苹果推迟MacBook和iPad生产,比亚迪电子下挫超5%

老虎资讯综合2021-04-08

据日经新闻报道,由于全球零部件短缺,部分MacBook和iPad产品的生产已经推迟。这表明,即便如苹果这般拥有强大采购能力的公司,也未能幸免于史无前例的供应短缺。

知情人士透露,芯片短缺已经导致MacBook生产中的关键步骤延期,即在最终组装之前,将零部件安装到印刷电路板之上。同时,部分iPad的组装,也因为显示屏和显示组件的短缺而延迟。

知情人士说,由于生产延期,苹果已经将这两款设备的部分零部件订单从今年上半年推迟到下半年。业内知情人士和专家称,这些延期意味着,芯片短缺问题已越来越严重,并可能对规模较小的科技公司造成更为严重的冲击。

苹果拥有全球最复杂的供应链,以其丰富的供应链管理经验和调动供应商的迅捷速度著称。在汽车制造商和电子设备制造商备受全球芯片短缺困扰之际,这些优势已经帮助苹果降低了不少麻烦。

两名知情人士称,尽管苹果的旗舰产品iPhone的某些零部件供应“相当紧张”,但iPhone的生产计划目前尚未收到供应短缺的影响。总的来说,零部件短缺对苹果而言,仍是一个供应链问题,尚未对消费者产品的供应造成影响。

目前,苹果拒绝对此事发表评论。

受此消息影响,港股苹果概念股短线下挫,比亚迪电子跌5.5%,高伟电子跌0.2%,瑞声科技涨幅缩窄至3.55%。

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