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IDC料疫情將拖累AR及VR設備上半年出貨量
阿思達克 03-20 14:47
調查機構IDC發表的研究報告指,估計今年上半年全球AR及VR設備出貨量將下跌,主要因為供應鏈受疫情影響而受阻,IDC料首季出貨量將跌10.5%,次季則跌約24.1%。假設生產在年中回復,相信下半年出貨量可達710萬件,按年增長23.6%。料長遠增長仍然強勁,到2024年出貨量料可提升至7,670萬件,反映年複合增長達到81.5%。

報告指出,大部分AR及VR設備的供應鏈均與智能手機及電腦相近,但由於廠房產能減少及零部件短缺,相關產品面對供應鏈上的限制。該行相信病毒爆發對需求有正面影響,因為消費者及員工均留在家中時間增加,相信在工作和娛樂方面會尋求AR或VR的解決方案。

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