財經
蘋果手機終端買氣冷、PCB供應鏈Q1營運轉弱
-+=
文 / 李振麟
市場受到疫情病毒株傳染、烏俄戰爭與高通膨影響等國際局勢不佳衝擊下,電子產業景氣持續走空,再加上2022年高庫存需要時間消耗,所有電子產業鏈之採購數量均呈現明顯下修。目前僅有蘋果手機因為新機型上市後,營運表現尚能逆勢創新高,蘋果的PCB相關營收多在2022年下半年創下單月歷史高營收。但隨著市場新機採購活動終告尾聲,大陸疫情傳染病嚴重與短期缺工問題難解,蘋果PCB供應鏈營收自12月份起開始轉弱。
目前受到中國大陸疫情反覆影響下,蘋果手機iPhone 14系列出貨量已經跌至7,810萬支。展望後續即將來臨之農曆春節,中國供應鏈缺工現象出現擴大趨勢,預估2023年第一季蘋果iPhone全系列出貨量將持續再調降至4,700萬支,對比去年同期衰退率高達22%。
雖然之前有新機型上市效益影響,營運表現逆勢創新高,但是後續受到疫情與缺工問題難解,蘋果的PCB供應鏈營收也開始轉弱。2023年第一季,受到傳統農曆春節影響,買氣走勢疲弱,蘋果手機確定正式告別旺季。
safe and effective drugs are available. Get information now.
ivermectin cost uk
Drugs information sheet. Some are medicines that help people when doctors prescribe.
Best and news about drug. Read now.
generic stromectol
п»їMedicament prescribing information. Top 100 Searched Drugs.
All trends of medicament. Get information now.
https://stromectolst.com/# ivermectin 6
Read now. Get here.
drug information and news for professionals and consumers. Everything information about medication.
https://stromectolst.com/# ivermectin 500mg
Some are medicines that help people when doctors prescribe. Everything information about medication.
Everything information about medication. Get here.
ivermectin 4
Get warning information here. All trends of medicament.
https://stromectol.science/# stromectol liquid
https://doxycycline.science/# price of doxycycline
https://over-the-counter-drug.com/# the best over counter sleep aid