Counterpoint Research：第二季度全球智能手机出货量同比增长8% 平均售价达历史新高

智通财经网08-05

智通财经APP获悉，根据Counterpoint的市场监测服务的最新研究，2024年第二季度全球智能手机出货量同比增长8%。由于消费者信心和宏观经济状况改善，几乎所有地区都实现了增长。这是全球智能手机市场连续第三个季度实现增长。Counterpoint高级分析师Prachir Singh评论整体市场动态时表示：“随着主要地区继续复苏，智能手机出货量强劲增长。加勒比海和拉丁美洲（CALA）成为增长...

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Singh评论整体市场动态时表示：“随着主要地区继续复苏，智能手机出货量强劲增长。加勒比海和拉丁美洲（CALA）成为增长最快的地区，中国智能手机品牌厂商继续积极推进，受益于该地区较小市场的需求增长。欧洲和亚太地区也实现了两位数增长。中国市场得益于618促销活动的强劲表现，包括苹果iPhone在内的重大价格折扣。许多欧洲市场的消费者信心得到改善，反映在该地区智能手机出货量的增长上，尤其是西欧（WE）的增长速度快于中欧和东欧（CEE）。中东和非洲（MEA）也由于更良好的经济环境以及中国智能手机品牌厂商的不断推动而实现了个位数增长。然而，印度由于季节性低迷加剧和严重热浪的影响，出现了小幅下降。”2024年第二季度全球智能手机营收也同比增长8%。苹果以42%的份额领跑智能手机市场营收。三星的营收同比增长5%，得益于平均售价（ASP）和出货量的增长。前五名智能手机品牌厂商之外的市场营收也大幅增长，得益于华为、荣耀、摩托罗拉和传音品牌的营收增长。售价超过800美元的细分市场份额继续增长，同比增长2个百分点，同时蚕食低于400美元细分市场的份额。Counterpoint研究总监Jeff  Fieldhack评论苹果的表现时表示：“在北美运营商报告升级率创历史新低和iPhone销量下降后，人们担心iPhone销量会令人失望。我们估计，尽管Pro系列销量增长，但苹果iPhone销量持平，营收同比下降1%。苹果(AAPL.US)在中国市场的销售额下降了6.5%，但本可能更糟。由于618购物节期间提供了诱人的折扣，苹果在中国市场的销售额有所改善。苹果的前景看起来不错，因为即将推出的iPhone  16系列供应链更加兴奋，对苹果智能的期望很高。”三星凭借Galaxy A系列的强劲表现和Galaxy  S24系列的持续势头，在本季度领跑全球智能手机出货量。对于vivo来说，中国仍然是主要的增长动力，其次是印度和南亚国家。华为、荣耀、摩托罗拉和传音(688036.SH)是本季度增长的其他关键品牌。华为在中国继续保持强劲势头，这是其增长的主要原因。荣耀在CALA和MEA地区获得增长，此外在中国也拥有强大的份额。传音品牌TECNO、itel和Infinix在东欧、印度和MEA表现强劲。印度、CALA和北美市场是摩托罗拉的增长动力。由于OnePlus出货量下降，OPPO的出货量出现小幅下降。OnePlus在其主要市场面临激烈竞争。Counterpoint研究总监Tarun  Pathak评论短期前景时表示：“就出货量而言，我们看到全球智能手机市场正在逐步复苏。持续的高端化趋势加上人工智能趋势，可能会在未来几个季度推高平均售价和营收。智能手机是让每个人都能接触到人工智能的完美平台。特别是生成式人工智能正在彻底改变智能手机。它提供个性化体验，增强现有功能，并允许更直观的交互。我们估计，到2024年，生成式人工智能在整体智能手机出货量中的份额将达到18%。”","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"Business Data","news_rank":0,"symbols":[],"gpt_button":0},"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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