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郭明錤:苹果若被逼全球封杀微信 iPhone出货量或跌3成
阿思达克 08-10 09:42
天风国际分析师郭明錤表示,如果美国政府封杀微信,有可能令苹果iPhone出货量减少25至30%,此前苹果已按印度政府要求,将微信从印度App Store中下架,而苹果亦可能被迫根据美国总统特朗普的行政命令从App Store中移除微信。

特朗普上周五签署行政命令,要求美国公司在45日内解除与微信的业务往来。郭明錤表示,如果苹果在全球的App Store上将微信下架,将令iPhone在中国市场的出货量大减,估计iPhone每年出货量将因此减少25至30%,而AirPods、iPad、Apple Watch及Mac的出货量亦会下跌15至25%。

他补充,若苹果只移除美国App Store上的微信,iPhone出货量将只下跌3至6%,而AirPods、iPad、Apple Watch及Mac的出货量则只下跌少於3%。

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