苹果称芯片供应不足限制了第一财季iPhone销售

Core Viewpoint - Apple reported significantly better-than-expected first-quarter results and anticipates up to 16% revenue growth in the second quarter, contingent on sufficient chip supply to meet iPhone demand [1][5]. Group 1: Financial Performance - The company expects revenue growth of 13% to 16% for the March quarter (second quarter), based on optimistic estimates regarding iPhone supply constraints [1][5]. - Apple's gross margin for the second quarter is projected to be between 48% and 49%, which is higher than the first quarter's gross margin [3][7]. Group 2: Supply Chain and Chip Manufacturing - Apple faces limitations due to the availability of advanced chip manufacturing processes, which are crucial for its A-series and M-series chips [1][7]. - The company is working to expand its supply chain channels and is currently not making predictions about the situation in the coming months [7]. - Apple is affected by rising memory prices, which have been driven by increased demand related to AI data centers, leading to a memory shortage [1][2][7]. Group 3: Strategic Investments - Last year, Apple announced plans to invest over $600 billion in the U.S. over the next five years, with a significant portion aimed at supporting a few companies committed to domestic chip production, including TSMC [3][7]. - Apple has increased its target for chip procurement in the U.S. for 2025 to 20 billion chips, up from the previously set target of 19 billion [4][7].