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《大行報告》野村下調全球今年智能手機銷量增長預測至4.4% 料內地銷量升2.2%
阿思達克 05-27 14:37
野村發表研究報告指,將全球今明兩年智能手機銷量增長分別降2%及1.1%,各至13.38億台及13.87億台,以反映需求、供應及成本上升帶來的挑戰,該行最新的預測反映全球今年智能手機銷量銷量將按年升4.4%,增速低於原先預期的6%。

該行亦將中國今明兩年智能手機銷量預測各降6.7%及4.9%,料銷量將為3.32億台及3.48億台,意味今年銷量僅升2.2%(原先料升7.5%)。另外印度疫情較差,令該行將印度今年智能手機銷量預測降至1.31億台,意味將按年跌12.5%。

野村認為負面因素將在今年次季帶來影響,而勢頭最少持續至第三季初,現時估計今年第四季智能手機需求或會復甦,不過隨著零件成本提升,估計今年下半年新的安卓機款零售價格亦會進一步向上,或會為第四季估算帶來下行風險。

該行認為內地智能手機市場自農曆年後需求轉弱,3月份更錄按年下跌,該行認為一方面是由於需求較弱,高端智能手機晶片短缺情況或致供求失衡,而低端手機在原材料成本上升的情況下受理,影響到5G滲透至低端市場並令5G手機需求增長減慢。

野村指,4G晶片亦面對供應短缺及價格上升問題,加上印度疫情自4月起轉差,均為智能手機出貨帶來更多下行,特別是在印度接觸面較大的品牌。(el/w) ~

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