You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
2020年8月消费电子数据解读:电子苹果新机量产延迟,PC、TWS景气维持
格隆汇 09-14 15:42

机构:申万宏源

手机市场

预计2020年全球智能手机出货量12.1亿部,同比下滑12% 

8月国内智能手机出货量2562万部,同比-13.4%,环比21%改善明显;线上渠道手机销量维持同比正增长,线上渠道占比提升

国内5G手机渗透率连续3月超60% 

PC市场

2020Q2传统PC市场出货72.3KK,同比+11.2%超预期,苹果、惠普等厂商受益

7月,国内PC出货584万台,同比增幅10%,环比增速有所放缓。其中,NB月出货量209万台,同比增长19%,增长主要来自华为、联想;1合1平板月出货量114万台,同比增长143%,增长主要来自苹果

可穿戴

Q2全球TWS耳机出货量同比55%高增。TWS耳机增幅继续下降,但仍处于高速成长期。

重点公司:苹果产业链重点公司立讯精密、歌尔股份、信维通信、鹏鼎控股、蓝思科技、领益智造、环旭电子

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.
uSMART
Wealth Growth Made Easy
Open Account