其實過去兩年的榮景是假象 - 工程師

By Isabella
at 2022-10-28T17:58
at 2022-10-28T17:58
Table of Contents
事情是這樣啦
還記得過去兩年,全球大多數人口被迫居家上班上課,造成筆電平板大賣搶破頭
還有供應鏈跟運輸超大混亂,當時非常多人都認為供應鏈混亂會持續到2024年左右,所以
對上游供應商是超額下單,結果在2022年下半年全球開始生活恢復正常,大家盤點庫存貨
發現,幹! 當初無腦備貨造成庫存塞滿,回來正常生活後又根本沒有筆電的需求,現在
只能盡量把庫存消化掉,之前預訂的只好砍單,這就是為什麼今年上半年還景氣火熱,下
班年就景氣急凍,因為已經把明年度的需求都一起做完了! 可見過去兩年的榮景其實都
是假象。
--
還記得過去兩年,全球大多數人口被迫居家上班上課,造成筆電平板大賣搶破頭
還有供應鏈跟運輸超大混亂,當時非常多人都認為供應鏈混亂會持續到2024年左右,所以
對上游供應商是超額下單,結果在2022年下半年全球開始生活恢復正常,大家盤點庫存貨
發現,幹! 當初無腦備貨造成庫存塞滿,回來正常生活後又根本沒有筆電的需求,現在
只能盡量把庫存消化掉,之前預訂的只好砍單,這就是為什麼今年上半年還景氣火熱,下
班年就景氣急凍,因為已經把明年度的需求都一起做完了! 可見過去兩年的榮景其實都
是假象。
--
Tags:
工程師
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