郭明錤：歌尔股份可能停产的是AirPods Pro 2 并非需求问题_老虎社区_美港股上老虎

郭明錤：歌尔股份可能停产的是AirPods Pro 2 并非需求问题

华尔街见闻2022-11-09

郭明錤称，不清楚歌尔股份将何时恢复生产AirPods Pro 2，也不清楚停产对该司明年的苹果订单和其他苹果产品的订单有怎样的影响。此前媒体称，歌尔股份停产主要因为良率不佳，但不存在传闻中的良率造假，甚至被罚款。新近消息显示，智能硬件厂商歌尔股份最近被砍单的产品可能是苹果今年9月发布的耳机新品。11月8日周二晚间，歌尔股份发布风险提示性公告称，公司近日收到境外某大客户的通知，暂停生产其一款智能声学...

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MG战斗机
·2022-11-09
说实话我买的air ports2，那个充电盒不严，而且边缘没有打磨导致耳机放进拿出数月后耳机有明显的划痕
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ports2，那个充电盒不严，而且边缘没有打磨导致耳机放进拿出数月后耳机有明显的划痕","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/664849650","repostId":2282948990,"repostType":2,"repost":{"id":"2282948990","kind":"highlight","pubTimestamp":1667949142,"share":"https://www.laohu8.com/m/news/2282948990?lang=zh_CN&edition=full","pubTime":"2022-11-09 07:12","market":"us","language":"zh","title":"郭明錤：歌尔股份可能停产的是AirPods Pro 2 并非需求问题","url":"https://stock-news.laohu8.com/highlight/detail?id=2282948990","media":"华尔街见闻","summary":"郭明錤称，不清楚歌尔股份将何时恢复生产AirPods Pro 2，也不清楚停产对该司明年的苹果订单和其他苹果产品的订单有怎样的影响。此前媒体称，歌尔股份停产主要因为良率不佳，但不存在传闻中的良率造假，甚至被罚款。","content":"<html><head></head><body><blockquote>郭明錤称，不清楚歌尔股份将何时恢复生产AirPods Pro 2，也不清楚停产对该司明年的苹果订单和其他苹果产品的订单有怎样的影响。此前媒体称，歌尔股份停产主要因为良率不佳，但不存在传闻中的良率造假，甚至被罚款。</blockquote><p>新近消息显示，<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>硬件厂商<a href=\"https://laohu8.com/S/002241\">歌尔股份</a>最近被砍单的产品可能是<a href=\"https://laohu8.com/S/AAPL\">苹果</a>今年9月发布的耳机新品。</p><p>11月8日周二晚间，歌尔股份发布风险提示性公告称，公司近日收到境外某大客户的通知，暂停生产其一款智能声学整机产品，目前与该客户的其他产品项目合作正常。</p><p>歌尔股份预计，本次业务变动将影响2022年度营业收入不超过33亿元，约占公司2021年度经审计营业收入的4.2%。该事项对公司经营业绩的影响仍在评估中。公司将尽快推动相关评估，并依法依规履行信息披露义务。</p><p>此后，苹果“预言帝” 、天风国际的资<a href=\"https://laohu8.com/S/000021\">深科技</a>业分析师郭明錤发推称，据他的最新调查，歌尔股份暂时停产的产品可能是9月刚发布并上市的无线耳机AirPods Pro 2，停产比较可能源于生产问题，而非需求问题。</p><p><img src=\"https://static.tigerbbs.com/43f644fe86be969c0ec480532c03a5bd\" tg-width=\"510\" tg-height=\"311\" referrerpolicy=\"no-referrer\"/></p><p>郭明錤称，为了填补生产缺口，苹果的重要供应商<a href=\"https://laohu8.com/S/002475\">立讯精密</a>已扩大生产，并获得了AirPods Pro 2的所有订单，成为AirPods Pro 2的独家组装公司。</p><p>郭明錤还表示，目前不清楚歌尔股份将何时恢复生产AirPods Pro 2，也不清楚这次事件对该司明年的苹果订单和其他苹果产品的订单有怎样的影响。</p><p>郭明錤预计，今年第四季度AirPods Pro 2的出货量约为2000万部。</p><p><img src=\"https://static.tigerbbs.com/ad38202d711230b1416a83e957f17b03\" tg-width=\"540\" tg-height=\"332\" referrerpolicy=\"no-referrer\"/></p><p>在歌尔股份公告前，周二稍早有市场传闻称，歌尔股份代工的苹果耳机因良率不高，短期订单被调整，还有传闻称，歌尔涉嫌良率造假被发现，被客户罚款。</p><p>澎湃新闻此后提到，熟悉电子行业的人士透露，歌尔股份这次丢掉的订单为苹果耳机AirPods Pro，主要因为良率不佳，但不存在传闻中的良率造假，甚至被罚款等情况。还有苹果供应链人士透露，歌尔股份这次短期订单确实被调整，新项目是否与歌尔股份继续合作还未知。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>郭明錤：歌尔股份可能停产的是AirPods Pro 2 并非需求问题</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n郭明錤：歌尔股份可能停产的是AirPods Pro 2 并非需求问题\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-09 07:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3674477><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>郭明錤称，不清楚歌尔股份将何时恢复生产AirPods Pro 2，也不清楚停产对该司明年的苹果订单和其他苹果产品的订单有怎样的影响。此前媒体称，歌尔股份停产主要因为良率不佳，但不存在传闻中的良率造假，甚至被罚款。新近消息显示，智能硬件厂商歌尔股份最近被砍单的产品可能是苹果今年9月发布的耳机新品。11月8日周二晚间，歌尔股份发布风险提示性公告称，公司近日收到境外某大客户的通知，暂停生产其一款智能声学...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3674477\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/58daa4acb34208f19fa5b9e344fb67ba","relate_stocks":{"IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4574":"无人驾驶","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4573":"虚拟现实","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0444971666.USD":"天利全球科技基金","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) 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EQUITY \"A1\" (USD) ACC","BK4559":"巴菲特持仓","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4579":"人工智能","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4550":"红杉资本持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4507":"流媒体概念"},"source_url":"https://wallstreetcn.com/articles/3674477","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282948990","content_text":"郭明錤称，不清楚歌尔股份将何时恢复生产AirPods Pro 2，也不清楚停产对该司明年的苹果订单和其他苹果产品的订单有怎样的影响。此前媒体称，歌尔股份停产主要因为良率不佳，但不存在传闻中的良率造假，甚至被罚款。新近消息显示，智能硬件厂商歌尔股份最近被砍单的产品可能是苹果今年9月发布的耳机新品。11月8日周二晚间，歌尔股份发布风险提示性公告称，公司近日收到境外某大客户的通知，暂停生产其一款智能声学整机产品，目前与该客户的其他产品项目合作正常。歌尔股份预计，本次业务变动将影响2022年度营业收入不超过33亿元，约占公司2021年度经审计营业收入的4.2%。该事项对公司经营业绩的影响仍在评估中。公司将尽快推动相关评估，并依法依规履行信息披露义务。此后，苹果“预言帝” 、天风国际的资深科技业分析师郭明錤发推称，据他的最新调查，歌尔股份暂时停产的产品可能是9月刚发布并上市的无线耳机AirPods Pro 2，停产比较可能源于生产问题，而非需求问题。郭明錤称，为了填补生产缺口，苹果的重要供应商立讯精密已扩大生产，并获得了AirPods Pro 2的所有订单，成为AirPods Pro 2的独家组装公司。郭明錤还表示，目前不清楚歌尔股份将何时恢复生产AirPods Pro 2，也不清楚这次事件对该司明年的苹果订单和其他苹果产品的订单有怎样的影响。郭明錤预计，今年第四季度AirPods Pro 2的出货量约为2000万部。在歌尔股份公告前，周二稍早有市场传闻称，歌尔股份代工的苹果耳机因良率不高，短期订单被调整，还有传闻称，歌尔涉嫌良率造假被发现，被客户罚款。澎湃新闻此后提到，熟悉电子行业的人士透露，歌尔股份这次丢掉的订单为苹果耳机AirPods Pro，主要因为良率不佳，但不存在传闻中的良率造假，甚至被罚款等情况。还有苹果供应链人士透露，歌尔股份这次短期订单确实被调整，新项目是否与歌尔股份继续合作还未知。","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7730514,"gmtCreate":1667968268384,"gmtModify":1667968281409,"authorId":3586594011730795,"author":{"id":3586594011730795,"idStr":"3586594011730795","authorId":3586594011730795,"name":"小李546161","avatar":"https://static.tigerbbs.com/140280de54951ea5a374d4c2b17cd55e","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":664849650,"type":1,"supId":0,"prevId":0,"content":"不错","text":"不错","html":"不错"},{"id":7730455,"gmtCreate":1667965753137,"gmtModify":1667965766314,"authorId":30561949071252,"author":{"id":30561949071252,"idStr":"30561949071252","authorId":30561949071252,"name":"大票换零钱","avatar":"https://static.tigerbbs.com/29ffe6aa401ed03570a399da7040a86d","vip":1,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":664849650,"type":1,"supId":0,"prevId":0,"content":"阅","text":"阅","html":"阅"},{"id":7730427,"gmtCreate":1667965066130,"gmtModify":1667965079726,"authorId":3561540708239944,"author":{"id":3561540708239944,"idStr":"3561540708239944","authorId":3561540708239944,"name":"MG战斗机","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":664849650,"type":1,"supId":0,"prevId":0,"content":"论项目管理中的质量管理，说明管理中存在问题","text":"论项目管理中的质量管理，说明管理中存在问题","html":"论项目管理中的质量管理，说明管理中存在问题"},{"id":7730418,"gmtCreate":1667964834121,"gmtModify":1667964848195,"authorId":3559379781763503,"author":{"id":3559379781763503,"idStr":"3559379781763503","authorId":3559379781763503,"name":"使劲搞","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":664849650,"type":1,"supId":0,"prevId":0,"content":"[龇牙]","text":"[龇牙]","html":"[龇牙]"}],"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}