《大行報告》麥格理:iPhone 15升級不足以推動大周期 偏好比亞迪電子(00285.HK)、台積電(TSM.US)及Sony
麥格理發表報告指,蘋果(AAPL.US)iPhone 15 Pro Max的望遠鏡頭令市場振奮,但其他賣點例如Type C線等沒有驚喜,不足以支持強大的置換周期,相關股份中,偏好比亞迪電子(00285.HK)、台積電(TSM.US)及Sony。
報告指,比亞迪電子iPhone業務佔比不高,不過背面玻璃及透過Jabil生產的金屬外殼,未來供應將會增加。台積電的3納米晶片應用於Pro型號,而Sony的影像感應器亦應用於新iPhone中。
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