iPhone 14難抗通膨 研調：蘋果明年首季手機產量調降

天線製造與研發

（中央社記者江明晏台北25日電）研調機構TrendForce報告指出，蘋果iPhone 14 Pro系列買氣佳，但仍不敵高通膨，預估蘋果手機明年第一季生產量將調降至5200萬支，年減14%。

TrendForce指出，觀察今年蘋果（Apple）手機銷售狀況，首波預購後蘋果即啟動新品比重調整，而iPhone 14 Plus發表後市場反應冷淡，更加大蘋果調整的幅度。由於iPhone 14 Pro系列除了規格有感提升，單價也與去年機種持平，促成Pro系列預購的高人氣；Pro系列在過往本就是首波用戶購機首選，加上今年14 Plus延後開賣，導致買氣相較往年更為集中。

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TrendForce表示，iPhone 14 Pro系列兩款生產比重已由初期計劃的50%提升至60%，未來不排除持續上調至65%，整體來說，目前iPhone新機在蘋果出貨占比維持36%，而2022全年iPhone出貨目標為2.4億支，年增2.8%。

TrendForce指出，美國不斷祭出升息抑制通膨的同時，卻也削弱消費者可支配所得，此將影響蘋果在2023年第一季的生產表現，預估生產量將由原先預估的5600萬支調降至5200萬支，年減14%。

此外，近期美國商務部加大對中國晶片以及半導體設備出口的管制措施，儘管未對智慧型手機的生產據點多加限制，但隨著中美摩擦加劇，以北美銷售市場為重的智慧型手機品牌，勢必得在銷售與產地間取得平衡。據TrendForce調查，由於美國市場中以蘋果擁50%市占率為最大，近年來也同步開拓印度為其生產據點，預估2023年印度產的占比可望突破5%，並逐年增加。

展望iPhone 15系列，TrendForce表示，蘋果仍會維持四款新機，並搭載兩款處理器強化一般與高階機種差異。規格上，除了已知的lightning全面改用Type C外，Pro系列有極大的機會升級內存容量至8GB以配合新款處理器，並且持續精進鏡頭規格，包含主鏡頭升級到8P，以及在Pro Max搭載潛望式鏡頭。

至於蘋果自研的5G modem（數據機）則因mmWave訊號測試結果無法達標，將繼續沿用高通（Qualcomm），預計2024年的新機才有望正式導入自研5G modem。（編輯：林淑媛）1111025