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调查指明年华为市占将降至4%
阿思达克 11-24 16:26
调查机构TrendForce发表的报告指,受美国政府限制出货影响,华为於11月17日宣布出售子公司荣耀,包括其所有业务及资产,以保护相关的品牌及员工生计。尽管控制权转变,该行认为新的荣耀仍要应对2021年产能短缺的问题,料相关市场份额将为2%,而华为市场份额则料为4%。

该行估计苹果(AAPL.US)将抢占部分华为高端手机的市场份额,华为在内地的竞争对手小米(01810.HK)、OPPO及Vivo亦会加大产量,估计新的智能手机产量将多於华为遗下的缺口,意味市场未有足够需求应付明年已扩张的产能, 各品牌需重整其生产目标。

该行指出华为一直以来与荣耀采取於竞争中合作的方式,而美国制裁对新荣耀来说仍然是最大忧虑,因为将影响其零部件采购、研发、产品设计及Google Mobile Service整合,新荣耀分拆後能否继续自由地进行相关活动仍有待观察。(el/u) ~

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