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Apple's challenges go beyond latest economic concerns; Why this analyst feels Cupertino can bounce fairly quickly

Apple's challenges go beyond latest economic concerns; Why this analyst feels Cupertino can bounce fairly quickly

蘋果面臨的挑戰超越了最新的經濟擔憂;為什麼這位分析師認為蘋果可以相當快地反彈
Benzinga Real-time News ·  2022/07/25 10:56

$Apple(AAPL.US)$ rumored curb on spending and hiring across teams in 2023 is in anticipation of an economic slump – the first time the company is looking vulnerable to external factors such as rising interest rate, stronger U.S. dollar and the threat of a recession, Bloomberg columnist Mark Gurman said.

$蘋果(AAPL.US)$彭博社專欄作家表示,有傳言稱,2023年限制各團隊的支出和招聘是因為預計經濟將陷入衰退--這是該公司首次看起來容易受到利率上升、美元走強和經濟衰退威脅等外部因素的影響馬克·古爾曼説。

The Apple writer also highlighted the kinks in Apple's supply chain, which may limit the availability of some of its next devices.

這位蘋果撰稿人還強調了蘋果供應鏈中的一些問題,這可能會限制蘋果下一代設備的供應。

Apple has thus far avoided lay-offs and hasn't issued any public statement on its hiring and spending cut plans, but it could hint at the move during Thursday's earnings call, Gurman said.

古爾曼説,到目前為止,蘋果一直避免裁員,也沒有就其招聘和削減開支計劃發表任何公開聲明,但它可能會在週四的財報電話會議上暗示這一舉措。

FQ3 Results Likely To Slower Growth: Analysts are rooting for 2% year-over-year sales growth to around $82.7 billion for Apple's fiscal year third quarter, the slowest pace since 2020, Gurman said. This is a "major deceleration" from the 36% sales jump in the third quarter of 2021, he noted.

第三季度業績可能放緩增長:古爾曼説,分析師預計蘋果第三財季的銷售額將同比增長2%,至827億美元左右,這將是自2020年以來的最低增速。他指出,與2021年第三季度36%的銷售額躍升相比,這是一個“重大減速”。

iPhone revenue will account for a little less than half of that and the Services business will contribute about $20 billion, the columnist said, citing analysts.

這位專欄作家援引分析師的話説,iPhone的收入將佔其中的不到一半,服務業務將貢獻約200億美元。

Apple's Multiple Challenges: Gurman said Apple's challenges "go beyond the latest economic concerns." He listed three potential areas of concern:

蘋果面臨的多重挑戰:古爾曼説,蘋果面臨的挑戰“超越了最新的經濟擔憂”。他列舉了三個可能令人擔憂的領域:

  • The company already flagged in the previous quarter's earnings call a $4 billion to $8 billion hit from supply chain disruptions, primarily stemming from China lockdowns and chip shortage.

  • Apple is facing a tough comparison, as the third quarter of 2021 included pandemic-induced spending by people "outfitting their home offices."

  • The latest MacBook Air was announced in the third quarter, but didn't arrive until the fourth quarter. This prompted most customers to hold off on purchases of MacBook Air, its most popular Mac.

  • 該公司已經在上一季度的財報電話會議上指出,由於供應鏈中斷,該公司損失了40億至80億美元,主要原因是中國的停工和芯片短缺。

  • 蘋果公司正面臨着一個艱難的對比,因為2021年第三季度包括了由疫情引發的人們為家庭辦公室配備裝備的支出。

  • 最新的MacBook Air是在第三季度發佈的,但直到第四季度才上市。這促使大多數客户推遲購買其最受歡迎的Mac電腦MacBook Air。

If at all consumers splurge on technology, contingent on an improvement in economic conditions, they may wait for the latest iPhone, AirPods Pro, Apple Watch and iPad to arrive this fall, Gurman said.

古爾曼説,如果消費者真的在技術上大肆揮霍,取決於經濟狀況的改善,他們可能會等待最新的iPhone、AirPods Pro、Apple Watch和iPad在今年秋天上市。

"If the economy does take a dive, it's only going to get harder," he added.

“如果經濟真的出現跳水,情況只會變得更加艱難,”他補充道。

Apple Can Bounce Back: Gurman still thinks Apple will be able to "bounce back fairly quickly."

蘋果可以捲土重來:古爾曼仍然認為,蘋果將能夠“相當快地恢復元氣”。

The view is based on a flood of products lined up for release that would tempt even recession-wary shoppers.

這一觀點是基於排隊等待發布的大量產品,這些產品甚至會吸引對經濟衰退保持警惕的購物者。

  • Four iPhone 14 models

  • A new Apple Watch SE, Apple Watch Series 8 and high-end "Pro" Apple Watch

  • An updated HomePod

  • A new Apple TV

  • Updated iPad Pro models with an M2 chip and a new low-end iPad with a USB-C port

  • The revamped Mac Pro with an M2-based chip

  • The long-anticipated mixed-reality headset

  • A larger, 15-inch MacBook Air

  • New M2 and M2 Pro Mac minis

  • Upgraded AirPods Pro earbuds

  • New 14-inch and 16-inch MacBook Pros with M2 Pro and M2 Max chips

  • 四款iPhone 14

  • 一款新的Apple Watch SE、Apple Watch Series 8和高端“Pro”Apple Watch

  • 更新的HomePod

  • 一款新的蘋果電視

  • 更新的iPad Pro機型配備M2芯片和新的帶USB-C端口的低端iPad

  • 改裝後的Mac Pro配備了基於M2的芯片

  • 期待已久的混合現實耳機

  • 更大的15英寸MacBook Air

  • 新的M2和M2 Pro Mac Mini

  • 升級版AirPods Pro耳機

  • 配備M2 Pro和M2 Max芯片的新款14英寸和16英寸MacBook Pro

With such a strong product pipeline in place for the next 12 months or so, it's hard to be that concerned with Apple's prospects."

-Gurman said.

在未來12個月左右的時間裏,蘋果擁有如此強大的產品線,人們很難對蘋果的前景感到如此擔憂。

--古爾曼説。

Apple closed Friday's session down 0.81% at $154.09.

蘋果週五收盤時下跌0.81%,至154.09美元。

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