蘋果穿戴裝置市占居冠 廣達、仁寶、英業達沾喜
Date: 2019-06-05
News Type:
蘋果公司（Apple Inc.）穿戴式裝置持續獨領風騷，根據研調機構IDC釋出的最新報告，今（2019）年第一季蘋果總共銷售1,280萬件穿戴裝置，市占率居冠。法人看好，隨著蘋果穿戴式產品出貨量穩健成長，有助相關供應鏈廣達、仁寶、英業達等代工廠營運。
據IDC公布今年首季全球穿戴裝置出貨量達4,960萬件，相較去年同期成長55.2%。蘋果的iPhone儘管遭到華為超車，被趕下全球第二大手機廠位置，但受惠於強大的周邊產品，包含智慧手錶Apple Watch、無線藍芽耳機AirPods及部分Beats耳機，推升蘋果今年首季穿戴裝置出貨量達到1,280萬件，年增49.5%。
蘋果穿戴裝置代工廠向來為台廠天下，Apple Watch主要由廣達操刀，第二供應商則為仁寶。AirPods則由英業達負責，陸廠立訊近年訂單比例增加，而同為陸系廠商的歌爾聲學也企圖分一杯羹。
法人表示，不論Apple Watch或AirPods旺季都在下半年，尤以聖誕為銷售高峰，隨著蘋果穿戴裝置穩健成長，相關代工廠也可望在今年下半年迎接旺季來臨，為營運增添柴火。
值得留意的是華為穿戴裝置近年異軍突起，今年首季出貨量相較去年同期成長282.2%，在前五大廠商中成長率居冠。(新聞來源:經濟日報)
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