智慧機第四季整體出貨恐無驚喜，強者如Apple、Samsung、SONY固然旺季走揚，然弱者持續拖累大盤。

Smartphone and tablet strength in 4Q remains dominated by iPhone builds (with shipments expected to reach 58-60M units), iPad Air, and the iPad Mini. While total smartphone builds are looking flat-to-slightly down Q/Q, this masks a wide distribution of activity for different OEMs. iPhone builds remains the strongest, but contacts report Sony’s new models are ramping well, and even Samsung is seeing a pick-up this quarter as it pushes new models out in time for holiday shopping. Offsetting this strength is a sharp decline in builds for those OEMs with less popular models, both at the high end and even in the low-cost segment (BlackBerry, Nokia, HTC, LG Electronics).
- JoAnne Feeney of boutique firm ABR Investment Strategy