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呂珮如指出,蘋果新機帶來的接單效應已於今年7月、8月開始顯現,預估第3、第4季,台灣供應鏈接單會有明顯成長。
花蓮縣豐濱鄉身份證借錢
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蘋果新品發表會於台灣時間8日凌晨1點在美國舊金山舉行,會中,發表了2款iPhone新機以及新一代Apple Watch。
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工研院產經中心(IEK)產業分析師呂珮如8日受訪表示,此次蘋果新機規格較前代有所變動,包括取消3.5公釐耳機孔、部分機種採用雙鏡頭等。她認為,台灣塑膠射出廠、組裝廠可因此新增業務,而整體來說,對台灣供應鏈將有正向效果。她說:『(原音)預估這次應該會影響整個台灣的不管是光學鏡頭、電池、PCB(電路板)部分都會對台灣供應鏈帶來正向刺激,提高供貨量。』
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至於近來業界盛傳,蘋果為保自身獲利,向供應鏈砍價20%至25%,呂珮如認為,須等到新品上市後,觀察供貨狀況才能評斷。
Apple Inc CEO Tim Cook discusses the iPhone during an Apple media event in San Francisco, California, U.S. September 7, 2016. Reuters/Beck Diefenbach
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Reuters | 拍攝者 BECK DIEFENBACH / REUTERS
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