Canalys:印度次季智能手机出货量跌48% 小米(01810.HK)出货跌至530万台
调查机构Canalys发表的报告指,今年第二季受疫情影响印度经济停摆,当地智能手机市场出货量按年跌48%至1,730万台,而厂商亦同时面对着生产停摆及需求缩减的情况,因为线上线下的零售商均未能出售智能手机。
按品牌划分,小米(01810.HK)出货量仍然居首,惟市占由去年同期的31.3%跌至30.9%,出货量则按年大跌48%至530万台,Vivo出货量则按年跌36%至370万台,市占排名第二,而三星市占则排第三,出货量按年跌六成至290万台。
该行的分析认为受当地生产於次季初停摆影响,小米及Oppo等厂商需要进口智能手机以满足需求。而该行的分析认为现时形势对中资厂商不利,因为当地对有反华情况,加上印度政府正在推动「自给自足」的策略,相关举措将中资厂商推入风眼之中。但其实去年印度有96%的智能手机是在当地制造或组装,故厂商亦积极推广「印度制造」的讯息予消费者,现时来看对小米、Oppo、Vivo及Realme等品牌影响有限,因为竞争对手三星、诺基亚及苹果等价格上相对不具竞争力。(el/w) ~
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