$苹果(AAPL)$_老虎社区_美港股上老虎

欧几里得的重狙

2018-12-04

$苹果(AAPL)$ 关于5G的疑问：

假设苹果2020年推出5G手机，那为什么苹果会2020年推出？

英特尔为什么会推迟？

英特尔是否跟跌？

如果英特尔都推迟了，其他厂商有把握推出合格的5G手机没吗？（老美科技领先我们多少距离很明显，贸易战便是以制裁中兴开的头）懂芯片的业内人都知道谁才是老大，距离又有多少。

所以是否能看好华为自己研发的麒麟芯片？明年华为的5G手机

那剩下的能看的就是高通了，高通合作的蓝绿机小米机是否能推出合格的5G手机？

最后一点，现在4G挺快的，日常需求能满足了，所以5G的迟到是不是会让用苹果手机的人换手机？大家喜欢用苹果的理由里提到最多的是服务，操作系统，安全性，设计感。

有兴趣的可以留言一起讨论。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

ooo三石
2018-12-04
ooo三石
4G日常够用了，看高清视频完全流畅。5G的话几秒一个G,正常根本没必要。
- 性感鼻毛王回复欧几里得的重狙:
  华为一向低配高价。算上研发成本，高端机部分毛利不比苹果低。别小看华为，人家赚钱赚的都不舍得上市
- 欧几里得的重狙回复性感鼻毛王:
  有点厉害这点倒刚听到，一直以为华为只有基站收入是隐形大头
- 性感鼻毛王回复欧几里得的重狙:
  华为本身核心竞争力就是营销，而不是技术。我毕业那会还去华为应聘过呢。华为就算手机做得不好照样会卖得很好。毛利非常高，可能接近苹果，是隐形的大佬
- 欧几里得的重狙回复性感鼻毛王:
  嗯我也想过可能手机支持5g，但是运营商跟不上或应用跟不上，就跟之前的vr眼镜一样。99一副用一次就丢了。
- 性感鼻毛王回复欧几里得的重狙:
  不存在的 5g应用要跟上才行。比如4k电影。需求更高响应能力的人工智能自动驾驶系统…很显然，我们国家慢一步了。现在4g和5g网速能体验出来的应用还没有处理器是否流畅来的体验高。iphone滑动网页要更流畅，这样华为5g优势还会像寒武纪一样发挥不出来。目前寒武纪在华为身上不就一废物吗。当然，中科院寒武纪本身那是全世界最牛逼的npu，没有之一。（相比之下，麒麟就一只会吹牛的垃圾）
T20211213745
2018-12-04
T20211213745
美国都是LTE和LTE+，已经很快了，而且苹果为了保持利润率，并不急于发布5G手机。但它也许可以为大中华市场推该手机！
- T20211213745回复欧几里得的重狙:
  刚上5G就推新并不见得好，等5G各方面成熟点以后再推新手机未尝不好！
- T20211213745回复欧几里得的重狙:
  欧洲不全是
- 欧几里得的重狙:
  欧洲呢，是不是也都是LTE和LTE+
Tony特别帅
2018-12-04
Tony特别帅
5G可能诞生更新的应用吧，其实3G的时候大家只发发短信也觉得很方便
- 欧几里得的重狙回复Tony特别帅:
  我觉得苹果不傻，这个关键功能不会不重视，实在不行就2020年再买苹果😂
- Tony特别帅回复欧几里得的重狙:
  但我觉得也会有一定的探索时间，所以1年可能还好吧
  但如果5G上网速度更快我还真的考虑买5G
- 欧几里得的重狙:
  嗯那就是最坏的情况，苹果届时真的落后了一年，对用户留存率的看法。
欧几里得的重狙
2018-12-04
欧几里得的重狙
仅讨论，并不是说现在做多或做空。时机很重要，会跌，什么时候跌，预期跌多少？会涨，什么时候涨，预期涨多少？这些都是考量因素，所以仅讨论，是否交易大家自行判断。
- 清野星光回复欧几里得的重狙:
  我觉得5g的硬件，芯片及其配套还达不到要求
- 欧几里得的重狙回复清野星光:
  所以我也在想是什么让老大推迟了5g手机，但是后辈们却言之凿凿的像引流科技一样。
- 清野星光回复欧几里得的重狙:
  麒麟芯片可以用，但是不好用，断了其他辅助芯片，华为也抓瞎，现在国内无知者觉得华为牛的不行，也就是组装厂，比中兴好一点点而已
- 欧几里得的重狙回复蛋蛋有杀气:
  理智爱国，如果你觉得我说的不对，可以咨询一下身边芯片行业的朋友。华为和俞敏洪的对话也可以看下，华为的芯片里大部分是进口美国零件，如果美国断供，华为目前靠自己做不出芯片，更不用说手机了。
- 蛋蛋有杀气:
  你是不是中国人啊。严重怀疑你太不了解国情了。5g肯定涨啊。。你认为国内有5g你还能找到3g 4g信号
变态007
2018-12-04
变态007
要知道苹果的大本营是美国，美国现在4g的建设都不好，2020也赶不上中国
- 性感鼻毛王:
  马斯克14000颗全球互联网卫星算几g，不知道到时候中国能不能接
- 清野星光:
  中国世界最**，玉皇大帝都追不上，美帝算老几
xiiljy
2018-12-04
xiiljy
5g的畅想一下vr，需求是可以创造出来的

发表看法

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