IDC:首季欧洲中东及非洲手机出货量跌8% 小米(01810.HK)出货量逆市增76.5%
调查机构IDC发表的研究报告指,首季欧洲、中东及非洲(EMEA)市场智能手机出货量按年跌8%至7,690万台,主要因为新型冠状病毒疫情扩散及锁国措施等。该行的分析指出考虑到疫情影响,认为市场表现仍然强劲,但中国自1月起已经供应链方面的问题,之後厂房的农历年假亦延续至2月,但後来生产已迅速恢复。虽然欧洲各国自季初已开始实施旅游限制,但直至3月9日意大利才成为首个锁国的国家,故需求方面的影响相对较少。
按品牌划分,三星市占维持首位,出货量按年跌17.4%至2,270万台,华为出货量则按年跌26.4%至1,420万台,市占率18.2%排名第二,排名第三的苹果出货量逆市升0.5%至1,000万台,主要受惠新的iPhone 11表现强劲。期内小米(01810.HK)出货量逆市大升76.5%至730万台,市占率由去年同期的5%升至9.5%,排名第五位。
按市场划分,报告指出西欧智能手机出货量跌18.8%,而中欧及东欧的市场则维持强劲,惟该行认为首季表现是「暴风雨前夕的平静」,锁国的影响将在第二季度全面浮现。
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