郭明錤料iPhone 12最快10月上旬量产或缺席发布会
着名苹果分析员郭明錤指,近期苹果(AAPL.US)可能会发表的新产品包括iPhone 12系列、iPad Air与Apple Watch,他估计Apple的iPhone 12系列、iPad Air、Apple Watch的量产出货时间分别是10月上旬 (最快)、9月中旬与9月中旬。
考虑到产品量产出货时间,他预测9月15日的新产品发表会将会有新iPad Air与新Apple Watch,而不会有iPhone。
他预测iPad Air会是Apple第一个采用与电源按键整合的侧边Touch ID之产品,相信2021年开始会有更多的iPad新机种配备此功能,而新款Apple Watch的关键卖点为血氧侦测,外观设计并无太大变化。Apple Watch外观显着变化最快须等至2021年下半年。
他估计iPhone 12系列包括5.4寸iPhone 12、6.1寸iPhone 12 Max、6.1寸iPhone 12 Pro与6.7寸iPhone 12 Pro Max,每个机型均支持5G且均有2个版本 (Sub-6 GHz与mmWave+Sub-6 GHz)。iPhone 12、iPhone 12 Max、iPhone 12 Pro与iPhone 12 Pro Max的Sub-6 GHz版本量产出货时间分别是10月上旬、10月中旬、10月下旬与10月下旬。mmWave+Sub-6 GHz版本则较Sub-6 GHz版本迟量产出货。
另外,他不预期Apple新产品发表将显着推升大部分Apple供货商的股价,建议投资人须注意下列风险,包括新产品需求、美国总统选举、中美冲突与新冠肺炎。(el/w) ~
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