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Canalys料今年全球智能手機出貨量升12%至14億台
阿思達克 06-15 12:29
調查機構Canalys預期,今年全球智能手機出貨量將增12%,達到14億台,意味將自去年出現強勁復甦,而去年受疫情影響出貨量跌7%。該行指出雖然隨著全球疫苗推出、疫情緩和,不過零件供應將成智能手機行業另一瓶頸。

該行的分析認為零件供應將限制了今年智能手機出貨的增長潛力,由於訂單強勁,故行業正努力爭取半導體供應等,而近月受印度疫情爆發影響,廠商亦有轉向其他地區。該行相信廠商會先轉向盈利能力較高的已發展市場如中國、美國及西歐,或犧牲拉美及非洲市場,而在渠道方面品牌或會優先選擇去貨較快的渠道如營運商等,較少貨源會流向分銷及公開市場,或會為希望在公開市場搶佔份額的品牌提供機遇。

在定價層面,由於主要零件如晶片及記憶體均有加價,智能手機品牌或要選擇吸收成本或轉嫁消費者,不過由於在LTE芯片方面仍存在限制,或會為低端機帶來更大挑戰,而智能手機品牌除要提升營運效率,亦要預期低端機利潤將下降等。(el/k) ~

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