Tastemaker
2023-04-19
你这个标题有问题,你知道还有多少人在用苹果前几代的手机吗?
被三星超越,苹果痛失全球手机份额第一
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带老鼠
2023-04-19
带老鼠
但是利润是计算现在的、以前卖的多跟现在有什么关系、这种思维告别股市吧.
真的英雄
2023-04-19
真的英雄
说的很对
什么也没有了~
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Chaurasia表示,<strong>今年一季度智能手机市场的下滑在整个行业的预期之内:</strong></p><blockquote><strong>宏观经济状况继续阻碍了供应商在几个市场的投资和运营。尽管供应商降价和大力促销,但消费者需求仍然低迷,特别是在低端市场,因为高通胀影响了消费者信心和支出。</strong> 此外,<strong>持续低迷的终端用户需求引发了整个供应链的大面积去库存化浪潮,渠道减少库存水平以保证运营。</strong>为了维持低水平的销售量,供应商继续使用谨慎的生产技术,这对零部件供应链的运营表现产生了长期的负面影响。</blockquote><p>不过,Canalys分析师Toby Zhu也指出,行业持续下降中也出现了一些缓和迹象:</p><blockquote><strong>对某些智能手机产品和价格段的需求有了改善。</strong>此外,一些智能手机供应商在生产计划和订购部件方面变得更加积极。</blockquote><p>Canalys预测,<strong>到2023年第二季度末,智能手机行业的库存,不论是渠道还是厂商,都能达到一个相对健康的水平。</strong>现在预测整体消费需求的恢复还为时尚早。然而,由于未来几个季度库存的减少,全球智能手机市场的销售量预计会有所改善。</p><p>此外,供应商在经过一轮波动后,更加注重创新,提高生产和渠道效率,从为数量和份额增长转向为质量增长。5G的普及和折叠屏手机也正在成为行业的新驱动力。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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Pro系列的强劲需求推动下,苹果...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3686938\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c79d9ba94a347164a5cd3ec1bac06488","relate_stocks":{"LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4559":"巴菲特持仓","BK4527":"明星科技股","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4574":"无人驾驶","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0234570918.USD":"高盛全球核心股票组合Acc 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ACC"},"source_url":"https://wallstreetcn.com/articles/3686938","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2328784770","content_text":"全球智能手机出货量连续第五个季度收窄,仅有三星实现环比增长。受困于全球智能手机需求减弱,苹果一季度份额尽管实现了同比增长,但被三星反超。根据科技市场调查机构Canalys的最新报告,全球智能手机销量上季度萎缩12%,为连续第五个季度收窄,只有三星实现了环比增长,以22%份额重回全球份额第一,苹果以21%居于第二。具体而言,在2023年第一季度对其iPhone 14 Pro系列的强劲需求推动下,苹果占据21%的市场份额,高于去年同期的18%。小米以11%的市场份额保持第三位,OPPO和Vivo则分别占据了10%和8%的市场份额。三星领先的原因很可能是今年第一季度发布了新的旗舰Galaxy S23系列,但这一优势相比去年同期几乎“微不足道”。去年一季度,三星发布Galaxy S22系列之后,份额领先苹果6个百分点。该机构分析师Sanyam Chaurasia表示,今年一季度智能手机市场的下滑在整个行业的预期之内:宏观经济状况继续阻碍了供应商在几个市场的投资和运营。尽管供应商降价和大力促销,但消费者需求仍然低迷,特别是在低端市场,因为高通胀影响了消费者信心和支出。 此外,持续低迷的终端用户需求引发了整个供应链的大面积去库存化浪潮,渠道减少库存水平以保证运营。为了维持低水平的销售量,供应商继续使用谨慎的生产技术,这对零部件供应链的运营表现产生了长期的负面影响。不过,Canalys分析师Toby Zhu也指出,行业持续下降中也出现了一些缓和迹象:对某些智能手机产品和价格段的需求有了改善。此外,一些智能手机供应商在生产计划和订购部件方面变得更加积极。Canalys预测,到2023年第二季度末,智能手机行业的库存,不论是渠道还是厂商,都能达到一个相对健康的水平。现在预测整体消费需求的恢复还为时尚早。然而,由于未来几个季度库存的减少,全球智能手机市场的销售量预计会有所改善。此外,供应商在经过一轮波动后,更加注重创新,提高生产和渠道效率,从为数量和份额增长转向为质量增长。5G的普及和折叠屏手机也正在成为行业的新驱动力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2141,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":56,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":7958021,"commentId":"7958021","gmtCreate":1681917659581,"gmtModify":1681917663329,"authorId":3520311914319676,"author":{"id":3520311914319676,"idStr":"3520311914319676","authorId":3520311914319676,"name":"带老鼠","avatar":"https://static.tigerbbs.com/5efff083d92123a9144dd4ce6f0a5537","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":651506351,"objectIdStr":"651506351","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"但是利润是计算现在的、以前卖的多跟现在有什么关系、这种思维告别股市吧.","text":"但是利润是计算现在的、以前卖的多跟现在有什么关系、这种思维告别股市吧.","html":"但是利润是计算现在的、以前卖的多跟现在有什么关系、这种思维告别股市吧.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7958019,"commentId":"7958019","gmtCreate":1681917150606,"gmtModify":1681917154276,"authorId":3472509891364152,"author":{"id":3472509891364152,"idStr":"3472509891364152","authorId":3472509891364152,"name":"真的英雄","avatar":"https://static.tigerbbs.com/840859d8f7d3c5c63498b7f330b98705","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.04.24","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"hat":"https://static.tigerbbs.com/6444b4970948c1077534c593eccd6d16","crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":651506351,"objectIdStr":"651506351","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"说的很对","text":"说的很对","html":"说的很对","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/651506351"}
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