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華為將打敗蘋果? 摩通:iPhone 15中國銷量將落於人後
阿思達克 09-12 23:22
蘋果(AAPL.US)將於周二美國東部時間下午1時開始發布會,不過,股價未見興奮,同時,摩通預期,華為最近推出的Mate 60 Pro智能手機或損害蘋果在中國銷售。 摩根大通分析師Gokul Hariharan周二於一份報告中稱,相信華為已經於中國國內智能手機市場捲土重來,最新型號或有助華為在國內獲得進一步的市佔率,並阻止iPhone在中國市佔率的增長,可能為本周發布的iPhone 15帶來下行壓力。 Mate 60 Pro主晶片為7納米節點(7-nanometer node),標誌中國國內大眾消費設備半導體晶片製造行業的一個新里程碑,同時Mate 60 Pro更具有5G功能,可實現更快的上網速度。 摩通報告更列舉,華為如何將其中國手機市佔率由2022年第二季度的7%提高至2023年第二季度的13%,對華為新款5G手機的銷售而言是個好兆頭。而預期iPhone在中國市佔率增長開始趨於平緩,未來兩個季度可能會出現市佔率下跌。 同時,報告稱,早前有傳中國政府限制中央政府官員在工作中使用蘋果iPhone,分析師稱,美國和中國可能不得不加強雙方的貿易限制,考慮到iPhone出貨量或下降、中美限制風險增加以及華為供應鏈本地化有限受惠,或打壓有亞洲業務的科技股近期情緒。
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