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郭明錤:苹果iPhone 12或不再附赠耳机 推动AirPods下半年销量
阿思达克 05-20 15:44
着名苹果分析员、天风国际证券分析员郭明錤发表报告指,苹果今年下半年将推出iPhone 12,可能将取消随机附赠有线耳机 (EarPods),从而带动AirPods(特别低价的AirPods 2)的销量,将AirPods今年出货量由8,000至9,000万部,上调至9,380万部,即按年增长65.1%。

他预计,受到疫情影响与库存去化,上半年AirPods 2需求疲弱,第二季出货量见底,按季减少约28.9% 至1,720万部,相信需求恢复及完成去库化,下半年出货量将反弹,预测第三及第四季度将按年增长43.5%及39.4%。

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