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Tight supply! Apple's iPhone 12 power chip capacity exposed

2020-11-08 11:26:24 osc_4x0ulctb

source | Lei feng network

author | Beishuang

There is no hope of short-term price reduction .

11 month 5 Daily news , A person familiar with the matter said , Apple is facing the challenge of iPhone 12 And the shortage of power chips for other devices , This problem may affect the sales demand of holiday shopping season .

Generally speaking ,iPhone The release season is Apple's peak sales season . however , It's not sure in the key release season ,iPhone 12 To what extent will the supply be limited . One person, who asked not to be named, said , Despite the shortage , But suppliers may give priority to apple and power hungry ones iPhone 12, Instead of other customers queuing up to buy scarce parts .

Besides , He thinks there are two main reasons for the chip shortage , One is the increasing demand for silicon in many products ; Two is Covid-19 Leading to supply chain disruption .

This year, 10 month , TSMC, Apple's main chip supplier (TSMC) Once said , comparison 4G mobile phone ,5G Smart phones demand more chips than 30% to 40%.

Chip demand increases , In addition to the unstable factors brought about by the new epidemic situation , Make manufacturers worry about the shortage of spare parts and start to stock up , For example, this year 9 month , Huawei is hoarding a lot of inventory before the deadline due to the US chip ban .

Besides , Earlier this year , Affected by the epidemic and the blockade , The global electronics industry is caught in a vicious circle of transportation chaos and shutdown , Although the whole industry is in the process of gradual recovery , But the massive hoarding clearly exacerbated the problem of insufficient supply again . The above said , Supply disruption is expected to continue for the next two quarters .

Apple CEO Tim · The cook (Tim·Cook) In a recent conference call, it was also reminded that ,iPhone 12、Mac、iPad And the apple watch (AppleWatch) Some of the models are subject to supply restrictions . however , He didn't specifically mention power management chips .

in addition , Cook also said ,iPhone 12 It's not surprising that there's a shortage of supply , Because apples are just beginning to increase production , It's hard to predict how long the supply crunch will continue .

according to iFixit The latest report shows , Apple has several power management chip suppliers . Such as iPhone 12 Pro Using Texas Instruments (Texas Instruments Inc.) To control the camera system power supply ; We used Italian semiconductor company (STMicroelectronics NV.) A similar chip of ; Using Qualcomm (Qualcomm Inc.) One of the 5G Modem chip . 

   

Besides ,iPhone 12 Pro Apple's own chip is also used .2018 year , Apple with 6 It's a billion dollar acquisition Dialog Semiconductor Plc The company's technology and assets , Start making your own power management chip .

It is worth noting that , Apple Inc iPhone 12 The power management chip is better than previous generations iPhone It is more important , because iPhone 12 It has extra camera functions and 5G function , however , It also increases Apple's demand for related components . Some analysts expect , Consumers are impressed by Apple's recent four 5G There is a strong demand for models .      

But there are also investors who think , In the most critical mobile market , Apple is losing its competitiveness against local rivals like Huawei and Xiaomi . Apple 2014 The quarterly revenue performance in China has been at the bottom of the trough , And this year iPhone 12 The problem of supply shortage , It's no wonder that the outside world began to question the ability of Apple products to stimulate the Chinese market .

Besides , According to Apple's official website , new iPhone12 Pro The order will arrive 11 End of month or 12 It won't reach customers until the beginning of the month , But ordinary iPhone12 There will be no delay . in addition , many iPad The delivery time of the model should be extended to 11 In mid to late , Some apple watch models will be extended to 11 late .

Compilation source :

https://www.bloomberg.com/news/articles/2020-11-05/apple-is-said-to-face-shortages-in-power-chips-for-iphone-12?srnd=technology-vp

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