苹果说，已经阻碍了福特F-150，索尼PlayStation 5和其他各种消费品的全球芯片短缺将开始影响其旗舰iPhone。
在最近与分析师的收益电话中，苹果高管警告说，芯片的供应限制恶化，这将主要影响9月的第四季度iPhone和iPad的销售。近几个月来，苹果公司因组装Mac和iPad所需的芯片供应有限。尽管全球芯片短缺的后果比上一季度的严重程度不那么严重，但高管表示，供应差距将在2021年第四季度扩大。
首席执行官蒂姆·库克（Tim Cook）表示，主要受供应限制影响的芯片基于遗产节点，并用作其iPhone中的支撑零件。消费电子巨头（例如苹果）的购买能力管理IC（PMIC）的能力受到限制近几个月来，在蜂窝网络上发射无线电传输。
这些类型的芯片基于成熟的技术节点，例如40-，90 nm和180 nm。它们往往是在行业内部人士警告的200毫米晶圆厂中生产的。
Apple is not experiencing serious issues with the supply chain for chips based on more advanced nodes, Cook said. For more than a decade, Apple has designed the A-series SoCs at the heart of its iPhone and iPad, with the A14 in the iPhone 12 mass-produced on TSMC's 5-nm node. Last year, the company also dropped the Intel processors in its Macs in favor of its custom M1 processor, which is also used in the latest iPad Pro tablet. Apple has long been at the front of the line for TSMC's most advanced offerings.
Today, a smartphone contains hundreds to thousands of parts, ranging from advanced 5G modems to power management ICs to capacitors and other electronic components. But even if you have everything else, a single component can shut down production if it is out of stock and alternatives are unavailable. Without a $1 display driver, it can be impossible to roll out a $1,000-plus smartphone, laptop, or tablet.
尽管它正在与许多竞争对手的零件相同的零件供应量进行战斗，但苹果还说，其一些斗争是自我造成的。苹果高管表示，由于对硬件的预测需求远远超过预测，因此它也面临短缺。库克说：“我们确实有一些短缺的需求是如此之大，因此超出了我们自己的期望，以至于很难在我们试图获得的交货时间内获得整个部分。”
Apple said sales jumped to $81.4 billion in the third quarter, buoyed by consumers upgrading to 5G phones, including the premium iPhone 12 Pro, as well as people buying into the product line for the first time. Apple reported all of its product lines improved by double-digits last quarter, with iPhone sales rising by 49% year on year to $39.57 billion. Furthermore, net income rose 36% to $21.74 billion, or $1.30 per share. Sales of iPads and Macs came to $7.37 billion and $8.24 billion, respectively.
苹果高管表示，如果不是因为不影响其Mac计算机和iPad平板电脑的组件短缺，销售额可能会更好。苹果的首席财务官卢卡·马斯特里（Luca Maestri）警告说，全球芯片短缺将在2021年第四季度变得更加严重，重视其iPad和iPhone系列的销售额。
苹果高管在4月份表示，全球芯片短缺将使其销售额减少30亿美元，至40亿美元，主要限于其iPad和Mac产品阵容。苹果首席财务官说：“我们能够在6月季度减轻其中的一些限制，并补充说，对收入的影响“略低于”该范围的下端。“但是我们希望9月季度这个数字会更高。”
Globally, the electronics industry is in the throes of a major chip shortage. Many companies are having trouble buying chips in the wake of soaring demand for game consoles, personal computers, and other consumer devices, which has also sapped the supply of parts to major automakers and other sectors. A series of factory closures—due to a prolonged drought in Taiwan, a power outage in Texas, a major fire at a semiconductor fab in Japan, and new outbreaks of the coronavirus—has exacerbated the situation.
用于将精致芯片包装成较硬的硅和硅的空白以及其他用于制造各种类型的芯片的原材料的基材也持续存在。此外，组装，测试和包装芯片成品的交货时间比平常更长。最重要的是，瓶颈还为芯片工厂中使用的高端机器的供应链节省了供应链。
但是行业分析师警告说，半导体制造商缺乏在短期内扭转局面的灵活性。由于对芯片的需求仍处于创纪录的高点，因此全面恢复可能超过一年。
Intel CEO Pat Gelsinger said the global chip shortage is likely to continue into 2022 and potentially into 2023, while AMD CEO Lisa Su is seeing the supply chain improving. Texas Instruments and other firms are staying out of the debate. “While I expect the shortages to bottom out in the second half, it will take another one to two years before the sector is able to completely catch up with demand,” Gelsinger said.
苹果拒绝推测影响iPhone生产的短缺是否会持续到第一季度。库克说：“就供应限制以及它们的持久方式而言，我不想预测今天。”
“我们将一次服用一个四分之一。”
