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蘋果再掀頭戴式耳機新潮流,A股小夥伴誰能分羮?
格隆匯 12-09 09:46

作者:李興彩 

來源: 上海證券報

聖誕節怎麼能不給消費者驚喜(Jing Xia)呢?在破天荒舉辦了三場發佈會後,臨近年末,蘋果又發佈新品了。

北京時間12月8日晚間9:55分,蘋果在官方微信公眾號上發佈了新品——頭戴式耳機AirPods Max。不到5分鐘,閲讀量10萬+。

對於這款耳機,蘋果介紹:從頭開始,重構設計。從耳墊到穹網,每一寸設計、用料和工藝,都傾注了我們對頭戴式耳機的重新思考……充電5分鐘,聆聽1.5小時,即使主動降噪和空間音頻功能全開,續航也可最長達20小時。總之,AirPods Max就是各種好。

好是好,貴也是真貴。AirPods Max售價人民幣4399元,即日起可在線購買,12月15日發售。蘋果還告訴你“免費激光鐫刻添上你的個人印記。”

消費者“割腎”之外,最關注的是,蘋果這款天價耳機是誰代工的?

此前,有媒體報道,這款耳機是由歌爾股份獨家代工的。上證報記者向接近公司人士求證,獲得其“默認”。

此外,記者查閲,賽騰股份在2016年開發出無線耳機組裝設備,並供貨蘋果。

業內人士認為,蘋果首發頭戴式無線耳機,可能會引發一波無線耳機小高潮。多家機構預測,無線耳機依然將保持較高速的增長。

此前,國盛證券對TWS(真無線藍牙)產業鏈進行總結,主要包括ODM(原始設計製造商)廠商、無線耳機的元器件廠商,其中包括主控芯片、存儲芯片、FPC(柔性電路板)、語音加速感應器、MEMS(微機電系統)、過流保護IC、電池等。

上市公司層面,涉及的ODM 以及聲學器件供應商包括立訊精密、歌爾股份、瀛通通訊,芯片廠商包括恆玄科技等;存儲廠商包括兆易創新(Nor Flash)等;模擬 IC 廠商包括韋爾股份、聖邦股份、傑華特;此外,欣旺達、鵬鼎控股等也將益於 TWS耳機市場的興起。

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