華碩去年營收創歷史第5高 今年上半延續 - 工程師
By Steve
at 2023-01-10T09:13
at 2023-01-10T09:13
Table of Contents
華碩去年營收創歷史第5高 今年上半延續不確定性因素
〔記者方韋傑/台北報導〕華碩(2357)2022下半年歷經產業庫存去化、終端需求不振衝
擊,但全年集團營收仍較2021年成長0.36%,創下歷史第5高紀錄,內部預期經濟面及產業
面的不確定性將延續至2023年上半年,後續產業應能從谷底逐漸回升,但相關挑戰仍持續
存在。
華碩今天同步公告2022年12月營收為410億元,月減10.34%、年減20.74%,第4季累計營收
為1271億元,季減12.22%、年減16.32%,全年營收來到5372億元,相較於2021年成長
0.36%,若單看品牌營收,去年12月業績為378億元、年減22%,第4季業績為1174億元、年
減17 %,全年業績為4935億元、年減1%。
華碩表示,2022年面對經濟、疫情、地緣政治等多重挑戰,產業需求大幅動盪,是營運環
境相當艱困的年度,不過,旗下產品在開機率(sell-through)、用戶推薦率(NPS)等
領先指標上,卻能取得顯著成長,多項主力產品的出貨成長率也達到超越市場逾10%的佳
績。
華碩提到,逆勢擴張的困難度與產業需求調整的壓力,導致2022年的財務獲利動盪加劇,
繼第2季首波產業需求調整壓力之後,第4季營運面臨更深的谷底,消費心態保守、通路促
銷支出增加、庫存跌價高於預期、旺季銷售不振等因素,導致單季獲利承受巨大壓力。
華碩團隊強調,現在庫存調整已接近最後階段,從品牌價值與產品競爭力角度,旗下多項
產品如主機板、顯示卡、電競筆電、創作者筆電,皆持續擴大領先優勢,2023年設定的營
運藍圖為「逐季改善經營成果」及「持續超越產業成長率」,對AIOT、商用電腦與資料中
心等新領域的長期布局,也可望逐步深化、產生價值。
https://reurl.cc/MXQegX
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