
10月12日:全球智能手机出货量同比下降20%,降至2012年以来第三季度的最低水平,原因是存储芯片成本飙升和供应短缺给制造商带来压力并推高了价格,Counterpoint Research的初步估计于周一显示。
Oct 12 : Global smartphone shipments fell 20 per cent on-year to their lowest third-quarter level since 2012, as soaring memory chip costs and supply shortages pressured manufacturers and pushed up prices, preliminary estimates from Counterpoint Research showed on Monday.
存储芯片价格上涨,因为AI基础设施项目正在抢占供应,这推高了生产成本,并促使制造商提高零售价、削减出货量,并将盈利置于销量之上。
Rising prices for memory components as AI infrastructure projects corner supplies have driven up production costs and prompted manufacturers to raise retail prices, cut shipments and prioritize profitability over volumes.
“消费者使用设备的时间比预期更长,越来越多地考虑翻新设备,并优先选择高价值设备,”Counterpoint高级分析师Shilpi Jain表示。
• "Consumers are holding on to their devices longer than estimated, increasingly considering refurbished devices and prioritizing higher-value devices," said Counterpoint senior analyst Shilpi Jain
- 三星凭借其Galaxy Z Fold8系列的需求以及其中端设备的稳定供应链,保持了23%的市场份额,稳居首位。本季度出货量较去年同期下降3%。
• Samsung retained its top position with a 23 per cent market share, helped by demand for its Galaxy Z Fold8 series and stable component supplies for its mid-range devices. Shipments fell 3 per cent from a year earlier during the quarter
- 苹果的市场份额达到22%,这是第三季度首次突破20%,尽管出货量同比下降。
• Apple's market share reached 22 per cent, crossing 20 per cent for the first time in a third quarter, despite a year-on-year decline in shipments
- Counterpoint表示,由于缺少基础款iPhone 18型号,与去年同期的完整iPhone 17系列相比,发布月的渠道填充量较小。
• The absence of a base iPhone 18 model resulted in a smaller launch-month channel fill than the full iPhone 17 lineup a year earlier, Counterpoint said
- OPPO和vivo的出货量均下降超过20%。小米的出货量下降超过30%,市场份额降至10%,因为该公司削减了对低价设备和某些海外市场的敞口,以保护利润率。
• OPPO and vivo recorded shipment declines of more than 20 per cent. Xiaomi saw a more than 30 per cent fall, reducing its market share to 10 per cent as the company cut exposure to lower-priced devices and some overseas markets to protect margins