Canalys料今年全球PC及平板出貨量將跌7%至3.96億台
調查機構Canalys發表的報告預期今年全球PC及平板出貨量將跌7%至3.68億台,並估計2021年出貨量將持平,而2022年則回復2%的增長。
該行指出PC市場受疫情影響,但認為最壞的情況已過去,料第二至第四季出貨量跌幅將較首季有所收窄,主要因為中國的供應鏈及生產基地均回復正常,而來自遙距工作及教育的需求亦有所提升,儘管如此,疫情或帶來環球經濟衰退,影響亦不能輕視,而消費者、企業及政府或會優先處理重要開支而非更換電腦。
該行的分析認為,手提電腦需求大增打亂了廠商及渠道夥伴的計劃,預期相關需求將會持續,因為很多企業採取在家工作措施,部分企業認為計劃成功並將大規模推展,而在教育方面學校亦大力推動數碼化教學。該行指出桌上電腦更新或會受拖累,因為企業在營運上將面對較大的不確定性,而在平板電腦方面則依賴消費者層面推動,但料今年第四季的假期需求高峰或會受到打擊。
在中國方面,該行估計今年PC及平板出貨量僅跌3%,而2021年將回復4%的增長,主要因為今年首季內地經濟受疫情打擊,但認為現時已開始復甦,今年下半年不似會有第二波爆發,故料內地需求在今年餘下時間將維持強勁,特別是首季需求累積,料將大力推動次季銷售。
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