Canalys：全球PC市场Q2出货量降幅缩窄，苹果表现亮眼_老虎社区_美港股上老虎

Canalys：全球PC市场Q2出货量降幅缩窄，苹果表现亮眼

智通财经2023-07-12

据Canalys最新研究报告显示，全球PC市场降幅在2023年第二季度缩窄，台式机和笔记本电脑的总出货量同比下降11.5%至6210万台。此前连续两个季度出货量下降超过30%。第二季度的出货量环比增长11.9%，表明市场有望在今年下半年加速复苏。笔记本电脑出货量同比下降9.3%，达到4940万台，而台式机则大幅下降19.3%至1260万台。然而，2023 年全年出货量将低于 2022 年，因为面对...

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(SGD) ACC","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓"},"translate_title":"Canalys: The decline in Q2 shipments in the global PC market narrowed, and Apple performed brilliantly","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/c98472c3ca4fbf805b56cada81c37e66","symbols_score_info":{"00992":0.9,"AAPL":0.62},"content_text":"据Canalys最新研究报告显示，全球PC市场降幅在2023年第二季度缩窄，台式机和笔记本电脑的总出货量同比下降11.5%至6210万台。此前连续两个季度出货量下降超过30%。第二季度的出货量环比增长11.9%，表明市场有望在今年下半年加速复苏。笔记本电脑出货量同比下降9.3%，达到4940万台，而台式机则大幅下降19.3%至1260万台。然而，2023 年全年出货量将低于 2022 年，因为面对高通胀和利率上升，消费者优先考虑在必需品上的支出。“PC市场在经历了一段困难时期后显示出反弹的早期迹象，”Canalys首席分析师Ishan Dutt表示，“预计 2023 年第二季度的年度出货量将下降，但有迹象表明，影响该行业的许多问题开始缓解。虽然全球宏观经济形势仍然困难，但主要行业参与者一直指出，最终用户激活率一直高于销售出货量。随着情况的改善，我们预计企业将把闲置的支出重新分配给IT升级。2023 年第二季度，公共部门资金的回归帮助推动了对 PC 的强劲返校需求。“积极的市场信号表明PC行业将在2023年进一步改善，”Canalys研究分析师Kieren Jessop表示。“第二季度的库存水平进一步下降，因为Canalys在6月份调查的渠道合作伙伴中有41%表示他们的PC库存不到一周。在下半年库存调整和季节性增强的情况下，所有客户群都将在 2023 年剩余时间内环比改善。然而，2023 年全年出货量将低于 2022 年，然而，2023 年全年出货量将低于 2022 年，因为面对高通胀和利率上升，消费者优先考虑在必需品上的支出。联想(00992)继续引领全球PC市场。排名第二的惠普(HPQ.US)在本季度表现强劲，这得益于Chromebook在美国的健康销售。它在全球出货量为1340万台，表现持平。戴尔(DELL.US)保持了第三名，但由于出货量下降了22%，市场份额下降了两个百分点以上。苹果(AAPL.US)在 2023 年第二季度实现了主要供应商中最高的增长，出货量同比增长 51%。虽然它受到新款15英寸Macbook Air的推出的推动，但其强劲的表现主要是由于去年面临的供应链中断而有利的比较季度推动的。宏碁在排名中排名第五，出货量略低于400万台。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}