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Junior Member
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引用:
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作者dragoncat
九成應該是手機全部利潤
阿婆市佔才14%,它的處理器市佔也就這麼大
阿婆即使處理器用買的,也一樣會吃掉絕大多數的利潤
光處理器這部份,高通賺的會比阿婆少?
MTK去年出貨量及全球市佔不知多少
該擔心的是I老大....
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重點也就是利潤, 沒啥利潤量在多都是白工. 這些手機AP廠要面對的是, 不斷投入資本做更多更新更快, 但市場只能賣3000的窘境(這3000還是要給如LCD/電池/DRAM/FLASH/PCB分食, AP還能分多少). I社只要市場行為沒有改變, 它已不需投資太多在上面就可以繼續賣給市場幾千到萬元不等的處理器. 就算有天I社不玩行動了, 行動的市場也爛了, 價格也回不去了, 那時沒人能接受好幾千的手機(搞不好還要半買半送的)但卻接受萬元只有顆I社處理器~~~
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