IDC:去年PC出货量升13.1%至逾3亿台 联想集团(00992.HK)出货居首
调查机构IDC发表的报告指,受疫情带动传统PC包括桌上电脑、手提电脑及工作站等出货量强劲,去年第四季出货量按年增26.1%至9,160万台,受惠在家工作、遥距学习等需求,全年计出货量按年增长13.1%至近3.03亿台。
该行分析指出供应链中各个细项均受压,上季生产再度跑输需求,PC生产商等面对着零部件供应不足问题,而物流方面亦受压,品牌要转向成本较高的空运,以减少派送时间。该行指出对上一次PC市场录年度增长已数到2010年,当时出货量按年增长13.7%,近十年市场变化颇大,市场关注究竟反弹会否持续,分析认为需求仍带动PC市场,反映升势仍会持续,去年的需求主要来自在家工作、学习等,消费者市场的强势不容忽视,继续看好电竞PC及显示屏的销售,而以Chrome为基础的仪器亦会进军教育以外的市场,认为疫情不仅带动PC市场需求,亦为市场扩张带来了机遇。
按品牌划分,去年第四季联想集团(00992.HK)出货量按年增长29%至2,312.2万台,市占率升至25.2%,而HP(HPQ.US)出货量则排第二,按年升11.3%至1,913万台,苹果(AAPL.US)出货量则大增49.2%至734.9万台,市占率升至8%。总计去年全年,联想出货量按年增12%至7,266.9万台,HP及Dell(DELL.US)出货量则分别升7.5%及8.1%,苹果出货量则大增29.1%至2,310.2万台。
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