A股異動丨環旭電子漲停 AirPods系列產品在2020年出貨量或達8,000–9,000萬部
格隆匯2月18日丨環旭電子(601231.SH)漲停,報23.12元,總市值504億元。

蘋果公司分析師郭明錤表示,預估AirPods系列產品在2020年出貨量約8,000–9,000萬部,當中AirPods Pro佔整體AirPods的出貨比重可達約40%或以上,高於市場預估。目前出貨用於AirPods Pro的SiP之供貨商包括Amkor與長電科技。
預期環旭電子最快將在2H20開始出貨用於AirPods Pro的SiP,若出貨順利在1年後該公司出貨份額可望增長至40–50%。Follow us
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