調查料今年智能手機批發收入將反彈13%
調查機構Strategy Analytics發表的報告料,今年全球智能手機批發收入將按年升13%,是六年以來最高增長,儘管在疫情下經濟存在不確定性,加上消費者信心受影響,不過估計受惠iPhone 12及全球步入5G等,市場今年將可反彈。
該行的分析指出,去年全球智能手機批發收入按年跌5%,主要受疫情拖累,估計今年將強勁反彈13%,而升勢在未來數年將持續,一方面是受惠全球經濟自疫情復甦,加上舊機已到更換週期及零部件價格提升等,此外全球步向5G亦有帶動作用。
該行估計全球智能手機銷量將按年升7%至14億台,而批發的平均銷售單價將按年升6%至294美元,意味全球智能手機批發收入將逾4,000億美元。另一方面該行預期超高端類別(批發價600美元以上)的表現將較好,主要受惠iPhone 12表現,料貢獻全年整體批發收入近半。
按地區劃分,該行料中國、美國、印度及日本將貢獻整體智能手機批發收入的54%,不過印度及巴西在銷量及售價方面則存在下行風險,因為當地疫情影響較大,但總體而言仍對換機週期及新用戶等維持溫和樂觀看法。
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