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郭明錤:玉昌光iPhone 12廣角鏡出貨遞延
阿思達克 08-07 12:22
知名蘋果分析員、天風國際的郭明錤發表報告指,玉晶光的iPhone 12低階1/2.6” 7P廣角鏡頭供應比重可能因出貨遞延而低於市場預期,即便玉晶光能解決品質問題,若欲維持供應比重,預期公司需砍價7P鏡頭單價約30%至1.5美元,對今年下半年及明年的毛利率有顯著的負面影響。

報告指,玉晶光的iPhone 12 低階1/2.6” 7P廣角鏡頭在進行PVT驗證時出現膜裂品質問題,故出貨時程可能會遞延。長期而言,他相信玉晶光終究會解決膜裂品質問題,但這代表著玉晶光生產與執行力仍不穩定,且因配備低階廣角相機的2款iPhone 12的量產時程逼近下,故大立光的低階1/2.6” 7P廣角鏡頭的出貨順位較為優先,這意味著玉晶光的低階1/2.6”7P廣角鏡頭供貨比重可能低於預期。

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