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郭明錤:5G手機換機需求低過預期 晶片價格戰提早3至6個月開始
阿思達克 01-14 15:42

被稱為蘋果「最強分析師」的天風國際證券分析員郭明錤發表報告,指出高端5G手機換機需求低於Android品牌廠商預期,為改善5G晶片出貨量與提升換機需求,高通已將5G晶片SD 765大幅降價約25%至30%至約40美元,售價遠低於聯發科5G芯片天璣1000的約60至70美元 ,預期將吸引聯發科主要5G晶片品牌客戶Oppo、Vivo及小米(01810.HK) ,最快於2月份開始將部分訂單轉至高通,共涉及約2,000至2,500萬部5G手機。

他又指,5G晶片價格戰會較市場預期提早3至6個月開始,但相信高通將會持續降價,並會增加出貨量以抵銷價格下滑,維持整體利潤;而聯發科面臨的價格壓力將持續提升,其5G晶片毛利率恐低過30%至35%。

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