群聯11月營收40.82億元、年衰29% 但看好 - 工程師
By Skylar Davis
at 2022-12-09T15:44
at 2022-12-09T15:44
Table of Contents
群聯11月營收40.82億元、年衰29% 但看好市狀進入平緩期
記者高兆麟/綜合報導
快閃記憶體控制晶片大廠群聯電子 (8299) 今日公佈 2022 年 11 月份營運結果,合併營
收為新台幣 40.82 億元,年成長-29% 。年度累積至11月份營收達新台幣562.54億元,年
成長-2% ,為累計同期次高。
與去年同期比較,11 月份 PCIe SSD 控制晶片總出貨量成長超過 1%,為歷史同期新高。
此外,年度累計至 11 月份的 PCIe SSD 控制晶片總出貨量年增長率將近 11%,工規控制
晶片總出貨量年成長近 35%,雙雙均刷新歷史同期新高。
群聯電子執行長潘健成說明,由於疫情封控與通膨因素所導致的消費市場需求低迷狀況,
在逐漸解封以及通膨似乎有放緩跡象的前提下,將有助消費市場緩步回溫。再者,由於
第四季的各種電商促銷活動,包含雙11以及黑五購物 (Black Friday) 等,市場歷經一波
急需求,也間接的穩定了近期的市場價格;再加上 NAND 原廠也持續收斂降價動作, 以
及下游客戶已經疲於降價促銷,市場狀況似乎已進入平緩期。
潘健成接著強調,雖然國際局勢依舊變化無常,然群聯歷經過去多次景氣波動,早已練就
一身應變的能力與機制,並持續透過努力儲備研發能量,主動出擊各種新興的NAND儲存商
機,例如預計2023年發射的8TB PCIe 4.0 SSD月球任務等,預計都將正面挹注群聯未來的
營收與獲利。
https://reurl.cc/Wq8WGx
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