美股異動 | 蘋果盤前跌1.7% 傳2022年生產約2.2億部iPhone手機 遜市場預期
格隆匯5月26日丨蘋果盤前跌1.7%,報138.13美元。消息面上,今年蘋果公司要求供應商組裝大約2.2億部iPhone,與去年大致相同。市場預測為接近2.4億部,因預計iPhone在秋季有重大更新。但手機行業今年開局艱難,生產預期全面下滑。幾十年來最嚴重的通脹、俄烏衝突和供應鏈問題,都有可能影響2022年的銷售。Strategy Analytics預測,2022年,智能手機的總出貨量將收縮2%。最近幾周,TrendForce兩次下調了全年產量預測。另外,據DIGITIMES消息,供應鏈傳出,國內封控導致蘋果今年發表的四款iPhone14系列新機當中,至少有一款的開發時程落後,並傳出蘋果為此要求富士康擴大新機備貨量“急救援”。

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