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郭明錤料蘋果(AAPL.US)最快明年推出設計改變較大新機型
阿思達克 01-31 09:57
天風證券分析師郭明錤預期,蘋果(AAPL.US)的iPhone 15系列與新款iPhone 16系列的出貨量將分別在今年上半年與下半年均按年減少10%至15%(分別與去年上半年iPhone 14系列與去年下半年iPhone 15系列的出貨量比較)。 他稱,iPhone因面臨結構性挑戰故今年出貨量顯著下降,包括高階手機新設計典範出現與在中國市場的出貨持續減少。高階手機新設計典範為AI (生成式AI)手機與摺疊手機。中國市場衰退主因是華為回歸與摺疊手機逐漸成為高階用戶換機首選。 此外,他預期蘋果最快在明年才會推出設計改變較大的iPhone新機型與發布更全面性/有差異化之生成式AI生態/應用。在此之前,上述結構性挑戰可能將持續不利於iPhone出貨動能與生態增長。
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