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IDC:第三季三星手機出貨量重奪首位 小米(01810.HK)首躋身頭三
阿思達克 10-30 09:59
調查機構IDC發表的報告指,第三季全球智能手機出貨量按年跌1.3%至3.54億台,好過該行原先預期按年跌9%的劣勢,主要受惠於各地經濟重啟及抗疫措施有所放寬。值得留意的是部分發展中市場的復甦速度快過預期,印度作為全球第二大市場出貨量強勁,而巴西、印尼、俄羅斯等地亦有強勁增長。

該行的分析指,雖然需求累積有助帶動市場增長,但主要仍依賴折扣及推廣等,在印度市場方面遙距學習帶動了低端手機的需求,雖增加了低端市場的需求,但就令市場競爭加劇,廠商盈利亦會受壓。

而在較成熟的市場如中國、西歐及北美等第三季出貨量則有較大的跌幅,主要因為蘋果(AAPL.US)在當地佔較大份額,而iPhone 12延遲推出亦拖累出貨量表現。

按品牌劃分,三星在第三季重拾出貨量首位,期內出貨量按年升2.9%至8,040萬台,當中印度市場佔其出貨量15%。而華為出貨量則跌至第二位,出貨量按年跌22%至5,190萬台,主要因為國際市場跌幅較猛,而公司亦繼續受美國制裁所帶來的挑戰。值得留意的是小米(01810.HK)首次登上第三位,出貨量按年升42%至4,650萬台,擊敗排名第四的蘋果,公司在印度及中國均有強勁表現,當中印度產能已恢復至疫情前的85%水平,有助應對需求,而公司低階機特別是Redmi 9系列在印度及中國亦有好表現,而中價的Redmi K30 Ultra及高階MI 10 Ultra亦進一步吸引消費者注意。(el/u) ~

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