新iPad加持 供應鏈出貨量拉高
Date: 2013-10-17
News Type:
繼iPhone 5s及5c熱賣後，蘋果10月中旬推出iPad 5及iPad mini 2，概念股增添營運動能。iPad 5第4季出貨可達千萬台以上，新一波拉貨潮帶動相關供應鏈從第4季旺到明年第1季。 包括組裝廠鴻海、和碩，光學元件廠大立光、玉晶光，機殼廠鴻准、可成、F-鎧勝，PCB業者華通、欣興，電池廠順達、新普，以及兼具連接器與通路概念的正崴，石英元件大廠晶技等9月起營收可望逐月拉高。據瞭解，零組件廠商已于第3季開始小量出貨，隨著10月推出後，大量拉貨時間將落在11月到12月。市場傳出，除了iPad可能跟進推出金色款式外，因爲金屬機殼良率較低，可成、鴻准與F-鎧勝也正積極拉高出貨量，以滿足蘋果的訂單需求。 （來源：經濟日報 ）
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