郭明𫓹：瑞声科技(02018)与歌尔股份(002241.SZ)将成为AI iPhone的领先受益者

智通财经2023-12-07

智通财经APP获悉，12月7日，天风国际分析师郭明𫓹发文称，作为iPhone 16的麦克风供应商，预计瑞声科技(02018)与歌尔股份(002241.SZ)的供应比重差异不大。同时受益于规格升级，每台iPhone 16的麦克风单价将较iPhone 15至少高约100–150%。此外，由于AI装置为2024年消费电子关键趋势，预期未来苹果(AAPL.US)其他产品与高阶Android手机也有可能升级...

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