Counterpoint Research 大幅下調全球智能手機出貨量增長預測

愛集微

2025/06/08

Counterpoint Research 宣佈，由於美國關稅政策的不確定性，該研究機構已將2025年全球智能手機出貨量按年增長預測從此前的4.2%大幅下調至1.9%。此次下調預測主要受到美國總統唐納德·特朗普宣佈的"互惠關稅"政策影響。儘管智能手機和其他電子產品在宣佈幾天後獲得了豁免，但市場不確定性已經對行業前景產生了影響。全球兩大智能手機廠商蘋果和三星的增長預期均被下調。根據最新預測，2025...

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13:53","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2541844777","market":"us","top_or_hot":-1,"title":"Counterpoint Research 大幅下調全球智能手機出貨量增長預測","media":"愛集微","content":"<div>\n<p>Counterpoint Research 宣佈，由於美國關稅政策的不確定性，該研究機構已將2025年全球智能手機出貨量按年增長預測從此前的4.2%大幅下調至1.9%。此次下調預測主要受到美國總統唐納德·特朗普宣佈的\"互惠關稅\"政策影響。儘管智能手機和其他電子產品在宣佈幾天後獲得了豁免，但市場不確定性已經對行業前景產生了影響。全球兩大智能手機廠商蘋果和三星的增長預期均被下調。根據最新預測，2025...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250608135614951321fd&s=b\">網頁鏈接</a>\n\n</div>\n","source":"tencent","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>Counterpoint Research 大幅下調全球智能手機出貨量增長預測</title>\n<style 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#7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCounterpoint Research 大幅下調全球智能手機出貨量增長預測\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">愛集微</strong><span class=\"h-time small\">2025-06-08 13:53</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>Counterpoint Research 宣佈，由於美國關稅政策的不確定性，該研究機構已將2025年全球智能手機出貨量按年增長預測從此前的4.2%大幅下調至1.9%。此次下調預測主要受到美國總統唐納德·特朗普宣佈的\"互惠關稅\"政策影響。儘管智能手機和其他電子產品在宣佈幾天後獲得了豁免，但市場不確定性已經對行業前景產生了影響。全球兩大智能手機廠商蘋果和三星的增長預期均被下調。根據最新預測，2025...</p>\n\n<a 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Forecast","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":0.9,"MACW.SI":0.6},"content_text":"Counterpoint Research 宣佈，由於美國關税政策的不確定性，該研究機構已將2025年全球智能手機出貨量按年增長預測從此前的4.2%大幅下調至1.9%。此次下調預測主要受到美國總統唐納德·特朗普宣佈的\"互惠關税\"政策影響。儘管智能手機和其他電子產品在宣佈幾天後獲得了豁免，但市場不確定性已經對行業前景產生了影響。全球兩大智能手機廠商蘋果和三星的增長預期均被下調。根據最新預測，2025年蘋果出貨量預計將按年增長2.5%，低於此前預測的4%；而三星的出貨量預計將不會有任何增長，此前預測為增長1.7%。Counterpoint Research副主任Liz Lee在新聞稿中表示：\"所有的目光都集中在蘋果和三星身上，因為它們在美國市場有風險。儘管關税在我們的預測修訂中發揮了作用，但我們也考慮到了不僅北美需求減弱，而且整個歐洲和亞洲部分地區的需求減弱。\"值得注意的是，蘋果作為美國科技巨頭，約90%的iPhone都在中國生產，因此在美國對中國徵收關税的討論中受到特別關注。雖然蘋果已增加從印度到美國的發貨量，但特朗普上個月表示，他希望蘋果在美國而非印度生產iPhone。研究機構指出，出貨量是指智能手機供應商發送給零售商的設備數量，它是衡量智能手機供應商預期需求的一個指標，而非實際銷售額。此次預測調整反映了全球智能手機市場面臨的複雜挑戰，包括貿易政策不確定性和區域需求變化等多重因素。","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,"need_auth":false,"code":"91000000","status":"200"}}}