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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

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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。    

The Second Ministerial Meeting of China-Indonesia Joint Foreign and Defense Ministerial Dialogue Photo: Courtesy of Chinese Foreign Ministry
    The Second Ministerial Meeting of China-Indonesia Joint Foreign and Defense Ministerial Dialogue Photo: Courtesy of Chinese Foreign Ministry China and Indonesia have agreed to deepen synergy of their development strategies, deepen cooperation across multiple sectors including maritime affairs, and firmly support each other's core interests, during the first Conference of the China-Indonesia Comprehensive Strategic Dialogue Mechanism held on Friday in Jakarta. 
Chinese Foreign Minister Wang Yi and Indonesian Foreign Minister Sugiono co-chaired the conference. The two sides had an in-depth exchange of views on advancing the building of a China-Indonesia community with a shared future and reached broad consensus, according to Chinese Foreign Ministry's readout. 
Wang said that the establishment of the comprehensive strategic dialogue mechanism is an important initiative for the two sides to implement the consensus reached by the two heads of state and advance the building of a China-Indonesia community with a shared future that enjoys regional and global influence.
Noting that China has always placed Indonesia in an important position in its diplomacy, particularly in neighborhood diplomacy, the Chinese top diplomat said China stands ready to work with Indonesia to strengthen all-round China-Indonesia cooperation, and pool greater development synergy to jointly tackle risks and challenges.
Stressing that the conference marks an important milestone in bilateral relations, Sugiono said China's development has brought enormous opportunities to the world, particularly neighboring countries such as Indonesia.
Sugiono added that Indonesia firmly adheres to the one-China policy and supports China's cause of reunification. Just in mid-August, the Chinese and Indonesian navies held a joint naval navigation exercise in waters east of China's Taiwan island.
The two sides also agreed to uphold strategic autonomy and firmly support each other's core interests. They also decided to launch the formulation of the China-Indonesia Five-year Action Plan (2027-2031).
The dialogue mechanism was established when Sugiono visited Beijing in April 2025. 
Following the Conference of the China-Indonesia Comprehensive Strategic Dialogue Mechanism, the two sides also held a "2+2" meeting, pairing foreign and defense ministers in joint dialogue. 
During the meeting between Chinese Defense Minister Dong Jun and his counterpart Sjafrie Sjamsoeddin on Friday, the two sides stated that under the strategic guidance of the heads of state of the two countries, the military-to-military relations face favorable development opportunities with broad prospects for cooperation. 
Both sides should continue to strengthen military mutual trust, maintain close exchanges between the two militaries at all levels, deepen practical cooperation in multiple fields, and work together to safeguard regional peace and stability.
"Amid rising power politics, hegemonism, and protectionism, the first China-Indonesia Comprehensive Strategic Dialogue Mechanism conference has further enhanced strategic mutual trust and lifted bilateral relations to a new height," said Xu Liping, director of the Center for Southeast Asian Studies at the Chinese Academy of Social Sciences. 
At its core, the mechanism does not target any third party; rather, it upholds win-win cooperation, peaceful development, and multilateralism while promoting collective self-strengthening of the Global South, said Xu. "It sets an example for the region and beyond, effectively offsetting extra-regional interference and noise from within and outside the region."
In specific areas, the two sides pledged to expand cooperation in areas such as artificial intelligence and poverty reduction. They agreed to restart cooperation in fishing, accelerate maritime cooperation and push forward joint development.
Both sides agreed that deepening cooperation in energy and mineral resources serves their common interests, and expressed readiness to jointly build a comprehensive, open and green partnership in energy and mineral resources.
Official data shows that China has been Indonesia's largest trading partner for 13 consecutive years, with bilateral trade reaching $167.49 billion in 2025, up 13.4 percent year-on-year. From the Jakarta-Bandung High-Speed Railway to industrial parks and other projects, the two sides have maintained a sound momentum of cooperation.
"As two important Global South countries with highly complementary economies, China and Indonesia have taken the lead in the region in integrating traditional sector cooperation with emerging economic cooperation," said Xu. 
He added that Beijing-Jakarta cooperation is characterized by equal emphasis on and deep integration of traditional and new-quality productive forces. "Firmly grounded, multi-dimensional in scope, and rich in substance, it has become a bellwether for regional cooperation," Xu added. 
In terms of the regional and global scope, the two sides also agreed to deepen cooperation within the framework of the four major global initiatives, strengthen policy coordination in multilateral mechanisms such as the United Nations and BRICS, oppose unilateral bullying and power politics, and safeguard international fairness and justice as well as the legitimate rights and interests of developing countries.
The two sides agreed to fully and effectively implement the Declaration on the Conduct of Parties in the South China Sea and work toward the early conclusion of the Code of Conduct (COC) in the South China Sea.
The Second Ministerial Meeting of China-Indonesia Joint Foreign and Defense Ministerial Dialogue Photo: Courtesy of Chinese Foreign Ministry
    The Second Ministerial Meeting of China-Indonesia Joint Foreign and Defense Ministerial Dialogue Photo: Courtesy of Chinese Foreign Ministry
During the "2+2" meeting, the two sides agreed to deepen defense cooperation and promote the regularization and institutionalization of practical cooperation in areas including equipment and technology, joint exercises and training, personnel training, and maritime security, while continuously improving the quality and effectiveness of such cooperation, according to a readout released by the Chinese Foreign Ministry. 
The two sides jointly advocate an Asian security model featuring shared security, and will work to uphold the mainstream of regional cooperation and peace and stability in the South China Sea, the readout said.
Amid attempts by certain countries to create trouble and fabricate confrontational false narratives in the South China Sea, China and Indonesia, both important South China Sea littoral states, are duty-bound to jointly safeguard regional peace and stability, said Xu. "Their consensus on this issue injects positive energy into the region, contributing to the early conclusion of the COC."
According to the expert, despite disputes, the overall situation in the South China Sea is manageable and stable, and the close cooperation between China and Indonesia demonstrates to the international community the broad trend and aspiration of peace, friendship, and cooperation in the region.
。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。

B | 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。

C | 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。

D | 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。

E | 类似的问题已经扩散到更广泛的供应链。

F | 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。

G | 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。“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。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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