苹果和特斯拉也将开始“缺芯”

华尔街见闻2021-07-29

“缺芯”即将冲击苹果和特斯拉，表明即便对具有强大供应链的科技巨头，芯片短缺也已成为不容轻视的问题。苹果公司周二警告称，由于芯片短缺对其Mac电脑、iPad平板电脑生产影响恶化，并已波及智能手机iPhone生产，预计截至九月底的第四财季营收增速将较上一季有所放缓。第三财季苹果营收增长36%，虽也受“缺芯”影响，但主要限于iPad，损失不到30亿美元，小于预期。今年秋季苹果将推出其新款iPhone...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

新名
2021-07-29
新名
[难过]
chrischua
2021-07-29
chrischua
[惊讶]

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2155974305?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/8a1a8c5698b6f32ee1637556a15bb35b","is_english":false,"pubTime":"2021-07-29 10:12","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2155974305","market":"us","top_or_hot":-1,"title":"苹果和特斯拉也将开始“缺芯”","media":"华尔街见闻","content":"<div>\n<p>“缺芯”即将冲击苹果和特斯拉，表明即便对具有强大供应链的科技巨头，芯片短缺也已成为不容轻视的问题。\n苹果公司周二警告称，由于芯片短缺对其Mac电脑、iPad平板电脑生产影响恶化，并已波及智能手机iPhone生产，预计截至九月底的第四财季营收增速将较上一季有所放缓。第三财季苹果营收增长36%，虽也受“缺芯”影响，但主要限于iPad，损失不到30亿美元，小于预期。\n今年秋季苹果将推出其新款iPhone...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3636596\">网页链接</a>\n\n</div>\n","source":"wallstreetcn_api","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>苹果和特斯拉也将开始“缺芯”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果和特斯拉也将开始“缺芯”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 10:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3636596><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“缺芯”即将冲击苹果和特斯拉，表明即便对具有强大供应链的科技巨头，芯片短缺也已成为不容轻视的问题。\n苹果公司周二警告称，由于芯片短缺对其Mac电脑、iPad平板电脑生产影响恶化，并已波及智能手机iPhone生产，预计截至九月底的第四财季营收增速将较上一季有所放缓。第三财季苹果营收增长36%，虽也受“缺芯”影响，但主要限于iPad，损失不到30亿美元，小于预期。\n今年秋季苹果将推出其新款iPhone...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3636596\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AAPL","symbol_name":"苹果","start_time":0,"source_url":"https://wallstreetcn.com/articles/3636596","article_id":"2155974305","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/8a1a8c5698b6f32ee1637556a15bb35b"],"rights":{"source":"wallstreetcn_api","url":"https://wallstreetcn.com/articles/3636596","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2155974305","pubTimestamp":1627524742,"sourceInfo":{"source_id":"wallstreetcn_api","name":"华尔街见闻"},"weMediaInfo":null,"summary":"“缺芯”即将冲击苹果和特斯拉，表明即便对具有强大供应链的科技巨头，芯片短缺也已成为不容轻视的问题。\n苹果公司周二警告称，由于芯片短缺对其Mac电脑、iPad平板电脑生产影响恶化，并已波及智能手机iPh","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"AAPL":"苹果","TSLA":"特斯拉"},"translate_title":"Apple and Tesla Motors will also start to \"lack core\"","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/a45d793a14efbf671f46241c488d213e","symbols_score_info":{"AAPL":0.9,"TSLA":0.9},"content_text":"“缺芯”即将冲击苹果和特斯拉，表明即便对具有强大供应链的科技巨头，芯片短缺也已成为不容轻视的问题。\n苹果公司周二警告称，由于芯片短缺对其Mac电脑、iPad平板电脑生产影响恶化，并已波及智能手机iPhone生产，预计截至九月底的第四财季营收增速将较上一季有所放缓。第三财季苹果营收增长36%，虽也受“缺芯”影响，但主要限于iPad，损失不到30亿美元，小于预期。\n今年秋季苹果将推出其新款iPhone。该公司CEO吉姆·库克在电话会议上表示，随着iPhone上季度销售爆炸性增长，芯片需求量超出苹果的预期，在订货交付期内获得所有供应十分困难。受到“缺芯”影响的主要是利用旧工艺生产的支持性零部件，用于驱动显示、音频功能等，但对生产智能手机来说仍是必需。\n特斯拉也开始对芯片短缺提出担忧。周一其CEO马斯克表示，供应链挑战在二季度继续存在，尤其是全球芯片短缺问题仍然严峻，今年剩余时间特斯拉的增长“将取决于供应链中最艰难的部分，包括所使用的各类芯片”。他担心，本应在今年晚些时候启动生产的Cybertruck车型可能会受到“缺芯”影响。\n特斯拉一度是全球芯片荒的受益者。最近一季度，由于戴姆勒、宝马、福特等多家车企因缺乏芯片大幅减产，特斯拉汽车交付量比去年同期增长了一倍多。如今为应对危机，马斯克透露，将采用替代芯片，然后在几周内编写好新固件，使其能在汽车内应用。\n从汽车到游戏产品，全球芯片短缺影响持续蔓延，前不久全球最大芯片代工厂台积电表示，芯片荒将持续到明年。Counterpoint Research最近一份报告显示，台积电控制着全球28%的芯片产能，为包括苹果、高通和AMD在内的多家科技巨头提供芯片。\n台积电首席执行官此前魏哲家对外宣称：“在2023年，我希望我们能够提供更多的产能来支持我们的客户。届时，我们将开始看到供应链的紧张状况有所缓解。”","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":801431335,"gmtCreate":1627526907227,"gmtModify":1631889446591,"author":{"id":"4088564282232000","authorId":"4088564282232000","name":"新名","avatar":"https://static.tigerbbs.com/b5fa1ab54f54c0cde59fa1af459dec44","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"[难过]&nbsp;","listText":"[难过]&nbsp;","text":"[难过]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801431335","repostId":2155974305,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":801578380,"gmtCreate":1627525313040,"gmtModify":1633764118708,"author":{"id":"3570267763700189","authorId":"3570267763700189","name":"chrischua","avatar":"https://static.tigerbbs.com/6acffd89464ffce52f96870d7275cd96","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"[惊讶]&nbsp;","listText":"[惊讶]&nbsp;","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801578380","repostId":2155974305,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":17,"commentSize":2,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2155974305"}