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NEXUS7熱賣 華碩廣達得利 @ 2012-07-17T05: Back Hot News
Keyword:平板 華碩 GOOGLE 賣到缺貨
Concept:賣到缺貨華碩 , 平板電腦
GOOGLE 7吋螢幕平板電腦NEXUS 7在開賣第1個周末掀起搶購熱潮,許多零售商表示已經賣到缺貨。圖左為GOOGLE產品總監巴拉。 (本報系資料庫)
■GOOGLE (GOOG-US) 新發表與華碩 (ASUS)(2357-TW) 一同開發的 7 吋平板電腦 NEXUS 7,上周五 (13 日) 在美國開賣後傳捷報,主要零售商紛傳 缺貨消息。此外,產品也獲得重要分析師贊譽評價。MORE...
GOOGLE在6月27日的GOOGLE I/O大會上,正式發表了7吋平板NEXUS 7,該款平板搭載的是最新的JELLY BEAN ANDROID 4.1作業系統,采用GOOGLE與華碩的雙品牌,由廣達(2382)負責生產制造,訂價199美元起跳。而預購的NEXUS 7訂單已於上周五(13日)開始出貨,但產品才剛上市就傳出通路缺貨的消息。
不過顯然華碩的表現仍是較為強勁,華碩 6 月非合並與合並營收表現皆亮眼,即使與GOOGLE合作推出的平板電腦遞延到第 3 季才出貨,但 6 月品牌合並營收仍創歷史次高,第 3 季法人仍看好在該平板產品與筆電市占率攀升帶動下,營收仍有成長1-2成的空間,走勢較宏碁還強勢。
其中鴻海受IPHONE5將提前上市外,亦為目前唯一拿下獨家代工訂單廠,因而走揚,此外正崴、可成等相關受惠IPHONE5之題材股價也同步上漲,華碩也在與GOOGLE合作NEXUS平板即將亮相之下,預期Q3營收將持續以兩位數左右成長,華碩應聲上漲,其漲幅達2.55%之多,以華碩NEXUS價格定位於199美元以下來看,再加上華碩本身在平板產品因創新與多樣化之操略下,樂觀看待華碩未來營運成長動能。

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