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郭明錤:受累中國需求放緩 今年iPhone出貨量將按年下跌
阿思達克 03-06 08:31
天風國際證券分析師郭明錤表示,蘋果(AAPL.US)今年iPhone出貨量將低於去年,主要因為中國需求減少。經供應鏈調查顯示,蘋果已降低iPhone 15及iPhone 16關鍵晶片組件的訂單,預計今年開始每半年的訂單跌幅可能介乎10%至15%,意味著iPhone總出貨量將為2億部,較去年同期下降15%。 他稱,除中國需求減少外,出貨量下降亦與用家轉用具有生成式AI功能手機及摺機有關,同時華為手機重返中國市場亦是因素之一。他預計,蘋果在2025年前都不會推出新設計以及提供更多AI元素的 iPhone機型。
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