IDC:首季歐洲中東及非洲手機出貨量跌8% 小米(01810.HK)出貨量逆市增76.5%
調查機構IDC發表的研究報告指,首季歐洲、中東及非洲(EMEA)市場智能手機出貨量按年跌8%至7,690萬台,主要因為新型冠狀病毒疫情擴散及鎖國措施等。該行的分析指出考慮到疫情影響,認為市場表現仍然強勁,但中國自1月起已經供應鏈方面的問題,之後廠房的農曆年假亦延續至2月,但後來生產已迅速恢復。雖然歐洲各國自季初已開始實施旅遊限制,但直至3月9日意大利才成為首個鎖國的國家,故需求方面的影響相對較少。
按品牌劃分,三星市佔維持首位,出貨量按年跌17.4%至2,270萬台,華為出貨量則按年跌26.4%至1,420萬台,市佔率18.2%排名第二,排名第三的蘋果出貨量逆市升0.5%至1,000萬台,主要受惠新的iPhone 11表現強勁。期內小米(01810.HK)出貨量逆市大升76.5%至730萬台,市佔率由去年同期的5%升至9.5%,排名第五位。
按市場劃分,報告指出西歐智能手機出貨量跌18.8%,而中歐及東歐的市場則維持強勁,惟該行認為首季表現是「暴風雨前夕的平靜」,鎖國的影響將在第二季度全面浮現。
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