郭明錤估華為Mate 60 Pro首年出貨最少1,200萬部 中芯(00981.HK)、舜宇(02382.HK)等料受惠
華為推出新款旗艦手機Mate 60 Pro,天風國際分析師郭明錤在社交媒體上表示,Mate 60 Pro自8月29日開賣後需求強勁,下半年出貨計劃已提升約20%,至介乎550萬至600萬部。
他指出,對比舊款機型,Mate 60 Pro的需求顯著強勁。按此市場趨勢,Mate 60 Pro在發售12個月後的累積出貨量,預期至少將達到1,200萬部。
郭明錤指,排除潛在非商業風險後、受惠於Mate 60 Pro的市場需求及影響力,華為手機今年出貨量將按年增長65%至3,800萬部﹐展望明年出貨量至少達到6,000萬部。
華為Mate 60 Pro需求強勁,他相信華為供應鏈中,受惠中國廠商眾多,例如在半導體方面,從事晶圓代工的中芯國際(00981.HK)、L-PAMiD的唯捷創芯(688153.SH)、負責電源的聖邦股份(300661.SZ)及南芯科技(688484.SH)、無線充電的美芯晟(688458.SH)及進行封測的長電科技(600584.SH)。
此外,光學板塊中,受惠廠商料包括負責鏡頭的大立光、負責模組的舜宇(02382.HK)等。
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