IDC:上季全球手机出货量复苏苹果、小米大增,惟华为大跌逾四成
调查机构IDC发表的报告指,去年第四季全球智能手机出货量持续改善,按年升4.3%至3.86亿台,全年计则按年跌5.9%,市场复苏进展令人满意,该行亦相信势头将持续至2021年并维持强劲。
该行的分析指出市场复苏主要是受惠需求提升,而5G、进取的优惠及中低价手机受欢迎等亦继续推动供应。该行料厂商已预备好第二轮封城,并确保有合适的渠道满足订单及接触到终端消费者,封城下消费者将减少在休闲、旅游、外出用膳等的消费,而智能手机料将受惠。另一方面,智能手机供应链快速复苏等亦有推动作用。
按品牌划分,苹果(AAPL.US)第四季出货量表现强劲,受惠iPhone 12系列推出苹果出货量按年升22.2%至9,010万台,排全球首位,三星出货量则升6.2%至7,390万台,小米(01810.HK)出货量则大升32%至4,330万台,排全球第三。惟华为出货量逆市大跌42.4%至3,230万台,仅排全球第五。
该行认为智能手机市场及供应链复苏表现均强劲,虽然大部分地方仍处於封城状态,或仍在等待回归正常,不过智能手机销售仍出现反弹,反映智能手机在日常生活中的重要性,市场需求亦有强劲的基本面,估计全球逐步进入疫後环境,IDC料需求将继续增长,而市场复苏将加快。(el/k) ~
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