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消息称苹果今年新iPhone进入备货倒数阶段

爱集微2021-07-05

苹果今年新iPhone进入备货倒数阶段,供应链传出,今年新机以iPhone 13命名,组装订单分配当中,鸿海仍是大赢家,囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单,6.1吋iPhone 13也有68%由鸿海操刀,另一6.1吋的iPhone 13 Pro订单也有约六成由鸿海拿下,助攻鸿海下半年旺季营运动能。

供应链传出,今年新iPhone将回归到往年9月发表的状况,代工厂第3季开始出货,拉货高峰落在第4季,苹果将推四款新机,分别为6.7吋iPhone 13 Pro Max,6.1吋的iPhone 13 Pro,以及5.4吋与6.1吋,同样名为iPhone 13的机种。

在代工订单分配上,鸿海维持主力代工厂地位,和硕则独家拿下萤幕最小的5.4吋iPhone 13订单。至于今年首度组装iPhone的大陆供应链指标厂立讯,出货机种为6.1吋iPhone 13 Pro,订单占比约四成,与鸿海分食,遭点名的业者均不回应订单动态。

市场普遍对今年iPhone新机出货出货抱持乐观看法,日系外资更上调今年下半年新iPhone出货量预估,由8,200万支上修到8,500万支,预估今年整体iPhone出货将由原估的2.25亿支增加到2.28亿支。

至于立讯加入iPhone组装行列,外资认为,相关影响在可控制范围内,主要在于今年新iPhone出货量可望比去年机种增加,加上鸿海在iPhone组装市占下滑程度有限,鸿海去年下半年iPhone 12系列的订单占比约72%至74%,今年下半年iPhone新机中,预估鸿海订单占比则为68%至70%,同样为主要组装iPhone中高阶产品。

因此,若iPhone下半年销售优于预期,鸿海、和硕与立讯等可望跟着受惠。市场也密切关注,立讯在今年度首度成为iPhone的组装厂之后,其供货的iPhone 13 Pro产品良率、交期等表现。

鸿海将于本周公布6月与上半年营收表现,鸿海5月中旬时表示,第1季虽然基期高,但是需求延伸到第2季,预估第2季营收将与首季持平,但仍会较去年同期强劲成长。

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Comment6

  • 5福临门
    ·2021-07-05
    加倉
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  • leesk
    ·2021-07-05
    值得入手
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  • leesk
    ·2021-07-05
    值得入手
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  • Coolheaded
    ·2021-07-05
    Good, nice beautiful!
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  • Coolheaded
    ·2021-07-05
    這篇文章不錯,轉發給大家看
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    • RomySKT
      …?
      2021-07-05
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  • KenCheng
    ·2021-07-05
    買了一點,在跌再買,跌在買,跌再買
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