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郭明錤料苹果今年第三季将推两款全新设计MacBook Pro
阿思达克 01-15 13:54
着名苹果(AAPL.US)分析员郭明錤发表的报告指,预测苹果将在今年第三季推出两款全新外观设计MacBook Pro,受惠强劲换机需求,料今年MacBook总出货量将按年增长25-30%至2,000万部,当中全新设计MacBook Pro将占总出货量六至七成。

报告指出MacBook Pro已经5年没有改变外观设计,故相信今年将推两款全新外观设计,新机型预计将分别配备约14寸与16寸显示器,而新机型顶盖与底部将取消既有机种的弧度设计,改采类似iPhone 12的平面直角设计,并恢复MagSafe充电接头设计。他亦估计新机将移除OLED触控条,恢复实体功能按键,而新机种料将无Intel CPU选项。

他估计全新设计MacBook Pro将采用既有16寸MacBook Pro的热管散热设计,故热管供应商将同时受益於整机出货成长与规格升级两大驱动,考量到热管的面积与MacBook整体出货量成长,他预计今年热管用量将增60-80%。

报告亦引述调查指,苹果目前仍在积极测试iPhone用VC散热系统,相信未来运算能力更强与更快5G连网速度提升,故高阶iPhone需要配备VC以满足更高散热需求,但他预期在不久的未来至少高阶iPhone将配备VC,相信双鸿与奇鋐为新款MacBook热管规格升级与未来iPhone VC潜在需求的最大赢家。(el/k) ~

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