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郭明錤:蘋果(APPL.US)美國產品最快3年轉移生產線至中國以外地區
阿思達克 10-12 12:39
天風國際證券分析師郭明錤在社交平台表示,為配合「去全球化」趨勢,蘋果(AAPL.US)正調整供應鏈策略,估計供應美國市場的產品在未來3至5年期間,改由中國以外的地區組裝生產。 他表示,蘋果未來可能透過印度塔塔集團與和碩聯合(Pegatron)或緯創(Wistron)合作,發展iPhone組裝業務,以加快提升非中國iPhone生產比重。至於MacBook生產線,料會轉移至泰國。 郭明錤預測,在未來3至5年內,美國的蘋果產品需求可全由非中國地區供應,佔全球25%至30%市場,以降低政治風險,例如中美關稅。長遠而言,非中國市場的需求由非中國地區生產線滿足;而中國市場則繼續在內地生產。(ca/u) ~
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