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Counterpoint Research:次季中國智能手機銷量跌14.2% 創近十年新低
Counterpoint Research報告顯示,第二季中國智能手機銷量按年下跌14.2%,比第五波新冠疫情影響的第一季還低12.6%,亦不及2016年第四季歷史銷量高峰的一半,並創2012年第四季(iPhone 5剛上市時)以來最低。 次季中國智能手機市場份額中,vivo以19.8%排名第一,銷量按年跌26.5%;榮耀以18.3%的市佔率躍升至第二位,銷量按年增長1.03倍,亦是唯一一個實現按年增長的主流手機品牌;至於排名第三的為OPPO,市佔率達17.9%,銷量跌30%;蘋果(AAPL.US)以15.5%的份額位居第四,銷量跌5.8%。第五位為小米(01810.HK),市佔率14.9%,銷量跌23.3%。 資深分析師Ivan Lam表示,疲軟的消費情緒加上中國智能手機的高普及率導致第二季智能手機銷售表現不佳。在「618」電商大促期間,隨著主要城市逐步解封,智能手機銷量也有所回升。然而,該促銷期間的銷售額仍按年下降約10%。鑑於今年第二季的手機銷量較低,預計智能手機銷量將在下一季度反彈。整體而言,預計智能手機的需求將持續低迷,下半年的情況難以比去年好。 此外,今年上半年可折疊智能手機的銷量已經超過2021年,其中,華為領先,三星和OPPO緊隨其後。預計今年下半年將推出至少4至5款新的可折疊機型。
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