台積電敲響警鐘 他說iX已死今年恐停產 - 股票
By Todd Johnson
at 2018-04-22T00:19
at 2018-04-22T00:19
Table of Contents
1.原文連結:
https://tw.finance.appledaily.com/realtime/20180422/1338976/
2.原文內容:
APPLE
台積電敲響警鐘 他說iX已死今年恐停產
2018/04/22 00:05
根據新浪網報導,據分析師表示,如果以蘋果的重要供應商—台積電的法說會內容來看,
蘋果的iPhone X今年極有可能停產,他認為蘋果iPhone X已死,其問題在於定價過高而被
消費者拋棄。
台積電上周法說會,釋出第2季展望低於預期,券商Mirabaud Securities旗下專注科技行
業的全球主題小組聯席主管Neil Campling認為,最令他擔心的問題之一在於晶片供應過
剩,他在給客戶的研究報告中表示,晶片供應過剩量從來沒有這麼高過。他的企業已經追
蹤台積電的庫存資料10年之久。
台積電目前的狀況可能使人擔心AMS的狀況,後者是蘋果iPhone X智慧手機中用到的3D傳
感技術主要提供商。3D感測器是臉部識別技術的關鍵部件,它允許用戶以看向感測器的方
式解鎖手機。
Campling表示,台積電的庫存創歷史新高,原因是蘋果沒有為未來的iPhone X型號採購任
何零部件,這意味著蘋果iPhone X手機將在今年停產;他表示:「iPhone X訂單下降以及
台積電的庫存創歷史新高,這些基本表明後者需要消化庫存,為什麼?因為蘋果的
iPhone X已死。」
在談及iPhone X的999美元的定價時,Campling表示:「iPhone X只有一個問題,那就是
太貴。消費者拋棄了價格過高的智慧手機。」他進一步說明,蘋果的原有庫存iPhone X機
型還會繼續上市銷售,但該公司不會再生產了,目前蘋果尚未就此問題置評。
蘋果的iPhone X的上市之路充滿崎嶇。iPhone X宣布推出後又曾跳票,最近日本《日經新
聞》又報導稱蘋果已經下調了該產品的生產目標。在台積電公布財報後,許多分析師都警
告稱,蘋果第一季度的iPhone銷售可能會低於預期。(財經中心/台北報導)
3.心得/評論:
越來越多利空新聞重擊台積電
看來台積電真的不太妙
即將帶領台股崩崩
--
https://tw.finance.appledaily.com/realtime/20180422/1338976/
2.原文內容:
APPLE
台積電敲響警鐘 他說iX已死今年恐停產
2018/04/22 00:05
根據新浪網報導,據分析師表示,如果以蘋果的重要供應商—台積電的法說會內容來看,
蘋果的iPhone X今年極有可能停產,他認為蘋果iPhone X已死,其問題在於定價過高而被
消費者拋棄。
台積電上周法說會,釋出第2季展望低於預期,券商Mirabaud Securities旗下專注科技行
業的全球主題小組聯席主管Neil Campling認為,最令他擔心的問題之一在於晶片供應過
剩,他在給客戶的研究報告中表示,晶片供應過剩量從來沒有這麼高過。他的企業已經追
蹤台積電的庫存資料10年之久。
台積電目前的狀況可能使人擔心AMS的狀況,後者是蘋果iPhone X智慧手機中用到的3D傳
感技術主要提供商。3D感測器是臉部識別技術的關鍵部件,它允許用戶以看向感測器的方
式解鎖手機。
Campling表示,台積電的庫存創歷史新高,原因是蘋果沒有為未來的iPhone X型號採購任
何零部件,這意味著蘋果iPhone X手機將在今年停產;他表示:「iPhone X訂單下降以及
台積電的庫存創歷史新高,這些基本表明後者需要消化庫存,為什麼?因為蘋果的
iPhone X已死。」
在談及iPhone X的999美元的定價時,Campling表示:「iPhone X只有一個問題,那就是
太貴。消費者拋棄了價格過高的智慧手機。」他進一步說明,蘋果的原有庫存iPhone X機
型還會繼續上市銷售,但該公司不會再生產了,目前蘋果尚未就此問題置評。
蘋果的iPhone X的上市之路充滿崎嶇。iPhone X宣布推出後又曾跳票,最近日本《日經新
聞》又報導稱蘋果已經下調了該產品的生產目標。在台積電公布財報後,許多分析師都警
告稱,蘋果第一季度的iPhone銷售可能會低於預期。(財經中心/台北報導)
3.心得/評論:
越來越多利空新聞重擊台積電
看來台積電真的不太妙
即將帶領台股崩崩
--
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