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IDC:第三季全球個人電腦出貨量按年跌15% 聯想集團(00992.HK)市佔第一
調查機構IDC發表報告指出,根據初步結果顯示,在需求降溫和供應不平衡情況下,第三季全球個人電腦(PC)出貨量按年跌15%,至7,425.2萬部。然而,由於Windows 7即將停止支援,目前PC出貨量主要由商業更新驅動,因此出貨量仍遠高於疫情前的水平。 其中,聯想集團(00992.HK)以22.7%的市佔率蟬聯第一位,出貨量按年跌16.1%;緊隨其後的爲惠普(HPQ.US),市佔率達17.1%,出貨量跌27.8%;戴爾電腦(DELL.US)市佔率達16.1%排名第三,出貨量跌21.2%;至於蘋果(AAPL.US)市佔率達13.5%,出貨量按年增長40.2%;華碩(ASUS)市佔率達7.5%,出貨量跌7.8%。 報告指出,第三季消費者需求仍然保持低迷,公司透過減少訂單以控制供應,惟蘋果是唯一例外,因該公司第三季增加供應,以彌補第二季內地封城造成的訂單損失。 此外,IDC還密切關注第三季的產品均價趨勢,認爲過去幾年的短缺積極推動產品組合向高端市場轉移,加上組件和物流成本增加,推動產品均價於今年首季升至910美元,爲連續五個季度上漲,並創2004年以來新高。不過,由於需求放緩,促銷活動如火如荼,以及削減訂單,今年第二季的產品均價回軟,如第三季的產品均價下降,表明市場正在回落。
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