中資天風證券分析師郭明錤稍早於 Twitter 表示,蘋果自研 iPhone 5G 數據機晶片可能失敗,因此高通仍是 2023 下半年新 iPhone 5G 晶片的獨家供應商。
郭明錤認為,由於蘋果未能用自研 5G 晶片取代高通產品,因此高通 2023 下半年至 2024 上半年營收與利潤可能會超過市場預期,要歸功於高通是 iPhone 5G 數據晶片這無法撼動的獨家供應商地位。
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My take:
1. Qualcomm’s revenue and EPS in 2H23-1H24 will likely beat market consensus thanks to its sole supplier position for 5G chips of 2H23 new iPhones as Apple fails to replace Qualcomm.— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) June 28, 2022
雖然蘋果 iPhone 5G 數據晶片研發失敗,不代表蘋果放棄研發。郭明錤認為,蘋果會繼續研發 5G 數據晶片,但等到蘋果 5G 數據晶片可取代高通產品時,高通其他新業務應該已成長到足以抵銷失去 iPhone 5G 數據晶片的負面影響。
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2. I believe Apple will continue to develop its own 5G chips, but by the time Apple succeeds and can replace Qualcomm, Qualcomm’s other new businesses should have grown enough to significantly offset the negative impacts caused by the order loss of iPhone 5G chips.— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) June 28, 2022
(首圖來源:蘋果)