華通、燿華攻高階穿戴 營運補 - 股票
By Tristan Cohan
at 2019-12-12T01:51
at 2019-12-12T01:51
Table of Contents
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1.原文連結:
https://www.google.com.tw/amp/s/money.udn.com/money/amp/story/5710/4220681
2.原文內容:
蘋果與非蘋穿戴裝置出貨本季穩健成長,法人看好,無線耳機PCB供應商華通(2313)、燿華有望同步沾光。二者也分別規劃持續布局中高階的穿戴應用,成為明年營運成長動能之一。
業界盛傳,蘋果帶動無線耳機市場規模與汰換升級需求,以及今年感恩節迄今銷售成長動能持續,加上非蘋的入耳式設計高階新品推出,第4季相關新品出貨量有望進一步成長,並帶動中高階PCB生產需求。
據了解,目前無線耳機設計仍多採HDI與軟硬結合板設計,長期配合的供應商包含華通、燿華等,加上非蘋無線耳機的中高階價位帶在人民幣1,199元以上,也多採相似的中高階製程設計,加速HDI與軟硬結合板產能去化
3.心得/評論:
非蘋TWS耳機
都用雙華會噴嗎?
法人是哪位法人
今天三大法人小賣
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