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
$Apple(AAPL.US)$ 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.
$苹果(AAPL.US)$彭博社专栏作家表示,有传言称,2023年限制各团队的支出和招聘是因为预计经济将陷入衰退--这是该公司首次看起来容易受到利率上升、美元走强和经济衰退威胁等外部因素的影响马克·古尔曼说。
The Apple writer also highlighted the kinks in Apple's supply chain, which may limit the availability of some of its next devices.
这位苹果撰稿人还强调了苹果供应链中的一些问题,这可能会限制苹果下一代设备的供应。
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.
古尔曼说,到目前为止,苹果一直避免裁员,也没有就其招聘和削减开支计划发表任何公开声明,但它可能会在周四的财报电话会议上暗示这一举措。
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.
第三季度业绩可能放缓增长:古尔曼说,分析师预计苹果第三财季的销售额将同比增长2%,至827亿美元左右,这将是自2020年以来的最低增速。他指出,与2021年第三季度36%的销售额跃升相比,这是一个“重大减速”。
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.
这位专栏作家援引分析师的话说,iPhone的收入将占其中的不到一半,服务业务将贡献约200亿美元。
Apple's Multiple Challenges: Gurman said Apple's challenges "go beyond the latest economic concerns." He listed three potential areas of concern:
苹果面临的多重挑战:古尔曼说,苹果面临的挑战“超越了最新的经济担忧”。他列举了三个可能令人担忧的领域:
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.
该公司已经在上一季度的财报电话会议上指出,由于供应链中断,该公司损失了40亿至80亿美元,主要原因是中国的停工和芯片短缺。
苹果公司正面临着一个艰难的对比,因为2021年第三季度包括了由疫情引发的人们为家庭办公室配备装备的支出。
最新的MacBook Air是在第三季度发布的,但直到第四季度才上市。这促使大多数客户推迟购买其最受欢迎的Mac电脑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.
古尔曼说,如果消费者真的在技术上大肆挥霍,取决于经济状况的改善,他们可能会等待最新的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.
“如果经济真的出现跳水,情况只会变得更加艰难,”他补充道。
Apple Can Bounce Back: Gurman still thinks Apple will be able to "bounce back fairly quickly."
苹果可以卷土重来:古尔曼仍然认为,苹果将能够“相当快地恢复元气”。
The view is based on a flood of products lined up for release that would tempt even recession-wary shoppers.
这一观点是基于排队等待发布的大量产品,这些产品甚至会吸引对经济衰退保持警惕的购物者。
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
一款新的苹果电视
更新的iPad Pro机型配备M2芯片和新的带USB-C端口的低端iPad
改装后的Mac Pro配备了基于M2的芯片
期待已久的混合现实耳机
更大的15英寸MacBook Air
新的M2和M2 Pro Mac Mini
升级版AirPods Pro耳机
配备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.
在未来12个月左右的时间里,苹果拥有如此强大的产品线,人们很难对苹果的前景感到如此担忧。
--古尔曼说。
Apple closed Friday's session down 0.81% at $154.09.
苹果周五收盘时下跌0.81%,至154.09美元。