郭明錤:蘋果可能取消或延後2024年量產iPhone SE4計劃
天風國際證券分析師郭明錤表示,蘋果(AAPL.US)或將取消或延後預計在2024年量產的iPhone SE4計劃。
他認為,由於中低階iPhone出貨持續顯著低於預期,加上SE4改採全屏幕設計勢必會導致成本或售價上升,故蘋果可能需要重新審視iPhone SE4的產品定位與投資回報率,另降低不必要的新產品開發費用亦有助於公司應對2023年全球經濟衰退的挑戰。
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