新機將至!傳蘋果已準備三月發表iPhone 9 - 手機討論
By Una
at 2020-01-21T10:24
at 2020-01-21T10:24
Table of Contents
https://news.cnyes.com/news/id/4435536
鉅亨網編譯許光吟
外電報導,傳蘋果 (AAPL-US) 將準備在三月發表新款的 iPhone SE 後繼機,而新機名稱
將可能不是 iPhone SE2,而是 iPhone 9。
市場傳言,iPhone 9 的內部測試已經結束,而蘋果也將準備於三月發表,而 iPhone 9
設計將沿用類似 iPhone 之設計,將搭載 4.7 吋 LCD 螢幕、並保留頂部額頭與下巴,以
及具 Touch ID 功能的 Home 鍵。
規格方面,iPhone 9 核心傳將搭載 A13 處理器、3GB RAM 記憶體、2000mAh 電池,並支
援 IP68 級防水和無線充電,提供深空灰、銀色、紅色等配色,NAND Flash 則有 64 與
128GB 兩種選項,售價預計為 399 美元。
而市場也有一些分析師預測 iPhone SE 後繼機名稱為 iPhone SE2,但無論是 iPhone
SE2 還是 iPhone 9,名稱可能不是太重要,未來是否能帶動出現換機潮,這才是市場關
注焦點。
知名蘋果分析師郭明錤就曾在去年一份研究報告中預測 iPhone SE 後繼機名稱為
iPhone SE2,當時郭明錤認為,iPhone SE 新後繼機將可望成為既有 iPhone 6 與 6S
系列共約 1.7 億到 2 億使用者的最佳換機選擇,iPhone SE2 將可能迎來一波換機潮。
郭明錤預測,iPhone SE2 售價自 399 美元起,看好將為既有 iPhone 6 與 6S 系列共約
1.7 至 2 億使用者帶來換機潮,郭明錤並指出,目前上游產業鏈每個月為 iPhone SE2
準備約 200 至 400 萬部產能,預估 iPhone SE2 在 2020 年出貨量可達 3000 萬部以上
。
郭明錤看好 iPhone SE2 將成為蘋果 2020 年重要的銷量成長帶動機款,因 iOS 13 不支
持 iPhone 6 系列,故既有 iPhone 6 系列用戶有較急迫的換機需求。
郭明錤認為,既有 iPhone 6 與 6S 系列用戶具有下列 3 種特徵,故換機時將會以
iPhone 9 為首選,進而帶動 iPhone SE2 銷量:
1.習慣 iOS 生態、
2.預算有限、
3.對新功能如 Face ID 、多鏡頭需求不強。
郭明錤此前看好下列 5 檔股票在 iPhone SE2 換機潮下的利基點:
蘋果:iPhone SE2 換機需求有利 iPhone 在 2020 上半年淡季的市佔率提升,與對更多
潛在客戶推廣高毛利的內容與服務。
台積電 (2330-TW):iPhone SE2 採用 7 奈米生產的高單價 A13 晶片,台積電將為獨家
供應商。
工業富聯、可成與 Jabil:機殼單價顯著高於一般零部件,iPhone SE2 可望有助於工業
富聯、可成與 Jabil 的營收與獲利。
LG Innotek:該公司為 iPhone SE2 後相機模組獨家供應商。
歌爾聲學:該公司為 iPhone SE2 聲學元件主要供應商,供貨比重約 60% 至 70%。
--
現在不管是SE2或iPhone9 每個人都說蘋果已經準備好了 是時候要有新創舉了
而現在距離三月只剩下不到兩個月的時間了 到底蘋果會不會打破一年一機的傳統呢?
--
鉅亨網編譯許光吟
外電報導,傳蘋果 (AAPL-US) 將準備在三月發表新款的 iPhone SE 後繼機,而新機名稱
將可能不是 iPhone SE2,而是 iPhone 9。
市場傳言,iPhone 9 的內部測試已經結束,而蘋果也將準備於三月發表,而 iPhone 9
設計將沿用類似 iPhone 之設計,將搭載 4.7 吋 LCD 螢幕、並保留頂部額頭與下巴,以
及具 Touch ID 功能的 Home 鍵。
規格方面,iPhone 9 核心傳將搭載 A13 處理器、3GB RAM 記憶體、2000mAh 電池,並支
援 IP68 級防水和無線充電,提供深空灰、銀色、紅色等配色,NAND Flash 則有 64 與
128GB 兩種選項,售價預計為 399 美元。
而市場也有一些分析師預測 iPhone SE 後繼機名稱為 iPhone SE2,但無論是 iPhone
SE2 還是 iPhone 9,名稱可能不是太重要,未來是否能帶動出現換機潮,這才是市場關
注焦點。
知名蘋果分析師郭明錤就曾在去年一份研究報告中預測 iPhone SE 後繼機名稱為
iPhone SE2,當時郭明錤認為,iPhone SE 新後繼機將可望成為既有 iPhone 6 與 6S
系列共約 1.7 億到 2 億使用者的最佳換機選擇,iPhone SE2 將可能迎來一波換機潮。
郭明錤預測,iPhone SE2 售價自 399 美元起,看好將為既有 iPhone 6 與 6S 系列共約
1.7 至 2 億使用者帶來換機潮,郭明錤並指出,目前上游產業鏈每個月為 iPhone SE2
準備約 200 至 400 萬部產能,預估 iPhone SE2 在 2020 年出貨量可達 3000 萬部以上
。
郭明錤看好 iPhone SE2 將成為蘋果 2020 年重要的銷量成長帶動機款,因 iOS 13 不支
持 iPhone 6 系列,故既有 iPhone 6 系列用戶有較急迫的換機需求。
郭明錤認為,既有 iPhone 6 與 6S 系列用戶具有下列 3 種特徵,故換機時將會以
iPhone 9 為首選,進而帶動 iPhone SE2 銷量:
1.習慣 iOS 生態、
2.預算有限、
3.對新功能如 Face ID 、多鏡頭需求不強。
郭明錤此前看好下列 5 檔股票在 iPhone SE2 換機潮下的利基點:
蘋果:iPhone SE2 換機需求有利 iPhone 在 2020 上半年淡季的市佔率提升,與對更多
潛在客戶推廣高毛利的內容與服務。
台積電 (2330-TW):iPhone SE2 採用 7 奈米生產的高單價 A13 晶片,台積電將為獨家
供應商。
工業富聯、可成與 Jabil:機殼單價顯著高於一般零部件,iPhone SE2 可望有助於工業
富聯、可成與 Jabil 的營收與獲利。
LG Innotek:該公司為 iPhone SE2 後相機模組獨家供應商。
歌爾聲學:該公司為 iPhone SE2 聲學元件主要供應商,供貨比重約 60% 至 70%。
--
現在不管是SE2或iPhone9 每個人都說蘋果已經準備好了 是時候要有新創舉了
而現在距離三月只剩下不到兩個月的時間了 到底蘋果會不會打破一年一機的傳統呢?
--
Tags:
手機
All Comments
By Ida
at 2020-01-23T13:28
at 2020-01-23T13:28
By Aaliyah
at 2020-01-25T16:32
at 2020-01-25T16:32
By John
at 2020-01-27T19:36
at 2020-01-27T19:36
By Isla
at 2020-01-29T22:40
at 2020-01-29T22:40
By Liam
at 2020-02-01T01:44
at 2020-02-01T01:44
By Joseph
at 2020-02-03T04:48
at 2020-02-03T04:48
By Aaliyah
at 2020-02-05T07:52
at 2020-02-05T07:52
By Rae
at 2020-02-07T10:56
at 2020-02-07T10:56
By Linda
at 2020-02-09T14:01
at 2020-02-09T14:01
By Suhail Hany
at 2020-02-11T17:05
at 2020-02-11T17:05
By Hazel
at 2020-02-13T20:09
at 2020-02-13T20:09
By Sierra Rose
at 2020-02-15T23:13
at 2020-02-15T23:13
By Joe
at 2020-02-18T02:17
at 2020-02-18T02:17
By Rachel
at 2020-02-20T05:21
at 2020-02-20T05:21
By Andrew
at 2020-02-22T08:25
at 2020-02-22T08:25
By Michael
at 2020-02-24T11:29
at 2020-02-24T11:29
By Daniel
at 2020-02-26T14:33
at 2020-02-26T14:33
By Daph Bay
at 2020-02-28T17:37
at 2020-02-28T17:37
By Zanna
at 2020-03-01T20:41
at 2020-03-01T20:41
By Tracy
at 2020-03-03T23:45
at 2020-03-03T23:45
By Vanessa
at 2020-03-06T02:50
at 2020-03-06T02:50
By Noah
at 2020-03-08T05:54
at 2020-03-08T05:54
By Charlie
at 2020-03-10T08:58
at 2020-03-10T08:58
By Ursula
at 2020-03-12T12:02
at 2020-03-12T12:02
By Zanna
at 2020-03-14T15:06
at 2020-03-14T15:06
By Lucy
at 2020-03-16T18:10
at 2020-03-16T18:10
By Aaliyah
at 2020-03-18T21:14
at 2020-03-18T21:14
By Dorothy
at 2020-03-21T00:18
at 2020-03-21T00:18
By Valerie
at 2020-03-23T03:22
at 2020-03-23T03:22
By Cara
at 2020-03-25T06:26
at 2020-03-25T06:26
By Todd Johnson
at 2020-03-27T09:30
at 2020-03-27T09:30
By Connor
at 2020-03-29T12:34
at 2020-03-29T12:34
By Bennie
at 2020-03-31T15:39
at 2020-03-31T15:39
By Queena
at 2020-04-02T18:43
at 2020-04-02T18:43
By Edwina
at 2020-04-04T21:47
at 2020-04-04T21:47
By Rosalind
at 2020-04-07T00:51
at 2020-04-07T00:51
By Ivy
at 2020-04-09T03:55
at 2020-04-09T03:55
By Regina
at 2020-04-11T06:59
at 2020-04-11T06:59
By Charlie
at 2020-04-13T10:03
at 2020-04-13T10:03
By Emma
at 2020-04-15T13:07
at 2020-04-15T13:07
By James
at 2020-04-17T16:11
at 2020-04-17T16:11
By Bethany
at 2020-04-19T19:15
at 2020-04-19T19:15
By Jack
at 2020-04-21T22:19
at 2020-04-21T22:19
By Edwina
at 2020-04-24T01:23
at 2020-04-24T01:23
By Hedwig
at 2020-04-26T04:28
at 2020-04-26T04:28
By Frederic
at 2020-04-28T07:32
at 2020-04-28T07:32
By Oscar
at 2020-04-30T10:36
at 2020-04-30T10:36
By Edith
at 2020-05-02T13:40
at 2020-05-02T13:40
By Andrew
at 2020-05-04T16:44
at 2020-05-04T16:44
By Andrew
at 2020-05-06T19:48
at 2020-05-06T19:48
By Lydia
at 2020-05-08T22:52
at 2020-05-08T22:52
By Andy
at 2020-05-11T01:56
at 2020-05-11T01:56
By Anthony
at 2020-05-13T05:00
at 2020-05-13T05:00
By Cara
at 2020-05-15T08:04
at 2020-05-15T08:04
By Margaret
at 2020-05-17T11:08
at 2020-05-17T11:08
By Rae
at 2020-05-19T14:12
at 2020-05-19T14:12
By Kumar
at 2020-05-21T17:17
at 2020-05-21T17:17
By Genevieve
at 2020-05-23T20:21
at 2020-05-23T20:21
By Olive
at 2020-05-25T23:25
at 2020-05-25T23:25
By Yuri
at 2020-05-28T02:29
at 2020-05-28T02:29
By William
at 2020-05-30T05:33
at 2020-05-30T05:33
By Blanche
at 2020-06-01T08:37
at 2020-06-01T08:37
By Ida
at 2020-06-03T11:41
at 2020-06-03T11:41
By Kyle
at 2020-06-05T14:45
at 2020-06-05T14:45
By Sierra Rose
at 2020-06-07T17:49
at 2020-06-07T17:49
By Adele
at 2020-06-09T20:53
at 2020-06-09T20:53
By Michael
at 2020-06-11T23:57
at 2020-06-11T23:57
By Skylar DavisLinda
at 2020-06-14T03:01
at 2020-06-14T03:01
By Elma
at 2020-06-16T06:06
at 2020-06-16T06:06
By Odelette
at 2020-06-18T09:10
at 2020-06-18T09:10
By Carol
at 2020-06-20T12:14
at 2020-06-20T12:14
By Skylar DavisLinda
at 2020-06-22T15:18
at 2020-06-22T15:18
By Yuri
at 2020-06-24T18:22
at 2020-06-24T18:22
By Necoo
at 2020-06-26T21:26
at 2020-06-26T21:26
By Hedy
at 2020-06-29T00:30
at 2020-06-29T00:30
By Mary
at 2020-07-01T03:34
at 2020-07-01T03:34
By Doris
at 2020-07-03T06:38
at 2020-07-03T06:38
By Hedwig
at 2020-07-05T09:42
at 2020-07-05T09:42
By Una
at 2020-07-07T12:46
at 2020-07-07T12:46
By Carolina Franco
at 2020-07-09T15:50
at 2020-07-09T15:50
By Dora
at 2020-07-11T18:55
at 2020-07-11T18:55
By Hazel
at 2020-07-13T21:59
at 2020-07-13T21:59
By Selena
at 2020-07-16T01:03
at 2020-07-16T01:03
By Aaliyah
at 2020-07-18T04:07
at 2020-07-18T04:07
By Ingrid
at 2020-07-20T07:11
at 2020-07-20T07:11
By Carolina Franco
at 2020-07-22T10:15
at 2020-07-22T10:15
By Oliver
at 2020-07-24T13:19
at 2020-07-24T13:19
By Olga
at 2020-07-26T16:23
at 2020-07-26T16:23
By Charlie
at 2020-07-28T19:27
at 2020-07-28T19:27
By James
at 2020-07-30T22:31
at 2020-07-30T22:31
By Mason
at 2020-08-02T01:35
at 2020-08-02T01:35
By Joe
at 2020-08-04T04:39
at 2020-08-04T04:39
By Aaliyah
at 2020-08-06T07:44
at 2020-08-06T07:44
By Margaret
at 2020-08-08T10:48
at 2020-08-08T10:48
By Jacob
at 2020-08-10T13:52
at 2020-08-10T13:52
By Ophelia
at 2020-08-12T16:56
at 2020-08-12T16:56
By Lydia
at 2020-08-14T20:00
at 2020-08-14T20:00
By Margaret
at 2020-08-16T23:04
at 2020-08-16T23:04
By Candice
at 2020-08-19T02:08
at 2020-08-19T02:08
By Kristin
at 2020-08-21T05:12
at 2020-08-21T05:12
By Rae
at 2020-08-23T08:16
at 2020-08-23T08:16
By Ivy
at 2020-08-25T11:20
at 2020-08-25T11:20
By Hedwig
at 2020-08-27T14:24
at 2020-08-27T14:24
By Faithe
at 2020-08-29T17:28
at 2020-08-29T17:28
By Dora
at 2020-08-31T20:33
at 2020-08-31T20:33
By Elizabeth
at 2020-09-02T23:37
at 2020-09-02T23:37
By Noah
at 2020-09-05T02:41
at 2020-09-05T02:41
By Olivia
at 2020-09-07T05:45
at 2020-09-07T05:45
By Andy
at 2020-09-09T08:49
at 2020-09-09T08:49
By Necoo
at 2020-09-11T11:53
at 2020-09-11T11:53
By Charlie
at 2020-09-13T14:57
at 2020-09-13T14:57
By Joe
at 2020-09-15T18:01
at 2020-09-15T18:01
By Gilbert
at 2020-09-17T21:05
at 2020-09-17T21:05
By Hedda
at 2020-09-20T00:09
at 2020-09-20T00:09
By Agatha
at 2020-09-22T03:13
at 2020-09-22T03:13
By Valerie
at 2020-09-24T06:17
at 2020-09-24T06:17
By Tracy
at 2020-09-26T09:22
at 2020-09-26T09:22
By Vanessa
at 2020-09-28T12:26
at 2020-09-28T12:26
By Zanna
at 2020-09-30T15:30
at 2020-09-30T15:30
By Jacky
at 2020-10-02T18:34
at 2020-10-02T18:34
By Hedy
at 2020-10-04T21:38
at 2020-10-04T21:38
By Lydia
at 2020-10-07T00:42
at 2020-10-07T00:42
By Elizabeth
at 2020-10-09T03:46
at 2020-10-09T03:46
By Queena
at 2020-10-11T06:50
at 2020-10-11T06:50
By Heather
at 2020-10-13T09:54
at 2020-10-13T09:54
By Una
at 2020-10-15T12:58
at 2020-10-15T12:58
By Olivia
at 2020-10-17T16:02
at 2020-10-17T16:02
By Faithe
at 2020-10-19T19:06
at 2020-10-19T19:06
By Olive
at 2020-10-21T22:11
at 2020-10-21T22:11
By Regina
at 2020-10-24T01:15
at 2020-10-24T01:15
By Vanessa
at 2020-10-26T04:19
at 2020-10-26T04:19
By Christine
at 2020-10-28T07:23
at 2020-10-28T07:23
Related Posts
S8+一月安全性更新
By Oscar
at 2020-01-21T10:02
at 2020-01-21T10:02
Sony 今年旗艦機種將維持「兩款」旗艦型
By Olivia
at 2020-01-21T09:54
at 2020-01-21T09:54
遠傳行動+光纖方案
By Christine
at 2020-01-21T08:24
at 2020-01-21T08:24
6000電量三星M30s開箱
By Oliver
at 2020-01-21T07:02
at 2020-01-21T07:02
Sony XZS 相簿異常
By Joseph
at 2020-01-21T06:57
at 2020-01-21T06:57