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IDC:第三季三星手机出货量重夺首位 小米(01810.HK)首跻身头三
阿思达克 10-30 09:59
调查机构IDC发表的报告指,第三季全球智能手机出货量按年跌1.3%至3.54亿台,好过该行原先预期按年跌9%的劣势,主要受惠於各地经济重启及抗疫措施有所放宽。值得留意的是部分发展中市场的复苏速度快过预期,印度作为全球第二大市场出货量强劲,而巴西、印尼、俄罗斯等地亦有强劲增长。

该行的分析指,虽然需求累积有助带动市场增长,但主要仍依赖折扣及推广等,在印度市场方面遥距学习带动了低端手机的需求,虽增加了低端市场的需求,但就令市场竞争加剧,厂商盈利亦会受压。

而在较成熟的市场如中国、西欧及北美等第三季出货量则有较大的跌幅,主要因为苹果(AAPL.US)在当地占较大份额,而iPhone 12延迟推出亦拖累出货量表现。

按品牌划分,三星在第三季重拾出货量首位,期内出货量按年升2.9%至8,040万台,当中印度市场占其出货量15%。而华为出货量则跌至第二位,出货量按年跌22%至5,190万台,主要因为国际市场跌幅较猛,而公司亦继续受美国制裁所带来的挑战。值得留意的是小米(01810.HK)首次登上第三位,出货量按年升42%至4,650万台,击败排名第四的苹果,公司在印度及中国均有强劲表现,当中印度产能已恢复至疫情前的85%水平,有助应对需求,而公司低阶机特别是Redmi 9系列在印度及中国亦有好表现,而中价的Redmi K30 Ultra及高阶MI 10 Ultra亦进一步吸引消费者注意。(el/u) ~

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