IDC:第三季印度传统PC出货量升9.2% 七年来最好
调查机构IDC发表的报告指,第三季印度传统PC市场出货量按年增长9.2%,是七年以来表现最好的季度,出货量急增至340万台,当中包括桌上电脑、手提电脑及工作站等,主要受惠线上学习及遥距工作等的需求,虽然政府及教育的项目较少影响商用市场表现,但消费者市场出货量则按年急增41.7%至200万台,按季增长更达167.2%。
期内学校及大学继续透过线上形式教学,带动手提电脑需求急升,虽然面对供应链方面的困难,但各品牌亦能在即将到来的线上旺季前囤货,不过手提电脑需求仍远高於现时供应,故料第四季出货量将维持强劲。按品牌划分HP(HPQ.US)出货量居首,按年增长16.6%至96.5万台,联想(00992.HK)出货量则按年跌16.9%至74.4万台。印度的新参与者包括小米(01810.HK)及Avita均趁机抢占市场,不过出货量仍不在首五位,而苹果(AAPL.US)的出货量则按年大增19.4%。
该行的分析认为现时仍存在很多不确定性,包括是学校及大学何时全面恢复面授,现时学生仍需要线上学习,考虑到印度PC渗透仍较低,料需求将维持强劲,另外当地宽频连接能力提升亦令学生更易线上 学习,所以对PC品牌来说将继续有机遇。而在商用市场方面料企业将继续投资在PC上,以应对遥距工作的需要,不过第二波企业采购规模已有放慢。(el/u) ~
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