郭明錤:iPhone 12將取消附贈耳機 上調Air - 手機討論

By Mia
at 2020-05-21T00:07
at 2020-05-21T00:07
Table of Contents
https://tinyurl.com/ybx5lt9l
「最強蘋果分析師」郭明錤:iPhone 12將取消附贈耳機 上調AirPods出貨預測
蘋果(美:AAPL)預計下半年發布iPhone 12系列手機,有「最強蘋果分析師」之稱的天
風證券分析師郭明錤指,iPhone 12或會取消隨機附贈耳機,而帶動無線藍牙耳機AirPods
的銷量,同時郭明錤預期,AirPods下半年將有促銷計劃,將AirPods今年全年出貨量預測
由8000至9000萬部,上調至9,380萬部。
郭明錤預期,AirPods出貨將在下半年迎來強勁增長,主要因新款iPhone可能會取消隨機
附贈有線耳機,帶動售價較低的AirPods 2(第二代AirPods)需求。
郭明錤又指,受到疫情影響與庫存去化,AirPods 2需求疲弱,料第二季度總出貨量約按
季衰退29%至1720萬部,但AirPods 2第三季度需求將開始恢復,AirPods Pro維持強勁需
求,預期AirPods出貨量在下半年強勁增長。
郭明錤看好3間AirPods供貨商,分別為立訊精密(深:002475)、歌爾股份(深:002241
)、耀華(台:2367)。
心得:
一個earpod官方售價$25
拿掉earpod後
入門的iphone 12價格降為$649
但果迷如果需要額外買earpod的話
可以彌補蘋果降價損失
改買airpods的話蘋果大賺
再教蘋果一招
買iphone 12 的話Airpods就打九折
保證iphone 12和Airpods銷量同步上看二億個
--
「最強蘋果分析師」郭明錤:iPhone 12將取消附贈耳機 上調AirPods出貨預測
蘋果(美:AAPL)預計下半年發布iPhone 12系列手機,有「最強蘋果分析師」之稱的天
風證券分析師郭明錤指,iPhone 12或會取消隨機附贈耳機,而帶動無線藍牙耳機AirPods
的銷量,同時郭明錤預期,AirPods下半年將有促銷計劃,將AirPods今年全年出貨量預測
由8000至9000萬部,上調至9,380萬部。
郭明錤預期,AirPods出貨將在下半年迎來強勁增長,主要因新款iPhone可能會取消隨機
附贈有線耳機,帶動售價較低的AirPods 2(第二代AirPods)需求。
郭明錤又指,受到疫情影響與庫存去化,AirPods 2需求疲弱,料第二季度總出貨量約按
季衰退29%至1720萬部,但AirPods 2第三季度需求將開始恢復,AirPods Pro維持強勁需
求,預期AirPods出貨量在下半年強勁增長。
郭明錤看好3間AirPods供貨商,分別為立訊精密(深:002475)、歌爾股份(深:002241
)、耀華(台:2367)。
心得:
一個earpod官方售價$25
拿掉earpod後
入門的iphone 12價格降為$649
但果迷如果需要額外買earpod的話
可以彌補蘋果降價損失
改買airpods的話蘋果大賺
再教蘋果一招
買iphone 12 的話Airpods就打九折
保證iphone 12和Airpods銷量同步上看二億個
--
Tags:
手機
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