IDC:第三季印度傳統PC出貨量升9.2% 七年來最好
調查機構IDC發表的報告指,第三季印度傳統PC市場出貨量按年增長9.2%,是七年以來表現最好的季度,出貨量急增至340萬台,當中包括桌上電腦、手提電腦及工作站等,主要受惠線上學習及遙距工作等的需求,雖然政府及教育的項目較少影響商用市場表現,但消費者市場出貨量則按年急增41.7%至200萬台,按季增長更達167.2%。
期內學校及大學繼續透過線上形式教學,帶動手提電腦需求急升,雖然面對供應鏈方面的困難,但各品牌亦能在即將到來的線上旺季前囤貨,不過手提電腦需求仍遠高於現時供應,故料第四季出貨量將維持強勁。按品牌劃分HP(HPQ.US)出貨量居首,按年增長16.6%至96.5萬台,聯想(00992.HK)出貨量則按年跌16.9%至74.4萬台。印度的新參與者包括小米(01810.HK)及Avita均趁機搶佔市場,不過出貨量仍不在首五位,而蘋果(AAPL.US)的出貨量則按年大增19.4%。
該行的分析認為現時仍存在很多不確定性,包括是學校及大學何時全面恢復面授,現時學生仍需要線上學習,考慮到印度PC滲透仍較低,料需求將維持強勁,另外當地寬頻連接能力提升亦令學生更易線上 學習,所以對PC品牌來說將繼續有機遇。而在商用市場方面料企業將繼續投資在PC上,以應對遙距工作的需要,不過第二波企業採購規模已有放慢。(el/u) ~
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