Taiwan Electronics Co., Ltd. and Shuo Shuo said that in the fourth quarter, notebook computers are expected to reduce shipments by 10-15% in the three major products, and desktops and motherboards will also be reduced by 15-20%. Only other products are better. There is an opportunity to increase the season.
Heshuo held a financial report on the 7th, announced the third quarter earnings report, single-season revenue of 354.7 billion Taiwan dollars (the same unit), a quarterly increase of 18.5%, an annual increase of 10.2%; gross margin of 3.8%, quarterly increase of 0.4 percentage points , an annual increase of 0.5 percentage points; operating profit of 6.23 billion yuan, a quarterly increase of 110.5%, an annual increase of 75%; pre-tax surplus of 8.6 billion yuan, a seasonal increase of 102%, an annual increase of 140%, after-tax net profit of 6.3 billion yuan, quarterly increase 115%, an annual increase of 120%, net profit after tax of 2.41 yuan per share, better than the first quarter of 1.33 yuan and 1.08 yuan in the same period last year.
Accumulated the first three quarters of this year's financial report, revenue was 948.2 billion yuan, an annual growth rate of 8.5%; gross profit margin 3.2%, slightly lower than 3.3% in the same period last year; operating profit of 9.6 billion yuan, an annual growth rate of 30.8%; before tax The surplus is 14.6 billion yuan, the annual growth rate is 60%, the net profit after tax is 9.8 billion yuan, the annual growth rate is 30%, and the net profit after tax is 4.25 yuan, which is higher than 3 yuan in the same period of last year.
Li Shuo, CEO of Heshuo, said that the third quarter revenue increase, the most important is the cost savings, which contributed a lot to the gross profit margin. In addition, the inventory management has dropped a lot this year, the cost control is better than in previous years, and the gross profit margin has risen. At the same time, the company is also cautious in cooperating with customers, so that manufacturing control is high, resources are not wasted, efficiency is improved, and manpower can be streamlined. Therefore, the manpower problem that has been plagued in previous years has hardly occurred this year.
Liao Cizheng pointed out that the company continued to adjust its production line. The focus of this year is to stabilize the capacity utilization rate. I hope that the fluctuations in each quarter should not be too large. For the time being, it is fruitful.
For capacity planning, Liao Zhizheng said that capacity expansion outside the mainland, including Taiwan and Batam, Indonesia, has been put into production, and there is no investment plan in India or Vietnam. The focus is on matching the needs of customers and choosing the best place. Come invest.
As for the 5G part, Liao Cizheng said that everyone is talking about 5G, but will see the real appearance next year. It is expected that the visibility of the product will be much better than this year. This company is also optimistic. He stressed that for the manufacturing industry, there are opportunities for change, and if there is no change, it will enter another competitive pattern.