IDC:首四月內地智能音箱銷量跌14.7% 阿里、百度及小米市佔逾九成
調查機構IDC發表的報告指,今年首四月中國智能音箱銷量為1,056萬台,按年跌14.7%,其中1月市場受疫情影響較小,在新年促銷活動拉動下錄較好表現,而2月受疫情影響則有較大衝擊,線下渠道幾乎處於停擺狀態,而線上渠道受疫情影響相對較小,交通物流恢復後亦快速好轉,而隨著疫情逐步受控,3、4月份線下渠道逐漸出現好轉。
按品牌劃分,首三位的廠商市佔率進一步提升至逾96%,當中阿里(09988.HK)銷量以371萬台位列第一,而百度及小米(01810.HK)排名則緊隨其後。
期內阿里仍以無屏音箱為主,其中方糖系列是主力產品,除線上渠道持續熱賣之外,運營商渠道憑藉多樣靈活的營銷方式,在銷量上表現出色。同時阿里積極布局帶屏音箱市場,一方面在4月推出新品大屏音箱CC10,另一方面亦加速完善帶屏音箱的內容服務,提升用戶體驗等。
而小米首四月線上渠道銷量表現搶眼,當中電商佔比明顯提升。2月份公司透過電商銷售抵禦疫情衝擊,帶動銷量按年微升,而疫情期間小米的IoT生態鏈某程度上對其智能音箱2、3月份的銷售起了帶動作用,惟需求的提前釋放對4月米粉節的銷售效果有一定影響。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.