Hon Hai Group has raised its operating target this year from the original year -on -year level to a slight decline. Among them, the sales of cloud network products and computer terminal products will decline year -on -year.
Comprehensive Bloomberg and the Central News Agency reported that Hon Hai Group held a legal person briefing on Monday (August 14), and Liu Yangwei, chairman of Hon Hai said at the meeting that Hon Hai's performance in the third quarter of this year will be compared to the first year.The second quarter increased significantly, but compared with the high base of the same period last year, it will decline slightly.
Liu Yangwei continued to say that although the sales of consumer smart products in the third quarter are expected to see a significant increase from the previous month, it will decline slightly compared with last year, and the sales of cloud networks and computer terminal products will decline in sales.More significant; the sales of components and other products are expected to increase slightly.
Liu Yangwei pointed out that although the second half of the year is generally a traditional peak season, the market recovery force is still yet to be observed.The slowdown of the personal computer industry will last until the second half of the year, but artificial intelligence (AI) server is expected to usher in strong growth; cloud service providers (CSP) demand is expected to grow, but other clouds have not improved.
Liu Yangwei admits that there are currently many external variables around the world, and variables such as geopolitical tension, global inflation, and currency tightening will have a certain impact on the industry.
In addition, Bloomberg said that Hon Hai's revenue may also be impacted by factors such as slowing iPhone's sales growth, crown disease blockade, and relocation of production capacity in 2023.However, huge scale benefits and internal component supply may allow Hon Hai to better cope with cost pressure than peers.
