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苹果iPhone亚洲客户面临交付超常延迟

Benzinga

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Benzinga
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Benzinga Staff Writer

《日本经济新闻》在周一报道称,由于假期季之前的供应紧张,苹果公司在亚洲主要市场的客户将面临iPad与iPhone的发货延迟问题。

发生了什么事情:

据《日本经济新闻》报道,菲律宾的客户在周一下iPad订单的话,不得不等待长达8周的时间才能收货,在中国、中国香港特别行政区、日本、韩国、泰国和马来西亚的苹果iPad买家则需要等到圣诞节之后才能收货。

菲律宾客户深空灰色、256G内存加WiFi设置的iPad订单的等待周期直接延迟到2022年1月14日。中国、中国香港特别行政区和马来西亚客户等待最新款iPhone的时间约为4周。

根据日经的报道,苹果公司亚洲客户等待iPhone所需的时间较iPad略短,不过仍然远远长于正常下的情况。

iPhone与iPad在正常情况下一般3-5天即可交付。

为何值得关注:

苹果公司产品通常通过空运故而能更快地交付。目前的交货延迟是由于产能限制造成的,即便是在疫情导致的供应链中断开始缓解的情况下。

因为需求保持强劲,供应链受影响的情况持续可能将继续影响苹果公司的交付时间表。

KeyBanc分析师John Vinh在上周表示,iPhone 13手机的需求仍维持强劲,不过供应链的瓶颈已经严重影响到了订单的执行。

Wedbush证券的分析师Daniel Ives也表示,在芯片短缺的情况下,中国和美国客户对iPhone 13的需求均十分强劲。这位分析师称苹果公司将能够在感恩节黑色星期五和圣诞节期间销售4000万部iPhone手机。

股价走势:

苹果公司的股价在周五收盘上涨1.70%,升至每股160.55美元。

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