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IDC:首季中國平板電腦市場出貨量811萬部 按年跌4.8%
IDC報告指出,首季中國平板電腦市場出貨量為811萬部,按年下降4.8%,顯示市場增長動能正在發生一次明確的切換,從「換機+政策」雙輪驅動,逐步轉向產品力與真實需求主導的理性調整階段。這一過程必然伴隨出貨量的短期承壓,但長期看,是市場走向成熟的必經路徑。期內,中國消費平板市場出貨量按年下降5.6%,主要由於存儲價格大幅上漲導致終端成本壓力加劇,疊加國家補貼力...
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IDC:首季中國平板電腦市場出貨量811萬部 按年跌4.8%
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IDC報告指出,首季中國平板電腦市場出貨量為811萬部,按年下降4.8%,顯示市場增長動能正在發生一次明確的切換,從「換機+政策」雙輪驅動,逐步轉向產品力與真實需求主導的理性調整階段。這一過程必然伴隨出貨量的短期承壓,但長期看,是市場走向成熟的必經路徑。

期內,中國消費平板市場出貨量按年下降5.6%,主要由於存儲價格大幅上漲導致終端成本壓力加劇,疊加國家補貼力度收緊,以及上一輪換機周期進入尾聲。至於中國商用平板市場出貨量按年增長7.4%,表現優於此前預期。

報告指出,首季中國智能平板電腦廠商第一位為華為,市場份額按年跌1.3%,至33.2%;蘋果(AAPL.US)      緊隨其段,市場份額按年增長1.2%,至23.7%;小米-W(01810.HK)  +0.060 (+0.196%)    Short selling $322.52M; Ratio 25.312%   以10.6%的市場份額排第三,按年跌6.2%;榮耀及聯想(00992.HK)  +0.140 (+1.108%)    Short selling $196.44M; Ratio 35.549%   的市場份額各為8.6%及6.6%,佔第四及第五位。

展望今年,IDC認為存儲價格上漲趨勢預計年內存續,其他核心零件也存在潛在漲價風險,廠商成本壓力不會快速緩解。在此背景下,廠商將逐步減少低利潤產品佔比,加快產品功能配置升級,推動行業平均單價明顯提升。「量減額增」將是全年主基調。此外,細分賽道的重要性進一步提升,而AI能力將成為下一階段市場競爭的核心差異點。(jl/da)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-19 12:25.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

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