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郭明錤:料蘋果(AAPL.US)自2027年起開始推多款頭戴裝置產品
天風國際證券分析師郭明錤對蘋果(AAPL.US)的Apple Vision系列與智能眼鏡產品規劃作出預測(2025至2028年),認爲蘋果將頭戴裝置視爲下一個消費電子關鍵趨勢,目前至少7個專案開發中,包括3個Vision系列與4個智能眼鏡系列。其中有5個產品有明確開發時程,2個有待決定。然而,預期蘋果於明年並無新款頭戴裝置,料自2027年開始有多款新產品。 而在蘋果的頭戴產品中,首先大量出貨的產品是類似Ray-Ban的智能眼鏡,預估2027年出貨量爲300萬至500萬副或以上。有關類型的智能眼鏡在2027年的市場規模因蘋果的加入,可能高達超過1,000萬副,爲值得注意的新趨勢。 Vision系列(XR頭盔類型)方面,郭明錤預期Vision Pro M5版本將於今年第三季起量產,推估2025年出貨量爲15萬至20萬部;處理器M2升級至M5,其餘規格維持不變。另料Vision Air於2027年第三季量產,重量顯着較輕,料較Vision Pro輕40%以上。全新設計Vision Pro 2代則料將於2028年下半年量產,相信售價更低。
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