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正在阅读:报告显示iPhone出货量停滞苹果供应商收入略减!报告显示iPhone出货量停滞苹果供应商收入略减! - 站长搜索
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正在阅读:报告显示iPhone出货量停滞苹果供应商收入略减!报告显示iPhone出货量停滞苹果供应商收入略减!

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2019-03-16 01:35:06 转载来源: 太平洋电脑

  【AdminSo资讯】摩根大通表示,与2018年同期相比,苹果iPhone供应商今年前两个月收入略有下降。同时,苹果在中国的复苏前景继续令人沮丧,预计不会很快出现转机

  【AdminSo资讯】摩根大通表示,与2018年同期相比,苹果iPhone供应商今年前两个月收入略有下降。同时,苹果在中国的复苏前景继续令人沮丧,预计不会很快出现转机。在提交给投资者的一份报告中,摩根大通的分析师继续维持今年2月份他们对苹果的预期。同样,iPhone增长乏力也是值得注意的一个主要问题,与前几年相比,供应商的业绩仍然令人失望。

  今年前两个月摩根大通跟踪的供应商总收入同比下降1%,与2018年第四季度7%的增长率相比发生了巨大变化。相比之下,2018年的同期和2017年分别增长了13%和4%。虽然中国农历新年放假可能会对其中产生影响,但据说从1月到2月,月收入同比下降34%,与通常看到的23%相比有所下降,这个数字从12月到1月减少了24%。

  就iPhone出货量而言,摩根大通援引IHS的预测,2019年将下降5%,而2018年全年将下降5%。2018年第四季度的出货量下降了17%,预测今年第一至第三季度分别下降10%、7%和3%。目前IHS预计苹果将在2019年全年出货1.95亿台,预计第四季度出货量同比增长7%。摩根大通自己的出货预测维持在1.85亿台。

  据推测,iPhoneXR在第四季度占出货量的三分之一以上,占据了2310万台,即38%。根据HIS的推测,iPhoneXSMAX和XS分别达到了1360万和870万,占总数的21%和14%,而iPhone8Plus和iPhoneSE占据了其余部分的大部分,iPhone8Plus达到610万,占9%,iPhoneSE达到390万,占6%。

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