郭明錤預測 2026 蘋果筆記本出貨量按年增 20~25%

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IT之家 3 月 11 日消息，天風國際證券分析師郭明錤今天（3 月 11 日）在其 Medium 平台發布博文，預估 2026 年蘋果 MacBook Neo 筆記本的出貨量達到 450~500 萬台，這一數據展現了蘋果極強的市場號召力，也將成為蘋果 2026 年業績增長的核心引擎。郭明錤預測 MacBook Neo 將帶動 2026 年 MacBook 機型總出貨量達到 2500 萬台，有望...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260311151042a6b757a7&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260311151042a6b757a7&s=b\">IT之家</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2756315664.SGD","symbol_name":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260311151042a6b757a7&s=b","article_id":"2618198629","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260311151042a6b757a7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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(SGD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC"},"translate_title":"Ming-Chi Kuo forecasts that Apple notebook shipments will increase by 20~25% year-on-year in 2026","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MACW.SI":0.6,"AAPD":0.6,"AAPX":0.6,"AAPU":0.6,"AAPW":0.6,"AAPL":1.97,"AAPY":0.6,"APLY":0.6,"AAPB":0.6},"content_text":"IT之家 3 月 11 日消息，天風國際證券分析師郭明錤今天（3 月 11 日）在其 Medium 平台發布博文，預估 2026 年蘋果 MacBook Neo 筆記本的出貨量達到 450~500 萬台，這一數據展現了蘋果極強的市場號召力，也將成為蘋果 2026 年業績增長的核心引擎。郭明錤預測 MacBook Neo 將帶動 2026 年 MacBook 機型總出貨量達到 2500 萬台，有望按年增長 20~25%，重返疫情時期巔峯，併成為 2026 年全球筆記本市場中唯一的增長亮點。在供應鏈方面，廣達目前是 MacBook Neo 的獨家組裝廠，但鴻海近期有望成為第二供應商。值得注意的是，立訊精密正積極爭取 Neo 2 的新產品導入（NPI）。儘管此前市場預期 Neo 2 會配備觸控面板以對抗 Chromebook，但最新調查顯示該機型可能不會採用此配置。此外，Neo 的出貨動能將隨「返校季」與年末旺季逐季增強。在螢幕演進路徑上，郭明錤預估蘋果於 2026 年第四季度末或 2027 年年初重大升級高端產品線 MacBook Pro 屆時將首次採用觸控 OLED 面板。相比之下，MacBook Air 普及 OLED 面板的時間點較晚，預計要等到 2028 年或 2029 年。從宏觀策略來看，蘋果正利用內存市場的波動實施「降維打擊」。由於 Windows 競品在 2025 年儲備的低成本內存庫存將在 2026 年上半年耗盡，多數 Windows 廠商為反映成本上漲，可能於 2026 年第二季度起上調售價。蘋果則憑藉強大的成本吸收能力維持價格競爭力，旨在趁亂擴大市場佔有率。這種「重市佔、輕短期毛利」的策略不僅體現在 MacBook Neo 上，也同樣適用於 iPhone 17e。郭明錤認為，只要蘋果的硬件市佔率持續增長，就能帶動高毛利率的服務業務同步擴張。更長遠來看，當端側 AI 應用爆發時，擁有龐大裝機量的蘋果將成為最大的行業受惠者。IT之家附上相關截圖如下：","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":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}