애플 통신칩 부족으로 아이폰 천만대 감산(2021.10.13)

2021.10.13

Apple set to cut iPhone 13 production due to chip shortages--report | Seeking Alpha

애플은 통신칩 부족으로 10월부터 12월말까지 계획했던 9천만대 생산분에서

천만대정도를 감산하기로 결정했다.

 

Apple (NASDAQ:AAPL) shares dipped in after-hours trading Tuesday following a report that the company is slashing its iPhone 13 production targets for this year due to ongoing component shortages in the semiconductor market.

애플은 반도체 시장에서 부품 부족으로 감산하기로했다는 소식에 시간외 갈래에서 하락.

 

According to Bloomberg, "people with knowledge of the matter" say that Apple will cut its iPhone 13 targets by as many as 10 million devices due issues affecting suppliers Broadcom (NASDAQ:AVGO) and Texas Instruments (NASDAQ:TXN). The two companies provide communications chips and technology for the iPhone, but like many in the chip sector this year, they have has had their own supply chains disrupted due to shortfalls of key semiconductor-making parts.

블룸버그에 따르면 애플은 브로드컴과 텍사스인스트루먼트의 통신칩 부족으로 천만대 감산하기로 결정했다고 한다.

 

Apple unveiled four new models of the iPhone 13 at a company event in September, and the first devices began shipping less than three weeks ago. Apple had reportedly set a target of making 90 million new iPhone 13 units between October and December, which is always the company's biggest revenue quarter during its fiscal year.

 

The iPhone remains Apple's largest source of sales, and accounted for $39.6 billion of the company's $81.4 billion in revenue in its fiscal-third quarter, which ended in June. Cutting iPhone production at the present time may suggest that Apple is expecting to see a hit to its holiday season.

 

Dan Ives, of Wedbush, said that despite the production reports, he still believes Apple is set up for strong iPhone growth in the year ahead.

 

["It's"] just a supply chain timing issue," Ives said."It's not a worry for us and ultimately speaks to a stronger demand trajectory than the Street had been anticipating with the supply chain constraints now needing to reduce builds given component shortages."

• Shortly after Apple showed of the iPhone 13, several Wall Street analysts said the newest iPhone set the company up for strong end-of-the-year sales.
  • Read Now: Apple announces Oct. 18 event likely to feature new Macs