【郭明𫓹:苹果今年硬件出货量确因内存短缺而下调】8月11日,跟踪苹果产业链多年的天风国际证券分析师郭明𫓹发布的产业调查显示,苹果今年的硬件出货量确实因内存短缺而下调,但苹果在台积电的处理器订单,会在至少约3个月前依可取得的内存数量规划生产,而不是让台积电提前大量生产半成品。这不代表台积电不会提前生产并囤积半成品;但若瓶颈不在台积电,这么做并无实益,因此,苹果也没有太大理由额外付钱要求台积电这样做。“内存供应紧张是真,但我的理解是,并没有出现‘台积电先囤积10亿美元半成品,再苦等内存到货封装’这种戏剧性变化。台积电与苹果都是全球执行力顶尖的企业,在供应链管理上,双方紧密合作下也很难出现这种戏剧性的发展。”
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