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第三季全球可穿戴裝置出貨量升35.1% 蘋果、小米(01810.HK)市佔排首兩位
阿思達克 12-04 10:27
調查機構IDC發表的報告指,第三季全球可穿戴裝置市場出貨量按年升35.1%至1.25億台,升勢主要受惠季節性因素、新產品推出及疫情帶動,來自蘋果(AAPL.IS)、三星等的新產品亦令用戶對換智能手錶、耳機等裝置的興趣增加,同時消費者因旅遊、外出用膳及其他消閒活動的開銷減少,亦加大了在電子產品方面的消費。

該行的分析認為很多國家開始放寬社交距離限制並重啟經濟,亦有助推動戶外活動及可穿戴裝置的需求,而期內出貨量增長達雙位數意味新興市場及成熟市場均有首次購買可穿戴裝置的用家,估計用戶基礎擴大將為更換潮帶來更大機遇。

按品牌劃分,期內蘋果市佔領先達33.1%,當中AirPods及Apple Watch在疫情下亦很受歡迎,而公司推出的產品亦有不同價格可選擇。小米(01810.HK)市佔則排名第二,出貨量按年升26.4%至1,700萬台,當中1,280萬組為手環。華為出貨量則排第三達1,370萬台,儘管受美國制裁,公司在多個市場仍錄增長,另外其智能手錶不依賴Google的系統,加上零部件大多來自非美國供應商,故其可穿戴裝置所受的負面影響相對較細。(el/u) ~

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