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機構料今年全球智能手機銷量將按年反彈3% 華爲鴻蒙蠶食中國市場份額
TechInsights預測,今年全球智能手機銷量將按年反彈3%。安卓和蘋果(AAPL.US)iOS將繼續在全球保持雙雄地位,但在中國市場上的份額將被華爲鴻蒙操作系統蠶食。從今年起,鴻蒙Harmony OS將成爲中國市場上第二大智能手機操作系統。 與去年6月預測版本相比,TechInsights調整對鴻蒙Harmony OS智能手機的預測,由於華爲成功克服美國5G限令,並在去年第三季推出新的自給自足的5G產品。華爲一直受到麒麟9000s芯片組供應緊張的困擾,但預計該限制可能會在接下來的幾個月內得到緩解;有報道指華爲在去年底之前將其5G芯片組應用於面向大衆市場的華爲Nova 12系列。在這種情況下,TechInsights相信華爲在2024年將堅實復甦,並重新洗牌中國智能手機操作系統市場,奪取蘋果和安卓廠商的份額。 同時,華爲鴻蒙Harmony OS預計將在今年實現下一個里程碑,屆時,不兼容安卓的修訂版Harmony OS Next將投入商業營運。如何圍繞「純粹的」Harmony OS建立一個獨立的應用生態系統,將是華爲在未來幾年面臨的新挑戰。 TechInsights認爲,華爲正與一些成熟的互聯網服務提供商合作,如騰訊(00700.HK)的微信、阿里巴巴(09988.HK)的支付寶、抖音、滴滴、美團(03690.HK),以及中國電信(00728.HK)和工商銀行(01398.HK)——他們已經或正在開發針對中國市場的Harmony OS的APP。
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