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Strategy Analytics:第三季全球筆記本電腦出貨量按年跌15% 聯想(00992.HK)市佔23%居榜首
研究機構Strategy Analytics發表報告預測,第三季全球筆記本電腦出貨量按年跌15%至5,610萬部。當中聯想(00992.HK)以市佔率23%位居榜首,銷量按年跌16%至1,280萬部,按季則持平。惠普(HPQ.US)以市佔率17%排名第二,銷量按年跌32%至950萬部。戴爾(DELL.US)保持第三位,期內出貨量跌25%至910萬部,市佔率16%。 至於蘋果(AAPL.US)市佔率達14%,全球排名第四,出貨量按年增長26%至810萬部,為首七大PC廠商中唯一一家實現正增長。華碩以近8%的市佔率排第五,出貨量按年跌16%至430萬部。 Strategy Analytics行業分析師Chirag Upadhyay表示,與疫情前的水平相比,大多數廠商繼續表現良好,因為各業務的升級持續,而消費者數量繼續對除蘋果以外的所有廠商構成挑戰。蘋果在MacBook PC的出貨量和營收方面取得不錯成績,他們成功地交付積壓訂單(主要是升級版),加上配備新的M2晶片組的MacBook在多個地區推動銷量。 此外,Strategy Analytics互聯計算服務總監Eric Smith補充,在整個疫情期間,一個不變的因素是Chromebook的需求,因為發達市場的許多學前至高中(K-12)學校迅速為學生群體部署移動電腦設備。學習管理平台依然存在,預計將在長期內推動持續的需求,但Chromebook的需求已不及一年前。與2022年首九個月與去年同期相比,Chromebook出貨量下跌51%,至近1,600萬部。
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