蘋果新款MacBook Pro賣到斷貨
據媒體報道，蘋果新款MacBook Pro電腦出現嚴重供應不順，不僅渠道大缺貨，現在透過蘋果官網下單也要等至少兩個月才能拿到貨。
對此，蘋果最大筆電組裝廠廣達強調，目前正全力加快生產，希望能縮短消費者等待的時間。以14英寸和16英寸的新款MacBook Pro爲例，目前在蘋果官網上，消費者下訂這兩款機型，需要7到9周才能拿到貨。
有消費者反映，他們2月下訂的MacBook Pro 16 英寸被推遲發貨。蘋果對此表示，這批設備要到6月底或7月初才能發貨。
新款MacBook Pro缺貨，可能有兩個方面的原因：
第一是MacBook Pro的市場表現可能超過了預期。
MacBook Pro發佈於去年10月份，由於其搭載的是M1 Pro和M1 Max芯片，上市時備受蘋果重視。而從後來的市場表現來看，新款MacBook Pro確實沒有讓蘋果失望。
據IT之家報道，Display Supply Chain Consultants 的一份新報告顯示，得益於配備 mini-LED 顯示屏的新款 MacBook Pro，mini-LED 屏在 2021 年第四季度以 54% 的份額引領了高端筆記本電腦市場。不僅如此，新款 MacBook Pro 銷量還超過了所有 OLED 筆記本電腦的總和。
與2021年同期相比，2022年第一季度全球PC出貨量下降了4.3%，但MacBook的銷量卻逆勢增長了8%。
第二是產能吃緊，在疫情的大背景下，工廠的產能或多或少都受到了影響，新款MacBook Pro的產能可能因此被壓縮。
Macbook Pro大缺貨，反映主力組裝廠廣達受制相關政策，生產線運作受阻。而廣達幾乎是蘋果MacBook唯一代工夥伴，在蘋果的主要產品中，MacBook在中國大陸，將因廣達停產受到的影響最大。
除了蘋果電腦供不應求， iPhone手機高景氣也有望持續。
據媒體報道，iPhone主力生產基地富士康鄭州廠區Q2啓動大量招工，並大幅調高獎金。此外，Q2 iPhone13 Pro系列將進行大幅擴產，其中iPhone 13 Pro將從100萬部擴產至近800萬部，iPhone 13 Pro Max從約350萬部擴產至約650萬部。
對此，東方證券認爲，這一方面體現出需求端的高景氣度，另一方面，伴隨着疫情控制逐步向好，企業復工復產，產業鏈有望加速出貨。下半年iPhone、AirPods、Apple Watch等各產線新品備貨旺季即將到來，疊加供給端蘋果極強的供應鏈關係網絡和管理能力，全年銷量增長無虞，銷量提振有望帶動供應鏈相關公司業績，釋放業績彈性。
華泰證券也指出，儘管一季度手機產業鏈整體處於淡季，我們看到立訊、歌爾、環旭等果鏈優質龍頭公司同比仍實現較爲強勁的增長，主要得益於蘋果發佈iPhone SE等新品的拉動作用，以及龍頭多元化、全球化佈局帶來的強韌性。
展望2Q22，考慮到2Q21低基數效應+今年蘋果新品訂單持續貢獻的增量，若復工復產如期進行，預計2Q22果鏈龍頭仍有望實現同比穩健增長。2022全年來看，我們繼續看好果鏈整體景氣度表現，業績增長可預見性預計將強於安卓產業鏈。
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