Canalys分析师周乐轩(Le Xuan Chiew )评论说：“前五大厂商之间的差距已经缩小，竞争格局更加激烈。厂商正以稳健的势头和谨慎乐观的态度迎接假日购物季，旨在吸引因双11和黑色星期五等重大促销活动而推迟升级设备的消费者。然而，我们仍需强调有效资源规划的重要性。虽然市场条件正在改善，但需求恢复的势头依然脆弱，厂商在创造需求方面面临着越来越多的全球性挑战和监管阻碍，如，欧盟的生态设计指令。有效的供应链管理、保持健康的库存水平以及优化销售和营销投入，对于厂商的巩固市场领导地位正变得愈发重要。”Canalys stated that in the third quarter of 2024, the global smart phone shipment volume increased by 5% year-on-year, achieving growth for four consecutive quarters.
According to the Financial APP, Canalys stated that in the third quarter of 2024, the global smart phone shipment volume increased by 5% year-on-year, achieving growth for four consecutive quarters. This is mainly due to the strong demand from emerging economies, and the early stage of replacement cycles in North America, China, and Europe. Samsung's smart phone shipment volume accounts for 18% globally, slightly surpassing Apple to take the top spot in the market. Apple (AAPL.US) holds a 18% market share, ranking second. Supported by strong growth in the Indian and Latin American markets, OPPO has returned to the market's top four for the first time this year with a 9% market share. vivo enters the top five with double-digit growth, as well as a 9% market share.
Canalys analyst Runar Bjørhovde emphasized: 'In the third quarter of this year, Apple's shipment volume reached the highest level at the same period in history, bringing it closer than ever to the top spot in global shipment volume. The strong demand for the iPhone 15 series and older models played a crucial role in its performance in the third quarter. The shift in market demand towards high-end devices, coupled with devices purchased during the pandemic entering replacement cycles, have all contributed to Apple's success, especially in North America and Europe. Apple's efforts to enhance product diversification have helped reduce delivery times. Despite mixed initial response, it is expected that the iPhone 16 will help Apple continue its strong growth in 2024, extending its momentum into the first half of 2025.'
Canalys analyst Le Xuan Chiew commented: 'The gap between the top five manufacturers has narrowed, intensifying competition in the market. Manufacturers are approaching the holiday shopping season with a steady momentum and cautious optimism, aiming to attract consumers who delayed upgrading their devices due to major promotions like November 11 and Black Friday. However, the importance of effective resource planning needs to be emphasized. While market conditions are improving, the recovery of demand remains fragile, and manufacturers are facing increasingly global challenges and regulatory hindrances in creating demand, such as the European Union's Ecodesign Directive. Effective supply chain management, maintaining healthy inventory levels, and optimizing sales and marketing investments are becoming increasingly important for manufacturers to consolidate their market leadership.'
