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Canalys料今年全球智能手机出货量升12%至14亿台
阿思达克 06-15 12:29
调查机构Canalys预期,今年全球智能手机出货量将增12%,达到14亿台,意味将自去年出现强劲复苏,而去年受疫情影响出货量跌7%。该行指出虽然随着全球疫苗推出、疫情缓和,不过零件供应将成智能手机行业另一瓶颈。

该行的分析认为零件供应将限制了今年智能手机出货的增长潜力,由於订单强劲,故行业正努力争取半导体供应等,而近月受印度疫情爆发影响,厂商亦有转向其他地区。该行相信厂商会先转向盈利能力较高的已发展市场如中国、美国及西欧,或牺牲拉美及非洲市场,而在渠道方面品牌或会优先选择去货较快的渠道如营运商等,较少货源会流向分销及公开市场,或会为希望在公开市场抢占份额的品牌提供机遇。

在定价层面,由於主要零件如晶片及记忆体均有加价,智能手机品牌或要选择吸收成本或转嫁消费者,不过由於在LTE芯片方面仍存在限制,或会为低端机带来更大挑战,而智能手机品牌除要提升营运效率,亦要预期低端机利润将下降等。(el/k) ~

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