郭明錤:歌爾(002241.SZ)可能失蘋果(AAPL.US)AirPods Pro 2訂單 由立訊精密(002475.SZ)獨家承接
內地聲學龍頭商歌爾(002241.SZ)公告稱,收到境外某大客戶的通知,暫停生產其一款智慧聲學整機產品。天風國際分析師郭明錤認為,歌爾失去的可能是蘋果(AAPL.US)的AirPods Pro 2訂單。為填補生產缺口,第一供應商立訊精密已擴產並取得所有AirPods Pro 2訂單,成為該產品獨家組裝廠商。
另外,內媒報道指,郭明錤對記者表示,由於瑞聲科技(02018.HK)不做整機組裝,因此歌爾遭取消訂單對其沒有任何業績影響。
他又預計,今年第四季AirPods Pro 2的出貨估算約2,000萬部。
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