Apple Stock Drops 1.9% Amid Reports of Reduced Component Orders for iPhone 18 Pro
Yahoo Finance ·
Apple shares fell 1.9 percent in premarket trading on Friday following reports that the tech giant cut component orders for the recently launched iPhone 18 Pro and iPhone 18 Pro Max models. Citing sources familiar with the matter, Nikkei Asia reported that October component orders were reduced by approximately 15 to 20 percent compared to initial forecasts due to softer-than-expected demand and escalating production expenses. Rising memory chip prices, driven partly by surging artificial intelligence infrastructure demand, have heightened cost pressures across the consumer electronics sector. Furthermore, Apple's revised staggered release strategy—introducing premium devices first while delaying standard models and the iPhone Air to early 2027—has also influenced supplier procurement schedules and manufacturing volumes. Investors remain watchful as these supply adjustments highlight broader cost and demand challenges facing flagship mobile devices.
AI 시장 분석
Apple (NASDAQ:AAPL) shares fell 1.9% in pre-market trading. This follows reports that component orders for the iPhone 18 Pro series have been cut by 15% to 20% due to weaker-than-expected demand and rising production costs. Investors are concerned about the negative impact of rising memory semiconductor prices and component supply shortages driven by AI infrastructure expansion on Apple's profitability.
하락 영향
- Smartphones — iPhone 18 Pro component orders have been cut by 15% to 20% and memory semiconductor prices are rising, leading to expected shipment declines and margin deterioration.
- Semiconductors — Concentration of demand on AI infrastructure increases component supply shortages and cost pressures for consumer electronics, posing a risk of slowing front-end industry demand.
DYAX 전담 분석
Apple's 15% to 20% component order reduction directly reflects a slowdown in premium smartphone demand and upward cost pressures, such as memory chips. The semiconductor shortage caused by surging AI data center investments is squeezing margins across consumer electronics generally.
The bullish scenario is that the launch of the base iPhone 18 and iPhone Air scheduled for early 2027 will absorb pent-up demand, while the bearish scenario is that weak sales will persist due to lengthened replacement cycles driven by high inflation. Key monitoring metrics are the earnings guidance of component suppliers.
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