芯片供應緊張衝擊中國智能手機在印度市場蘋果(AAPL.US)及三星取得優勢

AASTOCKS

08/20

記憶體芯片價格上升，對印度智能手機市場造成不同影響。專家向《CNBC》表示，隨着成本上升，中國品牌難以維持低價策略，而三星及蘋果(AAPL.US) 等中高端品牌則受惠於消費者轉向高價手機，以及孖展方案改善可負擔能力。專家指出，售價低於150美元的智能手機時代已接近結束，現有庫存售罄後，具備相近功能的新機型售價將需大幅提高，以反映記憶體成本上升。Counterpoint Research...

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等中高端品牌則受惠於消費者轉向高價手機，以及孖展方案改善可負擔能力。專家指出，售價低於150美元的智能手機時代已接近結束，現有庫存售罄後，具備相近功能的新機型售價將需大幅提高，以反映記憶體成本上升。Counterpoint Research...</p>\n\n<a href=\"https://www.aastocks.com/sc/forex/news/comment.aspx?source=AAFN&id=NOW.1539422&catg=1\">網頁鏈接</a>\n\n</div>\n","source":"aastocks_forex","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>芯片供應緊張衝擊中國智能手機在印度市場  蘋果(AAPL.US)及三星取得優勢</title>\n<style 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Shah表示，印度市場新款中國手機售價可能由過往低於150美元，升至介乎200至250美元，而150美元以下類別的手機價格已上升最多40%。IDC上周報告顯示，印度2026年上半年智能手機出貨量跌至6,420萬部，入門級市場大幅下滑。銷量按年下跌7.9%，但受平均售價按年升14.4%至315美元創紀錄帶動，銷售額按年增長3.6%。IDC指出，中國手機品牌因較高售價，難以説服「價格敏感型消費者」購買，銷售顯着下跌。同期，iPhone 17連續兩個季度成為出貨量最高的手機。IDC數據顯示，截至6月季度，Vivo出貨量按年跌13.9%，Oppo跌8.5%，小米-W(01810.HK)  +0.600 (+2.187%)    沽空 $19.09億; 比率 20.434%   跌10%，Realme跌14.2%。主打高端市場的OnePlus跌幅最小，按年跌2.5%。IDC亞太區設備研究高級研究經理Upasana Joshi表示，全球記憶體芯片短缺推高價格，對中國品牌最依賴的入門級市場需求打擊最大。她指出，三星及蘋果是僅有能保持穩定並提升市佔率的主要品牌，兩者截至6月季度出貨量分別增長0.4%及0.7%。截至6月季度，印度最大智能手機品牌Vivo與第二位三星之間的差距收窄。IDC數據顯示，三星市佔率增加近200個點子，蘋果增加100個點子，而Vivo則下跌60個點子；Counterpoint Research則估計Vivo市佔率跌140個點子。專家表示，三星在印度擁有由200美元至超過800美元的廣泛產品組合，並一直在200至300美元價格區間與Vivo競爭。Neil Shah指出，三星可依靠內部記憶體芯片供應，而Vivo及其他中國品牌則依賴聯發科、SK海力士及三星供應芯片。Shah表示，當記憶體芯片價格於去年開始上升時，不少中國手機品牌轉向採用UNISOC及長鑫科技(688825.SH)  -0.220 (-0.382%)   芯片，以暫時維持市佔率，但此安排難以持續。他指出，CXMT近期集資擴充產能，以服務中國人工智能及數據中心市場，資源正轉向高端產品。Counterpoint Research指出，自2025年9月以來，記憶體芯片價格已上升4倍，預期未來數月將進一步上升。隨着手機價格因記憶體成本增加而上升，專家認為，印度市場或由過往價格敏感市場逐步轉向高端產品，尤其在入門手機變得昂貴及融資方案提升高價手機可負擔能力下。(da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-08-19 16:25。) (A股報價延遲最少十五分鐘。) (美股為即時串流報價； OTC市場股票除外，資料延遲最少15分鐘。)AASTOCKS新聞","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}

芯片供應緊張衝擊中國智能手機在印度市場 蘋果(AAPL.US)及三星取得優勢

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芯片供應緊張衝擊中國智能手機在印度市場蘋果(AAPL.US)及三星取得優勢