消息称苹果今年新iPhone进入备货倒数阶段_老虎社区_美港股上老虎

消息称苹果今年新iPhone进入备货倒数阶段

爱集微2021-07-05

苹果今年新iPhone进入备货倒数阶段，供应链传出，今年新机以iPhone 13命名，组装订单分配当中，鸿海仍是大赢家，囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单，6.1吋iPhone 13也有68%由鸿海操刀，另一6.1吋的iPhone 13 Pro订单也有约六成由鸿海拿下，助攻鸿海下半年旺季营运动能。供应链传出，今年新iPhone将回归到往年9月发表的状况，代工厂第3季...

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好犀利
·2021-07-05
加仓
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MartinChua
·2021-07-05
[财迷] [财迷] [财迷]
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1
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leesk
·2021-07-05
值得入手
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leesk
·2021-07-05
值得入手
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Coolheaded
·2021-07-05
Good, nice beautiful!
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- 高明兴_8399:
  ok
  2021-07-05
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Coolheaded
·2021-07-05
这篇文章不错，转发给大家看
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- RomySKT:
  …👍
  2021-07-05
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KenCheng
·2021-07-05
买了一点，在跌再买，跌在买，跌再买
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Pro，订单占比约四成，与鸿海分食，遭点名的业者均不回应订单动态。</p>\n<p>市场普遍对今年iPhone新机出货出货抱持乐观看法，日系外资更上调今年下半年新iPhone出货量预估，由8,200万支上修到8,500万支，预估今年整体iPhone出货将由原估的2.25亿支增加到2.28亿支。</p>\n<p>至于立讯加入iPhone组装行列，外资认为，相关影响在可控制范围内，主要在于今年新iPhone出货量可望比去年机种增加，加上鸿海在iPhone组装市占下滑程度有限，鸿海去年下半年iPhone 12系列的订单占比约72%至74%，今年下半年iPhone新机中，预估鸿海订单占比则为68%至70%，同样为主要组装iPhone中高阶产品。</p>\n<p>因此，若iPhone下半年销售优于预期，鸿海、和硕与立讯等可望跟着受惠。市场也密切关注，立讯在今年度首度成为iPhone的组装厂之后，其供货的iPhone 13 Pro产品良率、交期等表现。</p>\n<p>鸿海将于本周公布6月与上半年营收表现，鸿海5月中旬时表示，第1季虽然基期高，但是需求延伸到第2季，预估第2季营收将与首季持平，但仍会较去年同期强劲成长。</p>","source":"ijiwei","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>消息称苹果今年新iPhone进入备货倒数阶段</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/052d0d3a6389985cf72883e9c3047ae4","relate_stocks":{"AAPL":"苹果","09086":"华夏纳指-U","03086":"华夏纳指"},"source_url":"https://laoyaoba.com/n/785523","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109433094","content_text":"苹果今年新iPhone进入备货倒数阶段，供应链传出，今年新机以iPhone 13命名，组装订单分配当中，鸿海仍是大赢家，囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单，6.1吋iPhone 13也有68%由鸿海操刀，另一6.1吋的iPhone 13 Pro订单也有约六成由鸿海拿下，助攻鸿海下半年旺季营运动能。\n供应链传出，今年新iPhone将回归到往年9月发表的状况，代工厂第3季开始出货，拉货高峰落在第4季，苹果将推四款新机，分别为6.7吋iPhone 13 Pro Max，6.1吋的iPhone 13 Pro，以及5.4吋与6.1吋，同样名为iPhone 13的机种。\n\n在代工订单分配上，鸿海维持主力代工厂地位，和硕则独家拿下萤幕最小的5.4吋iPhone 13订单。至于今年首度组装iPhone的大陆供应链指标厂立讯，出货机种为6.1吋iPhone 13 Pro，订单占比约四成，与鸿海分食，遭点名的业者均不回应订单动态。\n市场普遍对今年iPhone新机出货出货抱持乐观看法，日系外资更上调今年下半年新iPhone出货量预估，由8,200万支上修到8,500万支，预估今年整体iPhone出货将由原估的2.25亿支增加到2.28亿支。\n至于立讯加入iPhone组装行列，外资认为，相关影响在可控制范围内，主要在于今年新iPhone出货量可望比去年机种增加，加上鸿海在iPhone组装市占下滑程度有限，鸿海去年下半年iPhone 12系列的订单占比约72%至74%，今年下半年iPhone新机中，预估鸿海订单占比则为68%至70%，同样为主要组装iPhone中高阶产品。\n因此，若iPhone下半年销售优于预期，鸿海、和硕与立讯等可望跟着受惠。市场也密切关注，立讯在今年度首度成为iPhone的组装厂之后，其供货的iPhone 13 Pro产品良率、交期等表现。\n鸿海将于本周公布6月与上半年营收表现，鸿海5月中旬时表示，第1季虽然基期高，但是需求延伸到第2季，预估第2季营收将与首季持平，但仍会较去年同期强劲成长。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":155597455,"gmtCreate":1625443934677,"gmtModify":1631889196211,"author":{"id":"3567465549774094","authorId":"3567465549774094","name":"MartinChua","avatar":"https://static.tigerbbs.com/4bbcff73db6ea43fde7d4fed8c89e24e","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3567465549774094","authorIdStr":"3567465549774094"},"htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155597455","repostId":1109433094,"repostType":4,"repost":{"id":"1109433094","pubTimestamp":1625443157,"share":"https://www.laohu8.com/m/news/1109433094?lang=&edition=full","pubTime":"2021-07-05 07:59","market":"us","language":"zh","title":"消息称苹果今年新iPhone进入备货倒数阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=1109433094","media":"爱集微","summary":"苹果今年新iPhone进入备货倒数阶段，供应链传出，今年新机以iPhone 13命名，组装订单分配当中，鸿海仍是大赢家，囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单，6.1吋iPh","content":"<p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>今年新iPhone进入备货倒数阶段，供应链传出，今年新机以iPhone 13命名，组装订单分配当中，鸿海仍是大赢家，囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单，6.1吋iPhone 13也有68%由鸿海操刀，另一6.1吋的iPhone 13 Pro订单也有约六成由鸿海拿下，助攻鸿海下半年旺季营运动能。</p>\n<p>供应链传出，今年新iPhone将回归到往年9月发表的状况，代工厂第3季开始出货，拉货高峰落在第4季，苹果将推四款新机，分别为6.7吋iPhone 13 Pro Max，6.1吋的iPhone 13 Pro，以及5.4吋与6.1吋，同样名为iPhone 13的机种。</p>\n<p><img src=\"https://static.tigerbbs.com/14c305db3ed4a32e928a4a6436373dbb\" tg-width=\"802\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p>\n<p>在代工订单分配上，鸿海维持主力代工厂地位，和硕则独家拿下萤幕最小的5.4吋iPhone 13订单。至于今年首度组装iPhone的大陆供应链指标厂立讯，出货机种为6.1吋iPhone 13 Pro，订单占比约四成，与鸿海分食，遭点名的业者均不回应订单动态。</p>\n<p>市场普遍对今年iPhone新机出货出货抱持乐观看法，日系外资更上调今年下半年新iPhone出货量预估，由8,200万支上修到8,500万支，预估今年整体iPhone出货将由原估的2.25亿支增加到2.28亿支。</p>\n<p>至于立讯加入iPhone组装行列，外资认为，相关影响在可控制范围内，主要在于今年新iPhone出货量可望比去年机种增加，加上鸿海在iPhone组装市占下滑程度有限，鸿海去年下半年iPhone 12系列的订单占比约72%至74%，今年下半年iPhone新机中，预估鸿海订单占比则为68%至70%，同样为主要组装iPhone中高阶产品。</p>\n<p>因此，若iPhone下半年销售优于预期，鸿海、和硕与立讯等可望跟着受惠。市场也密切关注，立讯在今年度首度成为iPhone的组装厂之后，其供货的iPhone 13 Pro产品良率、交期等表现。</p>\n<p>鸿海将于本周公布6月与上半年营收表现，鸿海5月中旬时表示，第1季虽然基期高，但是需求延伸到第2季，预估第2季营收将与首季持平，但仍会较去年同期强劲成长。</p>","source":"ijiwei","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>消息称苹果今年新iPhone进入备货倒数阶段</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/052d0d3a6389985cf72883e9c3047ae4","relate_stocks":{"AAPL":"苹果","09086":"华夏纳指-U","03086":"华夏纳指"},"source_url":"https://laoyaoba.com/n/785523","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109433094","content_text":"苹果今年新iPhone进入备货倒数阶段，供应链传出，今年新机以iPhone 13命名，组装订单分配当中，鸿海仍是大赢家，囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单，6.1吋iPhone 13也有68%由鸿海操刀，另一6.1吋的iPhone 13 Pro订单也有约六成由鸿海拿下，助攻鸿海下半年旺季营运动能。\n供应链传出，今年新iPhone将回归到往年9月发表的状况，代工厂第3季开始出货，拉货高峰落在第4季，苹果将推四款新机，分别为6.7吋iPhone 13 Pro Max，6.1吋的iPhone 13 Pro，以及5.4吋与6.1吋，同样名为iPhone 13的机种。\n\n在代工订单分配上，鸿海维持主力代工厂地位，和硕则独家拿下萤幕最小的5.4吋iPhone 13订单。至于今年首度组装iPhone的大陆供应链指标厂立讯，出货机种为6.1吋iPhone 13 Pro，订单占比约四成，与鸿海分食，遭点名的业者均不回应订单动态。\n市场普遍对今年iPhone新机出货出货抱持乐观看法，日系外资更上调今年下半年新iPhone出货量预估，由8,200万支上修到8,500万支，预估今年整体iPhone出货将由原估的2.25亿支增加到2.28亿支。\n至于立讯加入iPhone组装行列，外资认为，相关影响在可控制范围内，主要在于今年新iPhone出货量可望比去年机种增加，加上鸿海在iPhone组装市占下滑程度有限，鸿海去年下半年iPhone 12系列的订单占比约72%至74%，今年下半年iPhone新机中，预估鸿海订单占比则为68%至70%，同样为主要组装iPhone中高阶产品。\n因此，若iPhone下半年销售优于预期，鸿海、和硕与立讯等可望跟着受惠。市场也密切关注，立讯在今年度首度成为iPhone的组装厂之后，其供货的iPhone 13 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07:59","market":"us","language":"zh","title":"消息称苹果今年新iPhone进入备货倒数阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=1109433094","media":"爱集微","summary":"苹果今年新iPhone进入备货倒数阶段，供应链传出，今年新机以iPhone 13命名，组装订单分配当中，鸿海仍是大赢家，囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单，6.1吋iPh","content":"<p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>今年新iPhone进入备货倒数阶段，供应链传出，今年新机以iPhone 13命名，组装订单分配当中，鸿海仍是大赢家，囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单，6.1吋iPhone 13也有68%由鸿海操刀，另一6.1吋的iPhone 13 Pro订单也有约六成由鸿海拿下，助攻鸿海下半年旺季营运动能。</p>\n<p>供应链传出，今年新iPhone将回归到往年9月发表的状况，代工厂第3季开始出货，拉货高峰落在第4季，苹果将推四款新机，分别为6.7吋iPhone 13 Pro Max，6.1吋的iPhone 13 Pro，以及5.4吋与6.1吋，同样名为iPhone 13的机种。</p>\n<p><img src=\"https://static.tigerbbs.com/14c305db3ed4a32e928a4a6436373dbb\" tg-width=\"802\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p>\n<p>在代工订单分配上，鸿海维持主力代工厂地位，和硕则独家拿下萤幕最小的5.4吋iPhone 13订单。至于今年首度组装iPhone的大陆供应链指标厂立讯，出货机种为6.1吋iPhone 13 Pro，订单占比约四成，与鸿海分食，遭点名的业者均不回应订单动态。</p>\n<p>市场普遍对今年iPhone新机出货出货抱持乐观看法，日系外资更上调今年下半年新iPhone出货量预估，由8,200万支上修到8,500万支，预估今年整体iPhone出货将由原估的2.25亿支增加到2.28亿支。</p>\n<p>至于立讯加入iPhone组装行列，外资认为，相关影响在可控制范围内，主要在于今年新iPhone出货量可望比去年机种增加，加上鸿海在iPhone组装市占下滑程度有限，鸿海去年下半年iPhone 12系列的订单占比约72%至74%，今年下半年iPhone新机中，预估鸿海订单占比则为68%至70%，同样为主要组装iPhone中高阶产品。</p>\n<p>因此，若iPhone下半年销售优于预期，鸿海、和硕与立讯等可望跟着受惠。市场也密切关注，立讯在今年度首度成为iPhone的组装厂之后，其供货的iPhone 13 Pro产品良率、交期等表现。</p>\n<p>鸿海将于本周公布6月与上半年营收表现，鸿海5月中旬时表示，第1季虽然基期高，但是需求延伸到第2季，预估第2季营收将与首季持平，但仍会较去年同期强劲成长。</p>","source":"ijiwei","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>消息称苹果今年新iPhone进入备货倒数阶段</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n消息称苹果今年新iPhone进入备货倒数阶段\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-05 07:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://laoyaoba.com/n/785523><strong>爱集微</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>苹果今年新iPhone进入备货倒数阶段，供应链传出，今年新机以iPhone 13命名，组装订单分配当中，鸿海仍是大赢家，囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单，6.1吋iPhone 13也有68%由鸿海操刀，另一6.1吋的iPhone 13 Pro订单也有约六成由鸿海拿下，助攻鸿海下半年旺季营运动能。\n供应链传出，今年新iPhone将回归到往年9月发表的状况，代工厂第3季...</p>\n\n<a href=\"https://laoyaoba.com/n/785523\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/052d0d3a6389985cf72883e9c3047ae4","relate_stocks":{"AAPL":"苹果","09086":"华夏纳指-U","03086":"华夏纳指"},"source_url":"https://laoyaoba.com/n/785523","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109433094","content_text":"苹果今年新iPhone进入备货倒数阶段，供应链传出，今年新机以iPhone 13命名，组装订单分配当中，鸿海仍是大赢家，囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单，6.1吋iPhone 13也有68%由鸿海操刀，另一6.1吋的iPhone 13 Pro订单也有约六成由鸿海拿下，助攻鸿海下半年旺季营运动能。\n供应链传出，今年新iPhone将回归到往年9月发表的状况，代工厂第3季开始出货，拉货高峰落在第4季，苹果将推四款新机，分别为6.7吋iPhone 13 Pro Max，6.1吋的iPhone 13 Pro，以及5.4吋与6.1吋，同样名为iPhone 13的机种。\n\n在代工订单分配上，鸿海维持主力代工厂地位，和硕则独家拿下萤幕最小的5.4吋iPhone 13订单。至于今年首度组装iPhone的大陆供应链指标厂立讯，出货机种为6.1吋iPhone 13 Pro，订单占比约四成，与鸿海分食，遭点名的业者均不回应订单动态。\n市场普遍对今年iPhone新机出货出货抱持乐观看法，日系外资更上调今年下半年新iPhone出货量预估，由8,200万支上修到8,500万支，预估今年整体iPhone出货将由原估的2.25亿支增加到2.28亿支。\n至于立讯加入iPhone组装行列，外资认为，相关影响在可控制范围内，主要在于今年新iPhone出货量可望比去年机种增加，加上鸿海在iPhone组装市占下滑程度有限，鸿海去年下半年iPhone 12系列的订单占比约72%至74%，今年下半年iPhone新机中，预估鸿海订单占比则为68%至70%，同样为主要组装iPhone中高阶产品。\n因此，若iPhone下半年销售优于预期，鸿海、和硕与立讯等可望跟着受惠。市场也密切关注，立讯在今年度首度成为iPhone的组装厂之后，其供货的iPhone 13 Pro产品良率、交期等表现。\n鸿海将于本周公布6月与上半年营收表现，鸿海5月中旬时表示，第1季虽然基期高，但是需求延伸到第2季，预估第2季营收将与首季持平，但仍会较去年同期强劲成长。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":155591864,"gmtCreate":1625443697458,"gmtModify":1633940721319,"author":{"id":"4087815025687340","authorId":"4087815025687340","name":"leesk","avatar":"https://static.tigerbbs.com/3f2f956d207ac9400780efc10ab82dce","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4087815025687340","authorIdStr":"4087815025687340"},"htmlText":"值得入手","listText":"值得入手","text":"值得入手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155591864","repostId":1109433094,"repostType":4,"repost":{"id":"1109433094","pubTimestamp":1625443157,"share":"https://www.laohu8.com/m/news/1109433094?lang=&edition=full","pubTime":"2021-07-05 07:59","market":"us","language":"zh","title":"消息称苹果今年新iPhone进入备货倒数阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=1109433094","media":"爱集微","summary":"苹果今年新iPhone进入备货倒数阶段，供应链传出，今年新机以iPhone 13命名，组装订单分配当中，鸿海仍是大赢家，囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单，6.1吋iPh","content":"<p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>今年新iPhone进入备货倒数阶段，供应链传出，今年新机以iPhone 13命名，组装订单分配当中，鸿海仍是大赢家，囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单，6.1吋iPhone 13也有68%由鸿海操刀，另一6.1吋的iPhone 13 Pro订单也有约六成由鸿海拿下，助攻鸿海下半年旺季营运动能。</p>\n<p>供应链传出，今年新iPhone将回归到往年9月发表的状况，代工厂第3季开始出货，拉货高峰落在第4季，苹果将推四款新机，分别为6.7吋iPhone 13 Pro Max，6.1吋的iPhone 13 Pro，以及5.4吋与6.1吋，同样名为iPhone 13的机种。</p>\n<p><img src=\"https://static.tigerbbs.com/14c305db3ed4a32e928a4a6436373dbb\" tg-width=\"802\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p>\n<p>在代工订单分配上，鸿海维持主力代工厂地位，和硕则独家拿下萤幕最小的5.4吋iPhone 13订单。至于今年首度组装iPhone的大陆供应链指标厂立讯，出货机种为6.1吋iPhone 13 Pro，订单占比约四成，与鸿海分食，遭点名的业者均不回应订单动态。</p>\n<p>市场普遍对今年iPhone新机出货出货抱持乐观看法，日系外资更上调今年下半年新iPhone出货量预估，由8,200万支上修到8,500万支，预估今年整体iPhone出货将由原估的2.25亿支增加到2.28亿支。</p>\n<p>至于立讯加入iPhone组装行列，外资认为，相关影响在可控制范围内，主要在于今年新iPhone出货量可望比去年机种增加，加上鸿海在iPhone组装市占下滑程度有限，鸿海去年下半年iPhone 12系列的订单占比约72%至74%，今年下半年iPhone新机中，预估鸿海订单占比则为68%至70%，同样为主要组装iPhone中高阶产品。</p>\n<p>因此，若iPhone下半年销售优于预期，鸿海、和硕与立讯等可望跟着受惠。市场也密切关注，立讯在今年度首度成为iPhone的组装厂之后，其供货的iPhone 13 Pro产品良率、交期等表现。</p>\n<p>鸿海将于本周公布6月与上半年营收表现，鸿海5月中旬时表示，第1季虽然基期高，但是需求延伸到第2季，预估第2季营收将与首季持平，但仍会较去年同期强劲成长。</p>","source":"ijiwei","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>消息称苹果今年新iPhone进入备货倒数阶段</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n消息称苹果今年新iPhone进入备货倒数阶段\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-05 07:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://laoyaoba.com/n/785523><strong>爱集微</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>苹果今年新iPhone进入备货倒数阶段，供应链传出，今年新机以iPhone 13命名，组装订单分配当中，鸿海仍是大赢家，囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单，6.1吋iPhone 13也有68%由鸿海操刀，另一6.1吋的iPhone 13 Pro订单也有约六成由鸿海拿下，助攻鸿海下半年旺季营运动能。\n供应链传出，今年新iPhone将回归到往年9月发表的状况，代工厂第3季...</p>\n\n<a href=\"https://laoyaoba.com/n/785523\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/052d0d3a6389985cf72883e9c3047ae4","relate_stocks":{"AAPL":"苹果","09086":"华夏纳指-U","03086":"华夏纳指"},"source_url":"https://laoyaoba.com/n/785523","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109433094","content_text":"苹果今年新iPhone进入备货倒数阶段，供应链传出，今年新机以iPhone 13命名，组装订单分配当中，鸿海仍是大赢家，囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单，6.1吋iPhone 13也有68%由鸿海操刀，另一6.1吋的iPhone 13 Pro订单也有约六成由鸿海拿下，助攻鸿海下半年旺季营运动能。\n供应链传出，今年新iPhone将回归到往年9月发表的状况，代工厂第3季开始出货，拉货高峰落在第4季，苹果将推四款新机，分别为6.7吋iPhone 13 Pro Max，6.1吋的iPhone 13 Pro，以及5.4吋与6.1吋，同样名为iPhone 13的机种。\n\n在代工订单分配上，鸿海维持主力代工厂地位，和硕则独家拿下萤幕最小的5.4吋iPhone 13订单。至于今年首度组装iPhone的大陆供应链指标厂立讯，出货机种为6.1吋iPhone 13 Pro，订单占比约四成，与鸿海分食，遭点名的业者均不回应订单动态。\n市场普遍对今年iPhone新机出货出货抱持乐观看法，日系外资更上调今年下半年新iPhone出货量预估，由8,200万支上修到8,500万支，预估今年整体iPhone出货将由原估的2.25亿支增加到2.28亿支。\n至于立讯加入iPhone组装行列，外资认为，相关影响在可控制范围内，主要在于今年新iPhone出货量可望比去年机种增加，加上鸿海在iPhone组装市占下滑程度有限，鸿海去年下半年iPhone 12系列的订单占比约72%至74%，今年下半年iPhone新机中，预估鸿海订单占比则为68%至70%，同样为主要组装iPhone中高阶产品。\n因此，若iPhone下半年销售优于预期，鸿海、和硕与立讯等可望跟着受惠。市场也密切关注，立讯在今年度首度成为iPhone的组装厂之后，其供货的iPhone 13 Pro产品良率、交期等表现。\n鸿海将于本周公布6月与上半年营收表现，鸿海5月中旬时表示，第1季虽然基期高，但是需求延伸到第2季，预估第2季营收将与首季持平，但仍会较去年同期强劲成长。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":155506864,"gmtCreate":1625443427858,"gmtModify":1633940728828,"author":{"id":"3581992088592763","authorId":"3581992088592763","name":"Coolheaded","avatar":"https://static.tigerbbs.com/6ce9afcc474b778cb05b3a419057807e","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3581992088592763","authorIdStr":"3581992088592763"},"htmlText":"Good, nice beautiful!","listText":"Good, nice beautiful!","text":"Good, nice beautiful!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/155506864","repostId":1109433094,"repostType":4,"repost":{"id":"1109433094","pubTimestamp":1625443157,"share":"https://www.laohu8.com/m/news/1109433094?lang=&edition=full","pubTime":"2021-07-05 07:59","market":"us","language":"zh","title":"消息称苹果今年新iPhone进入备货倒数阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=1109433094","media":"爱集微","summary":"苹果今年新iPhone进入备货倒数阶段，供应链传出，今年新机以iPhone 13命名，组装订单分配当中，鸿海仍是大赢家，囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单，6.1吋iPh","content":"<p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>今年新iPhone进入备货倒数阶段，供应链传出，今年新机以iPhone 13命名，组装订单分配当中，鸿海仍是大赢家，囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单，6.1吋iPhone 13也有68%由鸿海操刀，另一6.1吋的iPhone 13 Pro订单也有约六成由鸿海拿下，助攻鸿海下半年旺季营运动能。</p>\n<p>供应链传出，今年新iPhone将回归到往年9月发表的状况，代工厂第3季开始出货，拉货高峰落在第4季，苹果将推四款新机，分别为6.7吋iPhone 13 Pro Max，6.1吋的iPhone 13 Pro，以及5.4吋与6.1吋，同样名为iPhone 13的机种。</p>\n<p><img src=\"https://static.tigerbbs.com/14c305db3ed4a32e928a4a6436373dbb\" tg-width=\"802\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p>\n<p>在代工订单分配上，鸿海维持主力代工厂地位，和硕则独家拿下萤幕最小的5.4吋iPhone 13订单。至于今年首度组装iPhone的大陆供应链指标厂立讯，出货机种为6.1吋iPhone 13 Pro，订单占比约四成，与鸿海分食，遭点名的业者均不回应订单动态。</p>\n<p>市场普遍对今年iPhone新机出货出货抱持乐观看法，日系外资更上调今年下半年新iPhone出货量预估，由8,200万支上修到8,500万支，预估今年整体iPhone出货将由原估的2.25亿支增加到2.28亿支。</p>\n<p>至于立讯加入iPhone组装行列，外资认为，相关影响在可控制范围内，主要在于今年新iPhone出货量可望比去年机种增加，加上鸿海在iPhone组装市占下滑程度有限，鸿海去年下半年iPhone 12系列的订单占比约72%至74%，今年下半年iPhone新机中，预估鸿海订单占比则为68%至70%，同样为主要组装iPhone中高阶产品。</p>\n<p>因此，若iPhone下半年销售优于预期，鸿海、和硕与立讯等可望跟着受惠。市场也密切关注，立讯在今年度首度成为iPhone的组装厂之后，其供货的iPhone 13 Pro产品良率、交期等表现。</p>\n<p>鸿海将于本周公布6月与上半年营收表现，鸿海5月中旬时表示，第1季虽然基期高，但是需求延伸到第2季，预估第2季营收将与首季持平，但仍会较去年同期强劲成长。</p>","source":"ijiwei","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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13命名，组装订单分配当中，鸿海仍是大赢家，囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单，6.1吋iPhone 13也有68%由鸿海操刀，另一6.1吋的iPhone 13 Pro订单也有约六成由鸿海拿下，助攻鸿海下半年旺季营运动能。\n供应链传出，今年新iPhone将回归到往年9月发表的状况，代工厂第3季...</p>\n\n<a href=\"https://laoyaoba.com/n/785523\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/052d0d3a6389985cf72883e9c3047ae4","relate_stocks":{"AAPL":"苹果","09086":"华夏纳指-U","03086":"华夏纳指"},"source_url":"https://laoyaoba.com/n/785523","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109433094","content_text":"苹果今年新iPhone进入备货倒数阶段，供应链传出，今年新机以iPhone 13命名，组装订单分配当中，鸿海仍是大赢家，囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单，6.1吋iPhone 13也有68%由鸿海操刀，另一6.1吋的iPhone 13 Pro订单也有约六成由鸿海拿下，助攻鸿海下半年旺季营运动能。\n供应链传出，今年新iPhone将回归到往年9月发表的状况，代工厂第3季开始出货，拉货高峰落在第4季，苹果将推四款新机，分别为6.7吋iPhone 13 Pro Max，6.1吋的iPhone 13 Pro，以及5.4吋与6.1吋，同样名为iPhone 13的机种。\n\n在代工订单分配上，鸿海维持主力代工厂地位，和硕则独家拿下萤幕最小的5.4吋iPhone 13订单。至于今年首度组装iPhone的大陆供应链指标厂立讯，出货机种为6.1吋iPhone 13 Pro，订单占比约四成，与鸿海分食，遭点名的业者均不回应订单动态。\n市场普遍对今年iPhone新机出货出货抱持乐观看法，日系外资更上调今年下半年新iPhone出货量预估，由8,200万支上修到8,500万支，预估今年整体iPhone出货将由原估的2.25亿支增加到2.28亿支。\n至于立讯加入iPhone组装行列，外资认为，相关影响在可控制范围内，主要在于今年新iPhone出货量可望比去年机种增加，加上鸿海在iPhone组装市占下滑程度有限，鸿海去年下半年iPhone 12系列的订单占比约72%至74%，今年下半年iPhone新机中，预估鸿海订单占比则为68%至70%，同样为主要组装iPhone中高阶产品。\n因此，若iPhone下半年销售优于预期，鸿海、和硕与立讯等可望跟着受惠。市场也密切关注，立讯在今年度首度成为iPhone的组装厂之后，其供货的iPhone 13 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07:59","market":"us","language":"zh","title":"消息称苹果今年新iPhone进入备货倒数阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=1109433094","media":"爱集微","summary":"苹果今年新iPhone进入备货倒数阶段，供应链传出，今年新机以iPhone 13命名，组装订单分配当中，鸿海仍是大赢家，囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单，6.1吋iPh","content":"<p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>今年新iPhone进入备货倒数阶段，供应链传出，今年新机以iPhone 13命名，组装订单分配当中，鸿海仍是大赢家，囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单，6.1吋iPhone 13也有68%由鸿海操刀，另一6.1吋的iPhone 13 Pro订单也有约六成由鸿海拿下，助攻鸿海下半年旺季营运动能。</p>\n<p>供应链传出，今年新iPhone将回归到往年9月发表的状况，代工厂第3季开始出货，拉货高峰落在第4季，苹果将推四款新机，分别为6.7吋iPhone 13 Pro Max，6.1吋的iPhone 13 Pro，以及5.4吋与6.1吋，同样名为iPhone 13的机种。</p>\n<p><img src=\"https://static.tigerbbs.com/14c305db3ed4a32e928a4a6436373dbb\" tg-width=\"802\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p>\n<p>在代工订单分配上，鸿海维持主力代工厂地位，和硕则独家拿下萤幕最小的5.4吋iPhone 13订单。至于今年首度组装iPhone的大陆供应链指标厂立讯，出货机种为6.1吋iPhone 13 Pro，订单占比约四成，与鸿海分食，遭点名的业者均不回应订单动态。</p>\n<p>市场普遍对今年iPhone新机出货出货抱持乐观看法，日系外资更上调今年下半年新iPhone出货量预估，由8,200万支上修到8,500万支，预估今年整体iPhone出货将由原估的2.25亿支增加到2.28亿支。</p>\n<p>至于立讯加入iPhone组装行列，外资认为，相关影响在可控制范围内，主要在于今年新iPhone出货量可望比去年机种增加，加上鸿海在iPhone组装市占下滑程度有限，鸿海去年下半年iPhone 12系列的订单占比约72%至74%，今年下半年iPhone新机中，预估鸿海订单占比则为68%至70%，同样为主要组装iPhone中高阶产品。</p>\n<p>因此，若iPhone下半年销售优于预期，鸿海、和硕与立讯等可望跟着受惠。市场也密切关注，立讯在今年度首度成为iPhone的组装厂之后，其供货的iPhone 13 Pro产品良率、交期等表现。</p>\n<p>鸿海将于本周公布6月与上半年营收表现，鸿海5月中旬时表示，第1季虽然基期高，但是需求延伸到第2季，预估第2季营收将与首季持平，但仍会较去年同期强劲成长。</p>","source":"ijiwei","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>消息称苹果今年新iPhone进入备货倒数阶段</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/052d0d3a6389985cf72883e9c3047ae4","relate_stocks":{"AAPL":"苹果","09086":"华夏纳指-U","03086":"华夏纳指"},"source_url":"https://laoyaoba.com/n/785523","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109433094","content_text":"苹果今年新iPhone进入备货倒数阶段，供应链传出，今年新机以iPhone 13命名，组装订单分配当中，鸿海仍是大赢家，囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单，6.1吋iPhone 13也有68%由鸿海操刀，另一6.1吋的iPhone 13 Pro订单也有约六成由鸿海拿下，助攻鸿海下半年旺季营运动能。\n供应链传出，今年新iPhone将回归到往年9月发表的状况，代工厂第3季开始出货，拉货高峰落在第4季，苹果将推四款新机，分别为6.7吋iPhone 13 Pro Max，6.1吋的iPhone 13 Pro，以及5.4吋与6.1吋，同样名为iPhone 13的机种。\n\n在代工订单分配上，鸿海维持主力代工厂地位，和硕则独家拿下萤幕最小的5.4吋iPhone 13订单。至于今年首度组装iPhone的大陆供应链指标厂立讯，出货机种为6.1吋iPhone 13 Pro，订单占比约四成，与鸿海分食，遭点名的业者均不回应订单动态。\n市场普遍对今年iPhone新机出货出货抱持乐观看法，日系外资更上调今年下半年新iPhone出货量预估，由8,200万支上修到8,500万支，预估今年整体iPhone出货将由原估的2.25亿支增加到2.28亿支。\n至于立讯加入iPhone组装行列，外资认为，相关影响在可控制范围内，主要在于今年新iPhone出货量可望比去年机种增加，加上鸿海在iPhone组装市占下滑程度有限，鸿海去年下半年iPhone 12系列的订单占比约72%至74%，今年下半年iPhone新机中，预估鸿海订单占比则为68%至70%，同样为主要组装iPhone中高阶产品。\n因此，若iPhone下半年销售优于预期，鸿海、和硕与立讯等可望跟着受惠。市场也密切关注，立讯在今年度首度成为iPhone的组装厂之后，其供货的iPhone 13 Pro产品良率、交期等表现。\n鸿海将于本周公布6月与上半年营收表现，鸿海5月中旬时表示，第1季虽然基期高，但是需求延伸到第2季，预估第2季营收将与首季持平，但仍会较去年同期强劲成长。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5123844,"gmtCreate":1625449400713,"gmtModify":1635237084023,"authorId":3579783453007050,"author":{"id":3579783453007050,"idStr":"3579783453007050","authorId":3579783453007050,"name":"RomySKT","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":155508509,"type":1,"supId":0,"prevId":0,"content":"…👍","text":"…👍","html":"…👍"}],"langContent":"CN"},{"id":155508088,"gmtCreate":1625443377944,"gmtModify":1633940730176,"author":{"id":"3558566101600142","authorId":"3558566101600142","name":"KenCheng","avatar":"https://static.tigerbbs.com/02fdd19f114098870a0ee6a120507fbe","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3558566101600142","authorIdStr":"3558566101600142"},"htmlText":"买了一点，在跌再买，跌在买，跌再买","listText":"买了一点，在跌再买，跌在买，跌再买","text":"买了一点，在跌再买，跌在买，跌再买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155508088","repostId":1109433094,"repostType":4,"repost":{"id":"1109433094","pubTimestamp":1625443157,"share":"https://www.laohu8.com/m/news/1109433094?lang=&edition=full","pubTime":"2021-07-05 07:59","market":"us","language":"zh","title":"消息称苹果今年新iPhone进入备货倒数阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=1109433094","media":"爱集微","summary":"苹果今年新iPhone进入备货倒数阶段，供应链传出，今年新机以iPhone 13命名，组装订单分配当中，鸿海仍是大赢家，囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单，6.1吋iPh","content":"<p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>今年新iPhone进入备货倒数阶段，供应链传出，今年新机以iPhone 13命名，组装订单分配当中，鸿海仍是大赢家，囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单，6.1吋iPhone 13也有68%由鸿海操刀，另一6.1吋的iPhone 13 Pro订单也有约六成由鸿海拿下，助攻鸿海下半年旺季营运动能。</p>\n<p>供应链传出，今年新iPhone将回归到往年9月发表的状况，代工厂第3季开始出货，拉货高峰落在第4季，苹果将推四款新机，分别为6.7吋iPhone 13 Pro Max，6.1吋的iPhone 13 Pro，以及5.4吋与6.1吋，同样名为iPhone 13的机种。</p>\n<p><img src=\"https://static.tigerbbs.com/14c305db3ed4a32e928a4a6436373dbb\" tg-width=\"802\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p>\n<p>在代工订单分配上，鸿海维持主力代工厂地位，和硕则独家拿下萤幕最小的5.4吋iPhone 13订单。至于今年首度组装iPhone的大陆供应链指标厂立讯，出货机种为6.1吋iPhone 13 Pro，订单占比约四成，与鸿海分食，遭点名的业者均不回应订单动态。</p>\n<p>市场普遍对今年iPhone新机出货出货抱持乐观看法，日系外资更上调今年下半年新iPhone出货量预估，由8,200万支上修到8,500万支，预估今年整体iPhone出货将由原估的2.25亿支增加到2.28亿支。</p>\n<p>至于立讯加入iPhone组装行列，外资认为，相关影响在可控制范围内，主要在于今年新iPhone出货量可望比去年机种增加，加上鸿海在iPhone组装市占下滑程度有限，鸿海去年下半年iPhone 12系列的订单占比约72%至74%，今年下半年iPhone新机中，预估鸿海订单占比则为68%至70%，同样为主要组装iPhone中高阶产品。</p>\n<p>因此，若iPhone下半年销售优于预期，鸿海、和硕与立讯等可望跟着受惠。市场也密切关注，立讯在今年度首度成为iPhone的组装厂之后，其供货的iPhone 13 Pro产品良率、交期等表现。</p>\n<p>鸿海将于本周公布6月与上半年营收表现，鸿海5月中旬时表示，第1季虽然基期高，但是需求延伸到第2季，预估第2季营收将与首季持平，但仍会较去年同期强劲成长。</p>","source":"ijiwei","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>消息称苹果今年新iPhone进入备货倒数阶段</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n消息称苹果今年新iPhone进入备货倒数阶段\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-05 07:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://laoyaoba.com/n/785523><strong>爱集微</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>苹果今年新iPhone进入备货倒数阶段，供应链传出，今年新机以iPhone 13命名，组装订单分配当中，鸿海仍是大赢家，囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单，6.1吋iPhone 13也有68%由鸿海操刀，另一6.1吋的iPhone 13 Pro订单也有约六成由鸿海拿下，助攻鸿海下半年旺季营运动能。\n供应链传出，今年新iPhone将回归到往年9月发表的状况，代工厂第3季...</p>\n\n<a href=\"https://laoyaoba.com/n/785523\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/052d0d3a6389985cf72883e9c3047ae4","relate_stocks":{"AAPL":"苹果","09086":"华夏纳指-U","03086":"华夏纳指"},"source_url":"https://laoyaoba.com/n/785523","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109433094","content_text":"苹果今年新iPhone进入备货倒数阶段，供应链传出，今年新机以iPhone 13命名，组装订单分配当中，鸿海仍是大赢家，囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单，6.1吋iPhone 13也有68%由鸿海操刀，另一6.1吋的iPhone 13 Pro订单也有约六成由鸿海拿下，助攻鸿海下半年旺季营运动能。\n供应链传出，今年新iPhone将回归到往年9月发表的状况，代工厂第3季开始出货，拉货高峰落在第4季，苹果将推四款新机，分别为6.7吋iPhone 13 Pro Max，6.1吋的iPhone 13 Pro，以及5.4吋与6.1吋，同样名为iPhone 13的机种。\n\n在代工订单分配上，鸿海维持主力代工厂地位，和硕则独家拿下萤幕最小的5.4吋iPhone 13订单。至于今年首度组装iPhone的大陆供应链指标厂立讯，出货机种为6.1吋iPhone 13 Pro，订单占比约四成，与鸿海分食，遭点名的业者均不回应订单动态。\n市场普遍对今年iPhone新机出货出货抱持乐观看法，日系外资更上调今年下半年新iPhone出货量预估，由8,200万支上修到8,500万支，预估今年整体iPhone出货将由原估的2.25亿支增加到2.28亿支。\n至于立讯加入iPhone组装行列，外资认为，相关影响在可控制范围内，主要在于今年新iPhone出货量可望比去年机种增加，加上鸿海在iPhone组装市占下滑程度有限，鸿海去年下半年iPhone 12系列的订单占比约72%至74%，今年下半年iPhone新机中，预估鸿海订单占比则为68%至70%，同样为主要组装iPhone中高阶产品。\n因此，若iPhone下半年销售优于预期，鸿海、和硕与立讯等可望跟着受惠。市场也密切关注，立讯在今年度首度成为iPhone的组装厂之后，其供货的iPhone 13 Pro产品良率、交期等表现。\n鸿海将于本周公布6月与上半年营收表现，鸿海5月中旬时表示，第1季虽然基期高，但是需求延伸到第2季，预估第2季营收将与首季持平，但仍会较去年同期强劲成长。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":37,"commentSize":7,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}