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애플, 수요 불안정으로 아이폰 증산계획 취소(Bloomberg)
https://www.bloomberg.com/news/articles/2022-09-28/apple-ditches-iphone-production-increase-after-demand-falters
아래 기사 내용 전문입니다
————————————
Apple Ditches IPhone Production Increase After Demand Falters
2022-09-28 01:19:18.244 GMT
By Debby Wu and Takashi Mochizuki
(Bloomberg) -- Apple Inc. is backing off plans to increase
production of its new iPhones this year after an anticipated
surge in demand failed to materialize, according to people
familiar with the matter.
The Cupertino, California-based electronics maker has told
suppliers to pull back from efforts to increase assembly of the
iPhone 14 product family by as many as 6 million units in the
second half of this year, said the people, asking not to be
named as the plans are not public. Instead, the company will aim
to produce 90 million handsets for the period, roughly the same
level as the prior year and in line with Apple’s original
forecast this summer, the people said.
Demand for higher-priced iPhone 14 Pro models is stronger
than for the entry-level versions, according to some of the
people. In at least one case, an Apple supplier is shifting
production capacity from lower-priced iPhones to premium models,
they added.
Apple Sees Sustained iPhone Sales in 2022 as Market Slows
Apple had upgraded its sales projections in the weeks
leading up to the iPhone 14 release and some of its suppliers
had started making preparations for a 7% boost in orders. The
success of the company’s marquee device has implications for
wide swathes of the tech industry, with suppliers including
Taiwan Semiconductor Manufacturing Co. and Hon Hai Precision
Industry Co. depending on sales of iPhones and related devices
as key revenue drivers.
An Apple spokesperson declined to comment.
China, the world’s biggest smartphone market, is in an
economic slump that’s hit its domestic mobile device makers and
also affected the iPhone’s sales. Purchases of the iPhone 14
series over its first three days of availability in China were
11% down on its predecessor the previous year, according to a
Jefferies note on Monday.
Global demand for personal electronics has also been
suppressed by surging inflation, recession fears and disruption
from the war in Ukraine. The smartphone market is expected to
shrink by 6.5% this year to 1.27 billion units, according to
data from market tracker IDC.
“The supply constraints pulling down on the market since
last year have eased and the industry has shifted to a demand-
constrained market,” said Nabila Popal, research director at
IDC. “High inventory in channels and low demand with no signs of
immediate recovery has OEMs panicking and cutting their orders
drastically for 2022.”
https://www.bloomberg.com/news/articles/2022-09-28/apple-ditches-iphone-production-increase-after-demand-falters
아래 기사 내용 전문입니다
————————————
Apple Ditches IPhone Production Increase After Demand Falters
2022-09-28 01:19:18.244 GMT
By Debby Wu and Takashi Mochizuki
(Bloomberg) -- Apple Inc. is backing off plans to increase
production of its new iPhones this year after an anticipated
surge in demand failed to materialize, according to people
familiar with the matter.
The Cupertino, California-based electronics maker has told
suppliers to pull back from efforts to increase assembly of the
iPhone 14 product family by as many as 6 million units in the
second half of this year, said the people, asking not to be
named as the plans are not public. Instead, the company will aim
to produce 90 million handsets for the period, roughly the same
level as the prior year and in line with Apple’s original
forecast this summer, the people said.
Demand for higher-priced iPhone 14 Pro models is stronger
than for the entry-level versions, according to some of the
people. In at least one case, an Apple supplier is shifting
production capacity from lower-priced iPhones to premium models,
they added.
Apple Sees Sustained iPhone Sales in 2022 as Market Slows
Apple had upgraded its sales projections in the weeks
leading up to the iPhone 14 release and some of its suppliers
had started making preparations for a 7% boost in orders. The
success of the company’s marquee device has implications for
wide swathes of the tech industry, with suppliers including
Taiwan Semiconductor Manufacturing Co. and Hon Hai Precision
Industry Co. depending on sales of iPhones and related devices
as key revenue drivers.
An Apple spokesperson declined to comment.
China, the world’s biggest smartphone market, is in an
economic slump that’s hit its domestic mobile device makers and
also affected the iPhone’s sales. Purchases of the iPhone 14
series over its first three days of availability in China were
11% down on its predecessor the previous year, according to a
Jefferies note on Monday.
Global demand for personal electronics has also been
suppressed by surging inflation, recession fears and disruption
from the war in Ukraine. The smartphone market is expected to
shrink by 6.5% this year to 1.27 billion units, according to
data from market tracker IDC.
“The supply constraints pulling down on the market since
last year have eased and the industry has shifted to a demand-
constrained market,” said Nabila Popal, research director at
IDC. “High inventory in channels and low demand with no signs of
immediate recovery has OEMs panicking and cutting their orders
drastically for 2022.”
Bloomberg.com
Apple Ditches iPhone Production Increase After Demand Falters
Apple Inc. is backing off plans to increase production of its new iPhones this year after an anticipated surge in demand failed to materialize, according to people familiar with the matter.
[9/28, 장중 급락 확대 배경, 키움 한지영]
장 초반만해도 반등을 줄 것 같았던 국내 증시가 조금전부터 낙폭을 확대해
코스피, 코스닥 모두 약 2% 내외의 급락세를 연출하면서 연저점 경신을 하고 있네요
장중에 이렇게 낙폭을 확대하고 있는 배경을 찾아보자면,
1. 애플의 증산 계획 철회라는 블룸버그의 보도로 인해 전반적인 IT 수요 추가 위축 우려
2. 구제금융까지 받을 수 있다는 영국발 금융불안에서 기인한 파운드화 약세, 위안화 약세 등 달러 대비 여타 상대통화 약세에 따른 글로벌 킹달러 + 원/달러 환율 고점
3. 시장 혼돈기에 자주 출현하는 신용, 스탁론, CFD 반대매매 물량
4. 노드스트림 1,2 파이프라인 폭발했다는 BBC 보도로 인한 지정학적 리스크(좀더 팩트 체크 필요)
이정도로 보이네요.
사실 지난주 9월 FOMC 이후 투심이 많이 망가진 상태라, 어떤 재료들인지 악재들을 확대해석하는 분위기가 지금 증시 급락의 가장 큰 원인이라고 생각합니다.
텔레, 트위터, 외신 게시판 등 곳곳에서 서로 다른 원인을 제시하고 있는 것도 흉흉한 작금의 분위기를 대변해주는 듯하네요.
마땅히 극적 반전의 포인트가 당장에 보이지는 않지만, 지금은 비이성적인 패닉셀링 장세라는 판단은 변함 없습니다.
추가적으로 상황 파악되는대로 업데이트해드리겠습니다
키움 한지영
장 초반만해도 반등을 줄 것 같았던 국내 증시가 조금전부터 낙폭을 확대해
코스피, 코스닥 모두 약 2% 내외의 급락세를 연출하면서 연저점 경신을 하고 있네요
장중에 이렇게 낙폭을 확대하고 있는 배경을 찾아보자면,
1. 애플의 증산 계획 철회라는 블룸버그의 보도로 인해 전반적인 IT 수요 추가 위축 우려
2. 구제금융까지 받을 수 있다는 영국발 금융불안에서 기인한 파운드화 약세, 위안화 약세 등 달러 대비 여타 상대통화 약세에 따른 글로벌 킹달러 + 원/달러 환율 고점
3. 시장 혼돈기에 자주 출현하는 신용, 스탁론, CFD 반대매매 물량
4. 노드스트림 1,2 파이프라인 폭발했다는 BBC 보도로 인한 지정학적 리스크(좀더 팩트 체크 필요)
이정도로 보이네요.
사실 지난주 9월 FOMC 이후 투심이 많이 망가진 상태라, 어떤 재료들인지 악재들을 확대해석하는 분위기가 지금 증시 급락의 가장 큰 원인이라고 생각합니다.
텔레, 트위터, 외신 게시판 등 곳곳에서 서로 다른 원인을 제시하고 있는 것도 흉흉한 작금의 분위기를 대변해주는 듯하네요.
마땅히 극적 반전의 포인트가 당장에 보이지는 않지만, 지금은 비이성적인 패닉셀링 장세라는 판단은 변함 없습니다.
추가적으로 상황 파악되는대로 업데이트해드리겠습니다
키움 한지영