Share the QR code with wechat scanning code < / P > < p > to friends and circles of friends < / P > < p > the global chip shortage problem began to affect those enterprises that had been less affected. Apple and Tesla were also affected by the chip shortage problem < p > the shortage of chips will soon affect Apple's iPhone business < p > Apple and Tesla began to feel the impact of global chip supply shortage. This shows that even some of the best and largest companies in the supply chain cannot survive the chip shortage crisis < p > Apple said in its financial report on Tuesday that its revenue increased by 36% in the third quarter. However, when it was about to release its new iPhone this fall, it warned that the shortage of chip supply would affect the smartphone business in the fourth fiscal quarter ending in September, which may lead to a slowdown in the company's business growth < p > Apple CEO Tim Cook told analysts on a earnings conference call on Tuesday: "we will deal with this problem every quarter. As you expected, we will do everything we can to alleviate the current situation." < p > in the third quarter, Apple's iPhone revenue increased by 50% year-on-year, while most competitors in the smartphone industry are having a headache about how to obtain more parts. Similarly, at a time when other automobile manufacturers are facing production problems due to chip shortage, Tesla announced another record profit in its second fiscal quarter report. In that quarter, Tesla's electric vehicle delivery more than doubled compared with the same period last year < p > however, Elon Musk, chief executive of Tesla, hinted at the earnings conference call on Monday that the public's highly anticipated cyber electric pickup may be affected. Tesla originally planned to put the Saibo electric pickup into production later this year, but musk said that in order to expand production capacity and improve the delivery of electric vehicles, Tesla must first solve the problem of chip shortage < p > in April this year, apple warned that its iPad tablet and MAC revenue might be reduced by $3 billion to $4 billion due to chip shortage. However, through a series of mitigation measures, the final result is not as bad as expected. Luca Maestri, Apple's chief financial officer, said the impact was mainly limited to the iPad, resulting in a revenue gap of less than $3 billion. "We didn't have any real problems with the iPhone business in the second quarter ended June," he said < p > Maestri said: "we have an excellent operation team and work very, very closely with supply partners. Considering the global situation of some parts supply, we will try our best." < p > Apple's results in the second quarter show that Apple's huge scale and cook's experience in supply chain management make the problem of chip supply shortage less serious than other smartphone manufacturers < p > market research firm moor Insights & amp; Strategy president Patrick Moorhead said that over the years, Apple has used its strength to invest billions of dollars in suppliers to ensure that the iPhone can get the parts it needs. He said Apple is also willing to raise the purchase price to ensure that the supply of parts can keep up with the planned capacity of the iPhone < p > but even with these measures, apple can only do so much. "With the explosive growth of the iPhone business in the last quarter, I think the company has used its reserves. Some mobile phones sold in the second quarter were originally planned for the third quarter," mulhead said“ Perhaps no amount of additional investment can change the situation in the third quarter or even the fourth quarter. " < p > Apple chief financial officer Maestri reminded analysts on Tuesday that the limited supply of parts will have a greater impact on Apple's revenue, and now both iPhone and iPad have been affected. Cook added that on the whole, "I think others have seen" the limited supply of parts faced by apple, and pointed out that some of the supply problems come from the market demand for Apple products exceeding expectations < p > at the end of last year, Apple launched the first iPhone supporting 5g network, pushing the company's business to a new record. Cook said there was no supply problem for chips using the latest technology“ Chips using mature node technology instead supply short boards. " < p > before the earnings report on Tuesday, analysts expect iPhone revenue in the current quarter to increase by 49% over the same period last year, and iPhone revenue next year will increase by 36% over 2021 < p > according to some supply chain sources, apple is optimistic about fiscal year 2022, which also supports the expectations of some analysts. According to the relevant parts orders or production data received by some suppliers, apple is expected to increase the production of the new iPhone to be released this autumn. People familiar with the matter said that the second half of 2021 is in line with Apple's consistent plan in recent years. They said Apple's parts orders showed that the company did not expect iPhone production to be seriously affected by the chip shortage < p > Maestri reiterated on Tuesday that Apple expects its revenue in the fourth fiscal quarter to increase by double digits from $64.7 billion in the same period last year < p > there are various chips in the iPhone smartphone. The new iPhone has not only 5g modem and memory chip, but also the most critical A-Series bionic processor. IPhone receives and executes user commands through A-Series chip < p > Apple designed its own chip and outsourced its production to TSMC. This makes Apple the largest customer of TSMC, accounting for about 25% of the revenue of the latter's OEM business. When planning the expected demand, apple determined the foundry capacity of TSMC's a-chip several years in advance < p > people familiar with the matter said that apple is expected to release four new iPhones with screen sizes similar to last year this year. In 2020, Apple released the iPhone 12 mini, iPhone 12, iPhone 12 pro and iphone12 Pro max < p > the shortage of chips first affected large automobile manufacturers, which cancelled some chip orders last year, underestimated the speed of market demand recovery after the epidemic. In addition, the market demand for electronic equipment and Internet services that rely on chips to process information is also soaring because of home office, which has brought more pressure to the chip industry < p > earlier this year, TSMC was under pressure to produce more auto chips because global auto manufacturers from the United States and Europe asked to give priority to their orders, forcing the company to negotiate with other customers to release more auto chip capacity < p > people familiar with the matter said that although TSMC redeployed some auto chip production capacity, the move did not have a serious impact on apple < p > < p > musk said that Tesla found an alternative chip and rewritten the software in a few weeks ?
2023-03-22 10:04:39