Analysts predict that semiconductor...
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Analysts predict that semiconductor shortages will affect everything "other than Apple"
This year (2021), the global semiconductor shortage continues. It has been reported that there are many reports that manufacturers who are in a difficult situation are often bought counterfeit chips because the solution is still uncertain.
It is reported that the prolonged shortage of semiconductors will affect "everyone other than Apple" -that is, Apple will not be seriously affected.
"Apple was able to secure enough chipsets in advance," but "not for other OEMs," said Wave 7 Research, a U.S. wireless research firm, according to anonymous sources. increase. Wave7 is a company that produces monthly paid reports on the US mobile phone market based on a survey of retailers.
According to this report, Samsung and One Plus have been hit hard by the lack of chips. Qualcomm, on which both companies depend, has announced that "demand for chips exceeds supply."
In addition, the report states that chip shortages "depend on carriers, channels, and even stores" (due to a survey of mobile phone retailers). And AT & T (a major carrier) has the least impact, because it has the most iPhone users. A source at T-Mobile, another major carrier, said the shortage of goods is affecting "everyone except Apple."
That said, Apple also warned in its impressive third-quarter 2021 results that a global semiconductor shortage could impact future iPhone and iPad manufacturing.
He also said he expected "very strong double-digit growth" in the next quarter, but it was estimated that the growth rate would be lower than the 36% in the previous quarter. In other words, although we are able to secure more chips than other companies, there may be implications that the amount has not reached the amount that supports the strong growth of the iPhone.
By the way, there were rumors that Apple ordered more than 100 million "A15" chips for the next iPhone 13 (provisional). It seemed to be a bullish stance in the shortage of semiconductors, but when combined with this report, it seems likely that we have already secured enough peripheral chips to support it.
However, the flagship iPhone should be in demand that is different from other smartphones. Probably in September, the iPhone 13 is expected to be announced in the next few weeks, but I'd like to wait for further updates.
Source: PCmag
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