郭明錤料今年AirPods出货量可能按年倒退15%
着名「苹果分析员」、天风国际分析师郭明錤表示,苹果(AAPL.US) AirPods 面对激烈竞争与欠缺生态保护,将今年出货量预测下调30%至35%,达至7,500万至8,000万部,即按年倒退15%,低於市场预期的1.1亿至1.2亿部。
报告指,今年第一至第三季出货量将按年下跌约25%至5,500万部,但预期於第三季推出新款AirPods 3,令第四季出货量持平,达到2,300万部;同时新款AirPods Max对AirPods出货量帮助有限,预期年出货量为约100万部。
郭明錤指,TWS低价产品增长速度较快,全球销售前10大TWS机型有超过一半的售价低於50美元,而AirPods最低售价为149美元,认为低价机型成长速度正持续加快。
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