郭明錤料iPhone 12预计出货量将高於其他三机款
苹果公司(AAPL.US)着名分析员、天风国际分析师郭明錤发表的报告指,认为iPhone 12(6.1寸双镜头)的预估出货比重将显着高於其他三个机型,iPhone 12 mini(5.4寸)、iPhone 12、iPhone 12 Pro(6.1寸三镜头)与iPhone 12 Pro Max(6.7寸)的出货比重分别为20%至25%、40%至45%、15%至20%与15%至20%。郭明錤指出iPhone 12 Pro与Pro Max虽规格较高,但售价较高,故认为iPhone 12拥有最高出货比重合理。
该行分析了三个情景,若iPhone 12的售价低於iPhone 11(起始价699美元),则预测iPhone新机发布会後供应链股价将持续上涨;若iPhone 12的售价较iPhone 11高0至100美元,则预测iPhone新机发布会後,部分投资人可能先行获利了结,更多投资人将采取观望态度并等待预购结果;若iPhone 12的售价较iPhone 11高100美元以上,则预测iPhone新机发布会後供应链股价将会修正。
虽市场共识对12系列销售乐观,但他认为投资者应注意多项的不确定性,包括是12系列在今年第四季零部件出货预估中无法反映真实需求,加上有可能会错失部分欧美旺季的需求等。
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