1. Apple: Chief Executive Tim Cook warned yesterday (27) that the chip supply limit will be extended to smartphones by the end of September this year, which may affect the sales of new iPhones in the fall and cause the company's revenue to slow down. The US media pointed out that part of the reason was that the demand for the 5G iPhone that went on the market at the end of last year was higher than expected. A number of new phones are expected to be launched this fall, causing the supply of chips to fail to keep up with demand.

 

2. Tesla: CEO Elon Musk expressed concern this week that the Cybertruck cargo trucks originally scheduled to be produced at the end of this year will be affected by the shortage of chips and cannot reach the expected scale of shipments, and said that they will actively look for alternative chips and adjust the use of cars. Software to solve the problem of insufficient chips. Tesla recently announced record revenue, and the number of cars delivered has doubled over the same period in 2020.

 

3. Chip shortage situation: Intel CEO Pat Gelsinger said last week that the chip shortage pressure may continue until 2023. Its rival AMD CEO Lisa Su said that Iraq expects that the supply chain will continue to be tight in the second half of this year, but it should happen next year. Improved.