1TJF080DP1AA00K DST310S 3215 32.768K 8PF蘋(píng)果電腦比手機(jī)減產(chǎn)能波及上游PC供應(yīng)鏈
2023年蘋(píng)果電腦比手機(jī)減少銷量波及上游PC供應(yīng)鏈
而兩家公司生產(chǎn)線的停產(chǎn),也波及了上游的封裝材料企業(yè),比如M2芯片使用一家臺(tái)灣廠商提供的錫球——用于將裸片連接到封裝基板；導(dǎo)熱表面材料由德國(guó)瓦克提供；日本的Namics提供了用于填充凸點(diǎn)的底部填充材料；32.768K晶振封裝引線由韓國(guó)公司提供,用于連接引線的粘合劑由德國(guó)漢高提供.毫無(wú)疑問(wèn)蘋(píng)果的減產(chǎn)要求對(duì)整體產(chǎn)業(yè)鏈都產(chǎn)生了重大影響.從M2芯片整個(gè)生產(chǎn)流程來(lái)看,臺(tái)積電將制造好的成品晶圓和采用倒裝芯片封裝完成,最終加工成完整的芯片.然而,因Amkor和STATSChipPACKorea單獨(dú)為蘋(píng)果開(kāi)設(shè)專用生產(chǎn)線,且在未經(jīng)蘋(píng)果允許下不得對(duì)外進(jìn)行封測(cè),則必然導(dǎo)致生產(chǎn)線停工了兩個(gè)月為此蘋(píng)果降低了整個(gè)2023年MacBook市場(chǎng)預(yù)期.
1TJF080DP1AA00K晶振, DST310S表晶晶體,32.768K蘋(píng)果電腦晶振
 
產(chǎn)業(yè)鏈人士透露從今年1月到2月.為蘋(píng)果代工M2的臺(tái)積電沒(méi)有將其任何成品5nmM2晶圓發(fā)送給封測(cè)企業(yè)進(jìn)行切割和封裝,而這種罕見(jiàn)的情況只有蘋(píng)果總部的要求下才會(huì)發(fā)生.盡管2022年P(guān)C市場(chǎng)遭遇重創(chuàng),KDS晶振代理商但Canalys仍然預(yù)測(cè)2023年會(huì)進(jìn)一步收縮.而蘋(píng)果在2月份的一季度（2022年10月至12月）財(cái)報(bào)電話會(huì)議上也警告PC市場(chǎng)的衰退,其還預(yù)計(jì)AppleSilicon（包括M2）的芯片將面臨短期困難.其MacPC業(yè)務(wù)在本季度錄得77億美元的收入,同比大幅下降30%,而其第二季度的收入預(yù)計(jì)也將下降.蘋(píng)果或主動(dòng)降低2023市場(chǎng)預(yù)期數(shù)據(jù)顯示,2022年第四季度全球臺(tái)式機(jī)和筆記本電腦出貨量下降29%至6540萬(wàn)臺(tái).這是連續(xù)第四個(gè)季度下降,原因是在經(jīng)濟(jì)環(huán)境惡化的情況下假日季支出減少.這意味著蘋(píng)果Macbook的市場(chǎng)情況嚴(yán)重低于預(yù)期.
1TJF080DP1AA00K晶振, DST310S表晶晶體,32.768K蘋(píng)果電腦晶振
 
將導(dǎo)致整個(gè)PC產(chǎn)業(yè)鏈繼續(xù)承受著行業(yè)的寒意,拖累上游的晶圓制造和封測(cè)、封裝材料等供應(yīng)鏈環(huán)節(jié). 下降了一半.近日據(jù)TheElec報(bào)道,蘋(píng)果已于1月至2月停止生產(chǎn)用于MacBook的M2系列SoC,這在AppleSilicon歷史上尚屬首次.平板電腦晶振盡管芯片生產(chǎn)在完全停產(chǎn)后于3月恢復(fù),但產(chǎn)量與一年前相比過(guò)的一年,PC產(chǎn)品高庫(kù)存、低需求導(dǎo)致出貨量大幅下滑.2023年P(guān)C市場(chǎng)依舊寒意濃濃,未見(jiàn)明顯的回暖跡象.蘋(píng)果降低2023年P(guān)C市場(chǎng)預(yù)期波及PC產(chǎn)品上游供應(yīng)鏈減產(chǎn)、裁員已經(jīng)成為PC大廠應(yīng)對(duì)市場(chǎng)需求減弱的重要手段之一.然而,減產(chǎn)、裁員應(yīng)該是PC廠商的臨時(shí)性措施,長(zhǎng)遠(yuǎn)來(lái)看還是需要積極應(yīng)對(duì)市場(chǎng)的變化,比如導(dǎo)入新的應(yīng)用技術(shù)提升產(chǎn)品附加值,或積極探索與挖掘細(xì)分領(lǐng)域的市場(chǎng)增長(zhǎng)點(diǎn),以及多元化市場(chǎng)布局.實(shí)際上,這些PC大廠已經(jīng)朝著這些方向進(jìn)發(fā).1TJF080DP1AA00K晶振, DST310S表晶晶體,32.768K蘋(píng)果電腦晶振

品牌	原廠代碼	型號(hào)	尺寸	頻率	負(fù)載/電壓	精度	腳	材質(zhì)
KDS	1ZC12256	DST1210A	1210	32.768K	9PF
KDS	1TJL070DR1A0009	DST1610AL	1610	32.768K	7PF	20ppm	4腳	金屬
KDS	1TJH125DR1A0004	DST1610A	1610	32.768K	12.5PF
KDS	1TJF080DP1AA003	DST310S	3215	32.768K
KDS	1TJF080DP1AA003	DST310S	3215	32.768k	8PF
KDS	1TJF0SPDJ1AI00S	DST310S	3215	32.768k
KDS	1TJF080DP1AI00P	DST310S	3215	32.768k	8PF
KDS	1TJF090DP1AI007	DST310S	3215	32.768k	9PF
KDS	1TJF0SPDP1AI008	DST310S	3215	32.768k
KDS	1TJF125DP1AI009	DST310S	3215	32.768k	12.5PF
KDS	1TJF090DP1AA00L	DST310S	3215	32.768k	9PF
KDS	1TJF080DP1AA00K	DST310S	3215	32.768k	8PF
KDS	1TJF0SPDP1AA00G	DST310S	3215	32.768k
KDS	1TJF0SPDN1A000B	DST310S	3215	32.768k
KDS	1TD125DGNS003	DT-26	206	32.768k	12.5PF	20PPM
KDS	1TD125DHNS036	DT-26	206	32.768k	12.5PF	20PPM
KDS	1TD125DHNS002	DT-26	206	32.768k	12.5PF	20PPM
KDS	1TD060DHNS014	DT-26	206	32.768k	6.0PF	20PPM
KDS	1TD125BHNS001	DT-26	206	32.768k	12.5PF	10PPM
KDS	1TD075BHNS001	DT-26	206	32.768k	7.5PF	10PPM
KDS	1TD075BHNS001	DT-26	206	32.768k	7.5PF	10PPM
KDS	1TD125BFNS001	DT-26	206	32.768k	12.5PF	10PPM
KDS	1TD1001HNS001	DT-26	206	32.768k	10.0PF	-6/+2PPM
KDS	1TD1250HNS005	DT-26	206	32.768k	12.5PF	30/40P
KDS	1TC125DFNS030	DT-38	308	32.768k	12.5PF	20PPM
KDS	1TC125NFNS002	DT-38	308	32.768k	12.5PF	1000PPM
KDS	1TC125AFSS003	DT-38	308	32.768k	12.5PF	5PPM
KDS	1TC250E65	DT-38	308	32.768k	12.5PF	+12/+28PPM
KDS	1TC125JHNS001	DT-38	308	32.768KHZ	12.5PF	50PPM
KDS	1TC125JHNS001	DT-38	308	32.768KHZ	12.5PF	50PPM
KDS	1TC070DFNS012	DT-38	308	32.768KHZ	7PF	20PPM
KDS	1TD060DHNS006	DT-26	206	32.768KHZ	6PF	20PPM
KDS		DT-38	308	32.768KHZ	12.5PF	200P
KDS	1TJS060DJ4A739Q	DMX-26S	8038	32.768K	6PF
KDS	1ZZHAM24000BB0B	DSX1612S	1612	24.000M
KDS	1ZZHAM26000AB0A	DSX1612S	1612	26.000M
KDS	1ZZCAA24000BE0B	DSX211G	2016	24.000M	10PF	20PPM	4腳	陶瓷
KDS	1ZZCAA27120BB0D	DSX211G	2016	27.12M	10PF	20PPM	4腳	陶瓷
KDS	1ZZCAA27120CD0A	DSX211G	2016	27.12M
KDS	1ZZNAE26000AB0J	DSX211SH	2016	26.000M	7PF	10PPM	4腳	金屬
KDS	1ZZNAE26000AB0J	DSX211SH	2016	26.000M	7PF	10PPM	4腳	金屬
KDS	1ZCP37400AA0H	DSX211AL	2016	37.400M			4腳	金屬
KDS	1ZZNAE38400AA0C	DSX211SH	2016	38.400M
KDS	1ZZNAE48000ZZ0R	DSX211SH	2016	48.000M	7PF	20PPM	4腳	金屬
KDS	7AE01200A00A000000I	DSX221G	2520	12.000M	8PF
KDS	1ZNA16000AB0P	DSX221G	2520	16.000M	9PF	10ppm	4腳	陶瓷
KDS	1ZCB26000AB0R	DSX221G	2520	26.000M
KDS	1ZNA32000BB0B	DSX221G	2520	32.000M	12PF	15ppm	4腳	陶瓷
KDS	1ZC13727	DSX221SH	2520	24.000M	10PF	30ppm	4腳	金屬
KDS	1ZN326000AB0A	DSX221SH	2520	26.000M	7PF	10PPM	4腳	金屬
KDS	1ZN326000AB0A	DSX221SH	2520	26.000M	7PF	10ppm	4腳	金屬
KDS	1C208000BC0R	DSX321G	3225	8.000M	12PF	20PPM		陶瓷
KDS	1C208000CE0H	DSX321G	3225	8.000M	10PF	20PPM		陶瓷
KDS	1C208000EE0BL	DSX321G	3225	8.000M	12PF	20PPM  -40~125度		陶瓷
KDS	17AD00800A1C	DSX321G	3225	8.000M	12PF	40~85度
KDS	1ZCM080000EE0A	DSX320G	3225	8.000M	8PF	20PPM  -40~85度		陶瓷
KDS	1C210000EK0C	DSX321G	3225	10.000M
KDS	17AD01200A1R	DSX321G	3225	12.000M
KDS	1C214745CE0E	DSX321G	3225	14.7456M
KDS	1C216000BF0B	DSX321G	3225	16.000M
KDS	1C216384BE0D	DSX321G	3225	16.384M
KDS	1C319200AA0A	DSX321G	3225	19.200M	8PF	10PPM	4腳	陶瓷
KDS	1ZCT24000BD0A	DSX320GE	3225	24.000M
KDS	1C224576AC0A	DSX321G	3225	24.576M
KDS	1N226000AA0G	DSX321G	3225	26.000M	12.5PF	10ppm	4腳	陶瓷
KDS	1N226000AA0E	DSX321G	3225	26.000M	8.1PF	10PPM	4腳	陶瓷
KDS	1N226000AA0E	DSX321G	3225	26.000M	8.1PF	10PPM	4腳	陶瓷
KDS	1N226000AB0J	DSX321G	3225	26.000M	11PF	10PPM
KDS	1C226000BE0D	DSX321G	3225	26.000M
KDS	1N226000AB0M	DSX321G	3225	26.000M	8PF	8PPM
KDS	1N227000EE0L	DSX321G	3225	27.000M	9PF	50ppm	4腳	陶瓷
KDS	1C227000BBAH	DSX321G	3225	27.000M	11PF	12ppm	4腳	陶瓷
KDS	1N227000BB0AK	DSX321G	3225	27.000M	11PF	12PPM	4腳	陶瓷
KDS	1N227000AB0N	DSX321G	3225	27.000M
KDS	1C228322EE0D	DSX321G	3225	28.322M	10PF	50PPM	4腳	陶瓷
KDS	1N230000AB0C	DSX321G	3225	30.000M	10PF	30PPM	4腳	陶瓷
KDS	1N232000AA0N	DSX321G	3225	32.000M	12PF
KDS	1C233333BC0G	DSX321G	3225	33.333333M
KDS	1C338400AA0B	DSX321G	3225	38.400M	10PF	10PPM	4腳	陶瓷
KDS	1N240000AB0J	DSX321G	3225	40.000M	15PF	15PPM	4腳	陶瓷
KDS	1C240000AB0G	DSX321G	3225	40.000M	10PF	10PPM	4腳	陶瓷
KDS		DSX321G	3225	40.000M	10PF		4腳	陶瓷
KDS	1N340000LA0B	DSX321G	3225	40.000M
KDS	1C340000LA0A	DSX321G	3225	40.000M	8PF
KDS	1C241600CDAA	DSX321G	3225	41.6M	10PF	30PPM	4腳	陶瓷
KDS	1C254000CC0C	DSX321G	3225	54.000M	10PF	30PPM	4腳	陶瓷
KDS	1C262400BK0A	DSX321G	3225	62.4M
加高	X4S013000DA1H-W	HSX421S	4025	13.000M	10PF	20ppm	4腳	金屬
加高	X1H013000B81H	HSX531S	5032	13.000M	8PF	10ppm	4腳	金屬
KDS	1C707600CC1B	DSX530GA	5032	7.600M	10PF	30PPM	2腳	陶瓷
KDS	1C736864CC1A	DSX530GA	5032	36.864M	8PF	25PPM	2腳	陶瓷
KDS	1CG12288EE1C	DSX630G	6035	12.288M
KDS	1HX12288CD1A	DSX840GA	8045	12.288M	20PF	30PPM	2腳	陶瓷
KDS	1CX40000EE1O	DSX840GA	8045	40.000M	18PF	50ppm	2腳	陶瓷
KDS	1CW04000KK3C	DSX151GAL	11.8*5.5	4.000M			4腳	陶瓷
KDS	1CW08192EK3A	DSX151GAL	11.8*5.5	8.192M	15PF	20ppm	4腳	陶瓷
KDS	1CW08000EK3B	DSX151GAL	11.8*5.5	8.000M
KDS	1AJ039286A	SMD-49		3.928231M
KDS	1AJ040003DJ	SMD-49		4.000M
KDS	1AJ043324C	SMD-49	11*4.6	4.332M	12PF	20PPM	2腳	金屬
KDS	1AJ073726AV	SMD-49		7.3728M
KDS	1AR11059CEB	SMD-49		11.0592M	16PF	30PPM
KDS	1AJ160006BL	SMD-49		16.000M
KDS	1AJ16000EEL	SMD-49		16.000M
KDS	1AJ160003D	SMD-49		16.000M		30PPM
KDS	1AJ17408AAGA	SMD-49	11*4.6	17.408M	16PF	50PPM	2腳	金屬
KDS	1AJ240006AEA	SMD-49	11*4.6	24.000M	16PF	50PPM	2腳	金屬
KDS	1AJ240006AK	SMD-49	11*4.6	24.000M	16PF	30PPM	2腳	金屬
KDS	1AJ240006BB	SMD-49	11*4.6	24.000M	16PF	30PPM	2腳	金屬
KDS	1AJ245765C	SMD-49	11*4.6	24.576M	18PF	30PPM	2腳	金屬
KDS	1AR245766AZ	SMD-49	11*4.6	24.576M	20PF	30ppm	2腳	金屬
KDS	1AR245766BE	SMD-49	11*4.6	24.576M			2腳	金屬
KDS	1AJ250004B	SMD-49	11*4.6	25.000M	20PF	30PPM	2腳	金屬
KDS	1AR270002GA	SMD-49	11*4.6	27.000M	12.9PF	20PPM	2腳	金屬
KDS	1AR270002CG	SMD-49	11*4.6	27.000M	10PF	20PPM	2腳	金屬
KDS	1AR270002CGA	SMD-49	11*4.6	27.000M	10PF	30PPM	2腳	金屬
KDS	1AR270002EH	SMD-49	11*4.6	27.000M	12PF	20PPM	2腳	金屬
KDS	1AV270002BA	SMD-49	11*4.6	27.000M	16PF	50PPM	2腳	金屬
KDS	1AR270002CQ	SMD-49	11*4.6	27.000M	10PF	30ppm	2腳	金屬
KDS	1AJ270002CH	SMD-49	11*4.6	27.000M	10PF	20ppm	2腳	金屬
KDS	1AJ270002DT	SMD-49	11*4.6	27.000M	12PF	15ppm	2腳	金屬
KDS	1AR304002A	SMD-49	11*4.6	30.400M	12PF	50ppm	2腳	金屬
KDS	1AC112893EA	AT-49	11*4.6	11.2893M	10PF	20ppm	2腳	金屬
KDS	1AC125821EA	AT-49	11*4.6	12.58291M	8.8PF	20ppm	2腳	金屬
KDS	1AY289002DB	AT-49	11*4.6	28.900M	12PF	50PPM	2腳	金屬
KDS	SB103CE1MM	SINGLE
KDS	1JAAL0032768BAAX	MO1532		32.768K
KDS	17CG03840A06	DSR1612ATH	1612	38.400M	8PF	10ppm	4腳	金屬
KDS	1RAK38400CKA	DSR211STH	2016	38.4M	7pf	12ppm	4腳	金屬
KDS	1XZA032768AD19	DSK321STD	3225	32.768K				金屬
KDS	ZC08759	DSO211AH	2016	25.000M	3.3V	50ppm	4腳	金屬
KDS	7FE02496A00H0000008	DSO221SX	2520	24.96M
KDS	1XSF033333ARA	DSO221SR	2520	33.3333M
KDS	1XSE009600AV	DSO321SV	3225	9.6M	3.3V	100ppm	4腳	金屬
KDS	1XSE012000AR58	DSO321SR	3225	12.000M	3.3V	50ppm	4腳	金屬
KDS	1XSE024000AW1	DSO321SW	3225	24.000M
KDS	1XSE025000AR5	DSO321SR	3225	25.000M
KDS	1XSE033333ARD	DSO321SR	3225	33.3333M
KDS	1XSE038702AR	DSO321SR	3225	38.7024M
KDS	1XSE050000ART	DSO321SR	3225	50.000M
KDS	1XSE098304AR2	DSO321SR	3225	98.304M	3.3V	50ppm	4腳	金屬
KDS	1XST156250AKM	DSO323SK	3225	156.25M		50PPM
KDS	1XSR025000AR25	DSO751SR	7050	25.000M	3.3V	50ppm	4腳	金屬
KDS	1XSA050000AVW	DSO751SV	7050	50.000M	3.3V	100ppm	4腳	金屬
KDS	1ZC12456	DSB211SDN	2016	16.320M	3.3V	1.5ppm	4腳	金屬
KDS	1XXD16367MAA	DSB211SDN	2016	16.367M	3.3V	1.5ppm	4腳	金屬
KDS	1XXD24000MBA	DSB211SDN	2016	24.000M
KDS	1XXD26000MAA	DSB211SDN	2016	26.000M				金屬
KDS	1XXD32000PBA	DSB211SDN	2016	32.000M

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