IDC料疫情拖累全年環球手機出貨量跌11.9%至12億台
調查機構IDC發表的研究報告指,預期受新型冠狀病毒疫情影響,今年智能手機出貨量將跌11.9%至12億台,並料受疫情對宏觀經濟造成的影響,今年上半年智能手機出貨量將跌18.2%,相信在明年首季前不會回復增長。
該行分析認為,市場已由供應鏈問題轉為環球需求問題,各國的鎖國政策及失業率上升等降低了消費者的信心。但正面來看,5G應可成催化劑,同時亦是2021年智能手機市場復甦的重要一環。
按地區劃分,該行認為內地經濟將繼續受疫情影響,但隨著鎖國及供應鏈方面的問題有所緩解,加上大部分工廠均已復工,而旅遊及物流的限制亦有所放寬,認為內地市場今年出貨量跌幅僅為單位數。相反,歐洲受疫情影響較大,特別是意大利及西班牙等地,故料今年出貨量跌幅將達雙位數,但該行估計大型廠商在當地將維持市場份額,主要因為他們將策略轉向電商等。
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