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Zhitong
2023.09.25 00:37

郭明錤：大立光、水晶光电与蓝特光学为 iPhone 15 Pro Max 长焦镜头规格提高的最大赢家

知名分析师郭明錤表示，大立光、水晶光电与蓝特光学为 iPhone 15 Pro Max 长焦镜头规格提高的最大赢家，强劲出货动能可望维持至年底。大立光 2H23 营收中，iPhone 15 Pro Max 长焦镜头因涨价所以贡献高达 65–70 亿台币，显著高于去年 14 Pro Max 的 15–20 亿元。大立光棱镜订单的显著增长将使水晶光电与蓝特光学受益，因此两者产能利用率将满载到年底，并将在 2024 年持续扩产。四重反射棱镜技术为 2023 年和 2024 年的苹果供应链最佳投资机会之一。
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