研究报告分析 Apple 或将于年底推出头戴式耳机
继续扩张其产品版图。
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上周 Bloomberg 才报道 Apple 正在研制新版本 AirPods,将会加入更强的防水功能。然而那边厢凯基证券分析师郭明錤便提出一份新的研究报告,当中并提及到 Apple 对声学配件的期望,声称该公司除正在研发新的 AirPods 之外,更将研发全新设计的头戴式耳机,最早将于今年第四季度亮相。
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.
而新款的头戴式耳机将高于 AirPods,届时其产品版图将更为完整,但此举将会削弱到 BEATS 的产品支线。有关更多 Apple 的资讯,还请继续留意着我们 HYPEBEAST 的报道。