2017全球品牌NB出货预估:惠普出货近4000万台,代工厂乐翻天

Release time:2017-11-03
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source:工商时报
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受双十一及圣诞假期旺季等销售动能拉抬,市场研调机构估计,今年第4季全球笔电市场将进入出货高峰、并有优于原先预期的成长表现;其中惠普及华硕都可望在本季出货拉升,进而带动包括仁宝、英业达及和硕等代工厂出货明显增长。

下半年的全球笔电市场在接连而来的双十一、感恩节及圣诞假期等消费旺潮带动下,进入全年出货高峰,除有来自Chromebook的销售动能加持外,DIGITIMES Research指出,先前预期iPhone X对消费笔电市场造成的预算排挤效应将再减弱,加上Windows 10换机需求持续提高,亦将对商务笔电市场有所助益,因此预估今年第4季全球笔电出货量将较上一季增长2.3%、达4,172万台;但与去年同期相较,仅小幅增长0.5%、约20万台,显示NB市场反弹期已进入尾声。

在品牌出货量表现方面,DIGITIMES Research表示,市场龙头惠普在持续扩张市占、增加商务及消费机款备货下,预估第4季出货将再创高、并继续拉大与排名第二的联想差距。

另一方面,华硕前两季虽因组织重整而影响出货表现,但预期本季将有反弹表现,并可望微幅超越宏碁、重返第五名排行,惟全年预估仍将有近1成左右的年减幅度。至于宏碁则可望受惠Chromebook出货持续增长及精简笔电產品线、聚焦电竞有成,在今年度顺利脱离走衰阴霾、恢復成长动能。

在台湾代工厂方面,DIGITIMES Research则指出,仁宝及和硕在第4季的出货表现相对亮眼。预期仁宝在受惠于惠普及宏碁扩大释单下,单季出货占比可望上升至30%;和硕也因来自双A品牌的订单增长,拉抬出货量逼近英业达。

DIGITIMES Research先前预估今年度全球品牌厂笔电出货将达1.57亿台、年增约5%,是自2011年来全球笔电市况反弹、再度恢復正成长的一年。

不过在第3季整体笔电出货低于原先预期、单季年增幅度亦连两季走缓后,反弹力道看来持续在减弱,整体笔电市场成长恐仍将面临停滞。

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