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郭明錤料苹果为降5G成本 将为零件供应商带来砍价压力
阿思达克 08-21 11:18
着名苹果分析员、天风国际分析师郭明錤发表的报告指,苹果(AAPL.US)为降低采用成本5G对硬体事业利润的负面影响,将对零组件厂商施加更大砍价压力与降低或改变零组件规格以节省成本,料iPhone电池软硬板与AirPods 2软硬板供应商是最大输家。

他指出采用5G显着增加iPhone 12成本。Sub-6与毫米波的成本分别为75–85美元与125–135美元。然而,为了出货动能,他预测苹果不会显着调升iPhone 12售价。而在不妨碍使用者体验的前提下,苹果会积极降级零部件规格以降低成本,料其供应商普遍自今年第三季起开始面对高於过往的砍价压力。

该行的调查显示,iPhone 12的电池软硬板因层数减少与面积变小,故平均单价较iPhone 11低40–50%,而iPhone12s系列的电池板设计将舍弃软硬板改采软板,料电池软板平均单价将较iPhone 12的电池软硬板低30–40%,而部分iPhone 12电池软硬版供应商将因此改变失去订单。

另外,他指出AirPods 2软硬板平均单价在今年下半年衰退达25–35%,而明年上半年推出的AirPods 3将舍弃软硬板/SMT设计改采SiP。(el/u) ~

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