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
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