蘋果也缺芯 半導體行業供需難平衡？

華爾街見聞
2021.08.12 05:31

作為芯片下游需求的全球最大客户之一，蘋果公司持悲觀態度，公司預計 FY4Q21 收入仍將保持雙位數增長，但將低於當季的同比 36% 增長。收入增速放緩無法擺脱芯片缺貨的影響，預計下一季度的供應緊張將比本季嚴重。

有消費電子分析師指出，這是蘋果第一次在業績會上提到芯片的缺貨狀態。通常情況下，產業鏈會優先保證蘋果的供應，此次蘋果的指引可能預示行業 Q3 的芯片缺貨情況並不樂觀。

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