郭明錤：鸿海难再继续成为 iPhone 15 Pro 系列独家组装厂商

北京时间 11 月 30 日，天风国际证券分析师郭明錤发布研报指出，下修 2022 年第四季度 iPhone 出货量预估约 20% 至 7000 万-7500 万部。和硕跟立讯已分别自鸿海取得约 10% 的 iPhone 14 Pro 与 14 Pro Max 订单，但大量出货最快也需至 12 月下旬。鸿海除要面临第四季度 iPhone 出货/营收低于预期的挑战，因苹果公司想分散供应风险，故也难再继续成为 iPhone 15 Pro 系列的独家组装厂商。

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