2022年5G智慧機銷量估增4成;陸廠折疊機市佔破10%
Date: 2022-01-26
News Type:
市場調查公司Counterpoint Research預估,2022年全球智慧手機銷售量有望成長7%,其中三星電子將持續位居龍頭,而5G智慧手機銷量有望暴增40%、佔比突破5成大關,且預期明年3大陸廠於折疊智慧手機市場的市佔率將突破10%。
而根據另一家調研機構IDC指出,2022年全球智慧手機出貨量預估將成長3%,其中5G手機佔一半以上。綜合各家調研機構報告,正顯示全球手機市場自2020疫情爆發導致衰退以來,逐步朝向復甦趨勢,且可望連續2年正成長,但由於零組件供應不順仍未見改善,大大抑制復甦動能。而智慧手機前五大品牌應與2021年相同,分別為三星、蘋果、小米、OPPO與vivo。
雖然智慧手機出貨量不再大幅度增長,但5G手機的滲透率正逐步提高,將成為2022年的主流機種。由於5G手機帶動了規格升級,包含了SiP/AiP的使用數量以及零組件單價皆有提升,價量的相乘效應對產值影響很大。2022年的5G手機市佔率預估,蘋果將佔有三成的比重,其次為三星。對台灣PCB而言,手機通訊應用佔了約33%的產值比重,為第一大應用市場,且又是蘋果重要的供應鏈,因此5G手機的成長是未來台灣PCB產業維持兆元規模的關鍵所在。
此外,折疊手機似乎不是曇花一現的產品,在三星持續開發新產品且壓低價格的策略下,折疊手機漸漸受到消費者認同,也讓其他大廠也加入戰局,像是榮耀與OPPO也將於2022年推出自家首款的折疊手機,市場也傳言iPhone折疊機最快在2023年亮相。根據IDC預測,2021年全球折疊手機出貨量將達到400萬部,較2020年的190萬部成長106.6%,並以每年48.1%的複合成長率,在2025年時達到1,390萬部的規模。隨著折疊手機逐漸受到市場青睞,有望成為軟硬結合板的新利基市場。
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