Apple downgraded the forecast of 7nm A12 CPU in the first quarter of next year by TSMC. From the original forecast of nearly 120,000 pieces, it was downgraded by 20%, and the remaining 90,000 pieces were left, which was equivalent to a 40% decrease in quarterly revenue growth rate. So far this month, Apple's stock price has fallen by 15.1%. Following this momentum, the stock is expected to see its biggest monthly decline since September 2008.
Although the order volume of Apple's A12 CPU has decreased, it has not had much impact on TSMC. TSMC's 7nm production capacity in the first quarter of next year is still full. Because there are Qualcomm's 8150 and HiSilicon Kirin 980, plus AMD's 7nm CPU. Supply chain companies that rely entirely on Apple to survive are much more miserable than , Foxconn .
Long before, Apple cut orders for companies in various industrial chains, and Foxconn and Pegatron both laid off employees due to cut orders and took unpaid leave. On the eve of the release of the new iPhone 4, many analysts were optimistic about XR sales, but judging from the facts, the sales of the three new phones did not meet expectations. Apple had to cut orders for three new iPhones, which made the supply chain companies of the new iPhone very frustrated.
is not just the impact of orders, but the decline in Apple's stock has also caused the stocks of many of its suppliers to be tragically implicated. Lumentum Holdings Inc fell more than 5%, Universal Display Corp fell 3.6%, Cirrus Logic Inc fell more than 2%, and Skyworks Solutions Inc fell 3%.
not only makes people sigh that once there is a problem with this technology company with the highest market value in the world, the cooperative supply chain companies that rely on Apple to survive will suffer.
