苹果公司因需求下降和中国的困境而遭遇3年多来的首次收入下降 I 日经亚洲

  • 苹果公司在三年多的增长后首次报告收入下降,将其归咎于中国的COVID-19中断和全球消费者需求的疲软。
  • 所有地区的销售额都有所下降,其中中国是本季度下降幅度最大的地区。
  • 截至12月31日的季度,苹果公司的收入为1172亿美元,同比下降5.5%,低于华尔街的预测。
  • iPhone销售额同比下降8.2%,至658亿美元。
  • 在所有地区中,大中华区的收入下降幅度最大,同比下降7.3%至239亿美元。
  • 其他地区,如日本和亚太地区,也经历了收入的下降。
  • 中国的COVID-19干扰和全球智能手机市场的疲软抑制了苹果的假日情绪。
  • 中国的COVID-19限制影响了iPhone 14 Pro和iPhone 14 Pro Max的组装,导致出货量下降,客户的等待时间延长。
  • 2022年全球智能手机总出货量达到12.1亿部,是2013年以来的最低年出货量,原因是消费者需求减弱、通货膨胀和经济不确定性。
  • 苹果公司以需求疲软为由,通知供应商减少第一季度AirPods、Apple Watch和MacBooks的部件制造。
  • Apple reported its first revenue drop after more than three years of growth, blaming it on COVID-19 disruptions in China and weaker global consumer demand.
  • Sales declined in all regions, with China registering the biggest decrease in the quarter.
  • For the quarter ended Dec. 31, Apple’s revenue was $117.2 billion, down 5.5% YoY and missing Wall Street forecasts.
  • iPhone sales decreased 8.2% YoY to $65.8 billion.
  • Greater China suffered the sharpest revenue decline of all regions, down 7.3% YoY to $23.9 billion.
  • Other regions, such as Japan and Asia-Pacific, also experienced a drop in revenue.
  • Apple’s holiday mood was dampened by COVID-19 disruptions in China and a weakening global smartphone market.
  • COVID-19 restrictions in China impacted iPhone 14 Pro and iPhone 14 Pro Max assembly, leading to lower shipment volumes and longer wait times for customers.
  • Total global smartphone shipments reached 1.21 billion units in 2022, the lowest annual volume since 2013, due to weakened consumer demand, inflation, and economic uncertainty.
  • Apple has notified suppliers to build fewer components for AirPods, the Apple Watch, and MacBooks for Q1, citing weaker demand.

链接:Apple suffers 1st revenue drop since 2019 on lower demand, China woes - Nikkei Asia