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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Sun, Mar 22

1 items

21:41Impact score 25
HomePod与Apple TV库存告急，新品或用A17 Pro
苹果零售店库存告急，涉及HomePod、HomePod mini及Apple TV 4K。为支持苹果智能功能，苹果推迟发布新品，现款库存减少。
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新品预计搭载A17 Pro芯片及新款芯片，预示后续需求。
A17 Pro HomePod mini (New Chip)AppleInventory Shift

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Chip Teardown Lab1 opened

Whose chips are really inside the hottest new products? We open them up and show you, one part at a time.

Component price indexNPI, vs. prior period

	$0.68	−5.9%
	$0.75	+0.2%
	$386.74	−21.3%
	$88.40	−0.2%
2026-W13	$14.89	−11.2%
	$478.20	+8.2%
	$0.68	−61.7%Unusual
	$0.01	+54.0%Unusual
	$0.12	−82.8%Unusual
2026-W13	$0.44	−12.5%
	$288.43	n/a

Period 2026-W18