華為Mate 70熱度下降,蘋果機遇增大!

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華為Mate 70手機的消費者熱情減退,分析師表示

上海(路透社) – 華為最新推出的Mate 70智能手機在中國的消費者熱情減退,這可能對這家中國科技巨頭的整體出貨量造成影響,並使蘋果(NASDAQ:AAPL)及其他中國品牌受益,經紀公司Jefferies表示。

Jefferies在週四發佈的一份報告中指出,Mate 70於週二推出後,根據在線評論和討論的頻率,觀察到的熱情「大幅下降」。該公司對華為今年出貨4800萬部手機的初步預測現在面臨下行風險,因為早前的產品Pura 70自今年4月推出以來僅出貨500萬部。

Mate 70的前身Mate 60在去年推出時標誌著華為重返高端智能手機市場,目前出貨量為1200萬至1300萬部,低於最初預計的1500萬至1600萬部。

分析師表示:「我們認為Mate 70的最終銷量可能會低於Mate 60。」他們補充道:「我們對華為今年4800萬部的出貨預測似乎面臨下行風險,這對iPhone和其他品牌來說是個好消息。」

華為尚未立即回應置評請求。

華為宣稱Mate 70是最強大的Mate手機,但分析師和消費者認為,相較於前一代產品,改進似乎有限。根據路透社的報導,Mate 60在展示華為克服多年美國制裁並在本地製造先進芯片的能力後,卻在性能和生產效率上難以取得更大的進展。

這導致Mate 60在推出的前幾個月出現供應短缺,Jefferies表示,Mate 70的芯片生產也預計會面臨供應瓶頸。

來自諮詢公司Canalys的分析師朱托比表示,華為新手機的消費者反應冷卻是不可避免的,因為行業和消費者的熱潮在華為的初次回歸後自然會減退。相反,他預計Mate 70的銷量將比Mate 60系列略有增長,部分原因是旗艦產品的生產能力充足。

圍繞華為技術突破的愛國情懷幫助推動其市場復甦,並加劇了與其他競爭者的競爭。根據市場研究公司Canalys的數據,華為在2024年第三季度被評為中國第二大智能手機供應商,連續第四個季度的交付量超過1000萬部。這與2022年第二季度僅出貨410萬部相比,顯示出顯著反彈。

這篇報導反映了華為面臨的挑戰,尤其是在全球市場競爭日益激烈的背景下。消費者的期望和市場的反應對產品推出的成敗至關重要,而華為似乎在這方面面臨著困難。未來,華為需要更有效地利用其技術優勢,並加強產品的競爭力,以應對不斷變化的市場需求。此外,隨著蘋果及其他品牌的崛起,華為必須重新思考其市場策略,以保持其在中國及全球市場的地位。

以上文章由特價GPT API根據網上資料所翻譯及撰寫,過程中沒有任何人類參與 🙂

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