郭明錤爆料明年iPhone挺進4800萬畫素 大 - 股票

By Christine
at 2021-04-14T14:59
at 2021-04-14T14:59
Table of Contents
郭明錤爆料明年iPhone挺進4800萬畫素 大立光領銜受惠
1小時前
天風國際證券分析師郭明錤爆料,明年新款iPhone將有4個機型,高階6.7吋與6.1吋
iPhone的廣角相機,規格將挺進4800萬像素 (1/1.3〃),影像感測器 (CIS)、鏡頭與CCM
的擔架將顯著提升,鏡頭產業價值浮現,大立光(3008)利空影響將在第3季結束,將成為
鏡頭復甦領先受惠廠。
市場對鏡頭產業的預期偏低,鏡頭產業投資價值浮現且大立光可望成為領先受惠者。
iPhone將帶動更多高階Android手機採用大面積/大底CIS,也有利於大立光整體動能
明年新款iPhone將有4個機型,高階6.7吋與6.1吋機型的相機將顯著升級至4800萬像素
(1/1.3〃)。此規格升級將顯著提升相機效能與並有利Apple推廣擴增實境(AR)﹑混合實
境(MR)頭戴顯示器。
若與iPhone 12相較,郭明錤預測,4800萬像素相機的CIS、鏡頭與CCM 平均單價可望分別
顯著增加約90~110%、50~70%與50~70%。目前與Apple開發4800萬像素的供應商分別是
Sony (CIS)、大立光 (鏡頭) 與CCM (LG Innotek)。
郭明錤指出,大立光的音圈馬達VCM業務將自2022年開始顯著成長,且VCM與鏡頭業務垂直
整合將成為大立光新的競爭優勢。
大立光營運動能自去年第3季開始因美國對華為禁令而減緩,負面影響將在今年第3季底結
束。展望今年下半年,預估大立光的營收與利潤可望因Apple訂單比重顯著增加年成長。
(陳俐妏/台北報導)
https://tw.appledaily.com/property/20210414/2LUMQO7OW5FWJJG2XQ7MJEDED4/
-----------------------
難怪這幾天3008這麼抗跌
連今天台股報大量下殺 都能守住3000
最後收盤只小跌10塊
看來明天電梯向__?
--
1小時前
天風國際證券分析師郭明錤爆料,明年新款iPhone將有4個機型,高階6.7吋與6.1吋
iPhone的廣角相機,規格將挺進4800萬像素 (1/1.3〃),影像感測器 (CIS)、鏡頭與CCM
的擔架將顯著提升,鏡頭產業價值浮現,大立光(3008)利空影響將在第3季結束,將成為
鏡頭復甦領先受惠廠。
市場對鏡頭產業的預期偏低,鏡頭產業投資價值浮現且大立光可望成為領先受惠者。
iPhone將帶動更多高階Android手機採用大面積/大底CIS,也有利於大立光整體動能
明年新款iPhone將有4個機型,高階6.7吋與6.1吋機型的相機將顯著升級至4800萬像素
(1/1.3〃)。此規格升級將顯著提升相機效能與並有利Apple推廣擴增實境(AR)﹑混合實
境(MR)頭戴顯示器。
若與iPhone 12相較,郭明錤預測,4800萬像素相機的CIS、鏡頭與CCM 平均單價可望分別
顯著增加約90~110%、50~70%與50~70%。目前與Apple開發4800萬像素的供應商分別是
Sony (CIS)、大立光 (鏡頭) 與CCM (LG Innotek)。
郭明錤指出,大立光的音圈馬達VCM業務將自2022年開始顯著成長,且VCM與鏡頭業務垂直
整合將成為大立光新的競爭優勢。
大立光營運動能自去年第3季開始因美國對華為禁令而減緩,負面影響將在今年第3季底結
束。展望今年下半年,預估大立光的營收與利潤可望因Apple訂單比重顯著增加年成長。
(陳俐妏/台北報導)
https://tw.appledaily.com/property/20210414/2LUMQO7OW5FWJJG2XQ7MJEDED4/
-----------------------
難怪這幾天3008這麼抗跌
連今天台股報大量下殺 都能守住3000
最後收盤只小跌10塊
看來明天電梯向__?
--
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