苹果计划弃用博通芯片 INARI 0166 INARI AMERTRON BERHAD益纳利美昌挫4%
(吉隆坡10日讯)益纳利美昌(Inari Amertron Bhd)今早下跌13仙或4.6%,至2.67令吉,消费电子巨头苹果公司(Apple Inc)计划在2025年弃用博通(Broadcom Inc)的芯片,用内部设计取代关键芯片。
根据彭博社周二引述知情人士谈话的报导,苹果计划更换博通的Wi-Fi和蓝牙芯片。
不过,博通也向苹果提供其他组件,包括射频芯片和无线充电芯片——尽管这个iPhone制造商也一直在致力于定制这些组件。
尽管如此,金融服务公司AB Bernstein分析员Stacy Rasgon告诉路透社,苹果的决定仍有可能使博通的收入减少约10亿美元(43亿7000万令吉)至15亿美元。
但Rasgon强调,博通的射频芯片设计和制造都很复杂,因此短期内不太可能被取代。
调查显示,益纳利美昌与博通的交易主要是集中在射频芯片上。
众所周知,益纳利美昌严重依赖美国无晶圆厂芯片设计公司博通,后者是苹果公司的关键零部件供应商。
从长远来看,新加坡仍然是益纳利美昌最大的市场,占集团截至2022年6月30日财年收入的86%,其次是中国(8%)和大马(5%)。
(编译:魏素雯)
http://www.theedgemarkets.com/node/651148
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