Apple Shares Decline Following Report of Reduced iPhone Component Orders
Yahoo Finance ·
Shares of Apple experienced a 2.3 percent morning decline after a supply-chain report revealed the technology giant directed suppliers to cut component orders for the iPhone 18 Pro and iPhone 18 Pro Max by at least 15 percent for October. According to Nikkei Asia and Reuters, Apple adopted a conservative shipping stance following tepid consumer demand for its newly introduced flagship models. The production adjustment comes after Apple raised the prices of the iPhone 18 Pro lineup by 100 dollars to offset surging DRAM and NAND memory expenses driven by artificial intelligence infrastructure needs. After the initial pullback, the stock recovered slightly to trade at 333.57 dollars, down 2.1 percent from the previous close. Apple shares have advanced 23.1 percent year-to-date, trading near their September 2026 52-week peak of 341.07 dollars.
AI 시장 분석
Apple's stock fell 2.3% in early trading following a supply chain report, closing down 2.1% at $333.57. According to Nikkei Asia and Reuters, Apple has cut component orders by 15% to 20% due to sluggish demand for the iPhone 18 series and a $100 price hike. Investors are closely monitoring how rising memory semiconductor costs driven by AI infrastructure demand and slowing sales of new products will impact future earnings.
하락 영향
- Semiconductors — Concerns have emerged over a slowdown in demand for related semiconductor components as Apple cuts iPhone 18 Pro component orders by 15% to 20%
- Electric Vehicles — Global memory semiconductor supply is constrained and costs are surging due to a sharp rise in AI infrastructure demand, increasing cost pressures across front-end industries
DYAX 전담 분석
The surge in DRAM and NAND memory prices caused by AI infrastructure expansion has exerted pressure on Apple's manufacturing costs, leading to a $100 price increase for the iPhone 18 Pro. The resulting contraction in consumer demand has led to a 15-20% reduction in component orders, exerting downward pressure on Apple's short-term revenue growth.
Future stock price movements will depend on whether memory semiconductor prices stabilize and the sales volume of new products during the year-end shopping season, dictating a rebound or further correction. Investors should closely monitor supply chain data and growth indicators in the services sector.
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