IDC:上季全球手機出貨量復甦蘋果、小米(01810.HK)大增 惟華為大跌逾四成
調查機構IDC發表的報告指,去年第四季全球智能手機出貨量持續改善,按年升4.3%至3.86億台,全年計則按年跌5.9%,市場復甦進展令人滿意,該行亦相信勢頭將持續至2021年並維持強勁。
該行的分析指出市場復甦主要是受惠需求提升,而5G、進取的優惠及中低價手機受歡迎等亦繼續推動供應。該行料廠商已預備好第二輪封城,並確保有合適的渠道滿足訂單及接觸到終端消費者,封城下消費者將減少在休閒、旅遊、外出用膳等的消費,而智能手機料將受惠。另一方面,智能手機供應鏈快速復甦等亦有推動作用。
按品牌劃分,蘋果(AAPL.US)第四季出貨量表現強勁,受惠iPhone 12系列推出蘋果出貨量按年升22.2%至9,010萬台,排全球首位,三星出貨量則升6.2%至7,390萬台,小米(01810.HK)出貨量則大升32%至4,330萬台,排全球第三。惟華為出貨量逆市大跌42.4%至3,230萬台,僅排全球第五。
該行認為智能手機市場及供應鏈復甦表現均強勁,雖然大部分地方仍處於封城狀態,或仍在等待回歸正常,不過智能手機銷售仍出現反彈,反映智能手機在日常生活中的重要性,市場需求亦有強勁的基本面,估計全球逐步進入疫後環境,IDC料需求將繼續增長,而市場復甦將加快。(el/k) ~
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