Canalys:去年第四季中國智能手機出貨跌15%
調查機構Canalys發表的報告指,去年第四季中國智能手機出貨量按年跌15%至8,530萬台,是連續第十一個季度錄下跌,亦是自2013年首季以來最低水平,去年全年內地智能手機銷售按年跌7%至3.69億台,反映智能手機於傳統旺季銷售顯著跑輸,當中4G智能手機需求疲弱,而廠商亦正期待5G手機。報告指出,分銷渠道方面已在清理4G庫存,並期望新年5G將起帶動作用。
按品牌劃分,華為去年第四季市佔率為39%,排名居首,而Oppo及Vivo則緊隨其後,惟兩個品牌出貨量分別跌25%及29%,期內蘋果市佔率排第四位而小米(01810.HK)則排名第五。報告指華為於去年第四季出貨量為3,300萬台,認為第二、三季庫存增加為品牌第四季表現帶來了負面影響,雖然公司在5G智能手機出貨量上市佔率高,但廠商需助渠道夥伴消除4G手機的庫存壓力,才能安排5G手機大量推出市面。
該行指出蘋果去年第四季扭轉跌勢,市佔率回升至11.8%,是八個季度以來最好,而iPhone出貨量跌幅亦收窄至12%,達1,000萬台,該行認為主要因為iPhone 11定價具競爭力,該款手機亦是內地最好賣的4G手機,反映蘋果配合其硬件及服務生態系統的強勢,仍有能力推售新產品,相信到5G iPhone真正來臨時客戶升級的比率亦會更高。
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