大行評級|招銀國際:蘋果AI可促進換機需求 相關供應鏈公司將受惠
招銀國際發表研究報吿指,蘋果公司公佈市場期待已久的iOS18更新資訊,展示了橫跨iPhone、iPad和Mac的全新個人智能系統Apple Intelligence,當中重磅升級包括將ChatGPT集成到Siri當中,同時亦發佈了可穿戴設備Vision Pro的系統更新Vision OS 2,整體而言此次發佈會基本符合預期。考慮到已推出的產品型中,只有iPhone 15 Pro系列及採用M1或更新版芯片的設備,才可使用Apple Intelligence,該行預期今年第三季將迎來產品更新置換需求,相關供應鏈公司包括立訊精密、比亞迪電子、鴻騰精密、歌爾股份、瑞聲科技、 舜宇光學和高偉電子等將受惠。
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