研究報告分析指 Apple 將於本年底推出頭戴式耳機
繼續擴張其產品版圖。
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上周 Bloomberg 才報道 Apple 正在研製新版本 AirPods,將會加入更強的防水功能。然而那邊廂凱基證券分析師郭明基便提出一份新的研究報告,當中並提及到 Apple 對聲學配件的期望,聲稱該公司除正在研發新的 AirPods 之外,更將研發全新設計的頭戴式耳機,最早將於今年第四季度亮相。
Apple to have own-brand, high-end over-ear headphones with all-new design; to be as convenient as AirPods with better sound quality; shipments to begin 4Q18F at earliest; Primax & SZS will be the key suppliers & will benefit from high ASPs. We believe that after AirPods and HomePod, Apple’s next addition will be high-end over-ear headphones, making its acoustic accessory lineup more complete. Existing suppliers Primax and SZS will be Apple’s partners on this new product. Primax will receive assembly orders on its familiarity with the acoustic business, and SZS is likely to use MIM technology advantages as leverage to become the exclusive or main MIM part supplier. The new headphones will be priced higher than AirPods and should help boost the business momentum of Primax as the assembly provider.
而新款的頭戴式耳機將高於 AirPods,屆時其產品版圖將更為完整,但此舉將會削弱到 BEATS 的產品支線。有關更多 Apple 的資訊,還請繼續留意着我們 HYPEBEAST 的報道。