IDC: Samsung’s global smartphone market share in Q3 fell from 21% to 18% YoY, the only one of the top five global smartphone makers to have falling shipments 苗栗手機收購

11 月 22, 2024 #苗栗手機收購

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苗栗手機收購分析師認為,蘋果iPhone 16系列的上市成績將影響AI手機的熱度。(圖/路透社)

今年「AI手機」大放異彩,但是否真能引發全球手機市場新一波的換機潮,知名分析師郭明錤仍持保守觀點。

郭明錤表示,儘管三星S24系列靠著Galaxy AI,成功刺激市場需求,取得不錯的銷售成績,但其出貨動能自4月開始已經逐漸放緩。三星最新推出的摺疊手機Z Fold6、Z Flip6也主打AI功能,然而預購量較去年同期下降10%。推估三星摺疊手機今年的出貨量約在800到900萬部之間,相比去年略為下降。展望明年的S25系列,出貨量可能與S24系列相當。

郭明錤進一步指出,目前尚無明確的證據顯示,Google和三星不斷提升手機的AI功能,能夠有效帶動換機潮。雖然市場目前普遍對AI手機持樂觀態度,但如果蘋果iPhone 16系列上市後,並沒有因爲Apple Intelligence而熱賣,市場對AI手機的看法可能會因此重新評估。

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