今年智能手机产业已遭存储器缺货、涨价冲击,中东地区冲突升级,又带来一大打击,法人认为,今年智能手机销售量不乐观,包括台积电(2330)、鸿海(2317)、大立光(3008)等国内手机供应链必须警戒。Counterpoint Research最新手机市场报告指出,2026年手机市场将出现明显反转,全年出货量预估年减12.4%,为历来最大年度跌幅,调整期更可能一路延续到2027年。法人认为,手机供应链...
Source Link今年智能手机产业已遭存储器缺货、涨价冲击,中东地区冲突升级,又带来一大打击,法人认为,今年智能手机销售量不乐观,包括台积电(2330)、鸿海(2317)、大立光(3008)等国内手机供应链必须警戒。Counterpoint Research最新手机市场报告指出,2026年手机市场将出现明显反转,全年出货量预估年减12.4%,为历来最大年度跌幅,调整期更可能一路延续到2027年。法人认为,手机供应链...
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