Counterpoint:去年全球智能手機出貨量跌12% 創九年新低
根據Counterpoint市場監測服務的最新研究顯示,去年第四季全球智能手機出貨量按年跌18%,達3.04億部,按季增長1%,表明全球智能手機市場在依舊面臨巨大壓力,而有關出貨量更是自2013年以來最低的第四季紀錄。當中,iPhone 14系列新近上市,助推蘋果(AAPL.US)取代三星成為季內全球第一大智能手機廠商。
至於去年全球智能手機出貨量下降12%,達12億部,創下自2013以來的最差年度業績。蘋果去年出貨量、營收和經營利潤增長分別達18%、48%及85%的歷史最高份額。
受出貨影響,全球智能手機營收與經營利潤也有所下滑,但下滑幅度小於出貨下滑。主要OEM廠商豐富了高端手機產品組合,推動去年的整體平均銷售價格按年增長5%。全球智能手機營收下滑9%至4,090億美元,為2017年以來的最低水平。蘋果錄得1%的增長挽回更大跌幅頹勢,成為首五大智能手機OEM廠商中唯一實現增長的品牌。
此外,中國智能手機廠商除了面對全球經濟和地緣政治的困境外,在年內多數時間還受到內地疫情管控的影響。因此,小米(01810.HK)、OPPO和vivo的出貨量分別下降20%以上。雖然中國各大品牌提供高利潤率的高端手機,但在高端市場站穩腳跟仍需時間,而且尚未能充分利用華為衰退的機會。因此,其營收和經營利潤出現兩位數的下降符合預期。
Counterpoint預計市場在今年上半年結束前仍將面臨壓力,此後才會開始恢復元氣。
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