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1、 ? ? ? ? ? ? ? 9 ? 7 ? 10?00? 9 ? 8 ? 1 ? ? ? 2016 ? ? AirPods?AirPods ? ? ? ? ? ? 1919 ? ? ? ? ? ? ? Global Market Insight ? 2015 ? 116.8 ? 70? ? ? 2023 ? 180 ? ? ? ? ? AirPods? ?AirPods ? ? AirPods ? ? AR/VR? ? ? ?AR/VR ? ?+?+?+GIS+? ? ? ? VR/AR ? ? ? ? ? ? ? ? ? ? ? ? ?-20%-10%0%10%20%30%40%15-10
2、16-0116-0416-07? ?300 ? ? ?EPS? ? ? ? ? ? ? ? ? ? ?2015A2016E2017E2015A2016E2017E002241?30.650.821.091.4137.4 28.1 21.7 ?300007?23.450.27 0.42 0.62 86.9 55.8 37.8 ?002402?11.210.23 0.13 0.19 48.7 86.2 59.0 ?002456?37.000.46 0.80 1.32 80.4 46.3 28.0 ?002230?29.14 0.33 0.41 0.54 88.371.154.0?IPHONE7 ?
3、 3.5MM ? .4 ?.5 ?AIRPODS ?.10 ?.11 ? AR/VR.12 ?.14 ?.14 ?002241.SZ?.14 ?300007.SZ?.15 ?002402.SZ?.16 ?002456.SZ?.17 ?002230.SZ?.18 ? .19 ? .20 ? .20 ?iPhone7 ? 3.5mm ? 2016 ? 9 ? 8 ? 1 ?iPhone?Apple Watch? AirPods ? AirPods ? 1?AirPods ?AirPods ?1?AirPods? ? ?iPhone ? Apple Watch?2?AirPods ? 5 ? ? 24 ? ? 15 ? 3 ? AirPods ? iPhone? Siri AirPods ?3? W1 ? ? ? W1 ? AirPods ?AirPods ? 2?AirPods ? MacWorld ? Susie Ochs ?