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日本媒体：苹果将削减三款新iPhone生产量的10%_我的网站

A | 《北京时间1月9日早报》援引知情人士的话说，据日本经济新闻网站报道，苹果将在未来三个月削减10%左右的生产计划，这表明美国智能手机制造商预计其今年的业绩将进一步下滑。据知情人士透露，上个月底，苹果要求供应商从1月到3月削减新iPhone的生产，这是美国公司计划在两个月内第二次削减旗舰设备的生产。    Coupang has sued to halt a Fair Trade Commission inspection into whether price-matching coupon costs were shifted to suppliers.                    Coupang trucks are parked near the e-commerce platform's logistics center in Seoul on Dec. 29, 2025. YONHAPCoupang has repelled attempts by inspectors from the antitrust watchdog to launch an on-site inspection over allegations that the e-commerce powerhouse shifted costs to suppliers. In rebuffing the Fair Trade Commission (FTC) officers, the company said that it has not received a legally required notice prior to the inspection. FTC Chairman Ju Biung-ghi said after the failed raid on Wednesday that he will pursue criminal charges.Coupang's refusal to comply with an on-site investigation by the FTC marks the first time since the regulator was established that a company has rejected an inspection outright, in this case on the grounds that "the law was applied improperly."The commission attempted to launch inspections at Coupang on four occasions, from Aug. 19 to Friday and again on Monday, but withdrew each time.Investigators were seeking to determine whether Coupang improperly passed the cost of its "price-matching coupons" on to its suppliers.The coupons are issued automatically when a product sold on the platform is priced higher than on a competing online marketplace, bringing the actual purchase price down to roughly the lowest available. The commission is examining whether the resulting discount costs were shifted onto suppliers.Coupang's argument against the investigation revolves around a notification clause in the law that was not applied. Article 17 of the Framework Act on Administrative Investigations requires an administrative agency, as a general rule, to notify the subject of an on-site inspection in writing at least seven days in advance.                    The Korean headquarters of e-commerce platform Coupang in Songpa District, southern Seoul NEWS1In a statement on Tuesday, Coupang said the notice requirement is "a lawful procedure that guarantees the interests and rights of the party under investigation" and that the company "plans to seek a court ruling on the commission's failure to observe that procedure."However, the same article stipulates that the notice "may be presented to the person subject to investigation simultaneously with the commencement of the administrative investigation or the purposes" when "it is deemed impossible to achieve the purposes of the investigation due to an anticipated destruction of evidence."The commission's position is that the exception applies here because advance notice would have created a risk of evidence destruction. Coupang counters that this investigation does not meet the conditions for the exception.The e-commerce titan argues that the concern is not credible given that it cooperated with other extended on-site inspections at its headquarters by the commission and other government agencies from January, following a massive personal data breach.The outcome now rests with the courts. On Friday, Coupang filed a suit seeking to cancel the commission's decision and disposition authorizing the on-site inspection, along with an injunction to halt the investigation.                    Delivery trucks wait at a Coupang logistics center in Seoul. YONHAP"It is unusual for an on-site inspection by the commission to fall apart because the company under investigation refused it," an industry source told the JoongAng Ilbo. "Depending on the court's decision, the commission's overall practice of conducting on-site inspections without advance notice could be shaken, and other companies under investigation could demand procedural rights the way Coupang has."The ruling liberal Democratic Party sharply criticized Coupang's refusal to comply with the investigation, saying no company can stand above Korean law."Coupang is using claims of discrimination against U.S. companies by the U.S. government and political circles as a shield to evade legitimate domestic regulation and investigation," DP spokesperson Lee Yong-woo said Wednesday in a written statement. "The company's double standard, enjoying enormous profits in the Korean market but invoking its status as a U.S. company only when it is time to take responsibility, is infuriating."。一周前，苹果公司宣布其2018年底的营收达不到预期，其股价暴跌。新年开始得不好。该公司当时表示，去年最后三个月的收入将达到约840亿美元，而此前的预测是8900-930亿美元。这一警告是苹果16年来首次下调营收预期，引发全球股市抛售。据知情人士透露，未来产品的最新生产版本适用于所有新款iPhone智能手机，包括XS Max、XS和XR。”其中一位消息人士说：“根据供应商提供的产品组合，不同供应商的修订级别有所不同。”另一位知情人士表示，根据修订后的计划，今年1-3月，iPhone新旧机型的总体生产计划将从4.7-48亿台下降到4.3-4亿台。

B | 这意味着苹果在2018年1-3月的产品销量将比去年同期的5221万台减少20%以上。然而，考虑到库存与需求的偏差，实际的下降规模可能会有所不同。苹果在其上一份盈利报告中表示，将停止披露从2018年第四季度开始的iPhone出货量。类似的问题已经扩散到更广泛的供应链。相机镜头供应商Largan Precision是台湾第一家回应苹果收入下滑的公司。

C | 1月5日，大理光电在月度例行披露中报告，12月销售额同比下降34%，同比下降20%，总收入32.2亿元（1.05亿美元），是2013年12月以来最差的销售业绩。金属外壳供应商Catcher Technology周一表示，预计1-3月季度销售额将较去年同期下降。去年12月，可可技术收入同比下降28%。在新的iPhone机型中，该公司主要负责生产xr机型的金属框架和玻璃背板组件，同时也为xs max提供一小部分金属框架。

D | “我们预计市场状况将持续到2018年底，直到2019年，”Kecheng Technologies在一份给投资者的声明中说，des将市场形势描述为“具有挑战性”，并将需求前景描述为“高度不确定性、波动性”。11月初，《日本经济新闻》首次报道，苹果已通知主要组装商鸿海精密工业和Pegatron取消增加xr智能手机产量的计划，并警告规模较小的供应商纬创不要为手机生产提供产能储备。去年发布的三款新iPhone中最便宜的一款。当时，xr已经上架一个多星期了。

E | 根据日本经济新闻，包括CirrusLogic、AMS、Qorvo和Lumentum在内的苹果供应商都下调了去年10-12月的收入预测。

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Published on:14:28:03