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Canalys:今年次季個人電腦廠商有望恢復正常庫存水平
市場研究機構Canalys發表報告指出,由於所有個人電腦廠商都已採取積極行動來減少產量,預計去年第四季和今年第一季總體的庫存天數將會進一步改善,有望在今年第二季恢復正常庫存水平。同時,根據最近對Candefero社群的民意調查顯示,60%以上合作夥伴的個人電腦庫存水平低於四周,而約20%的受訪者持有超過九周的庫存,表明整體渠道庫存水平正在恢復到一個更健康的水平。 報告提及,在最近的財報會議中,三星、英特爾(INTC.US)、LGD和AMD(AMD.US)等關鍵零件廠商幾乎都提及疲軟的宏觀環境和庫存修正。個人電腦供應鏈的不同階層面臨的挑戰也不同,因此,其復甦時間也各不相同。 Canalys預計,第一家開始庫存修正的公司,也將是第一家走出有關周期的公司。鑑於訂單流程較為漫長,渠道和個人電腦廠商的庫存水平應當比上游零件廠商更早恢復到正常水平。根據龍頭個人電腦廠商(蘋果(AAPL.US)除外)最近的財務狀況,惠普(HPQ.US)和華碩的庫存天數(DoI)已開始減少,而其餘三家廠商戴爾(DELL.US)、聯想(00992.HK)和宏碁的庫存天數則略有增加。
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