Counterpoint：全球智能手机市场一季度同比增长6% 营收创历史新高

智通财经05-07

智通财经APP获悉，Counterpoint Research发文称，2024年第一季度，全球智能手机市场同比增长6%，出货量达到2.969 亿部。增长主要归功于欧洲、中东和非洲 (MEA) 以及加勒比海和拉丁美洲 (CALA) 等关键地区的强劲表现。2024年第一季度，全球智能手机收入同比增长 7%，创历史新高。资深分析师Prachir Singh在评论整体市场动态时表示：“第一季度智能手机...

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Singh在评论整体市场动态时表示：“第一季度智能手机出货量增长，新兴市场继续保持强劲势头，而欧洲，特别是中东欧地区，与艰难的2023年第一季度相比，增长最为明显。这些市场的消费者需求逐渐增长，库存水平也得到改善。MEA地区由于TECNO、荣耀等强劲出货量而成为增长最快的地区。中国市场得益于春节强劲销售和华为回归而同比增长。印度市场因2023年末健康的库存水平而实现增长。北美和日本等成熟市场相比2023年同期有所下降。”2024年第一季度，全球智能手机收入同比增长7%，创历史新高。800美元以上价位段的增长最快，同比增长两位数，占2024年第一季度智能手机出货量的18%，比2023年第一季度增长2个百分点。苹果以43% 的份额领跑智能手机市场收入，但其收入同比下降11%。三星的收入同比增长2%，得益于其平均售价 (ASP) 的上升，而出货量保持平稳。除了排名前五的手机厂商以外，市场收入也大幅增长，这得益于华为、荣耀和传音控股旗下品牌的收入增长。研究总监Jeff Fieldhack在评论苹果在全球的表现时表示：“中国市场激烈竞争、美国换机率创历史新低，以及去年由于iPhone 14 Pro的供应转移，导致2023年第一季度艰难表现，都对iPhone的表现产生了影响。然而，也有一些积极因素。产品组合的改善，15 Pro的表现优于上一代机型，以及在新兴市场的足迹不断扩大，帮助苹果抑制了一些下滑趋势。新兴市场尤其提供了长期的增长机会。我们还预计今年晚些时候GenAI的加入将有助于 iPhone 的升级换代。”三星凭借Galaxy A 系列新品的提前发布和 Galaxy S24系列的强劲表现，重新夺回冠军宝座，引领全球智能手机出货量。三星在本季度也达到了其历史上最高的平均售价 (ASP)。在来自中国的头部智能手机品牌中，vivo 等实现增长。vivo 则在新兴的亚太市场(包括印度)取得了强劲表现。华为、荣耀和传音控股是本季度其他取得增长的关键品牌。华为在中国市场取得了巨大收益，并从其它头部品牌手中抢夺了市场份额。除了在中国拥有强大份额之外，荣耀还在 CALA 和 MEA 地区取得了增长。传音控股旗下的 TECNO、itel 和 Infinix 品牌在亚太地区、东欧、印度和 MEA 地区表现强劲。OPPO因中国等主要市场竞争激烈而导致出货量下降。该品牌还优先考虑价值而非出货量，转而推动在新兴市场销售更高平均售价的设备。Counterpoint 研究总监 Tarun Pathak 表示，短期内智能手机市场增长预计将缓慢而稳定。然而，随着折叠屏手机和 GenAI 等新兴形态和功能的普及，高端化趋势可能会持续，从而推动收入更快增长。目前已有超过 10 家手机厂商推出了共 30 多款支持 GenAI 的智能手机。我们估计，到 2024 年，支持 GenAI 的智能手机将占总体出货量的 11%。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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