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分析师郭明錤:苹果明年下半年新iPhone售价不会显着提升
阿思达克 12-12 11:13

着名苹果分析员、天风国际分析员郭明錤发表报告指,虽然5G iPhone成本增加,但由於iPhone出货增长,相信苹果公司将不会显着调升明年下半年新iPhone的售价,而是将成本尽可能转移给产业链,当中最有可能降低机壳开发成本。

该行早前预期,明年下半年苹果或推出4款5G iPhone,与4G机型相比成本可能增加约30至100美元。报告指出,在5G iPhone机壳是成本增加最显着的零件之一,故苹果为降低机壳开发成本,可能会取消金属机壳厂商一次性工程费用,带动工业富联(601138.SH)及鸿海旗下鸿准精密的订单比重提升。

郭明錤解释,5G iPhone机壳单价显着增加,纯机壳供货商订单比重与盈利能力将受到负面影响,而工业富联及鸿准则受惠於规模较大及资源最多,受影响较少,料订单比重可望从约50%提升至60%至65%。

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