(中央社記者鍾榮峰台北10日電)蘋果Apple Watch今天凌晨亮相,從供應鏈來看,中國大陸藍寶石產業可望明顯受惠。穿戴式裝置和高階智慧型手機續採用藍寶石材料,台廠可望進補。
蘋果開始跨入智慧手錶市場,今天正式推出AppleWatch,可收發電話和簡訊,並追蹤健康狀況,預計4月24日上市。
部分Apple Watch系列產品錶蓋以及運動錶款背蓋,採用藍寶石材料。市場預估,採用藍寶石材料的蘋果Apple Watch系列產品比重,大約在40%。
從藍寶石材料供應鏈來看,TrendForce旗下綠能事業處LEDinside指出,Apple Watch蓋板玻璃的主要供應商來自於中國大陸的藍思科技和伯恩光學。
中國大陸藍寶石產業透過與藍思和伯恩緊密配合,打進Apple Watch供應鏈,成為最大受益者。
穿戴式裝置和高階智慧型手機、錶蓋與照相鏡頭採用藍寶石材料的比重將逐步成長,可望帶動藍寶石基板需求。
華為(Huawei)在全球通訊大會(MWC)之前推出的新款智慧手錶,採用藍寶石材料。宏達電在MWC期間推出的新機M9後鏡頭,也採用藍寶石材料。台廠包括兆遠、鑫晶鑽、晶美等可望進補。
法人表示,鑫晶鑽光學和消費電子應用藍寶石基板業績占比,大約在2成以上,預期今年消費電子和光學應用比重,可突破50%。鑫晶鑽已成功切入手機台廠光學鏡頭藍寶石材料供應鏈。1040310
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Apple CEO Tim Cook talks about the new Apple Watch during an Apple event on Monday, March 9, 2015, in San Francisco. (AP Photo/Eric Risberg)
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Associated Press | 拍攝者 Eric Risberg
2015年3月10日週二 台北標準時間上午2時24分
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