Counterpoint Research：Q3美国智能手机出货量同比下降19%

智通财经网2023-11-02

Counterpoint Research的市场监测数据显示，2023年第三季度美国智能手机出货量下降19%。三星(SSNLF.US)、谷歌(GOOG.US)和TCL(000100.SZ)的智能手机出货量分别大幅下降26%、37%和51%。而与去年同期相比，摩托罗拉和诺基亚(NOK.US)HMD的出货量分别增长31%和17%。苹果(AAPL.US)的出货量相较2022年第三季度下降11%，部分原因...

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Bhatia在谈及预付费和后付费市场格局时指出，由于促销力度加大以及移动终端与宽带捆绑销售，后付费运营商继续面临来自有线电视运营商Spectrum和Xfinity的激烈竞争。而一直处于下风的Verizon有望在2023-2024年迅速扩大其5G中频段的覆盖范围。在2023年上半年，预付费市场动作频频，例如T-Mobile收购Mint Mobile, Verizon的TracFone用户流失但扩大了Total Wireless的零售业务覆盖，Dish对其预付费品牌组合进行整合，以及零售领域涌现新的移动虚拟网络运营商(MVNO)。研究总监Jeff Fieldhack在谈及iPhone 15的发布和整体市场前景时表示，虽然运营商在整个季度持续进行强有力的促销，但运营商用户终端升级率仍徘徊在历史低位。预计第四季度该比率将出现季节性回升，但可能仍不及去年同期。在美国，iPhone 11和iPhone 12拥有庞大的用户量，而这些用户今年可能会选择升级到iPhone 15系列。不过，虽然iPhone 15系列的首销等待时间依旧很长，但比iPhone 14系列更快缩短交货时间，这或许表明低迷的智能手机消费需求将在2023年第四季度影响iPhone 15的销售。\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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