我信郭生
而家都月中,送貨去唔同國家,9月頭發佈會,跟住話1,2個星期賣的話,差不多了。
(1/5)
媒體報導Apple Watch將在越南開始量產,但據我所知它已經在出貨了。 Apple Watch的主要組裝商立訊精密在中國和越南都有生產線,並且從Apple Watch 7就開始就從越南出貨。我估計Apple Watch 8從越南出貨的比重會大幅提升到60-70%。
(2/5)
立訊精密是Apple中國供應商中,在非中國國家建設產線的領先者,這種先發優勢有利於立訊精密在逆全球化趨勢下的長遠發展。
(3/5)
The media reported that Apple Watch would start mass production in Vietnam. But it's already shipping, as I know. Luxshare ICT, Apple Watch's major assembler, has production lines in China and Vietnam and has shipped from Vietnam since Apple Watch 7.
(4/5)
I estimate the shipment proportion of Apple Watch 8 from Vietnam will significantly increase to 60-70%. Luxshare is the leader in building production lines in non-China countries among Chinese Apple suppliers.
(5/5)
This first mover advantage is conducive to Luxshare's long-term development amid the deglobalization trend.
via HKEPC IR Pro 3.6.1 - Android(3.3.1) |