天風國際上調今年AirPods出貨量預期至9,000萬部
天風國際分析師郭明錤表示,由於去年第四季蘋果(AAPL.US) AirPods出貨量達到約2,700萬部,按年增長20%,按季增長107%,表現勝於預期,因此將今年出貨量預測上調至9,000萬部,高於市場預期的6,500萬至7,500萬部。
他認爲,AirPods已重拾強勁增長動能,看好AirPods Pro 2需求與未來AirPods整合健康管理功能的趨勢,預期立訊精密(002475.SZ)與歌爾股份(002241.SZ)爲最大贏家,相關供應商可望顯着受惠。
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