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郭明錤料今年iPhone出货量达约2.3亿部 按年升15%至20%
阿思达克 03-02 10:22
着名「苹果分析员」、天风国际分析师郭明錤表示,苹果公司(AAPL.US)将不会在今年上半年发布会中推出新款iPhone SE机型,预期下半年推出的新款iPhone与iPhone 12相同,将有4款机型且萤幕尺寸相同,全部支援Lightning接口,并且没有市场传言的无接口设计。

他预期,受惠於许多零部件采取节省空间设计,新款iPhone机型配备较iPhone 12系列更大电池容量,估计今年新iPhone成长动力主要来自5G推动的换机需求、iPhone 11降价以及华为禁令下的高阶市场空间,预测今年iPhone出货量将达约2.3亿部,按年升15%至20% 。

对於市场期待iPhone舍弃苹果专用的Lightning,而改为采用USB-C与支援电源Touch ID按键,郭明錤指出,USB-C不利苹果周边产品(MFi)的获利能力,且防水规格低於Lightning与MagSafe,故未来iPhone若欲舍弃Lightning,可能会直接采取无接口并搭配MagSafe的设计,而不会采用USB-C接口。

他续指,目前因MagSafe生态还不够成熟,故可见未来iPhone仍将持续采用Lightning接口。

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