调查料今年智能手机批发收入将反弹13%
调查机构Strategy Analytics发表的报告料,今年全球智能手机批发收入将按年升13%,是六年以来最高增长,尽管在疫情下经济存在不确定性,加上消费者信心受影响,不过估计受惠iPhone 12及全球步入5G等,市场今年将可反弹。
该行的分析指出,去年全球智能手机批发收入按年跌5%,主要受疫情拖累,估计今年将强劲反弹13%,而升势在未来数年将持续,一方面是受惠全球经济自疫情复苏,加上旧机已到更换周期及零部件价格提升等,此外全球步向5G亦有带动作用。
该行估计全球智能手机销量将按年升7%至14亿台,而批发的平均销售单价将按年升6%至294美元,意味全球智能手机批发收入将逾4,000亿美元。另一方面该行预期超高端类别(批发价600美元以上)的表现将较好,主要受惠iPhone 12表现,料贡献全年整体批发收入近半。
按地区划分,该行料中国、美国、印度及日本将贡献整体智能手机批发收入的54%,不过印度及巴西在销量及售价方面则存在下行风险,因为当地疫情影响较大,但总体而言仍对换机周期及新用户等维持温和乐观看法。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.