仁寶:大陸工資漲得太離譜 - 工程師
By Regina
at 2022-04-04T00:11
at 2022-04-04T00:11
Table of Contents
2022年3月30日02︰55︰16
仁寶(2324)副董事長陳瑞聰昨(29)日表示,大陸疫情升溫,多處封城/封省,人員移
動與物流受阻,導致缺工與成本上漲,尤其缺工導致當地工資漲得太離譜,「是很麻煩的
事」,製造業成本壓力很大,仁寶會視客戶要求,加速越南等非大陸布局。
談到近期通膨導致電子業有壓力,甚至傳出蘋果大砍iPhone等產品訂單,陳瑞聰指出,通
膨確實會造成物價上升,資通訊(ICT)產業的產品也會漲價因應,但據他所知,iPhone
需求沒有放緩,甚至因為缺料導致現在還在缺貨。
仁寶子公司奔騰智慧生醫昨天捐贈阿帕契手持無線超音波給衛福部,以提升台灣71家偏鄉
衛生所醫療設備水準,陳瑞聰身兼奔騰智慧生醫董事長,出席昨天活動會後受訪,釋出以
上看法。
近期大陸封城/封省消息不斷,打亂電子業節奏,又傳出手機、筆電等終端裝置需求不振
的消息,仁寶產品線涵蓋筆電、智慧穿戴等當紅電子產品組裝業務,陳瑞聰以代工大廠高
階領導人的視野,暢談對景氣與總經環境變化的看法。
針對外界普遍看壞今年筆電市況,陳瑞聰坦言,今年的市況確實沒去年強,客戶通常是一
季一季給展望,如同先前法說會總經理翁宗斌說明,今年隨著疫情趨緩、遠居教學需求放
緩,教育用Chromebook出貨量將下滑,商用、電競需求則仍保持成長,整體而言,由於教
育衰退比率較大,預期今年筆電需求量將不如去年強勁。
受到缺料、俄烏戰爭與疫情三大因素影響,仁寶日前已下修今年筆電出貨目標,由原先預
估較去年持平到小幅成長,修正為持平到小幅衰退,並預期本季筆電出貨將季減兩成,第
2季可望雙位數或高個位數成長。
談到大陸接連封城/封省擾亂供應鏈,並且導致缺工,陳瑞聰直言,大陸工資漲得太離譜
,雖然當地官方不斷鼓勵製造業回流,但在他看來「只是呼口號啦」。
https://money.udn.com/money/story/5612/6201369
--
仁寶(2324)副董事長陳瑞聰昨(29)日表示,大陸疫情升溫,多處封城/封省,人員移
動與物流受阻,導致缺工與成本上漲,尤其缺工導致當地工資漲得太離譜,「是很麻煩的
事」,製造業成本壓力很大,仁寶會視客戶要求,加速越南等非大陸布局。
談到近期通膨導致電子業有壓力,甚至傳出蘋果大砍iPhone等產品訂單,陳瑞聰指出,通
膨確實會造成物價上升,資通訊(ICT)產業的產品也會漲價因應,但據他所知,iPhone
需求沒有放緩,甚至因為缺料導致現在還在缺貨。
仁寶子公司奔騰智慧生醫昨天捐贈阿帕契手持無線超音波給衛福部,以提升台灣71家偏鄉
衛生所醫療設備水準,陳瑞聰身兼奔騰智慧生醫董事長,出席昨天活動會後受訪,釋出以
上看法。
近期大陸封城/封省消息不斷,打亂電子業節奏,又傳出手機、筆電等終端裝置需求不振
的消息,仁寶產品線涵蓋筆電、智慧穿戴等當紅電子產品組裝業務,陳瑞聰以代工大廠高
階領導人的視野,暢談對景氣與總經環境變化的看法。
針對外界普遍看壞今年筆電市況,陳瑞聰坦言,今年的市況確實沒去年強,客戶通常是一
季一季給展望,如同先前法說會總經理翁宗斌說明,今年隨著疫情趨緩、遠居教學需求放
緩,教育用Chromebook出貨量將下滑,商用、電競需求則仍保持成長,整體而言,由於教
育衰退比率較大,預期今年筆電需求量將不如去年強勁。
受到缺料、俄烏戰爭與疫情三大因素影響,仁寶日前已下修今年筆電出貨目標,由原先預
估較去年持平到小幅成長,修正為持平到小幅衰退,並預期本季筆電出貨將季減兩成,第
2季可望雙位數或高個位數成長。
談到大陸接連封城/封省擾亂供應鏈,並且導致缺工,陳瑞聰直言,大陸工資漲得太離譜
,雖然當地官方不斷鼓勵製造業回流,但在他看來「只是呼口號啦」。
https://money.udn.com/money/story/5612/6201369
--
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