郭明錤：除了新iPhone，这次苹果新品发布会关注什么？_老虎社区_美港股上老虎

郭明錤：除了新iPhone，这次苹果新品发布会关注什么？

天风国际郭明錤2021-09-13

iPhone 13的关注焦点在于售价，Apple Watch 7的关注焦点在于发布与否与供货状况，AirPods 3的关注焦点在于售价与新机型量产后的产品组合。预测更新： Apple新产品发布计划与投资重点主要公司： Apple (AAPL.O) Apple将在9月14日举行产品发布会，市场预期Apple可能将会发布硬件产品包括iPhone 13、Apple Watch 7与AirPods ...

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SteveCcc
·2021-09-13
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天风国际郭明錤</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>iPhone 13的关注焦点在于售价，Apple Watch 7的关注焦点在于发布与否与供货状况，AirPods 3的关注焦点在于售价与新机型量产后的产品组合。\n\n预测更新：\nApple新产品发布计划与投资重点\n主要公司：\nApple (AAPL.O)\nApple将在9月14日举行产品发布会，市场预期Apple可能将会发布硬件产品包括iPhone 13、Apple Watch 7与AirPods ...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3640233\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AAPL","symbol_name":"苹果","start_time":0,"source_url":"https://wallstreetcn.com/articles/3640233","article_id":"1126546241","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/0e9c6038c922a501076310ac125cdbb5"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1126546241","pubTimestamp":1631493362,"sourceInfo":{"source_id":"lsy1582003682248","name":"天风国际"},"weMediaInfo":null,"summary":"iPhone 13的关注焦点在于售价，Apple Watch 7的关注焦点在于发布与否与供货状况，AirPods 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mini的容量选项为128GB、256GB与512GB。\n2. 因iPhone 13的平均容量提升，故合理预期iPhone 13 ASP也会提升。不过，受益于美国对华为禁令，以及新设计与规格升级，故iPhone 13的2021年出货量仍能YoY成长 (vs. iPhone 12的2020年出货量)。\n3. 我们认为iPhone目前面临的挑战是零部件缺料。旧款机型因缺料故在3Q21已下修约5–10%，iPhone 13则因缺料故4Q21出货量可能有潜在下修风险。不过，此下修幅度对iPhone 13出货量影响有限，我们相信iPhone 13的2021年出货量仍能成长10% YoY以上 (vs. iPhone 12的2020年出货量)。\nApple Watch 7量产时程略为递延，但对发布时程与大量出货时程影响不大。\n1. 因面板模组品质议题，故Apple Watch 7组装的量产时程略为延后至9月下旬。\n2. 我们认为Apple Watch 7量产时程递延并不会影响发布时程。Apple Watch 7的主要组装厂商立讯目前正在积极复制产线，并预计在9月底所有产线开始大量生产，故Apple Watch 7的供货自10月中下旬后将会有比较明显的改善。\nAirPods 3的关注焦点为售价与新机型量产后的产品组合。预期整体AirPods在1Q22的出货将10–15% YoY成长。\n1. 我们预估AirPods 2在AirPods 3量产后，仍会继续生产。\n2. 我们对AirPods的定价策略有两种情境：1) AirPods 3售价高于目前AirPods 2，AirPods 2售价不变、或 2) AirPods 3售价与目前AirPods 2的相同，AirPods 2售价降价。若是情境1，则市场对AirPods发布将中性看待。若是情境2，则AirPods发布将会优于市场对供应链出货的预期。\n3. 我们认为受益于旺季需求与新产品，整体AirPods在4Q21的出货量将约YoY持平，优于市场预期的YoY衰退。因新产品与AirPods在1Q21库存修正故出货基期较低，我们预测整体AirPods在1Q22出货量将成长10–15% YoY，优于市场预期的YoY持平/衰退。\n投资建议：\n我们认为iPhone 13的关注焦点在于售价，Apple Watch 7的关注焦点在于发布与否与供货状况，AirPods 3的关注焦点在于售价与量产后的产品组合。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":888650728,"gmtCreate":1631495117064,"gmtModify":1631889277166,"author":{"id":"4090153975827430","authorId":"4090153975827430","authorIdStr":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"看看","listText":"看看","text":"看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/888650728","repostId":1126546241,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5848553,"gmtCreate":1631500903969,"gmtModify":1631889277165,"authorId":3575508103712478,"author":{"id":3575508103712478,"authorId":3575508103712478,"name":"60fe72a9","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":888650728,"type":1,"supId":0,"prevId":0,"content":"[微笑]","text":"[微笑]","html":"[微笑]"}],"langContent":"CN"},{"id":888687983,"gmtCreate":1631493746542,"gmtModify":1631892060376,"author":{"id":"3571634257147368","authorId":"3571634257147368","authorIdStr":"3571634257147368","name":"ruiping88","avatar":"https://static.tigerbbs.com/d1f053a026e77a382ded287ad97259cc","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"[暗中观察]&nbsp;","listText":"[暗中观察]&nbsp;","text":"[暗中观察]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888687983","repostId":1126546241,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":27,"commentSize":2,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}