台積A14不會拖累iPhone 12的上市 - 股票

1.原文連結：
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https://tinyurl.com/tg3xzm6

2.原文內容：

TSMC A14 chip won't be holdup for 5G 'iPhone 12'

台積電A14晶片不會把iphone 12拖住

In a note to investors seen by AppleInsider, J.P. Morgan has chimed in on
rumors that the A14 chip expected in the "iPhone 12" will be pushed out up to
two quarters past expected mass production. Instead, Hariharan says that
Apple has already signed off on the final design of the 5nm A14, with
production starting very soon.

原本傳言iPhone 12的A14晶片會晚兩個月才量產，但Hariharan說蘋果已經簽核了
5nm A14的最終設計，量產馬上就會開始

"We also believe that meaningful wafer starts for new iPhones should commence
in April - May timeframe and TSMC is unlikely to see a meaningful bottleneck
in production process," writes Hariharan. "We believe that the 5nm process
node has been ramping up reasonably smoothly through 4Q19 and 1Q20."

"我們相信量產會在四到五月開始，台積電不太可能遇到生產瓶頸，而且5nm的產能
會在第四季提升的非常順利"

But, that doesn't mean that the "iPhone 12" will ship in September. Hariharan
believes that some delay is possible from other factors, but it won't be
because of the A14.

然而，這並不表示iPhone 12會在九月出貨，它延遲的關係是來自於其它因素，而不是
A14

Harriman is seeing the first engineering verification tests to be completed
for the "iPhone 12" in April, a bit later than previous years. Production
verification tests and pilot production tests are scheduled for late June
according to Hariharan, also later than in previous years.

Harriman預期四月會完成iPhone 12的第一個工程驗證，比往年慢了一點。製造驗證
可能會在六月底，也比往年晚。

As a result of the later testing and other economic factors, Harriman, and
others, believe shipments may not happen until October or November, versus
late September —not dissimilar to the iPhone X shipment timeframe.

因為較晚驗證和其它的經濟因素，iPhone 12出貨可能要到10月或是11月才開始，
這跟iPhone X的出貨很像

3.心得/評論：
※必需填寫滿20字
之前說蘋果要延後A14下單其實很不合理

第一、A14又不會賣不完，但怕不夠賣，而且晶片又不會過期，先累積庫存不會怎麼樣
大不了把晶片往iPad mini、Apple TV、iPhone 11塞，還可以順便打爆對手

第二、AMD明年要撿蘋果空下來的產量，蘋果延後那AMD zen 4也不可能馬上上，如果
蘋果明年把AMD的產能吃掉AMD一定不爽，如果台積說蘋果要排AMD後面，那蘋果
應該還是寧願先下單

第三、蘋果如果今年學iPhone X那年，先首發iPhone 12、iPhone 12 Pro再延遲出貨
，應該在製造上就不會這麼擠，還可以延長營收高峰，也沒啥不好

今天GG和AMD都繼續漲....
我不賣了...根本跌不回來...

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