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郭明錤料iPhone产量第二季才显着提高
阿思达克 03-02 12:19
天风国际分析师郭明錤发表最新报告,预计iPhone产量要到第二季度才能显着提高。此前由於中国疫情爆发,苹果在中国的供应商工厂出现延误等情况。据报,苹果供应商玉晶光电的iPhone相机镜头出货量在过去一个月显着减少,郭明錤预计目前苹果尚有一个月的镜头库存,预计玉晶光电最早在5月才恢复大量生产。於1月份郭明錤预计苹果所有5G iPhone仍有望在2020年秋季推出,而近期他提到新一代平价iPhone仍有望在今年上半年推出。
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