Counterpoint Research：预计2024年全球智能手机出货量将同比温和反弹3%至12亿部

智通财经03-29

智通财经APP获悉，Counterpoint Research的《全球智能手机出货量预测》显示，预计 2024 年全球智能手机出货量将同比温和反弹 3% 至 12 亿部，这一反弹主要是由对预算较为敏感的细分市场即中低端价位段（150-249 美元）和高端价位段市场（600-799 美元）推动的。与 2023 年不同，新兴市场如印度和中东非地区将在 2024 年引领全球智能手机市场的增长，这一细分...

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CALA（加勒比和拉丁美洲）市场。由于非洲的通胀压力已经大幅缓解，许多国家的当地货币也趋于稳定，消费者的购买力有所恢复，从而利好 150-249 美元价位段。OPPO、vivo、小米(01810)和传音控股(688036.SH)等OEM 对 MEA 和 CALA 市场的大量营销投入加剧了该两个市场的竞争，刺激了对中低端智能手机的需求。除了新兴市场对 IT 设备需求的复苏之外，中国 OEM 之间的激烈竞争将成为该细分市场的主要增长动力。高端价位段（600-799 美元）预计将在 2024 年保持稳定增长，同比增长 17%。特别是，新一代AI 手机的推出和折叠屏手机的普及将持续刺激高端智能手机的需求。苹果(AAPL.US)和华为有望引领高端细分市场的增长。iPhone 尤其是 iPhone 在印度和 MEA 等新兴市场稳步增长的需求，将驱动苹果的增长。预计2024 年华为将在中国智能手机市场保持强劲势头。随着其 5G 麒麟芯片的发布，该品牌在中国将继续保持强劲增长。从长远来看，由于市场似乎已经触底，Counterpoint Research预计全球智能手机出货量将保持低个位数的同比增长。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"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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