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 ）
More news
- BYD's Thailand factory has been completed, achieving the production target of its 800th new energy vehicle 2024-07-25
- China to Cancel Tariff Concessions on Over 100 Products Under ECFA 2024-07-10
- MKS-阿托科技 大中華區業務總監 蔡政修博士對於大中華PCB市場的展望問與答 2024-06-06
- Dell Technologies announces AI PC, aims to make it standard by 2025 2024-05-20
- TSMC‘s Major Advancement in Advanced Packaging: Silicon Photonics Packaging to Launch in 2025 2024-05-10
- Kinsus Interconnect Technology contemplates setting up an IC substrate plant in Malaysia 2024-02-15
- Mainland China Rewrites the Global Map for Electric Vehicle 2024-02-01
- The spokesman revealed that the government is accelerating investment promotion in the electronics industry, one of the three industries targeted to upgrade the country. 2024-01-20
- CES Debuts Next Week, Unveiling the First Year of AI PC 2024-01-15
- Apple and Amkor to jointly establish a packaging plant - Serving as a downstream US plant for TSMC 2023-12-10
- Breaking Nvidia's Monopoly? 6 Major Tech Giants Developing In-House AI Chips in Unison 2023-10-20
- IDC: Mobile phones will recover next year 2023-09-10
- "Made in India" mobile phone production has exceeded 2 billion, making it the second-largest mobile phone manufacturing country globally. 2023-08-20
- The Taiwan Carbon Solution Exchange formally established 2023-08-10
- Zero inflation in mainland China in June Clouded by the shadow of deflation 2023-07-17
- Apple’s first MR, Vision Pro -- Mixture of Reality Glasses Debuts 2023-06-12
- Server shipments declined in Q1, and an increase in AI-server orders is expected in the second half of the year 2023-06-02
- Apple plans to head to Thailand for NB production 2023-04-27
- Sales of global semiconductors decline to their lowest level in 14 years. 2023-04-21
- Tripod Technology to acquire an existing Japanese-funded PCB factory in South Vietnam 2023-03-24