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外資看科技趨勢　8大題材領風騷　
Jan 12th 2014, 12:33

【陳俐妏╱台北報導】外資展望今年科技趨勢，大和證券欽點行動裝置8題材，包括蘋果三星與中國廠商出貨成長、記憶體處理器提升、手機採用OLED面板、三星平板成長，日廠受惠關鍵零組件急單，4G基礎建設題材和雲端運算，MEMS系統和傳感器晶片需求，以及穿戴裝置新應用。美林證券青睞蘋果大尺寸產品，點名智慧機均價有向中階款靠攏趨勢，看好中國廠商以性價比殺出血路。
 
大和證券指出，預估今年智慧機出貨年增26%達13億支，但產業已進入量能驅動成長，中低階款是量能成長的來源，預估今年低階、中階款將分別年增38%、27%，看好主流品牌和高性價比的中國廠商有望脫穎而出。

三星在手機、平板與穿戴裝置布局積極，外資認為這3大項就是今年最重要的科技趨勢。路透

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