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郭明錤料iPhone 12及12 Pro首日預購訂單達170萬至200萬部
阿思達克 10-19 16:00
天風國際郭明錤發布研究報告,估計蘋果公司(AAPL.US)新推出的iPhone 12與12 Pro開放預購後24小時內的預購訂單達到170萬至200萬部,對比iPhone 11系列為50萬至80萬部,以及iPhone 6系列為400萬部,認為iPhone 12與12 Pro優於iPhone 11系列的預購結果可能會帶動近期Apple與產業鏈股價反彈。

他指,受歡迎的iPhone 11降價,影響iPhone 12預購需求,故目前大部分國家的iPhone 12運送時間約在5至10天,預購需求低於預期。

郭明錤估計,估計iPhone 12與12 Pro開賣後首周末銷售量為700萬至900萬部,對比iPhone 11系列為1,000萬至1,200萬部、iPhone 6S系列為1,300萬部及iPhone 6系列為1,000萬部,相信iPhone 12 Pro的初期供應不足限制了首周末銷量。另外,預估iPhone 12 mini、iPhone 12、12 Pro與12 Pro Max在今年第四季出貨佔比分別為10至15%、30至35%、30至35%與15至20%。

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