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《大行報告》大摩料內地今年5G智能手機銷售或難達2億部預測 市場要降需求預測
阿思達克 02-28 14:25
摩根士丹利發表報告指,其渠道調查發現目前5G型號佔內地智能手機銷售量約10%至15%,預料年初至今年2月中,分銷5G手機的銷量約500萬至600萬部。由於一二線城市的控制更為嚴格,因此認為目前新型冠狀病毒肺炎疫情對5G手機的影響較4G手機為大,即使過去兩周手機銷量已因生產恢復而有輕微改善。大摩表示,內地今年5G智能手機銷售料或難達該行預測的2億部,雖然仍然認為供應問題在今年會正常化,但市場需要下調需求預測。另外,該行稱根據其對5G手機推出的渠道調查,估計代工生產商會盡量堅持目前的時間表。調查又顯示,iPhone的生產恢復速度可能會較其他代工生產為快,因蘋果公司對供應鏈有更為全面的控制,並一直採用更多方法確保勞動力。行業股份方面,大摩仍喜好有iPhone業務多於有Android業務的企業,認為若第二季需求依然疲弱,代工生產商會減少購買零件。該行對舜宇光學(02382.HK)評級為「減持」,目標價98元。
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