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Canalys料智能手環、音箱及個人音效產品今年出貨量將增9.8%
阿思達克 04-07 17:43
調查機構Canalys發表的報告指,估計可穿戴手環、智能個人音效設備及智能音箱今年出貨量將增9.8%至7.18億台,而消費者IoT設備供應商亦將在疫情影響下繼續尋找增長機遇。該行指出上述三種設備與智能手機及供應商平台如蘋果、Google、亞馬遜、三星、小米(01810.HK)及華為等形成廣泛的IoT生態系統,雖然市場預期或現下行,但認為供應商會採取積極措施應對具挑戰性的環境。

該行指出用家留在家中,故消費者IoT供應商轉向聚焦於令用家在家工作或在家學習更加有效率,在隔離的同時保持與朋友、家人等的互動。該行指出提供音效產品的供應商正透過線上渠道出貨,並將推銷重點轉向電話會議方面的功能,而消費者亦在尋找無線耳機等以增加工作、學習等的彈性。該行估計個人智能音效產品今年出貨量將升15.5%,並成為消費IoT範疇中增長最快的分部,而可穿戴手環出貨量亦有望增3.8%。

該行對疫情在歐美爆發看法審慎樂觀,認為將在第三季受控,而今年中國將成主要的增長引擎,因為當地有信心疫情有效受控,而基於一手經驗相信政府嚴格的管控措施將有效阻止疫情擴散,而經濟活動亦有望快速回復。(el/a)

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