因富士康鄭州工廠影響,蘋果iPhone 14 Pro系列產量預計下降10%
路透社援引未具名消息人士的話說,富士康可能無法在聖誕節到來時達到生產目標。Apple 已警告 iPhone 14 Pro 的延遲發貨。根據 Counterpoint Research 的數據,未來幾周 iPhone 14 Pro 和 iPhone 14 Pro max 的產量可能會下降 10%。
來源:國際電子商情
自 2018 年以來,蘋果開始了生產多元化,並一直要求供應商轉移到印度、越南和泰國。儘管如此,搬遷過程仍然緩慢,中國佔據了全球 90% 以上的 iPhone 生產。
此外,中美之間日益加劇的地緣政治緊張局勢給蘋果帶來了另一個風險。Bloomberg Intelligence 的分析師在一份研究報告中表示,如果美中緊張局勢升級到制裁的地步,蘋果將是領先科技公司中銷售和製造方面損失最大的公司。
儘管如此,印度仍存在限制其製造業增長的結構性問題。據《南華早報》報道,Gavekal 新興市場高級分析師 Udith Sikand 表示,印度希望在製造業中吸引外國投資,同時試圖擊退外國投資者以保護國內產業。
9月,據彭博消息,蘋果公司當地時間週一通過電子郵件發聲明稱,蘋果已開始在印度生產iPhone 14。此時距蘋果發佈iPhone 14纔過去不到三週。《環球時報》上月報道稱,據業內人士爆料,蘋果此前打算在9月iPhone 14開售後縮短印度同中國的“生產時差”,計劃在iPhone 14開售兩個月之後就開始在印度生產。此前,蘋果正式對外宣佈已開始在印度生產iPhone 13,這是在2017年生產iPhone SE後,印度本土組裝生產的第四款iPhone。
但印度工廠產量明顯遠遠不如中國廠商,導致蘋果iPhone 14系列總體產量依然下降嚴重,因此,全球iPhone 14 Pro系列交貨期都不斷延後。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.