Yuav ua li cas iPhone muag tau fared nyob rau hauv lub wake ntawm ntau lawm txwv ntawm high-end qauv? Wall Street tej zaum yuav tsis tau txais cov lus teb meej kom txog thaum Apple Inc. tshaj tawm cov nyiaj tau los tom qab lub hlis no, tab sis qee lub tuam txhab pej xeem tej zaum yuav nyuam qhuav muab ob peb lub tswv yim.
Thaum cov neeg siv tuaj yeem yuav iPhones tshiab ntawm Apple's
AAPL,
khw muag khoom lossis lub vev xaib, lawv tuaj yeem tau txais los ntawm lawv cov neeg nqa khoom wireless. Apple feem ntau tsis muab kev hloov kho tshiab ntawm nws txoj kev lag luam sab nraum lub caij khwv tau - ib sab ntawm tsis tshua muaj lub Kaum Ib Hlis ceeb toom hais txog qhov cuam tshuam ntawm COVID-19 kev txwv rau kev tsim cov khoom siv iPhone 14 Pro ntawm Foxconn qhov chaw loj hauv Suav teb - tab sis cov neeg nqa khoom wireless nyiam tshaj tawm cov lus tshaj tawm rau pej xeem.
Tag nrho peb lub tuam txhab loj hauv Teb Chaws Asmeskas tau xa cov neeg sawv cev mus rau Citi peev lub rooj sib tham hnub Wednesday, thiab thaum lawv feem ntau tsis tau nug txog iPhones tshwj xeeb, lawv tau nug cov lus nug txog seb lawv puas pom cov khoom lag luam txwv ntawm "high-end smartphones" thaum lub quarter thib plaub.
"Muaj meej meej qee qhov kev cuam tshuam" uas "tej zaum tau cuam tshuam qee qhov ntim," AT&T Inc.
T,
Tus Thawj Saib Xyuas Nyiaj Txiag Pascal Desroches tau hais hauv lub rooj sib tham, raws li cov ntaub ntawv sau los ntawm Sentieo/AlphaSense. Tab sis raws li lub quarter hnav, "qhov xwm txheej tau zoo dua," nws hais ntxiv.
Peter Osvaldik, tus thawj coj nyiaj txiag ntawm T-Mobile US Inc.
TUS,
kuj tau lees paub qee qhov kev tsis txaus nyob rau lub quarter thaum pom kev txhim kho.
"Kuv tsis cia siab tias yuav muaj ntau qhov spillover [rau hauv thawj peb lub hlis twg] vim tias ntau qhov kev noj qab haus huv los ntawm lub quarter kawg," nws hais ntawm qhov kev tshwm sim.
T-Mobile tau qhia nws cov neeg siv npe thib plaub hauv peb lub hlis twg ua ke nrog lub rooj sib tham, uas ib tug kws tshuaj ntsuam hu ua "khoom."
Verizon Naiskhu Inc.
VZ,
ntaus ib lub suab zoo sib xws txog qhov xwm txheej tau ua haujlwm li cas.
"Muaj hnub [nrog] lub sijhawm ua haujlwm nyuaj, tab sis peb tau txheeb xyuas qhov ntawd," Tus Thawj Saib Xyuas Haujlwm Hans Vestberg tau hais. Nws tau sau tseg tias "tsis muaj qhov tshwm sim tam sim no, tsawg kawg rau peb."
Cov tub lag luam tuaj yeem txuas ntxiv mus nrhiav cov lus qhia txog kev ua tau zoo ntawm iPhone hauv kev tawm tswv yim los ntawm cov wireless loj heev - tshwj xeeb yog AT&T thiab Verizon, uas nyiam tshaj tawm cov txiaj ntsig peb lub hlis twg ua ntej Apple ua.
Tau qhov twg los: https://www.marketwatch.com/story/looking-for-clues-about-iphone-supply-ask-at-t-verizon-and-t-mobile-11672959595?siteid=yhoof2&yptr=yahoo