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郭明錤:疫情若未能在3月前改善 將影響Apple產品供需
阿思達克 01-30 11:51

著名蘋果分析員、天風國際證券分析員郭明錤發表報告稱,若新型冠狀病毒疫情未能在3月前顯著改善,相信蘋果公司的供應與需求端可能會面臨不確定性或潛在風險。

報告指,中國延長農曆新年假期及實施更多交通限制可能有助於阻止疫情擴散,但考慮到蘋果供應鏈有約50%在中國,預計在上半年量產的新產品如4.7吋LCD iPhone、iPad Pro、MacBook Pro/Air、小型無線充電板、UWB標簽與高階藍芽耳機等,將因為供貨商面臨開工時間延後而出現潛在量產風險,保守估計出貨時間將不如預期。

此外,去年第四季蘋果主要依靠中國市場需求回升,業績表現才好過預期,相信疫情導致全球消費者信心下滑,打擊蘋果未來業績表現。加上疫情影響下半年新產品的研發進度,預期蘋果或會推遲加入低成本新材料或降低零組件測試要求,以縮短生產及驗證程序,令新產品趕及在下半年準時發售。

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