Canalys:首季PC需求增惟生產受阻出貨量跌8%至5,370萬台
調查機構Canalys發表的報告指,今年首季PC需求增加,主要受惠各國籲保持社交距離的措施帶動在家工作及在家學習需求,但疫情亦嚴重影響到生產及物流,拖累首季PC出貨量按年跌8%至5,370萬台。
該行指出聯想(00992.HK)維持領導地位,首季出貨量達1,280萬台,而HP及Dell排名則緊隨其後,出貨量分別為1,170萬台及1,050萬台,而蘋果所受影響最大,首季出貨量跌幅逾兩成,跌至320萬台。
該行的分析指出,受疫情影響首季需求大增,但今年開局以來Intel的處理器供應緊張,而中國工廠於農曆年後未能復工,導致供應減慢。受疫情影響部分人需要在家工作,帶動PC訂單急增,而兒童需要在家學習亦帶動了PC需求,雙方面的需求帶動了消費者及企業分部表現。展望次季,該行認為中國的生產挑戰已有緩解,但首季PC需求急增的情況未必會在今年餘下時間持續,部分企業或在花錢提升辦公室內的科技,但環球經濟衰退已開始,企業或破產並令失業人數增加,即使是政府或大型機構亦會仔細考慮消費緩急先後。
該行指出PC供應商將於未來數周公布業績,該行料將有健康表現,而其經營利率有望達到新高,而很多在家使用的設備均很受歡迎,包括是耳機、鏡頭、印表機及顯示屏等,而在家工作軟件需求亦勝預期。(el/a) ~
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