美银此前因担心消费者需求减弱而下调了苹果(AAPL.US)的评级，现在将未来三个季度iPhone销量的预期下调了5%至10%。
因此，这可能会对每年10%至15%的半导体需求造成冲击，并影响大片芯片市场，以及台积电(TSM.US)和GlobalFoundries(GFS.US)等代工企业，以及半导体设备和测试工具工厂。
据专家称，全球经济的负面进程不仅会使iPhone和其他智能手机的需求减少，而且个人电脑、游戏机和汽车的需求也会减少。
迄今为止，苹果公司认为全球经济的负面进程对昂贵的智能手机的需求影响最小，但美国银行的代表认为这一预测过于乐观。
The decline could reach 10-15% in the next three quarters.
Analysts Bank of America believe that Apple’s press-discussed adjustment of the iPhone production program in the coming months will have a negative impact on the entire industry, as demand will decrease in other market segments. If iPhone production declines by 5-10% in the next three quarters, then the entire semiconductor industry will show a decline in the range of 10 to 15%.
Image Source: Apple
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According to experts, demand will decrease not only for the iPhone and other smartphones, but also for PCs, game consoles and cars. Apple has so far believed that the negative processes in the global economy will minimally affect the demand for expensive smartphones, but Bank of America representatives consider this forecast too optimistic.
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