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Canalys:次季内地智能手机出货量按季增25%至9,000万台
阿思达克 07-31 14:58
调查机构Canalys发表的研究报告显示,内地智能手机市场出货量按季增25%至逾9,000万台,但按年比较则跌7%,主要是智能手机市场跟随经济活动反弹。

按品牌划分,华为出货量达4,020万台,带动其市场份额升至44%,而Vivo及Oppo排名则紧随其後,出货量分别按季升23%及16%,小米(01810.HK)出货量则按季增21%至930万台,市占率排名第四。

期内苹果出货量达770万台,是首五位中出货量增长最快的品牌,按季增长25%、按年则升35%,主要是受惠线上销售及低价产品带动。

该行的分析指出,内地线上渠道成熟是智能手机市场复苏的关键,受惠电商平台包括阿里(09988.HK)及京东(09618.HK)等推出的优惠,智能手机厂商次季表现好过预期,而高端品牌如华为及苹果亦继续投资线上渠道。该行认为苹果在内地市场重开後推出低价的新款iPhone SE,配合宣传及分期计划等,带动线上渠道的销售。

报告指出期内5G智能手机出货量达3,900万台,按季增加260%,当中本地品牌继续带动5G渗透,并支持营运商将4G客户转至5G,7月份5G的用户已增至1亿户。该行估计中国今年智能手机出货量将达3.25亿台,虽然内地疫情有轻微反弹的情况,但用户需求持续改善,相信厂商会继续透过内地市场复苏抵销其他主要市场带来的负面影响。(el/u) ~

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