郭明錤預測Apple Watch 7本月出貨 全年出貨量達1,400萬至1,600萬
天風國際分析師郭明錤表示,市場擔憂蘋果(AAPL.US)Apple Watch 7因面臨生產問題未必可如期在9月發表與量產,然而根據該行最新調查指,蘋果已解決面板模組品質議題,組裝廠商立訊目前正在增加與複製產線,預計在9月中下旬開始大量出貨。
他估計今年Apple Watch 7與Apple Watch總出貨量將分別顯着增長至1,400萬至1,600萬及4,000萬至4,500萬隻。
另外,該行預測Apple Watch 8將會加入體溫測量等新健康管理功能,對2022年Apple Watch需求看法正面;AirPods方面,預測兩年內可望提供健康管理功能,並透過產品再定位去提升出貨量。
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