>

J.P.Morgan on Tuesday became the second brokerage in two weeks to cut its forecast for Apple Inc's(A

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)iPhone在关键的假日季度销量预期的券商，全球芯片短缺和亚洲工厂关闭终于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，该券商将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的出货量将达到8000万部，并以芯片短缺等供应链问题为由，将假日季度的出货量预期下调了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>对于第四季度，摩根大通预计iPhone在售出5800万部后将带来460亿美元的收入，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>尽管由于其巨大的购买力和与芯片供应商的长期供应协议，苹果比许多其他公司更好地度过了供应紧缩，但今年下半年越南等国家的供应链瓶颈和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的客户已经在经历近年来最长的等待时间之一考验他们的耐心。</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>Chatterjee表示：“相对于投资者预期较低，我们继续看到对iPhone 13和5G iPhone SE的强劲需求起到催化剂的作用，其实现时间虽然因供应不利因素而推迟，但规模没有变化。”</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，其运行在更强大的内部芯片上的两款新MacBook Pro机型和新的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Daniel Ives表示，尽管芯片短缺，苹果仍宣布了假日季的硬件创新，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\" 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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)iPhone在关键的假日季度销量预期的券商，全球芯片短缺和亚洲工厂关闭终于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，该券商将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的出货量将达到8000万部，并以芯片短缺等供应链问题为由，将假日季度的出货量预期下调了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>对于第四季度，摩根大通预计iPhone在售出5800万部后将带来460亿美元的收入，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>尽管由于其巨大的购买力和与芯片供应商的长期供应协议，苹果比许多其他公司更好地度过了供应紧缩，但今年下半年越南等国家的供应链瓶颈和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的客户已经在经历近年来最长的等待时间之一考验他们的耐心。</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>Chatterjee表示：“相对于投资者预期较低，我们继续看到对iPhone 13和5G iPhone SE的强劲需求起到催化剂的作用，其实现时间虽然因供应不利因素而推迟，但规模没有变化。”</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，其运行在更强大的内部芯片上的两款新MacBook Pro机型和新的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Daniel Ives表示，尽管芯片短缺，苹果仍宣布了假日季的硬件创新，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":2267,"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":[],"hasMoreComment":false,"orderType":2}