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成本高昂!郭明錤:供应商7月中旬开始出货iPhone12高阶镜头 - 站长搜索
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成本高昂!郭明錤:供应商7月中旬开始出货iPhone12高阶镜头

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2020-07-06 17:51:05 转载来源: IThome

站搜网7月3日消息 今日中午,天风国际分析师郭明錤发布的最新苹果研究报告指出,大立光将自7月中旬开始出货iPhone 12高阶镜头。报告指出,与以往相比,大立光今年出货下半年的新款iPhone高阶镜头延迟了4–6周,因而下半年苹果镜头出货高峰将是9–11月(过去为8–10月)

站搜网7月3日消息 今日中午,天风国际分析师郭明錤发布的最新苹果研究报告指出,大立光将自7月中旬开始出货iPhone 12高阶镜头

报告指出,与以往相比,大立光今年出货下半年的新款iPhone高阶镜头延迟了4–6周,因而下半年苹果镜头出货高峰将是9–11月(过去为8–10月)。

站搜网了解到,报告预计大立光的高单价8P镜头出货在2020年下半年持续增长。因目前全球仅大立光可生产,8P镜头单价约为5–5.5美元,明显高于7P镜头的1.8–2.4美元,预计2020年出货量可达百万等级。

报告还预计,高通新款5G旗舰芯片骁龙875在2020年第四季度至2021年第一季度开始大量出货后,将会进一步推升8P镜头渗透率。

标签: 成本 高昂 郭明錤 供应商 7月 中旬 开始 出货 iPhone12


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