台媒稱iPhone 12系列零部件需求強 料iPhone 13將同樣推四款
據台灣傳媒報道,蘋果(AAPL.US)iPhone 12系列零部件需求強勁,據業內人士指目前Pro及Pro Max系列的音圈馬達訂單能見度清晰,加上近期市場對iPhone 12接受程度高,零部件拉貨表現好過預期,估計整體需求將較去年iPhone 11系列輕微增加,目前相關供應鏈已在商討2023年的零部件開模計劃,並料iPhone 13將與今年一樣推4款機種。
雖然市傳大立光旗下大陽科技將主攻iPhone 13的音圈馬達組件,不過目前兩大企業Alps及Mitsumi仍然是供貨的主力,加上相關的代工供應鏈集中在內地,成本競爭力等均是考慮的重點。(el/k) ~
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