印度第三季智能手机出货量创单季新高 小米(01810.HK)市占续居首
调查机构Canalys发表报告指,印度智能手机出货量在第三季呈现复苏,按年增长8%至5,000万台,创单季出货量新高,当中小米(01810.HK)市占率仍然排首位,出货量按年升9%至1,310万台,市占率由去年同期的25.9%进一步增至26.1%,排名第二的三星出货量则按年升7%至1,020万台,而Vivo、Realme及Oppo市占率则分别排第三至第五,出货量分别升19%、23%及6%。
该行的分析指出,经过三个月的锁国,印度政府正缓慢地放宽抗疫措施,带动市场持续增长,而大部分品牌出货量均有正增长,特别是具线上渠道的厂商。尽管经济下行,但亚马逊(AMZN.US)及FlipKart的销售持续向上,反映当地对具性价比的智能手机仍有需求。
虽然中印两地关系於过去数月持续紧张,但仍未见到对消费者购买意欲有影响,现时中资厂商仍占当地智能手机出货量的76%,较去年同期增两个百分点,但认为中印纠纷令中资品牌采更保守态度,包括削减营销开支等。
值得留意的是苹果(AAPL.US)第三季在印度重拾增长,期内出货量达80万台,增长达双位数,反映公司终於投放更多精力在印度市场,在当地开设线上商店等,同时亦有提供AirPods及iPhone的套餐吸引客户购买,惟新的iPhone 12系列料较难在当地销售,因为当地仍未有大众化的5G基建,而5G则为新机的一大卖点。
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