Canalys:內地第三季個人電腦出貨量按年跌13%
調查機構Canalys發表研究報告指出,內地第三季個人電腦(包括台式機、筆記本電腦和工作站)出貨量按年下降13%,而平板電腦則按年跌3%。由於經濟活動放緩以及商業信心減弱,商用需求受到抑制,台式機(包括台式工作站)和筆記本電腦(包括移動工作站)的出貨量分別下降31%和3%。高庫存使得渠道對第四季「雙十一」的銷售預期並不樂觀,因而消費市場在傳統旺季到來之前也表現平平。
消費平板市場是第三季消費者市場中唯一的亮點,按年增長18%,緩解商用領域大幅下降帶來的影響。蘋果(AAPL.US)在平板電腦領域保持領先地位,儘管iPad供應情況與第二季相比有所改善,增長仍然放緩至7%。華為和聯想(00992.HK)雖然分別排名第二和第三,但卻面臨著一個相對艱難的季度,受零件供應短缺問題和平板電腦商用需求下降的影響,該兩家龍頭廠商的出貨量都出現兩位數的下滑。得益於最新推出的Pad 8系列,位列第四的榮耀(Honor)在第三季實現高達41%的增長。儘管小米(01810.HK)最新的平板電腦並沒有進行大幅升級,但也躋身前五,出貨量增長15%。
此外,聯想在內地個人電腦市場位居榜首,但其出貨量經歷17%的下降。戴爾(DELL.US)排名第二,受限於對商用市場的過度依賴,在其本土架構仍在重組之際,按年降幅高達21%,在龍頭廠商中降幅最大。惠普(HPQ.US)緊隨其後,出貨量跌17%,排名第三。受益於強有力的促銷活動和麵向消費者的營銷,華碩和華為實現連續年度增長,分別排名第四和第五。
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