華碩上季轉虧 上半年難獲利 - 工程師
By Enid
at 2023-03-13T08:27
at 2023-03-13T08:27
Table of Contents
華碩上季轉虧 上半年難獲利
2023/03/11 00:20:42
經濟日報 記者吳凱中/台北報導
PC品牌大廠華碩(2357)去年第4季意外轉虧,華碩共同執行長許先越昨(10)日在法說
會上鄭重致歉,展望後市,華碩預期,在終端市場需求不佳及經銷商過度謹慎備貨雙重壓
力下,今年首季將是全年營運谷底,且拋出上半年持續虧損的「震撼彈」,這也間接反映
PC產業仍處於「寒冬」的局面。
https://i.imgur.com/A6El7pH.jpg
展望第2季,由於預期終端整體需求改善,以及通貨夥伴採購調整,華碩估計,營收將季
增10%,但仍可能持續虧損,惟虧損幅度有望明顯收斂。
從財務面來看,華碩預估,今年首季營收將季減15%,是全年營運谷底。而在營收收斂及
庫存控管持續下,首季預期仍小幅虧損,但營益率會較去年第4季略微改善。
以產品別來看,華碩預估,PC首季營收將季減15%-20%,零組件(板卡事業為主)季減
5-10%。華碩預期,首季將是PC產業谷底,後續出貨可望呈現逐季成長,中長期來看展望
依然正向。至於電競產品、板卡等零組件市場皆抱持正向看法。
由於PC指標大廠英特爾(intel)去年第4季已繳出虧損成績,且預期今年首季續虧,該風
向已讓外界預期華碩去年第4季營運不佳,但虧損成績仍跌破外界眼鏡,為此,許先越在
法說會上對投資人致上12萬分歉意。
許先越指出,2023年整體大環境欠佳,市調機構大多預估PC市場將負成長,可能衰退大約
一成,主要是因近期消費信心低迷。今年對華碩團隊絕對是非常大的挑戰。
華碩表示,目前看到終端需求疲弱,反映消費者跟企業消費信心薄弱,其次則是通路經銷
商方面,採購及備貨量急速收斂,事實上已偏過度保守,對華碩而言是雙重壓力及風險。
這也導致華碩去年第4季需求下探,同時雙重壓力將延續到今年上半年。
針對外界最關注的庫存管理方面,華碩去年底已降至1327.73億元,現金部位亦大幅提升
,以應對總經不佳局面。
華碩規劃,上半年庫存金額要再降100億-200億水準,目標今年第2季底庫存回到健康水位
。
面對逆風,華碩正推動改善計畫,包括新產品循環、營運管理流程等各方面控管,設定積
極目標,儘速協助公司穩定度過數個季度的短期調整,希望今年下半年能讓營運回到正常
狀態,包括營收和獲利都回到正向趨勢。
https://reurl.cc/ZXy1VW
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