Counterpoint:次季全球智能手機市場銷量按年降8% 連跌八季
市場調查機構Counterpoint報告顯示,第二季全球智能手機市場銷量按年下降8%,按季下降5%,連續八個季度出現按年下降。
當中,得益於Galaxy A系列在全球的優異表現,三星以22%的市場份額領跑市場。蘋果(AAPL.US)排名第二,同時創下有史以來最高的第二季市場份額。第三大品牌小米-W(01810.HK)在其最大市場——中國和印度面臨困境,正尋求通過在其他市場擴張和更新產品組合來扭轉頹勢。
此外,受惠於一加的表現,OPPO在中國和印度市場表現相對較好,儘管在西歐市場出現虧損,但仍然保住全球市場份額。至於vivo(包括iQOO)在去年第二季錄得強勁表現後,在中國市場的增長大幅下降,並在印度和東南亞的線下市場面臨三星和OPPO的激烈競爭。
全球所有地區的手機銷量均出現收縮,而美國、西歐和日本等相對較發達的市場跌幅最大,年降幅均達到兩位數。中國、印度和中東非市場的跌幅相對較小。
然而,智能手機行業也非一片黯淡。根據Counterpoint智能手機庫存追蹤報告顯示,全球智能手機庫存(出貨量與銷量)在過去四至五個月一直處於健康水平,令手機品牌廠商得以喘息,從而在下半年發布和推廣新機型,吸引消費者升級,並加快換機周期。因此預計智能手機市場將在未來幾個季度緩慢復甦。
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