二季度苹果PC出货量激增闻泰科技等供应链企业有望开启新成长周期

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7月11日，苹果公司股价盘中一度达到233.08美元，市值达到3.57万亿美元，成为全球首家市值突破3.5万亿美元的公司。在股价表现惊艳的同时，苹果产品的出货量也不断激增，远超行业平均水平。市值增长和PC出货量的大幅上升，引起了市场对苹果供应链企业的极大关注。　　根据7月9日IDC发布的市场研究报告，全球PC出货量达到6490万台，年增长率为3%。其中苹果个人电脑（PC）的出货量在2024年...

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href=http://finance.eastmoney.com/a/202407163132371835.html><strong>中宏网股票</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月11日，苹果公司股价盘中一度达到233.08美元，市值达到3.57万亿美元，成为全球首家市值突破3.5万亿美元的公司。在股价表现惊艳的同时，苹果产品的出货量也不断激增，远超行业平均水平。市值增长和PC出货量的大幅上升，引起了市场对苹果供应链企业的极大关注。 　　根据7月9日IDC发布的市场研究报告，全球PC出货量达到6490万台，年增长率为3%。其中苹果个人电脑（PC）的出货量在2024年...</p>\n\n<a 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Intelligence AI功能，这一功能紧跟人工智能个人电脑的行业趋势，有效推动了产品出货量和销售量的增加。6月11日，苹果公司推出了首个生成式人工智能大模型——Apple Intelligence，以其五大核心特点定义了智能系统的新标准，并宣布与ChatGPT合作，计划在秋季推出Beta版本。 　　苹果以其精细化的产品线和大规模采购，对供应商提出了高标准的要求，这不仅包括生产水平和制造规模，还包括研发和质量管理能力。 　　供应链企业通过与苹果的合作，不仅可以获得订单和市场份额，还有机会提升自身的技术实力，成为其他电子设备制造商的潜在供应商，进一步拓展国际市场。 　　尽管成为苹果供应链的一部分条件严格，但这也为相关企业带来了巨大的市场机遇。苹果的主要MacBook组装供应商包括鸿海、广达和闻泰科技。 　　据了解，闻泰科技作为全球领先的半导体和产品集成企业，已经与苹果建立了紧密的合作关系，从M1处理器的MacBook开始，到现在的M3、M4芯片的MacBook，闻泰科技与苹果的合作逐步加深。近日，闻泰科技在业绩预告中称，今年第二季度海外大客户需求改善，产品集成业务收入环比增长。可以看出，闻泰与苹果的订单量和合作项目不断增加。 　　行业普遍认为，随着苹果公司人工智能战略的进一步明确，MacBook在AI加持及硬件迭代的驱动下，有望实现超预期的出货量。随着苹果产品出货量的稳步提升，供应链企业如闻泰科技有望开启新的成长周期。（文章来源：中宏网股票）","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"Product Release,Business 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二季度苹果PC出货量激增 闻泰科技等供应链企业有望开启新成长周期

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二季度苹果PC出货量激增闻泰科技等供应链企业有望开启新成长周期