調查指第三季HP手提電腦出貨量按年增43% 跑贏聯想(00992.HK)
調查機構Strategy Analytics發表的報告指,HP(HPQ.US)首次跑贏聯想(00992.HK)成全球手提電腦出貨量首位,今年第三季受惠遙距工作、學習及數碼化需求,全球手提電腦出貨量按年升34%,但增長仍受供應緊張所限制,估計踏入冬季加上疫情下更多的封城措施,競爭環境將更多變。
按品牌劃分,第三季HP出貨量按年增長43%至1,470萬台,而聯想出貨量則按年增長25%至1,460萬台,Dell(DELL.US)則排名第三出貨量按年升18%,蘋果(AAPL.US)出貨量大增39%出貨量排第四。
該行指出第三季部分廠家生產力有所提升,並應推出更多裝備應對需求,但供應仍然是主要憂慮,因為疫情持續令需求持續高企,而北半球在冬季或面對更多困難,消費者亦開始在假期旺季前購物以準備應對在家工作及學習的「新常態」。
期內Chromebook出貨量增長強勁,主要因為其系統為已發展市場的學校及學生首選,同時電競及高性能類別表現亦強勁,因為消費者願意花費更多在多功能的裝置上。(el/k) ~
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