郭明錤：立讯精密将主导苹果一代AR/MR量产

华尔街见闻2023-02-25

郭明錤表示，Apple是立讯最大客户，立讯在2023与2024年的发展完全依赖Apple订单，所以如果Apple期望立讯接手头显设备，立讯很难拒绝这个要求。由于Apple的第一代AR/MR头显设备预估出货量极低，分析师预计主导Apple第一代AR/MR开发与量产的供应商，将由和硕转移至立讯。2月24日晚间，“知名苹果分析师”、天风国际郭明錤在推特发文表示，他预计和硕可能将AR/MR开发团队与生产...

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liuxiangwei
2023-02-25
liuxiangwei
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yuliang559
2023-02-25
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hangyuliang
2023-02-25
hangyuliang
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Linda2240
2023-02-25
Linda2240
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xiaochoochoo
2023-02-25
xiaochoochoo
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AR/MR","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/37cc23479f46e4d3c30e9a036df2c638","symbols_score_info":{"MR":0.9,"002475":0.9,"AR":0.9,"AAPL":0.9},"content_text":"郭明錤表示，Apple是立讯最大客户，立讯在2023与2024年的发展完全依赖Apple订单，所以如果Apple期望立讯接手头显设备，立讯很难拒绝这个要求。由于Apple的第一代AR/MR头显设备预估出货量极低，分析师预计主导Apple第一代AR/MR开发与量产的供应商，将由和硕转移至立讯。2月24日晚间，“知名苹果分析师”、天风国际郭明錤在推特发文表示，他预计和硕可能将AR/MR开发团队与生产资源在2023年上半年转移至由和硕与立讯合资的立铠。因立铠由立讯主导，相当于由立讯接手该产品后续的设计与生产。郭明錤认为，这样的变化有利于后续加速降低头显设备成本，也是Apple所期待看到的。和硕也是立铠的股东，所以立铠获利也有利于和硕，但实质上和硕算是逐步退出Apple头显设备事业了。郭明錤表示，因为Apple的第一代AR/MR头显设备预估出货量极低，因此该投资对立讯短期内可能很难获利。Apple是立讯最大客户，立讯在2023与2024年的发展完全依赖Apple订单，所以如果Apple期望立讯接手头显设备，立讯很难拒绝这个要求。郭明錤认为，立讯将透过立铠去争取未来Apple新AR/MR头显设备产品的订单，对立铠最好的发展是Apple头显设备大卖，并趁营收与利润增长较好时IPO。郭明錤预计，Apple第二代AR/MR有高低阶两个机型，高阶与低阶分别由立铠与鸿海开发与生产，预计两款机型可能均在2025年推出。这是郭明錤第二次预计第二代Apple 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