[新聞] Wi-Fi 7滲透率看升,穩懋動能正向
原文標題:
Wi-Fi 7滲透率看升,穩懋動能正向
原文連結:
https://reurl.cc/dyqY4g
發布時間:
2024/09/19 09:52
記者署名:
MoneyDJ新聞 記者 張以忠 報導
原文內容:
受惠iPhone 16搭載Wi-Fi 7將帶動PA用量提升,以及其他手機品牌擴大導入,有助於穩懋
(3105) Wi-Fi PA拉貨逐步升溫,法人預期,隨著美系客戶展望持續正向,加上Wi-Fi 7滲
透率步入拉升期,待中國手機PA客戶庫存調整結束,將迎來營運明顯復甦。
隨著AI功能導入手機,對資料傳輸需求也會相應提升,品牌廠將會更加積極導入WIFI 7,
由於WIFI 7相較WIFI 5、WIFI 6多增加一個頻段,將對PA用量提升有所助益,也將推升穩
懋後續拉貨動能。
由於WiFi 7的頻段數量比WiFi 6增加,將帶動PA用量提升。一台手機若是WiFi 6大約使用
3-4顆PA,預期WiFi 7手機將需要8-10顆,等於用量增加50%以上。
而蘋果iPhone 16全系列搭載Wi-Fi 7,也將讓非頻陣營效尤、加速導入,有助於滲透率拉
升。
心得/評論:
iPhone 16搭載Wi-Fi 7 將帶動PA用量提升 ,而且蘋果開始用其他陣營也將逐漸加入
Wi-Fi 7 相關概念股拉貨動能有望持續拉升
不過穩懋也真的低迷很久了....還有在養豬嗎?
--
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 117.56.108.25 (臺灣)
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1726717996.A.E70.html
推
09/19 11:54,
13小時前
, 1F
09/19 11:54, 1F
→
09/19 11:55,
13小時前
, 2F
09/19 11:55, 2F
→
09/19 11:58,
13小時前
, 3F
09/19 11:58, 3F
推
09/19 11:59,
13小時前
, 4F
09/19 11:59, 4F
→
09/19 12:00,
13小時前
, 5F
09/19 12:00, 5F
推
09/19 12:01,
13小時前
, 6F
09/19 12:01, 6F
推
09/19 12:01,
13小時前
, 7F
09/19 12:01, 7F
推
09/19 12:01,
13小時前
, 8F
09/19 12:01, 8F
推
09/19 12:02,
13小時前
, 9F
09/19 12:02, 9F
推
09/19 12:03,
13小時前
, 10F
09/19 12:03, 10F
→
09/19 12:03,
13小時前
, 11F
09/19 12:03, 11F
推
09/19 12:04,
13小時前
, 12F
09/19 12:04, 12F
→
09/19 12:04,
13小時前
, 13F
09/19 12:04, 13F
→
09/19 12:04,
13小時前
, 14F
09/19 12:04, 14F
推
09/19 12:06,
13小時前
, 15F
09/19 12:06, 15F
推
09/19 12:07,
13小時前
, 16F
09/19 12:07, 16F
推
09/19 12:07,
13小時前
, 17F
09/19 12:07, 17F
推
09/19 12:07,
13小時前
, 18F
09/19 12:07, 18F
推
09/19 12:08,
13小時前
, 19F
09/19 12:08, 19F
推
09/19 12:09,
13小時前
, 20F
09/19 12:09, 20F
推
09/19 12:10,
13小時前
, 21F
09/19 12:10, 21F
推
09/19 12:11,
13小時前
, 22F
09/19 12:11, 22F
→
09/19 12:12,
13小時前
, 23F
09/19 12:12, 23F
推
09/19 12:12,
13小時前
, 24F
09/19 12:12, 24F
推
09/19 12:16,
13小時前
, 25F
09/19 12:16, 25F
推
09/19 12:16,
13小時前
, 26F
09/19 12:16, 26F
→
09/19 12:17,
13小時前
, 27F
09/19 12:17, 27F
推
09/19 12:17,
13小時前
, 28F
09/19 12:17, 28F
推
09/19 12:20,
13小時前
, 29F
09/19 12:20, 29F
→
09/19 12:21,
13小時前
, 30F
09/19 12:21, 30F
→
09/19 12:23,
13小時前
, 31F
09/19 12:23, 31F
推
09/19 12:25,
13小時前
, 32F
09/19 12:25, 32F
推
09/19 12:30,
13小時前
, 33F
09/19 12:30, 33F
推
09/19 12:40,
13小時前
, 34F
09/19 12:40, 34F
→
09/19 12:41,
13小時前
, 35F
09/19 12:41, 35F
→
09/19 12:48,
12小時前
, 36F
09/19 12:48, 36F
推
09/19 12:51,
12小時前
, 37F
09/19 12:51, 37F
推
09/19 12:52,
12小時前
, 38F
09/19 12:52, 38F
推
09/19 12:53,
12小時前
, 39F
09/19 12:53, 39F
→
09/19 12:58,
12小時前
, 40F
09/19 12:58, 40F
推
09/19 13:02,
12小時前
, 41F
09/19 13:02, 41F
→
09/19 13:11,
12小時前
, 42F
09/19 13:11, 42F
推
09/19 13:14,
12小時前
, 43F
09/19 13:14, 43F
推
09/19 13:16,
12小時前
, 44F
09/19 13:16, 44F
→
09/19 13:16,
12小時前
, 45F
09/19 13:16, 45F
推
09/19 13:27,
12小時前
, 46F
09/19 13:27, 46F
推
09/19 13:41,
12小時前
, 47F
09/19 13:41, 47F
推
09/19 13:55,
11小時前
, 48F
09/19 13:55, 48F
→
09/19 14:16,
11小時前
, 49F
09/19 14:16, 49F
推
09/19 14:26,
11小時前
, 50F
09/19 14:26, 50F
推
09/19 15:28,
10小時前
, 51F
09/19 15:28, 51F
推
09/19 15:58,
9小時前
, 52F
09/19 15:58, 52F
推
09/19 16:07,
9小時前
, 53F
09/19 16:07, 53F
推
09/19 16:20,
9小時前
, 54F
09/19 16:20, 54F
→
09/19 16:47,
8小時前
, 55F
09/19 16:47, 55F
→
09/19 16:55,
8小時前
, 56F
09/19 16:55, 56F
→
09/19 17:33,
8小時前
, 57F
09/19 17:33, 57F
推
09/19 21:33,
4小時前
, 58F
09/19 21:33, 58F
→
09/20 00:02,
1小時前
, 59F
09/20 00:02, 59F
Stock 近期熱門文章
44
68
PTT職涯區 即時熱門文章