IDC:首季全球智能手機出貨量大跌11.7% 小米(01810.HK)出貨量逆市增6.1%
調查機構IDC發表的研究報告指,受新型冠狀病毒疫情影響,今年首季全球智能手機市場錄有史以來最大按年跌幅,期內出貨量按年跌11.7%至2.76億台,該行對跌勢並不感意外,認為首季疫情爆發加上中國的隔離措施等,而世界各國在季尾亦開始受影響,期內中國市場跌幅最大,出貨量按年大跌20.3%,拖累環球市場表現。
另外全球智能手機供應鏈均非常依賴中國,故疫情亦帶來嚴重影響,而美國及西歐出貨量均分別跌16.1%及18.3%。
該行的分析認為,疫情已由中國供應鏈問題蔓延至環球經濟危機及需求層面的影響,雖然中國供應鏈在首季末開始復甦,但該行估計環球主要經濟體在疫情下需採鎖國措施,影響到消費者需求,估計用家在消費上亦會更為審慎,認為智能手機銷售難免受拖累,而需求跌加上零售點關門等亦嚴重影響到消費者設備市場,估計疫情對封鎖措施及經濟影響等的不確定性將持續,而各廠商亦會重新審視其2020年的展望。
按品牌劃分,首季三星出貨量居首,市佔率21.1%,期內出貨量按年跌18.9%至5,830萬台,市佔第二的華為出貨量亦大跌17.1%至4,900萬台,蘋果市佔率排名第三,出貨量僅跌0.4%至3,670萬台,而小米(01810.HK)出貨量則逆市升6.1%至2,950萬台,市佔率10.7%排名全球第四。(el/w) ~
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