中国手机厂商引领市场反弹，iPhone增速远不及行业整体

观察者网11-28 18:01

11月26日，国际数据公司（IDC）的一项独立研究显示，在连续两年下滑后，全球智能手机销量在2024年强劲反弹，但苹果几乎没有实现增长，这凸显出基于安卓系统的竞争对手在中国和新兴市场迅速崛起。IDC称，2024年，苹果及其竞争对手的手机出货量将增长6.2%至12.4亿部，但iPhone销量可能仅增长0.4%，而安卓机出货量同比增长7.6%。“在vivo、OPPO、小米、联想和华为等中国厂商强劲增长...

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industry","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1},"content_text":"11月26日，国际数据公司（IDC）的一项独立研究显示，在连续两年下滑后，全球智能手机销量在2024年强劲反弹，但苹果几乎没有实现增长，这凸显出基于安卓系统的竞争对手在中国和新兴市场迅速崛起。IDC称，2024年，苹果及其竞争对手的手机出货量将增长6.2%至12.4亿部，但iPhone销量可能仅增长0.4%，而安卓机出货量同比增长7.6%。“在vivo、OPPO、小米、联想和华为等中国厂商强劲增长的带动下，尽管面临全球经济逆风，智能手机市场依然展现出韧性。”AP客户设备高级研究经理Will Wong表示。尽管2024年苹果增长预计低迷，但在第三季度中，对于旧型号尤其是iPhone15的需求，与新发售机型的促销活动也带给了苹果公司不小的增长。根据IDC先前研究表明，苹果三季度出货量实现同比增长3.5%，并且苹果公司预计许多苹果消费者将从旧型号，如iPhone 13、iPhone 12以及更早型号升级到搭载苹果AI系统的新机型。IDC预计在2025年，形式将发生逆转，苹果将实现3.1%的同比增长，超过安卓1.7%的增速。“目前，我们预计GenAI智能手机将在高端旗舰设备中占据一席之地，并逐步降低价格层级，到2028年迅速占据70%的智能手机市场。”IDC全球移动手机追踪器全球研究总监Nabila Popal表示。IDC值得注意的是，苹果2024年的均价为1042美元（约合7557元人民币），而相比之下安卓手机均价仅有295美元（约合2139元人民币），这意味着苹果仍然在收入和利润方面占有巨大优势。2024Q3手机品牌出货量情况IDC此外，尽管第三季度折叠屏手机出货量下跌了7.4%，但2024年折叠屏手机出货量仍然预计增长10.5%，并将保持15.9%的五年复合年增长率。本文系观察者网独家稿件，未经授权，不得转载。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","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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