美銀：iPhone銷量下滑 殃及半導體股

來源：Aroged

點擊此處查看原文>>>

美銀此前因擔心消費者需求減弱而下調了蘋果(AAPL.US)的評級，現在將未來三個季度iPhone銷量的預期下調了5%至10%。

因此，這可能會對每年10%至15%的半導體需求造成衝擊，並影響大片芯片市場，以及臺積電(TSM.US)和GlobalFoundries(GFS.US)等代工企業，以及半導體設備和測試工具工廠。

據專家稱，全球經濟的負面進程不僅會使iPhone和其他智能手機的需求減少，而且個人電腦、遊戲機和汽車的需求也會減少。

迄今爲止，蘋果公司認爲全球經濟的負面進程對昂貴的智能手機的需求影響最小，但美國銀行的代表認爲這一預測過於樂觀。

The decline could reach 10-15% in the next three quarters. Analysts Bank of America believe that Apple’s press-discussed adjustment of the iPhone production program in the coming months will have a negative impact on the entire industry, as demand will decrease in other market segments. If iPhone production declines by 5-10% in the next three quarters, then the entire semiconductor industry will show a decline in the range of 10 to 15%. Image Source: Apple recommendations 3070 Ti Gigabyte Gaming cheaper than 60 tr ASUS 3060 Ti cheaper than 40 tr MSI 3070 is already cheaper than 50 tr Ryzen Threadripper PRO 3995WX – 528 380р Write to our site and earn 3060 is cheaper than 40tr in Citylink Computers cheaper than 10 tr in Citylink According to experts, demand will decrease not only for the iPhone and other smartphones, but also for PCs, game consoles and cars. Apple has so far believed that the negative processes in the global economy will minimally affect the demand for expensive smartphones, but Bank of America representatives consider this forecast too optimistic. stay updated with Aroged.com