IDC:去年第四季可穿戴裝置出貨量升27.2% 蘋果、小米(01810.HK)市佔率排首兩位
調查機構IDC發表的報告指,去年第四季全球可穿戴裝置出貨量升27.2%至1.535億台,主要受惠新設備推出及價格下降,總計去年全年出貨量則升28.4%至4.447億台。
該行的分析指出受惠新產品推出及季節性因素,第四季消費有所轉變,疫情下利好健康及運動方面的消費,而可穿戴裝置亦是在家運動的重要元素,此外健康監測包括體溫、心率等亦有助用家及醫護監控及追蹤疾病。
IDC指出受全球半導體短缺影響,可穿戴裝置市場亦不是全部錄得增長,值得留意手環出貨量第四季跌17.8%,僅佔出貨量的11.5%,而耳機類產品則佔整體出貨量的64.2%。
按品牌劃分,第四季蘋果(AAPL.US)出貨量升27.2%至5,560萬台,市佔達36.2%,其中智能手錶出貨量升45.6%,耳機出貨量增速則放緩至22%。小米(01810.HK)出貨量則按年升5%至1,350萬台,排全球第二,期內受供應緊張影響手環出貨量跌18.3%,但耳機出貨量則升55.5%,IDC預期公司定位良好有望捕捉華為的份額,另外亦可受惠EMEA市場的增長。
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