来源:IT之家 | 2022-11-30 06:29:45 |
(资料图片)
11月30日消息,天风证券(601162)分析师郭明錤表示,受富士康工厂供应中断等因素影响,2022年第4季度iPhone14Pro和iPhone14Pro Max两款机型的出货量将明显低于预期。
郭明錤已经将这两款iPhone14Pro机型的出货量预期下调至7000-7500万台,比此前预期(8000-8500万台)下调最高20%。
了解到,郭明錤表示11月份工厂的平均产能利用率只有20%左右,预计12月份才能提高到30-40%。他说,和硕(Pegatron)和立讯精密(002475)(Luxshare)分别从富士康获得了约10%的iPhone14Pro和14Pro Max订单,但大规模最早也要等到12月下旬。
由于长时间的发货延迟和通货膨胀,郭明錤认为本季度消费者对iPhone14Pro机型的大部分需求将直接“消失”,而不是推迟。这表明许多现在就会购买iPhone14Pro的客户不会在1月或以后供应改善时再回来订购该设备。
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