IDC:去年PC出貨量升13.1%至逾3億台 聯想集團(00992.HK)出貨居首
調查機構IDC發表的報告指,受疫情帶動傳統PC包括桌上電腦、手提電腦及工作站等出貨量強勁,去年第四季出貨量按年增26.1%至9,160萬台,受惠在家工作、遙距學習等需求,全年計出貨量按年增長13.1%至近3.03億台。
該行分析指出供應鏈中各個細項均受壓,上季生產再度跑輸需求,PC生產商等面對著零部件供應不足問題,而物流方面亦受壓,品牌要轉向成本較高的空運,以減少派送時間。該行指出對上一次PC市場錄年度增長已數到2010年,當時出貨量按年增長13.7%,近十年市場變化頗大,市場關注究竟反彈會否持續,分析認為需求仍帶動PC市場,反映升勢仍會持續,去年的需求主要來自在家工作、學習等,消費者市場的強勢不容忽視,繼續看好電競PC及顯示屏的銷售,而以Chrome為基礎的儀器亦會進軍教育以外的市場,認為疫情不僅帶動PC市場需求,亦為市場擴張帶來了機遇。
按品牌劃分,去年第四季聯想集團(00992.HK)出貨量按年增長29%至2,312.2萬台,市佔率升至25.2%,而HP(HPQ.US)出貨量則排第二,按年升11.3%至1,913萬台,蘋果(AAPL.US)出貨量則大增49.2%至734.9萬台,市佔率升至8%。總計去年全年,聯想出貨量按年增12%至7,266.9萬台,HP及Dell(DELL.US)出貨量則分別升7.5%及8.1%,蘋果出貨量則大增29.1%至2,310.2萬台。
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