次季內地手機出貨量跌17%至7,490萬臺 小米(01810.HK)第三
調查機構Canalys發表的報告指,次季內地智能手機出貨量跌17%至7,490萬臺,而出貨逾1,000萬臺的廠商由五家縮減至三家。期內Vivo及Oppo出貨量維持首兩位,分別爲1,820萬臺及1,600萬臺,而小米(01810.HK)則取代華爲排第三,出貨量1,260萬臺,市佔率按季由15%升至17%。蘋果(AAPL.US)出貨量則排第四,達780萬臺,榮耀出貨量亦打入首五位,按季升40%至690萬臺,而華爲則是七年來首次跌出頭五。
該行的分析指出,內地品牌趁華爲市佔下跌積極競爭,包括是獲取渠道資源及推新的定向產品,故今年首季庫存較高,不過渠道需求在次季有所減弱,同時內地換機週期有所拉長,所以總計上半年出貨量亦低於2019年疫情前同期的水平。另一方面,5G升級估計短期內會減弱,因爲大部分消費者已轉向5G網絡,爲應對相關趨勢,品牌需要引入突破性的新功能。(el/a) ~
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