【國際】三星S10熱銷 供應鏈進補
Date: 2019-03-28
News Type:
全球智慧手機龍頭三星新款旗艦機Galaxy S10系列上市後,兩岸銷售報捷,其中,中國大陸市場上市不到半個月,已銷售超過50萬支,市佔率從原本1%,跳升至3.6% ,台灣市場買氣也出乎電信業者預期,優於前一代的S9系列機種。法人看好,隨著S10系列熱銷,有望帶動GIS-KY、大立光、雙鴻等供應鏈業績,成為本季智慧手機族群當中的贏家。三星電子手機通訊事業部總裁高東真日前透露,S10在主要市場的初期反應「正面」,而且在中國市場銷售情況良好,有信心可逆轉近年在中國大陸智慧手機市場銷售下滑的頹勢。外電披露,S10系列本月8日於中國大陸上市後,已創下三星「登陸」以來最佳紀錄,市佔率正節節攀升,打破過去三星在當地市場屢遭挫敗的困境,顯示S10系列的創新功能頗受中國大陸市場歡迎。法人表示,過去中國大陸消費者普遍比較鍾愛華為、小米、OPPO等自家國產手機,外商僅蘋果能站有一席之地,三星則是較為弱勢,如今新機卻成功逆襲當地市場,令不少分析師感到相當意外。
無獨有偶,S10系列在台灣市場銷售也開出紅盤。國內電信業者指出,S10的銷售量是過往三星推新機時的兩倍,顯示出兩岸消費者對三星新機都十分青睞。據悉,Galaxy S10的前後鏡頭模塊由大立光供貨,超音波屏下指紋辨識模塊則是GIS負責,二家業者目前正全力趕貨給三星,期盼能在淡季中挹注業績表現,藉此搶搭這波商機列車。
此外,由於S10為全球首款搭載超音波式屏下指紋辨識技術的智慧手機,因此備受市場關注,目前GIS正全力出貨中,若未來S10銷售超乎預期,則有機會獲得追單。法人表示,S10中的超音波式屏下指紋辨識技術由高通提供核心算法,GIS提供模塊,而高通日前已宣布下半年將推出第二代超音波式屏下指紋辨識技術,辨識面積將倍增,將有助於GIS未來搶得更多訂單。
據悉,屏下指紋辨識是將觸控模塊藏在顯示面板下方,透過算法,讓使用者能在顯示面板上某一區域即可進行指紋辨識,此技術能讓智慧手機品牌廠實現真正的「全熒幕」手機,也可有更彈性的產品設計空間。 (新聞來源:經濟日報)
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