智通财经APP获悉,周一,Counterpoint Research的数据显示,得益于iPhone 16e的推出,以及在日本、印度等国的强劲需求,苹果公司$(AAPL)$在今年第一季度的全球智能手机销量中拔得头筹。
Counterpoint预计,由于经济形势不明朗以及美国总统唐纳德·特朗普加征的关税,今年智能手机市场将出现下滑。
特朗普反复无常的关税政策以及全球贸易紧张局势的升级,导致经济前景愈发黯淡,通胀加剧的可能性增大。
报告指出,不稳定的宏观经济环境可能会使消费者推迟购买手机,扰乱供应链,增加贸易风险,从而对市场产生负面影响。
Counterpoint高级研究分析师安基特·马尔霍特拉表示:“根据我们目前的估计,关税声明并未因关税和政策不确定性而导致需求大幅增长。由于关税是在4月宣布的,所以并未影响2025年第一季度iPhone的需求。”
2025年第一季度,全球智能手机市场增长了3%,但Counterpoint预计,今年整体市场将会下滑。
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