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苹果份额一直不是第一，利润才是一直第一。标题误导人

被三星超越，苹果痛失全球手机份额第一

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href=https://wallstreetcn.com/articles/3686938><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球智能手机出货量连续第五个季度收窄，仅有三星实现环比增长。受困于全球智能手机需求减弱，苹果一季度份额尽管实现了同比增长，但被三星反超。根据科技市场调查机构Canalys的最新报告，全球智能手机销量上季度萎缩12%，为连续第五个季度收窄，只有三星实现了环比增长，以22%份额重回全球份额第一，苹果以21%居于第二。具体而言，在2023年第一季度对其iPhone 14 Pro系列的强劲需求推动下，苹果...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3686938\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c79d9ba94a347164a5cd3ec1bac06488","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4507":"流媒体概念","AAPL":"苹果","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) 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(SGD) ACC"},"source_url":"https://wallstreetcn.com/articles/3686938","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2328784770","content_text":"全球智能手机出货量连续第五个季度收窄，仅有三星实现环比增长。受困于全球智能手机需求减弱，苹果一季度份额尽管实现了同比增长，但被三星反超。根据科技市场调查机构Canalys的最新报告，全球智能手机销量上季度萎缩12%，为连续第五个季度收窄，只有三星实现了环比增长，以22%份额重回全球份额第一，苹果以21%居于第二。具体而言，在2023年第一季度对其iPhone 14 Pro系列的强劲需求推动下，苹果占据21%的市场份额，高于去年同期的18%。小米以11%的市场份额保持第三位，OPPO和Vivo则分别占据了10%和8%的市场份额。三星领先的原因很可能是今年第一季度发布了新的旗舰Galaxy S23系列，但这一优势相比去年同期几乎“微不足道”。去年一季度，三星发布Galaxy S22系列之后，份额领先苹果6个百分点。该机构分析师Sanyam Chaurasia表示，今年一季度智能手机市场的下滑在整个行业的预期之内：宏观经济状况继续阻碍了供应商在几个市场的投资和运营。尽管供应商降价和大力促销，但消费者需求仍然低迷，特别是在低端市场，因为高通胀影响了消费者信心和支出。 此外，持续低迷的终端用户需求引发了整个供应链的大面积去库存化浪潮，渠道减少库存水平以保证运营。为了维持低水平的销售量，供应商继续使用谨慎的生产技术，这对零部件供应链的运营表现产生了长期的负面影响。不过，Canalys分析师Toby Zhu也指出，行业持续下降中也出现了一些缓和迹象：对某些智能手机产品和价格段的需求有了改善。此外，一些智能手机供应商在生产计划和订购部件方面变得更加积极。Canalys预测，到2023年第二季度末，智能手机行业的库存，不论是渠道还是厂商，都能达到一个相对健康的水平。现在预测整体消费需求的恢复还为时尚早。然而，由于未来几个季度库存的减少，全球智能手机市场的销售量预计会有所改善。此外，供应商在经过一轮波动后，更加注重创新，提高生产和渠道效率，从为数量和份额增长转向为质量增长。5G的普及和折叠屏手机也正在成为行业的新驱动力。","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":1280,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AAPL"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":48,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/651504918"}