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野村:苹果推售iPhone 11有好开始 市传内地销情理想
格隆汇 09-18 12:45

野村近日发表报告表示,已恢复对苹果公司旗下iPhone年度付运需求作出监测,至周日新推出较高端的iPhone Pro/Max在美国地区付运期为17天,对比XS/Max的11天,而iPhone 11付运期为12天,对比XR的9天,从付运期显示相关产品供应平衡,该行透过供应链渠道了解,相关地区付运按年持平,显示在美国地区有健康开始。

该行指,iPhone在中国付运按年稳定,iPhone 11、Pro/Max在中国付运期仅11天,与XR、ZS及Max的情况匹配,但据市场传闻指,内地零售商反应良好,天猫推出iPhone 11预售大升两倍(对比XR),而京东平台推出iPhone新型号更大升4.8倍。

野村指,从iPhone付运期及转化付运量,相信苹果公司有能力藉此抵销将产品均价下调的影响。

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