郭明錤料明年全球潛望鏡相機手機出貨增長最快為蘋果(AAPL.US)與華為
天風國際證券分析師郭明錤預期,明年全球潛望鏡相機手機出貨增長最快的兩個品牌為蘋果(AAPL.US)與華為。
他認為,蘋果將讓iPhone 16 Pro也配備四重反射稜鏡相機,配備四重反射稜鏡相機的iPhone出貨量將在明年按年增長約1.6倍。華為預計在明年上半年量產的旗艦機型P70、P70 Pro與P70 Art也將配備潛望鏡相機,受惠於採用自家麒麟晶片,故預期P70出貨量與今年的P60系列相較之下,將在明年按年增長1倍。
他指,台灣光電設備製造商大立光,為蘋果與華為今年潛望鏡鏡頭的主要供應商,當中蘋果的供應比重85%至90%、華為50%至60%。因大立光蘋果訂單之生產良率,自今年第四季開始已顯著改善,並開始貢獻獲利,且明年整體潛望鏡訂單顯著增長約130%,故明年獲利可望超越市場共識。
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