郭明錤 (Ming-Chi Kuo)
天風國際證券分析師，分享科技產業趨勢觀察與預測。An analyst at TF International Securities. Sharing observations and predictions of tech industry trends.
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(1/4) Power Integrations is also the main winner of Apple's marked increase in shipment forecasts for 20W USB-C chargers, thanks to the transition to USB-C in the iPhone 15 series....
(1/10) [Update] Apple has restarted the iPhone SE 4 and will adopt an in-house 5G baseband chip. The significant decline in Qualcomm's Apple orders in the foreseeable future is a f...
(1/7) Sony will replace Lumentum (design) / Win Semi (production) as the exclusive ToF VCSEL supplier for iPhone 15 Pro and Pro Max. Lumentum/Win Semi will face long-term structura...
(1/7) [Company Update] Navitas is expected to stop losing money from 1Q23 at the earliest, and revenue YoY growth in 2023 is predicted to surpass that of 2022.
(1/11) 我的調查與這則新聞一致，補充幾點： https://t.co/jtrrRMSp7v
(1/5) 投資人擔憂歌爾股份因AirPods Pro 2品質問題失去訂單後，會對既有訂單與未來新訂單造成影響。然而，我們最新的調查指出投資人對此過度悲觀。
(1/5) 2H24新款iPhone 16可能僅一款/最高階機型配備潛望鏡相機，低於市場預期的兩款，鏡頭升級需求低於市場預期，不利大立光與玉晶光。 如先前預測，2H23最高階新款iPhone 15 (15 Pro Max或15...
(1/1) 安潔科技為全新設計之折疊iPad的新受益者。iPad在未來9-12個月可能不會有新產品 (新款iPad mini較有可能在1Q24量產)，故我對2023年iPad出貨量保守以對，預計出貨將衰退10-15% YoY。不過，...
(1/5) 我的最新調查顯示，鴻騰精密 (FIT) (鴻海集團子公司) 可能將取代歌爾，成為AirPods新組裝廠商並因此顯著受惠。下一代AirPods機種預計將在2H24或1H25大量出貨，包括低價版AirPods (Apple的...
(1/5) Cirrus Logic is the primary winner for canceling physical buttons and the change to adopt solid-state buttons on the 2H23 high-end iPhone 15 models. https://t.co/CNfZOYwRXn
(1/1) Samsung Display (SDC) 計劃在2023年將筆記型電腦的OLED面板出貨量顯著提升，目標是在2023年成長70% YoY至6-700萬部，中光電因是SDC獨家玻璃切割、偏光片貼合與IC打線接合獨家供應商，故...
(1/6) Apple鏡頭供應商大立光、玉晶光與舜宇光學在1H23的獲利壓力可能將高於預期，這是因為iPhone 14系列鏡頭價格在1H23的降價幅度將顯著高於過往，部分鏡頭項目的砍價幅度甚至高達20%。