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iPhone13或將於9月第三週推出,功能強大到沒有理由不買?
uSMART盈立智投 08-18 12:38

智通財經觀察到,一如往常,蘋果(AAPL.US)對其下一代iPhone的計劃依然隻字不提。不過,從歷史經驗來看,蘋果將於9月或10月初舉行發佈會,推出最新款iPhone以及這款標誌性智能手機附帶的所有功能。

Wedbush分析師丹·艾夫斯(Dan Ives)週二表示,通過對亞洲供應商的調查,他相信蘋果將在9月第三週的一次活動中推出iPhone 13,該設備將佔今年第三季度所生產iPhone的35%-45%。艾夫斯還估計,蘋果將在2021年下半年生產1.3-1.5億部iPhone。

當蘋果在7月份公佈其第三財季業績時,該公司表示其在該季度內售出了價值396億美元的iPhone。不過,該公司並未透露iPhone的銷量。

艾夫斯表示,由於芯片行業的持續短缺,生產的iPhone總數可能會發生變化,但該公司仍有望在明年實現強勁的iPhone銷售。他表示:“我們認爲,這表明了蘋果首席執行官Tim Cook和該公司對這種5G驅動的產品週期將延長到2022年的信心增強,並且還將受益於疫苗接種後消費者的‘重新開放環境’。”

艾夫斯預計下一代iPhone將具備的功能包括所有新機型的激光雷達傳感技術,以及具有1 TB大容量存儲選項的iPhone 13。目前,iPhone的最大可用存儲空間爲512 GB。預計該公司還將對iPhone進行其他改進,以促使客戶從他們的當前設備升級。

智通財經APP瞭解到,屏幕很可能是本次iPhone 13系列升級的重點。根據供應鏈機構The Elec的一份新報告稱,三星和LG已經開始生產用於iPhone 13和iPhone13 Pro的屏幕面板。其中iPhone13 Pro與Pro Max將採用搭載LTPO技術的120Hz OLED屏,可以實現1~120Hz的動態調節。

性能方面,據說蘋果A15處理器將採用臺積電第二代5nm工藝技術,性能上對比上一代提升了近 20%,能效比則提升30%,功耗大大降低。此外,iPhone 13還將用上基於5nm製程工藝的高通X60 5G基帶,能實現對sub-6GHz與毫米波制式的支持,網絡能力更加強大。

最後,根據Mark Gurman的報告,iPhone 13系列將具有一系列專爲專業用戶量身定製的新相機功能,其中包括用於視頻的ProRes和用於視頻的人像模式。其中,視頻人像模式可以使人物清晰對焦,同時以所謂的散景效果模糊背景,讓用戶拍攝出別具效果的Vlog視頻。ProRes視頻則類似於ProRaw照片,允許用戶以更高質量的格式錄製視頻並提供更多的編輯選項。

艾夫斯維持蘋果“跑贏大盤”評級,目標價185美元。

此外,艾夫斯認爲,該公司將能夠應對美國監管機構在涉及App Store的反壟斷問題方面的壓力。艾夫斯表示,蘋果“更多地處於反壟斷蜘蛛網的邊緣而不是中心”,谷歌(GOOG.US)和 Facebook (FB.US)等公司都受到了影響。上週,華盛頓立法者提出了一項新法案,該法案可能會對蘋果App Store業務運營產生一些影響。

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