郭明錤：苹果公司可能将取消或延后预计在 2024 年量产的 iPhone SE 4 计划

Zhitong
2022.12.21 02:48
天风证券分析师郭明錤发文指出，Apple 可能将取消或延后预计在 2024 年量产的 iPhone SE 4 计划。我认为这是因为中低阶 iPhone 出货持续显著低于预期，加上 SE 4 改采全屏幕设计势必会导致成本/售价上升，故 Apple 可能需要重新审视 iPhone SE 4 的产品定位与投资报酬率，此外，降低不必要的新产品开发费用也有助于公司应对 2023 年全球经济衰退的挑战。
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