超级大满贯

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华为手机被炒至6万 折叠屏明年爆发?

  HUAWEIMate XZHENGSHIKAISHOUYILAI,YINLAILEYIBOCHAOZUO。11YUE17RI,XINJINGBAOJIZHEZHUYIDAO,YUANBENSHOUJIAWEI16999YUANDEMate X,YIJINGBEICHAOZHI6WANYUANSHENZHIGENGGAO。

  ZHEDIEPINGSHOUJIBEIRECHAODEZHUYAOYUANYINSHIGONGYINGLIANGBUZU。SANXINGTUICHUDEZHEDIEPINGSHOUJIGalaxy FoldYEYUJINQILIANGCIKAISHOU,TONGYANGCHUXIANDUANSHIJIANSHOUQINGDEXIANXIANG,BUGUOJIAGEBINGWEIRUMate XZAODAODAFUCHAOZUO。

超级大满贯  SHIJISHANG,ZHEDIEPINGSHOUJIDERECHAOJINNIANNIANCHUYIJINGXIANQI,BUGUOGEDACHANGSHANGCHICHIWEINENGWANCHENGCHANNENGPAPO,RANGKAISHOUSHIJIANTUICHIZHIJINNIANNIANMO。HUAWEIZAOZAIJINNIAN2YUEDEBASAILUONEITONGXINZHANSHANGJIUFABULEMate X,DANZHEIKUANZHEDIEPINGSHOUJIZHIZHI11YUE15RICAISHOUCIFASHOU。Counterpoint ResearchYANJIUZONGJIANYANZHANMENGYUJI,HUAWEIMate XDIYIPIFASHOUYUE10WANYUTAI。HUAWEIGUANWANGXIANSHI,Mate XJIANGZAI11YUE18RIHE22RIZAICIKAISHOU,DANWEISHUOMINGJUTIDEBEIHUOSHULIANG。

  出货量稀缺,Mate X售价翻倍涨

超级大满贯  BUGUANSHIHUAWEIHAISHISANXING,Mate XHEGalaxy FoldDECHUHUOLIANGDOUBIJIAOXIQUE,MUQIANLIANGDACHANGSHANGBUDEBUYIMEISANTIANZUOYOUSHIJIANKAISHOUYICIDEXINGSHIGONGYING。

超级大满贯  11YUE15RI10SHI8FENSHI,HUAWEISHOUKUANZHEDIEPINGSHOUJIMate XZHENGSHIKAISHOU,BINGZAIJIDUANSHIJIANNEIQUANBUSHOUQING。QIHOUHUANGNIUDANGHEQUDAOSHANGJIAJIACHUSHOU,11YUE17RI,XINJINGBAOJIZHEZAIERSHOUJIAOYIPINGTAIXIANYUSHANGFAXIAN,MUQIANMate XDESHOUJIABEICHAOGAOZHI4WANZHI6WANBUDENG,JIAOHUAWEIGUANWANG16999YUANDESHOUJIAGAOCHUYIBEIYOUYU,YOUBUFENYONGHUYUANYIJIAYIWANZHILIANGWANYUANQIUGOU。

  ZAOZAIJINNIAN2YUE,SANXINGJIULVXIANFABUZHEDIEPINGSHOUJIGalaxy Fold,DANYOUYUCHUXIANHEIPING、SHANPINGHEPINGMUTUQIDENGGUZHANG,SANXINGDUIGalaxy FoldJINXINGZHONGXINSHEJI,ZHENGSHISHANGSHISHIJIANBEITUICHIZHI9YUE。RUJIN,HUAWEI、XIAOMI、LIANXIANG、ROUYUKEJIYIGEZITUICHUZHEDIEPINGSHOUJI,YUJIMINGNIANOppo、Vivo、GoogleDENGJIANGJIARUDAOZHEDIEPINGDEJINGZHENGZHONG。XINGYEZHENGQUANZAIYANBAOZHONGCHENG,JINNIANSHIZHEDIEPINGSHOUJIYUANNIAN,DANSHICHANGZHENGSHIZHANKAIYAODAI2020NIANYIHOU,YIFANGMIANCHULEDENGDAIZHEDIEPINGMIANBANJISHUJINYIBUWENDING、LIANGLVTISHENGZHIKEDALIANGSHENGCHAN,LINGYIFANGMIANZESHIYAODENGDAIPIANGAODEDINGJIADIAOZHENGDAODUOSHUXIAOFEIZHEKEFUDANDESHUIPING。

  XINGYEZHENGQUANZAIYANBAOZHONGZHICHU,JINQIGUONEIDUOJIACHANGSHANGLUXUFABUZHEDIEPINGSHOUJI,DANYAORANGXIAOFEIZHEDAFUDUDIJIESHOUHAIYOUYIDUANJULI,BAOKUOJIAGE、SHIYONGJIEKOU、HOUBODU、RUANYINGJIANDEXIETONGDAPEIDENG,DOUHAIYOUJINBUKONGJIAN。

  WEICI,SHICHANGYANJIUJIGOUCounterpoint ResearchJIANGJINNIANZHEDIEPINGSHOUJIDECHUHUOLIANGXIADIAOZHI40WAN,BUZUYUANLAIDESIFENZHIYI。QIYUJI,2019NIANZHI2021NIANQIJIANCHUHUOLIANGFENBIEWEI40WAN、320WANHE1080WANTAI,2022NIANHE2023NIANJIANGFENBIETISHENGZHI2740WANTAIHE3680WANTAI。DANZHEIYISHUZIXIANGDUIYUQUANQIUMEINIANSHIJIYITAIZHINENGSHOUJICHUHUOLIANGLAISHUOBINGBUDUO,MUQIANZHEDIEPINGSHIFOUHUICHENGWEIZHULIURENGNANPANDUAN。

  押宝折叠屏,供应链成本有降价空间

超级大满贯  SHOUJICHANGSHANGYABAOZHEDIEPINGDEZHONGYAOYUANYINSHIWEILEJINYIBUZENGJIASHOUJIPINGMUDEMIANJI。JINNIANLAIGEDASHOUJICHANGSHANGBUDUANTIGAOSHOUJIPINGMUZHANBI,SHENZHITICHU“WUBIANKUANG”SHOUJIGAINIAN,YINCICHUXIANLEiPhoneX“LIUHAIPING”DEDANSHENG。

超级大满贯  ZAIDANPINGSHOUJIPINGZHANBIJIEJINJIXIANHOU,SHOUJICHANGSHANGJIANGMUGUANGTOUXIANGZHEDIEPING,QINENGZENGDAJIEJIN40%DEPINGMUMIANJI,TONGSHIHAISHIXIANLESHOUJIHEPINGBANDIANNAOYITIHUA,BEISHIWEIJIEJUEPINGZHANBIDEYOUXIAOSHOUDUANZHIYI。YIHUAWEIDEMate XWEILI,ZHEDIEHOUFENBIEYOU6.6YINGCUNDEZHUPINGHE6.38YINGCUNDEFUPINGZUCHENG,ZONGCHICUNDA8YINGCUN,JIAOMate 30DE6YINGCUNDUOCHUSANFENZHIYIDEMIANJI。

  ZAIFABUMate XHOU,HUAWEIYEZHENGZAIYANJIUXINDEZHEDIEFANGAN。SHIJIEZHISHICHANQUANZUZHIWIPOJINRIPUGUANGLEHUAWEISHENQINGDEQUANXINKEZHEDIESHOUJISHEJIZHUANLI,GAIZHUANLIXIANSHIHUAWEIYANFALELINGYIZHONGKEZHEDIEFANGAN——SHANGXIAZHEDIE,SHOUJIZHONGBUYOUJIAOLIAN,LEISIMOTUOLUOLAXINFABUDEZHEDIESHOUJIRaza。

  YOUYUGONGYISHANGWEICHENGSHU,ZAIJIASHANGPEIYUXINCHANYELIANSHANGXUSHIJIAN,MUQIANZHEDIEPINGDECHENGBENMINGXIANGAOYUCHUANTONGDEDANPINGSHOUJI。SHICHANGYANJIUJIGOUIHS MARKITZHICHU,ZHEDIEPINGSHOUJIZAIXIANSHIPING、JIAOLIAN、PCB(YINZHIDIANLUBAN)、DIANCHIDENGLINGBUJIANCHENGBENSHANGYOUJIAODATIGAO。YISANXINGGalaxy FoldYUGalaxy S10+WEILI,QIANZHEDEZONGCHENGBENTISHENGLE30%,QIZHONG,Galaxy FoldYOUYUXIANSHIPINGMUSHULIANGHEMIANJIDEZENGDA,XIANSHIPINGCHENGBENXIANGJIAOGalaxy S10+TISHENGLE77%,SHIZHENGJIZHUYAODECHENGBENTISHENGLAIYUAN。TONGSHI,WEILEMANZUKEZHEDIEDEXUYAO,PCBCHENGBENSHANGSHENG14%,DIANCHIHEJIAOLIANDENGLINGBUJIANCHENGBENSHANGSHENG120%。

超级大满贯  ZHANGQIZHUANZHUYANJIUSHOUJIGONGYINGLIANDEDIYISHOUJIJIEYANJIUYUANYUANZHANGSUNYANBIAOXIANGJIZHEBIAOSHI,MUQIANZHEDIEPINGSHOUJIDEZHUYAOZHUANLIJISHU(RUJIAOLIAN)JIZHONGZAIZHONGDUANCHANGSHANG,YINCIYANFACHENGBENJIAOGAO,WEILAICHANYELIANCHENGSHUHOUYOUWANGXIAJIANG。


SAOYISAO,ZUIXINZUIREJIADIANXINGYEDONGTAI,QUANWEISHUJU、ZHUANJIAGUANDIAN、XINWENREPINGJINZAIZHANGWO。WEIXINSOUSUO“SHANGHAIJIADIANWANG”/“shjiadian”JIKEGUANZHU,QIDAININDEDIANZANHUOPAIZHUAN!

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