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郭明錤料iPhone 12預計出貨量將高於其他三機款
阿思達克 10-12 10:42
蘋果公司(AAPL.US)著名分析員、天風國際分析師郭明錤發表的報告指,認為iPhone 12(6.1吋雙鏡頭)的預估出貨比重將顯著高於其他三個機型,iPhone 12 mini(5.4吋)、iPhone 12、iPhone 12 Pro(6.1吋三鏡頭)與iPhone 12 Pro Max(6.7吋)的出貨比重分別為20%至25%、40%至45%、15%至20%與15%至20%。郭明錤指出iPhone 12 Pro與Pro Max雖規格較高,但售價較高,故認為iPhone 12擁有最高出貨比重合理。

該行分析了三個情景,若iPhone 12的售價低於iPhone 11(起始價699美元),則預測iPhone新機發布會後供應鏈股價將持續上漲;若iPhone 12的售價較iPhone 11高0至100美元,則預測iPhone新機發布會後,部分投資人可能先行獲利了結,更多投資人將採取觀望態度並等待預購結果;若iPhone 12的售價較iPhone 11高100美元以上,則預測iPhone新機發布會後供應鏈股價將會修正。

雖市場共識對12系列銷售樂觀,但他認為投資者應注意多項的不確定性,包括是12系列在今年第四季零部件出貨預估中無法反映真實需求,加上有可能會錯失部分歐美旺季的需求等。

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