The US ban on ZTE has not only affected Qualcomm in the United States, but Apple has also been hit hard in recent days. In just three days, the market value has evaporated by 63.9 billion US dollars.
iPhone retail store
First strike: TSMC's business demand is weak, putting pressure on Apple ordersTSMC is one of Apple's major foundries, but TSMC's weak demand in the mobile business has caused Wall Street analysts to blame Apple for the main reason, and to be responsible for TSMC's performance prospects, and to make predictions to the outside world: iPhone X will be discontinued this year.
TSMC
Second strike: insufficient supply of optical sensors, reduced production efficiency of iPhone XThe production of the iPhone X, which is the main part of Apple's revenue, has not been very high, in large part due to the iPhone X's sophisticated front camera module. Recently, as a supplier of iPhone X optical sensors: Austria's AMS, due to production problems, the production of optical sensors is slow, and the production efficiency of iPhone X is also reduced.
Third strike: The agency estimates that shipments are not expected to be good, reducing public enthusiasmMost US securities companies and institutions, after ZTE was banned by the United States, reduced their iPhone shipments from 40 million to 32 million, which is much lower than the previous 4,350. This has led to a significant reduction in expectations for Apple, which is one of the reasons why Apple's market value has evaporated by $63.9 billion.
Chip technology
As far as the current situation is concerned, on the one hand, the Sino-US trade friction has not been alleviated. On the other hand, the restrictions imposed by the United States on China’s ZTE, Huawei and other companies have also caused the Chinese to be less emotionally motivated to buy apples. The Chinese are the main force in buying apples. It seems that even if Apple can't be sold, Apple's next days are not good.
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