苹果新品大爆发台链吃补鸿海、广达等受惠

爱集微2025-07-12

据报道，苹果明年上半年新产品齐发，包括M5芯片版的MacBook Pro、M4芯片的iPad Air、入门iPad、新款MacBook Air，以及iPhone 17e等，笔记本电脑、平板、手机全系列七大新品一应俱全，随着大客户推出笔电、手机新品，法人看好，主力组装供应商鸿海与广达，芯片供应商台积电、镜头厂大立光、玉晶光受惠大。苹果MacBook系列笔记本电脑的主力供应商是鸿海与广达，苹果iPad...

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Hai, Quanta and others benefit","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MACW.SI":0.6,"TSM":0.9,"AAPL":1},"content_text":"据报道，苹果明年上半年新产品齐发，包括M5芯片版的MacBook Pro、M4芯片的iPad Air、入门iPad、新款MacBook Air，以及iPhone 17e等，笔记本电脑、平板、手机全系列七大新品一应俱全，随着大客户推出笔电、手机新品，法人看好，主力组装供应商鸿海与广达，芯片供应商台积电、镜头厂大立光、玉晶光受惠大。苹果MacBook系列笔记本电脑的主力供应商是鸿海与广达，苹果iPad系列平板电脑主力供应商是鸿海与仁宝，至于苹果iPhone系列手机最大供应商是鸿海。古尔曼（Mark Gurman）指出，苹果计划在2026年上半年推出一系列新产品，包括搭载M5芯片的新款MacBook Pro，外观设计与前一款基本上相同。搭载M4芯片的新款iPad Air、配备更快芯片的入门级iPad、新款MacBook Air，搭载A19芯片的iPhone 17e，设计与iPhone 16e类似，以及新款Mac外接显示器。古尔曼说，苹果原计划在2025年底发布搭载M5芯片的MacBook Pro系列，但内部时间表已调整到2026年上半年。苹果正努力改善过去两年需求不振的情况，例如iPad系列的产品更新脚步放缓，导致业绩表现疲软。至于苹果今年秋季将推出的新产品，他表示，包括机身更轻薄的iPhone 17系列、重新设计的iPhone 17 Pro机型、新一代入门与高阶Apple Watch、升级版的iPad Pro，以及效能提升的Vision Pro头戴设备。紧接着在2026年3到4月将登场的是新入门款iPad及iPad Air系列。他指出，新入门款iPad外观与现有版本相似，但搭载速度更快的处理器；iPad Air系列则从目前的M3芯片升级为M4芯片，其余变化有限；至于iPad Pro最快10月迎来升级，将搭载M5芯片。至于iPhone 17e外观与iPhone 16e类似，内部升级为A19处理器，与iPhone 17系列保持一致，预期2026年初发布。值得注意的是，iPhone 16e是今年2月推出，17e是明年初发布，预期苹果计划对入门款手机，采取每年一次更新的节奏。苹果原计划在今年底推出搭载M5芯片的14英寸与16英寸MacBook Pro，内部时程已调整为2026年初。目前预期这次推出的M5 MacBook Pro，将是自2021年启用现有设计以来最后一版。换言之，下一代机型将采用全新机壳设计，并转向OLED屏幕。至于MacBook Air新机也预期2026年上半年问世。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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苹果新品大爆发 台链吃补 鸿海、广达等受惠

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苹果新品大爆发台链吃补鸿海、广达等受惠