Canalys:內地首季智能手機出貨量跌18% 華為出貨量逆市增1%
調查機構Canalys發表的報告指,受新型冠狀病毒疫情影響,首季內地智能手機出貨量大跌18%至7,300萬台,而在疫情下大型智能手機廠商均較具彈性。
首五位的廠商表現均好過預期,期內華為市佔率居首,出貨量按年增1%至3,010萬台,而市佔第二及第三的Oppo和Vivo出貨量則分別按年跌26%及19%。小米(01810.HK)在內地出貨量則按年跌26%至780萬台,市佔率10.7%排名全國第四,蘋果出貨量則微跌4%至620萬台,市佔8.5%排全國第五。
該行指出擁較多財政資源、供應鏈管控及話語權的廠商渠道復甦較快,而小型廠商則受較大影響,而疫情推動首五位的品牌市佔率升至95%,當中華為在5G供應鏈上有較強的優勢,加上其渠道規模等亦成功壓倒其他對手,而旗下的P系列及Mate系列亦被認為是高端產品中唯一可與iPhone競爭的產品,相關系列均帶動了公司的勢頭。而其他同業如小米、Oppo及Vivo等近期才加大旗艦機方面的投資,故未見很大的競爭。
該行認為疫情並未對中國的5G進程帶來重大影響,手機廠商均改為網上開賣,該行的分析認為華為在5G市佔有領導優勢,而在首季末公司亦受惠庫存規模優勢,同時Oppo、小米及Vivo等亦積極推出5G,惟他們的5G手機出貨量受首季停工等拖累。該行認為今年稍後時間隨著5G資費降低,估計將帶動5G設備的銷售,但在資費下降之前廠家需要推動用家需求,包括是將5G智能手機價位降至低於1,500元人民幣水平。
該行對今年內地智能手機市場復甦看法維持審慎,估計最好的情況下今年出貨量將為3.26億台,當中有1.37億台為5G智能手機,估計隨著製造、零售、旅遊等行業失業率上升,加上企業收入及盈利下跌等,將為本地市場帶來陰霾,並將為智能手機市場的平均銷售單價帶來負面影響。(el/w) ~
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