{"id":110855,"date":"2025-01-20T06:42:15","date_gmt":"2025-01-19T22:42:15","guid":{"rendered":"http:\/\/www.gocpmall.com\/?p=110855"},"modified":"2025-01-20T06:42:15","modified_gmt":"2025-01-19T22:42:15","slug":"%e9%83%ad%e6%98%8e%e9%8c%a4%ef%bc%9a%e6%96%99iphone%e4%b8%8a%e5%8d%8a%e5%b9%b4%e5%87%ba%e8%b4%a7%e9%87%8f%e9%99%8d6-%e5%9c%a8%e4%b8%ad%e5%9b%bd%e5%b8%82%e5%9c%ba%e5%8d%a0%e6%9c%89%e7%8e%87%e6%8c%81","status":"publish","type":"post","link":"https:\/\/www.gocpmall.com\/?p=110855","title":{"rendered":"\u90ed\u660e\u9324\uff1a\u6599iPhone\u4e0a\u534a\u5e74\u51fa\u8d27\u91cf\u964d6% \u5728\u4e2d\u56fd\u5e02\u573a\u5360\u6709\u7387\u6301\u7eed\u4e0b\u6ed1_\u8d22\u5bcc\u53f7_\u4e1c\u65b9\u8d22\u5bcc\u7f51"},"content":{"rendered":"

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天风国际证券分析师郭明錤周五在网上发文称，苹果公司(AAPL.US)在2025年将面临iPhone增长近乎停滞、AI服务贡献有限以及中国市场持续萎缩等多重挑战。郭明錤称，苹果与主要供货商讨论后，对今年iPhone生产计划采取较审慎的取态。苹果估计今年交付量在2.2至2.25亿部，与去年2.2亿部相若，低于市场预期的2.4亿部。因此，郭明錤估计，即使苹果将于短期内推出新版iPhone SE4，估计上半年交付量仍较去年同期减少6%。 他又称，2024年12月中国市场智能手机出货量约与2023年同期持平，但iPhone下跌约10%至12%，代表iPhone在中国市占率仍持续萎缩。 他表示，预计 2025 年下半年量产的超薄 iPhone (最薄处约 5.5mm) 与规划中的折叠 iPhone，因追求薄型设计故不支持实体 SIM 卡，而可能仅支持 eSIM。因中国市场目前不推广仅支持 eSIM 的手机，故此两款机型若不改变设计，将不利出货动能。这也是他预期iPhone在中国市场占有率继续下滑的另一原因。 另一方面，他看不到有证据显示，苹果在电子设备加入Apple Intelligence后，有利于设备销售或服务升级。 追加内容 本文作者可以追加内容哦 !
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天风国际证券&#20998 […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-110855","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/posts\/110855","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=110855"}],"version-history":[{"count":0,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/posts\/110855\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=110855"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=110855"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=110855"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}