《大行报告》瑞银:若印度推售「Jio-Google」廉价智能手机 料仅影响小米(01810.HK)4G低端市场份额
去年印度电信业巨头Reliance Jio和Google宣布,共同研发新款入门4G智能手机。瑞银发表报告指,很难实现售价50美元的智能手机,相信60至70美元的售价将更为合理,并能将印度当地4G普及率提高15%左右。
瑞银指,在疫情挑战下,小米(01810.HK)在去年保持了在印度智能手机市场的领先地位,市占率为29.5%,不期望小米在上述价位上与Jio-Google的智能手机竞争,因为可能会令用户体验变差,预计小米在印度的智能手机目标,包括加强红米和小米的双品牌战略,并根据市场需求战略性地推出5G机型、提高印度智能手机的平均销售价格及深化线下分销。
印度销售方面,瑞银预计,小米的智能手机销量在今明两年将分别达到4,000万和4,500万部,按年增长7%和13%。如果Jio-Google手机市场反应成功,小米在4G市场的低端市场会损失一些份额,并估计印度市场占小米收入的15%至20%,给予小米中性评级,目标价28元。
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