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- 夏有钱夏有钱
  ·2023-04-19
  看图说话 1苹果每个Q4都是脉冲上升的市场份额，趋势上比三星好 2小米21年比较好，可能也会由于经济复苏获得更多反弹
  被三星超越，苹果痛失全球手机份额第一
  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
  被三星超越，苹果痛失全球手机份额第一
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1苹果每个Q4都是脉冲上升的市场份额，趋势上比三星好 2小米21年比较好，可能也会由于经济复苏获得更多反弹","listText":"看图说话 1苹果每个Q4都是脉冲上升的市场份额，趋势上比三星好 2小米21年比较好，可能也会由于经济复苏获得更多反弹","text":"看图说话 1苹果每个Q4都是脉冲上升的市场份额，趋势上比三星好 2小米21年比较好，可能也会由于经济复苏获得更多反弹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/651504245","repostId":"2328784770","repostType":2,"repost":{"id":"2328784770","kind":"highlight","pubTimestamp":1681914071,"share":"https://www.laohu8.com/m/news/2328784770?lang=&edition=full","pubTime":"2023-04-19 22:21","market":"us","language":"zh","title":"被三星超越，苹果痛失全球手机份额第一","url":"https://stock-news.laohu8.com/highlight/detail?id=2328784770","media":"华尔街见闻","summary":"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","content":"<html><head></head><body><blockquote><strong>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。</strong></blockquote><p>受困于全球智能手机需求减弱，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>一季度份额尽管实现了同比增长，但被<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>反超。</p><p>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。</p><p>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。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/366c14280c914e25686fb1d56b0b33cb\" title=\"\" tg-width=\"900\" tg-height=\"506\"/></p><p>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”。</p><p>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。</p><p>该机构分析师Sanyam 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\" content=\"telephone=no,email=no,address=no\" />\n<title>被三星超越，苹果痛失全球手机份额第一</title>\n<style 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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":{"IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4574":"无人驾驶","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4505":"高瓴资本持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4581":"高盛持仓","LU0080751232.USD":"富达环球多元动力基金A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) 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(SGD) ACC","BK4575":"芯片概念","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4566":"资本集团","LU0149725797.USD":"汇丰美国股市经济规模基金","AAPL":"苹果","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4527":"明星科技股","BK4559":"巴菲特持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus"},"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":1492,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274708638467","authorId":"3479274708638467","name":"杜向峰","avatar":"https://static.tigerbbs.com/2a5f73b1d6901f88e932bab82a625a66","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274708638467","authorIdStr":"3479274708638467"},"content":"苹果的股票我是不敢碰，但是苹果的手机我很喜欢","text":"苹果的股票我是不敢碰，但是苹果的手机我很喜欢","html":"苹果的股票我是不敢碰，但是苹果的手机我很喜欢"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}