Collecting Web Report (text / no sword core)
The epidemic, the refinement is difficult to take a powerful apple.
Factory, ignition has made Apple lose $ 6 billion, and if Apple has not solved the current dilemma, it will also be larger loss. Apple has to decline, to deal with the difficulties in front of you by remosing the Wall to make up the Western wall, extend the delivery time.
In the end, the apple is deficient, when can I mitigate?
Apple trapped dilemma
The short-fitting tide swept the world, even Apple is unsaused. Apple executives have foreseen that the unprecedented short-core tide will bring huge disasters to the company. As early as the end of April this year, Apple Chief Financial Officer Luka & Middot; Mestri MAESTRI warned that Apple's fourth quarter may lose billions of dollars due to the shortage of chip. At that time, Apple CEO Tim & Middot; Cook In order not to let investors lose confidence, the short-core tide will mainly affect the iPad and Mac computers.
In fact, the deficiencies not only affect the iPad and Mac computers, but also affect the iPhone business. Apple's fourth quarter revenue, but the net profit has grown year-on-year, but iPhone and overall sales are not expected, the market value is surpassing Microsoft.Cook blamed this on the chip shortage and epidemics. He pointed out that due to chip shortage and Southeast Asian epidemic in the fourth quarter, Apple lost is about $ 6 billion, and it is expected that the status of the short quarter will continue. Cook also revealed that the outstanding chip is not an advanced process, but a chip of a mature process.
Subsequently, Apple continues to have a negative message. According to Bloomberg report, Apple will cut the next quarter iPhone order by less than 1 million units because the chip is insufficient.Nikkei Asia invoked multiple news sources, due to the shortage of chip, Apple has greatly cut the iPad yield, and allocate more requirements to the iPhone 13 series. In the past two months, IPAD production was 50% compared to the original plan, and components for the old iPhone have also been configured to the iPhone 13 production line.
Although there is no authenticity of the above negative news, the performance of Apple Supply Chain Manufacturer can speculate Apple's unprecedented dilemma. Apple supply chain factory power, and the OS, Hong Hai, Yujing Light October revenue decline, in which Apple's undergraduate iPhone production plan, indirectly caused the speed of TSM to slow down to Apple, causing the revenue of TSMO October The ring is 11.9%.
Apple has to solve the chip problem for a sufficient time to extend the delivery date of the iPhone13 series. According to JPMorgan Datong, it is pointed out that in the United States, the iPhone 13 min is expected to take up to 8 days, and IPHONE 13 must be 10 days. Top more hot iPhone 13 Pro or 13 Pro Max must be 26 days, nearly one month. In China, Apple takes purchase restrictions, Double eleven period, Tmall Apple Store official flagship store to purchase two iPhone 13 series, iPhone 13 Pro series delivery time is 3-4 weeks.
What is the priority production order that is deficient?
Apple has strong control for supply chain. The wafer production capacity of Territo will give Apple, and Apple should be the smallest mobile phone manufacturer affected by the deficit core. Why is Apple still difficult to solve the difficulty of defect? In addition to the fade, what is the uncertain factor affecting the apple production?
The integrated circuit can be divided into numbers, simulation, and digital-to-mode mixing, and Apple may be aimed at the analog chip.Typically, digital chips are generally produced by wafer generatic plants such as Taodule, and these manufacturers have expanded their utility, and customers are multivariate.However, the analog chip required by Apple is mainly produced by IDM vendors TI, Infineon, Microchip, Bo Tong, etc. These manufacturers mainly use mature process technology, and the expansion is conserved. As the market demand has increased, it is not possible to fully meet Apple's needs.
In the face of the reflex die, the FAB manufacturer expinesers, but IDM vendors are not rushing to build a new plant. Supply chain sources Zhu Ming (pseudonym)Idm manufacturers are not worried about inquiry, because it can make full use of capacity, and the net profit will increase. If IDM vendor expansion or building a new factory, they must not only bear high equipment amortization costs, but also face the risk of excess capacity in the future. At that time, profit margin may also be lowered. If it is not a market demand, add the United States to support the local factory, Ti may not take a risk to build a new plant.
Apple may also lack some indirectly supplied chips.Zhu Ming said that if the priority will be higher directly, some chip manufacturers are indirect delivery, such as touch chips, etc., these products are not necessarily able to obtain priority. The order of the touch chip vendor may have been scheduled to be booked in advance by other manufacturers. Apple that is indirectly purchaser may also need to queue.
In addition, the epidemic is also an important factor affecting the ecology of Apple Supply Chain. Southeast Asian epidemic continues to ravage, Apple supply chain manufacturers have to stop working, Apple parts production is affected. It is pointed out in Sai Asah Research.Vietnamese epidemics continued to spread, the factory was forced to stop, and the workers had a return to the rural tide.
When is it alleviated?
The refinement makes Apple harvesting Huawei's high-end mobile phone market slow down. Industrial Analyzer Wang Qiang (pseudonym) pointed out that the deficiencies, Apple may reduce capacity of 7% -8%, about one or two iPhone 13 series.
But Apple is still one of the biggest beneficiaries of Huawei fade out of the high-end mobile phone market. Industrial analysts Luo Cheng (pseudonym) pointed out that the iPhone13 series is radical, and the domestic brand mobile phone is flat in high-end market. Samsung is not as good as in advance of the high-end mobile phone market, Apple has become the largest harvestors of Huawei high-end mobile phone market, and It has a substantial growth in previous years. If Apple has no shortage, lack of camera modules, Apple's iPhone shipments may increase by up to 130 million.
Apple's short-deficit, when can the camera module can mitigate?
Apple is actively adjusting the supply chain to solve the current short-deficit dilemma. According to Digitimes, the supply of iPhone 13 will continue to be restricted in this quarter and next season. But in February next year, it may catch market demand.
Sharp Vietnam Camera Module Factory is also stepped up recruitment. It is pointed out in Sai Asah Research.Now the situation of Sumprous South Camera module factory is gradually improved, although the product can be returned to Apple's demand goal, but the iPhone camera module will gradually improve.
As the supply chain manufacturer increases supply, Apple supply chain tensions will gradually alleviate. Zhu Ming said,Apple has organized the supply chain manufacturer to coordinate the production capacity, Apple priority level increased, and the application of Apple supply chain will be partially alleviated in the middle of next year. In the second half of next year, the Apple supply chain problem can be completely relieved in the second half of next year. (School inlarge / Junxia)