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郭明錤:5G手机换机需求低过预期 晶片价格战提早3至6个月开始
阿思达克 01-14 15:42

被称为苹果「最强分析师」的天风国际证券分析员郭明錤发表报告,指出高端5G手机换机需求低於Android品牌厂商预期,为改善5G晶片出货量与提升换机需求,高通已将5G晶片SD 765大幅降价约25%至30%至约40美元,售价远低於联发科5G芯片天玑1000的约60至70美元 ,预期将吸引联发科主要5G晶片品牌客户Oppo、Vivo及小米(01810.HK) ,最快於2月份开始将部分订单转至高通,共涉及约2,000至2,500万部5G手机。

他又指,5G晶片价格战会较市场预期提早3至6个月开始,但相信高通将会持续降价,并会增加出货量以抵销价格下滑,维持整体利润;而联发科面临的价格压力将持续提升,其5G晶片毛利率恐低过30%至35%。

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