第三季全球可穿戴装置出货量升35.1% 苹果、小米(01810.HK)市占排首两位
调查机构IDC发表的报告指,第三季全球可穿戴装置市场出货量按年升35.1%至1.25亿台,升势主要受惠季节性因素、新产品推出及疫情带动,来自苹果(AAPL.IS)、三星等的新产品亦令用户对换智能手表、耳机等装置的兴趣增加,同时消费者因旅游、外出用膳及其他消闲活动的开销减少,亦加大了在电子产品方面的消费。
该行的分析认为很多国家开始放宽社交距离限制并重启经济,亦有助推动户外活动及可穿戴装置的需求,而期内出货量增长达双位数意味新兴市场及成熟市场均有首次购买可穿戴装置的用家,估计用户基础扩大将为更换潮带来更大机遇。
按品牌划分,期内苹果市占领先达33.1%,当中AirPods及Apple Watch在疫情下亦很受欢迎,而公司推出的产品亦有不同价格可选择。小米(01810.HK)市占则排名第二,出货量按年升26.4%至1,700万台,当中1,280万组为手环。华为出货量则排第三达1,370万台,尽管受美国制裁,公司在多个市场仍录增长,另外其智能手表不依赖Google的系统,加上零部件大多来自非美国供应商,故其可穿戴装置所受的负面影响相对较细。(el/u) ~
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