新iPhone推祕密武器 台系鏈進補
Date: 2019-08-20
News Type:
蘋果新iPhone上市倒數計時,業界傳出,新iPhone將首度導入Apple Pencil觸控筆,藉此增添賣點,刺激銷量,有助新日興、中探針等Apple Pencil供應鏈接單,若成功點火新機買氣,對蘋概三王大立光、鴻海、台積電也是一大利多。
針對Apple Pencil出貨概況,國內供應鏈業者均不予置評。據悉,新日興是Apple Pencil的金屬粉末射出成形MIM機構件供應商,中探針則是供應探針零組件,兩家業者在Apple Pencil結構中均扮演關鍵角色。
業界人士表示,去年iPhone因缺乏新意,終端市場銷售慘遭滑鐵盧,今年為避免歷史重演,蘋果勢必要積極出招,擴大應用面來吸引消費者,觸控筆顯然就是其中一招。
Apple Pencil目前僅支援iPad,先前推出時一度大缺貨,供應鏈為此忙翻天。隨著iPhone螢幕愈來愈大,觸控筆有望增添果粉使用樂趣,有機會刺激Apple Pencil銷售量,甚至與iPhone的銷售量形成相輔相成的效應。以iPhone每年銷量約2億支計算,未來商機可期。
外電報導,蘋果可能在美國時間9月10日舉辦新品發表會,屆時傳聞中的「iPhone 11系列」也將正式亮相。新機外型方面,傳前鏡頭的「瀏海」將縮小,藉此擴大螢幕使用範圍,並有三款尺寸,包括兩款5.8吋、6.5吋的OLED機種,以及一款6.1吋的LCD機種。
另外,今年新iPhone傳出將正式導入三鏡頭設計,以大立光為主要鏡頭供應商,並搭配蘋果自身的畫面調校處理,讓拍出的照片與畫面可更加銳利,甚至拍攝範圍可以更廣。
法人表示,今年新iPhone供應鏈大致與去年一樣,核心處理器由台積電代工,聲學元件是康控、美律,鏡頭模組以大立光為主,機殼由鴻準、可成、鎧勝三家供貨,組裝代工則是鴻海、和碩等負責。(新聞來源:經濟日報)
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