IDC:第三季中國平板電腦出貨量升21.7%至690萬台 2014年以來單季最高升幅
調查機構IDC發表的報告指,第三季度中國平板電腦市場出貨量約690萬台,按年21.7%,疫情帶來的需求增長以及人口普查項目的大單採購,讓中國平板電腦市場創下了自2014年以來單季最高按年增幅,,其中傳統直板式平板電腦出貨量按年跌11.6%至334萬台,而支持官方鍵盤平板電腦出貨量則按年升87.9%至357萬台。
報告指,雖然今年第三季度同比增幅再創新高,但是「缺貨」再次成為中國平板電腦市場的關鍵字,供貨問題限制了各大廠商出貨量的更高提升。一方面,2019年底至2020年初,整個行業在做新一年生產規劃時,對平板電腦市場前景持謹慎態度,但始料未及的「新冠疫情」促使了平板電腦市場需求爆發
。相比之下,全年整個供應鏈相關的產能相對不足;另一方面,海外市場需求的持續強勢,也是造成國內市場缺貨的原因之一。
IDC認為,目前中國平板電腦市場的缺貨狀態至少會持續到2020年結束,後續隨著商用市場大單採購的結束,疫情推動的在線教育和休閒娛樂需求趨於穩定以及新一年行業規劃的調整,預計產業鏈供應問題將會從2021年第一季度後半段逐步得到緩解,下半年恢復正常。
按品牌劃分,第三季華為出貨量按年增22.9%至260萬台,排名第一,其次是蘋果(AAPL.US),出貨量按年大增35%至259萬台,而聯想(00992.HK)出貨量亦升42.1%至32萬台,微軟(MSFT.US)則排名第四,出貨量按年升23.3%至17萬台。(el/k) ~
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