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iPhone 12開啟預售,利好手遊及手機板塊

上周蘋果(Apple.Inc)正式發表最新 iPhone 12 系列手機,一共有四部新機,分別是iPhone 12、iPhone 12 Pro、iPhone 12 Pro Max 以及 iPhone 12 mini,相信不同系列的機款可滿足不同用戶需求。根據發佈會,iPhone 12 全部支援 5G 網絡,5G手機會支援mmWave 頻段,這會提供更快的上網速度,上網速度可以達到4.0Gbps、延遲率將會更低。料將帶動一輪iPhone換機潮。

北京時間10月16日晚間蘋果正式預售開啟,主要國家12 Pro大部分機型交貨期在2-3周,訂單非常飽滿。內地媒體《界面新聞》指出,截至10月16日晚上6點,在蘇寧易購iPhone12系列的預約量已突破145萬部,其中iPhone12預購量超過92萬部,iPhone12 Pro則達52萬部。普通版iPhone 12 中國/歐洲區全部需要延期交貨。由於蘋果採取了更加實惠的定價策略,市場預期到今年年底,iPhone 12的出貨量將達到7500萬部。我們認為,更快的A14 仿生晶片,改進的產品規格和相機功能等技術更新,有望為iPhone帶來新一輪的銷售增長。

另外,公司亦於發佈會上特別展示了一個即將推出的《英雄聯盟》(League of Legends)手機版,作為樣本顯示該手機如今能夠流暢運轉「家用遊戲機品質的遊戲」。我們認為隨着手機有更強的配置,一些專門開發精品遊戲研發商會受惠。推薦騰訊控股(700.HK),網易-S(9999.HK),祖龍娛樂(9990.HK)。

5G iPhone推出市場,預計也將加速推動5G普及。一些中低端5G市場的廠商也將會受惠,加上蘋果還出推HomePod mini以發展家庭IoT。我們認為一直佈局智能家居的公司也會受到關注,推薦小米(1810.HK)。

撰稿: 陳柏嘉研究分析員
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+852 2277 1527

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parkerchan@phillip.com.hk
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