瑞銀料蘋果(AAPL.US)明年推出摺疊手機售價或低至1,800美元
財經媒體《財富》(Fortune)報道,瑞銀對三星摺疊手機Z Fold SE的拆解分析顯示,蘋果(AAPL.US)明年推出首款摺疊手機iPhone Fold或實現每部759美元的物料清單成本,約比該款三星手機的790美元低出4%,受惠內存、應用處理器和相機模組的成本節省,但高級材料推高了外殼和鉸鏈成本。
該行料蘋果首款摺疊手機初始生產將受到限,估計首批產量1,000萬至1,500萬部,反映摺疊設備技術複雜性及高價格,兩者為摺疊手機實現大規模應用的主要障礙。該行又表示,蘋果的成本控制或使其將設備定價在預期範圍1,800至2,000美元的低端,利潤率料介乎53%至58%,與三星摺疊設備一致,遠高於iPhone 16系列。
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