郭明錤料iPhone 17研發將在印度啓動
天風國際證券分析師郭明錤表示,今年全球約有12%至14%的蘋果(AAPL.US)iPhone在印度生產。印度的iPhone產能中,有75%至80%爲鴻海所擁有。
若一切順利,他估計明年印度生產的iPhone比重,將提高到20%至25%。鴻海在中國鄭州與太原的生產規模,預計明年分別減少35%至45%及75%至85%。除了在印度擴產外,立訊的iPhone生產比重快速提升及產線自動化改善,亦是減產主因。
他預計,2025年下半年發售的標準版iPhone 17,將於明年下半年在印度展開新產品導入(NPI)。這是蘋果首度在中國以外的產線開始新款iPhone的研發。選擇標準版iPhone展開的原因是設計開發難度較低,可降低設計風險。
此外,他認爲讓印度企業Tata成爲iPhone組裝廠商(已併購緯創在印度的iPhone產線),可強化蘋果與印度政府的合作關係,有利於未來在印度市場銷售iPhone與其他產品,成爲蘋果下一個10年的增長關鍵。
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