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無線耳機板塊走強!可穿戴設備潛力繼續受券商看好
格隆匯 05-26 10:43

5月26日無線耳機板塊拉昇走強,漫步者漲停聖邦股份、星徽精密漲超8%,共達電聲、鵬鼎控股、韋爾股份等跟漲。

來源於:Wind

而這一漲勢主要受消息面上帶來的利好。一方面,根據市場消息,蘋果AirPods供應商或已開始量產全新的耳機產品——蘋果頭戴式耳機AirPods Studio,預計該產品最早將會在下月發佈,起售價為349美元,具備主動降噪能力。

除此之外,天風國際分析師郭明錤在最新預測報告中指出,iPhone 12將取消隨機附贈有線耳機,從而帶動售價較低的AirPods 2的需求

受到疫情影響與庫存去化, AirPods 2第二季度需求疲弱,受益於AirPods 2需求將自第三季度開始恢復與AirPods Pro維持強勁需求,預期AirPods出貨量在第三、第四季度將強勁增長。”——郭明錤

事實上,在近年來,包括無線耳機在內的可穿戴設備的發展潛力不容小覷,尤其是隨着市場需求的激增而使得整個消費電子領域不斷受到看好。

根據市場數據顯示,2019年全球可穿戴設備出貨量達到3.365億部,同比增長89%。其中,在所有類別可穿戴設備中,可穿戴耳機增幅最為顯著,2019年全年出貨量為1.705億部,同比增長率超過250%

同時,2019年全球可穿戴設備市場出貨量排名前五的廠商依次為:蘋果、小米、三星、華為以及Fitbit。此外,預計到2023年全球可穿戴設備出貨量或將達到4.82億部。

2018-2019年全球可穿戴設備市場出貨量前五廠商情況

來源於:IDC

中信建投證券指出,TWS耳機的需求爆發帶動NOR flash供應商業績增厚,加上降噪/語音操控等帶動 NOR往高容演進,預計2020年可穿戴單機NOR需求迎來量價齊升。同時,AMOLED、TDDI、ADAS等需求也或對NOR市場起助推作用。

天風證券指出,消費電子需求或將在四季度釋放,建議投資者關注消費終端、顯示屏、芯片材料、傳感器等相關板塊,且在財報閲讀時分析企業庫存波動、在建工程、人均產出和設備週轉率,關注行業龍頭企業及近兩年上市的新興科技型企業。

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