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苹果的iPhone出口看到下垂在中国中断

Wedbush证券经纪估计短缺导致本季度销量减少5%到10%;说关闭成本苹果iPhone销量每周约10亿美元损失萨斯奎哈纳看到出货1000万,总出货量7000万台iPhone国际特遣部队中断影响iPhone出货量证券约20%在7000万年到7500万年之间的单位。

  • 路透
  • 2022年12月20日,21:03坚持

苹果的iPhone出口看到下垂在中国中断
苹果(aapl . o:行情)11月警告说,工人在世界上最大的骚乱iPhone的工厂在中国影响出货量在假日季度高端设备的模型。

一些华尔街分析师已开始评估受到中断的冲击,具有承压世界上最有价值的公司的股票。这里是他们的预测:

Wedbush证券经纪估计短缺导致本季度销量减少5%到10%;说关闭成本苹果每周约10亿美元的损失iPhone销售萨斯奎哈纳看到出货1000万,总出货量7000万台iPhone国际特遣部队中断影响iPhone出货量证券约20%在7000万年和7500万年之间的单位。

CFRA研究认为高达5%到10%的缺点原来iPhone装运凯基证券损失估计的8200万台iPhone生产大约10 mln单位,约低12%的iPhone出口与去年同期相比Evercore ISI关闭影响的500万年到800万年削减单位Piper桑德勒的估计Dec-quarter iPhone销售到7400万年,当它看到一个达到900万户。预计80亿美元的影响。

摩根士丹利(Morgan Stanley)降低了iPhone的估计为Dec-quarter装运300万至7550万辆。摩根大通(J.P.摩根会降低iPhone的体积估计Dec-quarter到400万年约7000万辆。然而,第一季度出货量预估上调约6300万辆从先前预估的6100万人。


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\"Apple's<\/figure>Apple Inc<\/a> warned in November that worker unrest at the world's biggest iPhone factory<\/a> in China would impact shipments of higher-end models of the device in the holiday quarter.

Some Wall Street analysts have started estimating a hit from the disruptions, which have weighed on shares of the world's most valuable company. Here are their predictions:

Brokerage Estimate Wedbush Securities Shortages to result in 5% to 10% fewer units sold in the quarter; Says shutdowns to cost Apple<\/a> about $1 billion a week in lost iPhone<\/a> sales Susquehanna Sees a 10 million hit to shipments, with total shipments of 70 million iPhones TF International Disruptions to impact iPhone shipments Securities by about 20% to between 70 million and 75 million units.

<\/div><\/div>CFRA Research Sees as much as 5% to 10% downside to its original iPhone shipment estimate of 82 million units KGI Securities Lost iPhone production to be about 10 mln units, or about 12% lower iPhone shipments compared with a year ago Evercore ISI Shutdowns to have impact of 5 million to 8 million units Piper Sandler Cuts its estimate for iPhone sales to 74 million for the Dec-quarter, as it sees a hit of 9 million units. Expects an impact of $8 billion in the quarter.

Morgan Stanley Lowers its estimates for iPhone shipment for Dec-quarter by 3 million to 75.5 million units. J.P.Morgan Lowers its estimate for iPhone volume in the Dec-quarter by 4 million to about 70 million units. However, raised its March-quarter forecast for shipments to about 63 million units from prior estimate of about 61 million.

<\/div><\/div>
Follow and connect with us on Twitter<\/a>, Facebook<\/a>, Linkedin<\/a>, Youtube<\/a><\/div>","NumberOfSentences":{"minfo":"8.0","minfoseo":"8-0"},"AutomatedReadabilityIndex":{"minfo":"14.0","minfoseo":"14-0"},"LastPublishMilliTime":{"minfo":"1671550765904","minfoseo":"1671550765904"},"ReadabilityGradeLevel":{"minfo":"College","minfoseo":"college"},"HashCode":{"minfo":"1308563640","minfoseo":"1308563640"},"latestnewsflag":{"minfo":"1.0","minfoseo":"1-0"},"NumberOfCharacters":{"minfo":"1563.0","minfoseo":"1563-0"},"NumberOfWords":{"minfo":"262.0","minfoseo":"262-0"},"key":{"0":{"keyid":"6354606","value":"iphone","smid":"0","keynameseo":"iphone","keytype":"","keycount":"totalcount","weightage":"100"},"1":{"keyid":"10423657","value":"iphone factory","smid":"0","keynameseo":"iphone-factory","keytype":"","keycount":"totalcount","weightage":"20"},"3":{"keyid":"74266","value":"apple inc","smid":"0","keynameseo":"apple-inc","keytype":"","keycount":"totalcount","weightage":"20"},"4":{"keyid":"6354427","value":"apple","smid":"0","keynameseo":"apple","keytype":"","keycount":"totalcount","weightage":"20"}},"authorsplit":[],"similarlytagged":[{"msid":"97140527","stname":"Taiwan fines Foxconn for unauthorised China investment","artsyn":"Foxconn, a major Apple Inc supplier and the world's largest contract electronics maker, disclosed last July it was a shareholder in Chinese chip conglomerate Tsinghua Unigroup, but said last month it would be selling the stake.","seolocation":"telecomnews\/taiwan-fines-foxconn-for-unauthorised-china-investment","seolocationalt":"Taiwan fines Foxconn for unauthorised China investment","url_seo":"taiwan-fines-foxconn-for-unauthorised-china-investment"},{"msid":"97123380","stname":"Apple expands Advanced Data Protection option globally","artsyn":"Beginning with iOS 16.3, the security feature will allow users to enable end-to-end encryption for a variety of additional iCloud data categories, including Photos, Notes, Voice Memos, Messages backups, device backups, and more, reports MacRumors.","seolocation":"telecomnews\/apple-expands-advanced-data-protection-option-globally","seolocationalt":"Apple expands Advanced Data Protection option globally","url_seo":"apple-expands-advanced-data-protection-option-globally"},{"msid":"97080882","stname":"Apple indefinitely postpones launch of AR glasses: Bloomberg News","artsyn":"The iPhone maker's mixed-reality headset - which combines both augmented and virtual reality - is set to launch in this year's spring event, Bloomberg said, adding that the device will cost around $3,000.","seolocation":"telecomnews\/apple-indefinitely-postpones-launch-of-ar-glasses-bloomberg-news","seolocationalt":"Apple indefinitely postpones launch of AR glasses: Bloomberg News","url_seo":"apple-indefinitely-postpones-launch-of-ar-glasses-bloomberg-news"},{"msid":"97046886","stname":"Apple supplier Foxconn replaces iPhone business chief: Bloomberg News","artsyn":"Foxconn's plant in China's Zhengzhou city, the world's largest manufacturing facility of Apple Inc's iPhones, was heavily affected late last year after a COVID-19 outbreak and curbs taken to control the virus prompted thousands of workers to leave.","seolocation":"telecomnews\/apple-supplier-foxconn-replaces-iphone-business-chief-bloomberg-news","seolocationalt":"Apple supplier Foxconn replaces iPhone business chief: Bloomberg News","url_seo":"apple-supplier-foxconn-replaces-iphone-business-chief-bloomberg-news"},{"msid":"97007485","stname":"Apple Music chief to help lead Apple TV+","artsyn":"The tech giant is likely to divide Stern's former responsibilities between Schusser and two other vice presidents-- Robert Kondrk, vice president of services product and design and Adrian Perica, vice president of corporate development.","seolocation":"telecomnews\/apple-music-chief-to-help-lead-apple-tv","seolocationalt":"Apple Music chief to help lead Apple TV+","url_seo":"apple-music-chief-to-help-lead-apple-tv"},{"msid":"96988470","stname":"Apple eyes India, Vietnam to replace China as its key manufacturer","artsyn":"China, which is still the key Apple supplier, may lose its tag as leading iPhone manufacturer as Apple looks at India and Vietnam to bolster its supply chain, the media reported on Saturday.","seolocation":"telecomnews\/apple-eyes-india-vietnam-to-replace-china-as-its-key-manufacturer","seolocationalt":"Apple eyes India, Vietnam to replace China as its key manufacturer","url_seo":"apple-eyes-india-vietnam-to-replace-china-as-its-key-manufacturer"},{"msid":"96953162","stname":"India iPhone breakthrough masks struggle to boost manufacturing","artsyn":"Modi\u2019s Make in India campaign, which aims to increase exports and create jobs, hasn\u2019t quite panned out. 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It added that Apple is likely to have cracked the top five for the first time ever in November. But for the full fourth quarter, the iPhone maker may still be out of the top five, experts said.","seolocation":"telecomnews\/indian-smartphone-market-may-have-fallen-by-a-third-in-oct-dec","seolocationalt":"Indian smartphone market may have fallen by a third in Oct-Dec","url_seo":"indian-smartphone-market-may-have-fallen-by-a-third-in-oct-dec"},"96873965":{"msid":"96873965","stname":"Tata nears iPhone plant takeover to grow Apple supply role","artsyn":"The airline-to-software conglomerate has been in talks with the factory\u2019s owner, Taiwan\u2019s Wistron Corp., for months, and is looking to complete the purchase by the end of March, according to two people familiar with the process.","seolocation":"telecomnews\/tata-nears-iphone-plant-takeover-to-grow-apple-supply-role","seolocationalt":"Tata nears iPhone plant takeover to grow Apple supply role","url_seo":"tata-nears-iphone-plant-takeover-to-grow-apple-supply-role"},"96868377":{"msid":"96868377","stname":"Apple to replace key Broadcom chip with in-house design: Report","artsyn":"Apple plans to replace Broadcom's Wi-Fi and Bluetooth chip, according to the Bloomberg News report, which added that Apple is the U.S. chipmaker's largest customer.","seolocation":"telecomnews\/apple-to-replace-key-broadcom-chip-with-in-house-design-report","seolocationalt":"Apple to replace key Broadcom chip with in-house design: Report","url_seo":"apple-to-replace-key-broadcom-chip-with-in-house-design-report"},"96868328":{"msid":"96868328","stname":"Apple's VP of services Stern to depart: Report","artsyn":"Stern, who joined the iPhone maker from Time Warner Cable in 2016, will leave at the end of the month, according to the report.","seolocation":"telecomnews\/apples-vp-of-services-stern-to-depart-report","seolocationalt":"Apple's VP of services Stern to depart: Report","url_seo":"apples-vp-of-services-stern-to-depart-report"},"96855456":{"msid":"96855456","stname":"iPhone exports from India during April-December double to surpass $2.5 billion","artsyn":"Foxconn Technology Group and Wistron Corp. have each shipped more than $1 billion of Apple\u2019s marquee devices abroad in the first nine months of the fiscal year ending March 2023, people familiar with the matter said.","seolocation":"telecomnews\/iphone-exports-from-india-during-april-december-double-to-surpass-2-5-billion","seolocationalt":"iPhone exports from India during April-December double to surpass $2.5 billion","url_seo":"iphone-exports-from-india-during-april-december-double-to-surpass-2-5-billion"},"96832870":{"msid":"96832870","stname":"Apple starts recruitments for India retail stores","artsyn":"The careers page in the Apple India website had four openings with references to Apple's retail business across various locations in India. These are potentially hundreds of jobs, as a typical Apple store has at least 100 employees, according to industry experts.","seolocation":"telecomnews\/apple-begins-hiring-retail-store-employees-in-india","seolocationalt":"Apple starts recruitments for India retail stores","url_seo":"apple-begins-hiring-retail-store-employees-in-india"},"96762742":{"msid":"96762742","stname":"Apple supplier Foxconn December revenue drops 12% YoY","artsyn":"The company said revenue for December was better than its own expectations and that a \"gradual recovery\" at its Zhengzhou plant had contributed to \"double-digit growth\" in revenue for its smart consumer electronics business compared to November.","seolocation":"telecomnews\/apple-supplier-foxconn-december-revenue-drops-12-y\/y","seolocationalt":"Apple supplier Foxconn December revenue drops 12% YoY","url_seo":"apple-supplier-foxconn-december-revenue-drops-12-y\/y"},"96755872":{"msid":"96755872","stname":"Apple to sign Luxshare for iPhone production in China: FT","artsyn":"Luxshare has been producing small numbers of the iPhone 14 Pro Max at its Kunshan plant, to make up for lost production at Foxconn's Zhengzhou factory last year, the report added.","seolocation":"telecomnews\/apple-to-sign-luxshare-for-iphone-production-in-china-ft","seolocationalt":"Apple to sign Luxshare for iPhone production in China: FT","url_seo":"apple-to-sign-luxshare-for-iphone-production-in-china-ft"},"96750972":{"msid":"96750972","stname":"French privacy watchdog fines Apple over personalised ads","artsyn":"\"The advertising targeting settings available from the \"Settings\" icon of the iPhone were pre-checked by default\", the CNIL said in a statement, even though that was not strictly necessary for the device's functioning.","seolocation":"telecomnews\/french-privacy-watchdog-fines-apple-over-personalised-ads","seolocationalt":"French privacy watchdog fines Apple over personalised ads","url_seo":"french-privacy-watchdog-fines-apple-over-personalised-ads"},"96739963":{"msid":"96739963","stname":"Battered by Covid, China hits pause on giant chip spending aimed at rivaling US","artsyn":"Top officials are discussing ways to move away from costly subsidies that have so far borne little fruit and encouraged both graft and American sanctions, people familiar with the matter said.","seolocation":"telecomnews\/battered-by-covid-china-hits-pause-on-giant-chip-spending-aimed-at-rivaling-us","seolocationalt":"Battered by Covid, China hits pause on giant chip spending aimed at rivaling US","url_seo":"battered-by-covid-china-hits-pause-on-giant-chip-spending-aimed-at-rivaling-us"},"96701894":{"msid":"96701894","stname":"Epic Games CEO hints Fortnite returning to iOS in 2023","artsyn":"In a tweet to celebrate the new year, Sweeney wrote, \"Next year on iOS!\", which was then followed by a picture of a Fortnite character looking up at fireworks that spell out 2023, reports MacRumors.","seolocation":"telecomnews\/epic-games-ceo-hints-fortnite-returning-to-ios-in-2023","seolocationalt":"Epic Games CEO hints Fortnite returning to iOS in 2023","url_seo":"epic-games-ceo-hints-fortnite-returning-to-ios-in-2023"},"96701696":{"msid":"96701696","stname":"Foxconn's COVID-hit China plant close to resuming full production","artsyn":"Production at the world's largest manufacturing facility of Apple Inc's iPhones was heavily affected late last year after a COVID-19 outbreak and curbs taken to control the virus prompted thousands of workers to leave. It was also hit by a bout of worker unrest over payment issues.","seolocation":"telecomnews\/foxconns-covid-hit-china-plant-close-to-resuming-full-production","seolocationalt":"Foxconn's COVID-hit China plant close to resuming full production","url_seo":"foxconns-covid-hit-china-plant-close-to-resuming-full-production"}}}}" data-news-images="[{"msid":"96378002","msname":"r iPhone maker","msnameseo":"r-iphone-maker","mediatype":"44","artdate":"2022-12-06 07:48:00.0","caption":""}]" data-newsletter-by="0" data-newsletter-date="a" data-hasbottomcarousel="" data-alldetailsopen="0" data-multipleanalyticshit="" data-deeplink="https://ettelecom.app.link?$deeplink_path=" data-socialshareformat="default">
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