Canalys:次季全球智能手機出貨量按年跌9% 三星市佔領跑
研究機構Canalys數據顯示,第二季全球智能手機出貨量按年跌9%至2.87億部,為疫情以來、2020年第二季後的季度最低位。
當中,三星以市場份額21%領跑市場,按年升3個百分點,次季出貨量增長6%至6,180萬部。儘管並非蘋果(AAPL.US)的季節性旺季,但其智能手機出貨量按年增長8%至4,950萬部,以17%的市場份額排名第二,按年升3個百分點。至於排名第三的是小米(01810.HK),出貨量按年跌25%至3,960萬部,市佔率為14%,按年跌3個百分點。
OPPO和vivo分別的出貨量分別按年跌22%及19%,至2,730萬及2,540萬部,位居第四及第五位,市佔率分別為10%及9%。
Canalys分析師朱嘉弢表示,由於零件訂單正在迅速減少,因而供應短缺不再是最緊迫的問題,現在供應商反而開始擔心供過於求的問題。供應過剩導致關鍵零件降價,進而降低廠商的成本。廠商可利用機會降本增效,提高下半年新發布產品的競爭力,但這也可能增加渠道中舊機型庫存清理的難度。相比供應短缺,目前供過於求的情況更考驗廠商的規劃能力。
朱嘉弢續稱,由於需求疲軟可能會持續很長一段時間,整個智能手機供應鏈的緊張態勢將會加劇。市場也會直面具有異常挑戰的商業環境。因此,接下來的幾個季度,廠商與供應鍊和渠道夥伴合作時,應設法提高透明度和信賴度。雖然各大廠商即將在今年下半年推出新產品並有多個節日促銷活動,但地緣政治問題、消費者信心下降和高通脹等因素,將繼續影響大市未來的市場表現。
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