【產業動態】iPhone13即將發售 鴻海拿下約七成組裝訂單
Date: 2021-09-09
News Type:
距離2021年蘋果的新品發佈會僅剩一周時間,屆時新機iPhone 13將面世。根據目前市場消息,本次iPhone 13將分為4種型號,iPhone 13 mini、iPhone 13、iPhone 13 Pro、iPhone 13 Pro Max。
這個時候,除了蘋果,最忙的應該還有各大生產商,努力擴大產能備貨。據媒體報道,鴻海今年依然承包了最大量iPhone訂單,拿下組裝訂單約70%。相較於其他較為知名國內新興的蘋果供應鏈企業的個位數訂單量佔比,毫無疑問鴻海依然在iPhone供應鏈版圖中佔據著大片江山。今年鴻海包攬了iPhone 13 Pro Max全部訂單外,還有將近70%的iPhone 13和60%的iPhone 13 Pro訂單也歸屬於鴻海。在去年iPhone 12系列產品中,對比iPhone 12 mini的銷量平平,由鴻海代工的高端機型12 Pro Max及12 Pro大賣,並且市場對於高端機型的青睞也是持續走高。
據數據顯示,今年7月國內iPhone需求強勁反彈,非中國品牌手機出貨量「異常強勁」,同比增長77%,其中iPhone佔據較大比重。瑞銀分析師預計,受iPhone 13系列推動,2022年iPhone需求前景向好。天風國際分析師郭明錤也認為,展望2021-2023年,在智能手機品牌中,蘋果成長能見度最佳,2021、2022年iPhone出貨量將分別達到2.3-2.4億與2.5-2.6億部(2020年約1.95億部)。隨著iPhone 13的火熱發售以及疫情的逐漸好轉,以鴻海為首的蘋果供應商的下半年業績預計將迎來大幅增長。(新聞來源:挖貝網)
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