智能机市场小幅回弹，中国三品牌销量旺盛

据国际数据公司（IDC）本周四发布的一项最新调查显示，2017年第一季度，全球智能手机出货量约为3.47亿部，比去年同期上涨了4.3%。

其中，三星和苹果仍然以23.%和15.4%的市场占有率霸占着智能手机出货量排行榜的冠亚军地位。但今年第一季度，这两家公司出货量的增幅都相对较弱。

而与此同时，来自中国的华为、Oppo和Vivo却成了第一季度出货量增幅最大的公司。IDC的分析师认为，这主要是相比于苹果和三星的高端机，这些中国手机不仅价格更便宜，而且也受到了越来越多的消费者的追捧。

IDC的研究经理安东尼•斯卡塞拉在一篇文章中指出：“虽然市场上最受瞩目和媒体宣传最多的仍然是一些高端机型，但我们不断看到很多厂商正在中低端机型上发力，而这些设备也有着可与高端机型相媲美的造型设计。”

目前，华为已经成为全球第三大智能手机供应商。今年第一季度，华为的智能手机出货量达到3400万部，比2016年第一季度上涨了22%。尽管华为手机在美国消费者中尚未流行开来，IDC仍然认为：“如果美国消费者想换掉手中的苹果和三星手机，华为将是他们需要的一种选择。”

Oppo一季度的智能手机出货量约为2500万部，较上年同期增长近三成。IDC认为，这主要归功于该公司新推出的“中端价位、主打照相功能”的R9s机型。Vivo的出货量也较上年增长了24%，约为1800万部。IDC认为，这与Vivo在印度和东南亚地区加大了营销力度不无关系。

针对IDC的这项最新调查，巴克莱银行本周四在一篇分析文章中指出，今年一季度的全球智能手机出货量“还不错”，但是“仍然没有达到预期”。

令巴克莱银行的分析师感到担心的是，今年一季度的热销机型主要来自那些主打平价手机的品牌，而非来自三星和苹果这种主打功能性的高端机型厂商。

巴克莱银行表示，在三星Galaxy S8等最新高端机型的助推下，今年第二季度的智能手机出货量可能还会有所提高。如果届时出货量没有较大幅度的升高，投资者们“可能将担心市场对‘最新和最好’的高端设备的需求将会弱化。”

巴克莱银行的分析师写道：“这对苹果公司很可能将产生负面影响，因为苹果今年晚些时候就将推出第十代iPhone。”（财富中文网）

译者：朴成奎

Roughly 347 million smartphones were shipped worldwide in the first quarter of 2017, a 4.3% jump from the previous year, according to new research released Thursday by International Data Corporation.

Although Samsung and Apple (aapl) remained the top shippers of smartphones, owning 23.8% and 15.4% of the market respectively, both companies saw relatively little growth in shipments for the first quarter.

Instead, Chinese companies Huawei, Oppo, and Vivo saw the biggest year-over-year growth in smartphone shipments for the first quarter, which IDC analysts attributed to the growing popularity of their cheaper phones compared to high-end models sold by Apple and Samsung.

"Despite all the popularity and media hype around premium devices, we continue to witness a shift in many companies' portfolios geared towards affordable devices with premium-type styling compared to flagship models,” said IDC research manager Anthony Scarsella in a statement.

Huawei is the third largest smartphone supplier, having shipped around 34 million phones in the first quarter—a 22% bump from the first quarter of 2016. However, despite Huawei’s phones have yet to catch on with U.S. consumers, which IDC said “is something they will need if they aspire to displace the two market leaders.”

Oppo shipped roughly 25 million phones in the first quarter, a nearly 30% year-over-year increase, which IDC attributed to the company’s “midrange, camera-focused” R9s model. Vivo’s shipments grew about 24% year-over-year to 18 million, helped by increased marketing in India and Southeast Asia, IDC said.

In response to IDC’s new research, Barclays said Thursday in an analyst note that the smartphone shipments in the latest quarter were “decent,” but “not as a good as expected.”

Barclays analysts seem concerned that most of the growth in shipments stems from companies selling cheaper phones instead of companies like Samsung and Apple that sell more feature-packed expensive models.

Barclays said that newly released premium phones like the Samsung Galaxy S8 could lead to more smartphone shipments in the next quarter. If there is not a big increase in shipments, then investors “could be concerned that demand for ‘latest and greatest’ premium devices could be easing.”

“This could have negative implications for Apple, which will release its tenth generation iPhone later this year,” the Barclays analysts wrote.