[新聞] iPhone 15搭載潛望式鏡頭落空 大立光、玉晶光股價失色
原文標題:iPhone 15搭載潛望式鏡頭落空 大立光、玉晶光股價失色
原文連結:https://ec.ltn.com.tw/article/breakingnews/4426814
發布時間:2023/09/13 12:40
記者署名:歐宇祥
原文內容:
蘋果(Apple)昨日發表iPhone 15系列新機,雖然鏡頭仍走向升級,不過市場對iPhone
15 Pro Max搭載潛望式鏡頭希望落空,光學鏡頭股王大立光(3008)今日股價走跌,最低
觸及2005元、跌幅逾2%,連帶玉晶光(3406)股價最低也跌逾3%、來到376.5元,筆電鏡
頭大廠先進光(3362)連帶走跌。
蘋果昨日發表iPhone 15系列含15、15 Plus、Pro、Pro Max四款機型,相機鏡頭都全面升
級,其中15和15 Plus主相機畫素升級至4800萬畫素,並待在兩倍望遠鏡頭。Pro、Pro
Max相機畫素未調整,不過長焦鏡頭升級、並支援5倍光學變焦,拍照功能仍然大升級,不
過Pro Max並未搭載潛望式鏡頭,影響在潛望式鏡頭具優勢的大立光股價表現。
不過光學廠進入下半年旺季,大立光、玉晶光下半年月營收都開始回溫,大立光日前公布
8月營收45.45億元,站上今年單月新高,月增30%、年增2%,年增轉正、也是今年首次轉
為年月雙增。玉晶光8月營收32.35億元,月增50.6%、年增27.62%,創單月歷史新高;前8
月累計營收為113.77億元、年增5.97%,也創同期新高。
針對9月拉貨動能,大立光稱與8月相當、玉晶光則稱9月訂單仍然不錯,不過仍須看客戶
實際拉貨狀況。
心得/評論:
昨天哀鳳15發表
結果今天阿光不漲反崩
這新聞說15 pro max沒有如預期有潛望式鏡頭
但其他新聞卻說有
現在風向超亂的
到底哀鳳15 pro max是有沒有用到阿光的潛望式鏡頭啊?
明天阿光電梯向___?
--
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※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1694598855.A.965.html
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