IDC:印度首季智能手機出貨量按年升18% 小米(01810.HK)維持市佔第一
調查機構IDC發表的報告指,印度首季智能手機出貨量按年升18%至3,800萬台,不過與去年第四季比較出貨量則跌14%,認為季尾當地出現新一波疫情亦影響到需求,估計自首季中段開始存貨周轉期開始延長。
該行估計在疫情下第二季增長將面對挑戰,估計首季出貨量應可滿足需求,不過該行料影響將不及去年顯著,主要因為現時廠房仍有營運,而物流及運輸方面限制不多,加上是地區性封城而非全國封城。IDC相信2021年的復甦不會如原先預計般暢順,第二波疫情仍存在不確定性,未來數月亦有機會出現第三波,料消費者氣氛將在下半年反彈,全年計料將錄單位數增長。
按品牌劃分,小米(01810.HK)在當地出貨量排第一,市佔率27.2%,期內出貨量按年升3%至1,040萬台,三星出貨量則按年大增43.4%至730萬台,市佔率19%排第二。
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