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郭明錤:玉昌光iPhone 12广角镜出货递延
阿思达克 08-07 12:22
知名苹果分析员、天风国际的郭明錤发表报告指,玉晶光的iPhone 12低阶1/2.6” 7P广角镜头供应比重可能因出货递延而低於市场预期,即便玉晶光能解决品质问题,若欲维持供应比重,预期公司需砍价7P镜头单价约30%至1.5美元,对今年下半年及明年的毛利率有显着的负面影响。

报告指,玉晶光的iPhone 12 低阶1/2.6” 7P广角镜头在进行PVT验证时出现膜裂品质问题,故出货时程可能会递延。长期而言,他相信玉晶光终究会解决膜裂品质问题,但这代表着玉晶光生产与执行力仍不稳定,且因配备低阶广角相机的2款iPhone 12的量产时程逼近下,故大立光的低阶1/2.6” 7P广角镜头的出货顺位较为优先,这意味着玉晶光的低阶1/2.6”7P广角镜头供货比重可能低於预期。

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