傳蘋果Vision Pro內地供應鏈比例達60% 瑞聲科技(02018.HK)升近5%
《介面新聞》報道,蘋果(AAPL.US)將在12月正式量產第一代MR產品Vision Pro,內地供應鏈比例大幅提升至60%。消息刺激蘋果概念股今日逆市造好,舜宇光學(02382.HK)今日高開0.14%,現報即市高位74元,升3.28%。瑞聲科技(02018.HK)今日平開,現報21.55元,升4.87%。
據報首批Vision Pro備貨約40萬部,明年銷售目標為100萬部,第三年預計將達到1,000萬部。Vision Pro硬件成本大約為1,700美元,目前內地供應鏈佔比最高的是領益智造(002600.SZ),其次是立訊精密(002475.SZ)。據悉,領益智造今年下半年已經在東莞常平工廠招聘數千人,以便為數十條產線加速生產。
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