Shulou(Shulou.com)11/24 Report--

CTOnews.com April 5 news, Hon Hai now released the latest revenue figures: March revenue of 400.3 billion New Taiwan dollars (CTOnews.com Note: currently about 90.067 billion yuan), monthly minus 0.43%, annual minus 21.11%, the third highest in the same period of the previous year, roughly in line with the company's expectations.

In the first quarter of 2023, Hon Hai's revenue was NT $1 trillion, a quarterly decrease of 25.26% and an annual increase of 3.87%, a record high for the same period, in line with the company's expectations revealed at the Law Conference.

Looking forward to the second quarter:

Based on the fact that it has entered a period of conversion between new and old products, coupled with the relief of material shortages in the first half of last year in 2021, the pulling momentum in the first half of last year is higher than the general seasonal performance. In the case of a high base period last year, it is estimated that the operating outlook for the second quarter of 2023 will show a quarterly decline and an annual decline.

Hon Hai's business is mainly divided into four categories:

In 2023, the monthly camp income was 400.3 billion, with a monthly decrease of 0.43%. The "Cloud Network Product Category" and "component and other Product Category" showed strong double-digit growth from month to month, while the "computer Terminal Category" also maintained positive growth performance, with only the "Consumer Smart Product Category" declining. The explanation is as follows:

"Cloud Network Product Category": benefiting from customer demand, there is a strong double-digit growth from month to month.

"components and other product categories": benefiting from the increase in shipments of components, there was a strong double-digit growth from month to month.

"computer terminal product category": benefiting from customer demand, this category maintains a positive monthly growth performance.

"Consumer Intelligent Product Category": due to the gradual entry into the off-season, there is a monthly recession.

The income of the camp in March in 2023 decreased by 21.11% per year. In addition to the significant growth in the "Cloud Network Product Category" over the same period last year, the other three product categories showed a year-on-year decline, as shown below:

"Cloud Network Product Category": the material supply of some products has improved compared with the same period last year, and there has been a significant year-on-year growth due to customer demand.

"components and other product categories": this category declined slightly year to year due to the decline in consumer intelligence and shipments of computer terminal products.

"Consumer Intelligent Product Category": due to the launch of new products in the same period last year, the base period is relatively high, so this category has a year-on-year decline.

"computer terminal product category": this category has a year-on-year recession due to the slowing down of PC market demand.

Revenue in the first quarter of 2023 was 1 trillion 462.7 billion, an annual increase of 3.87%. The "Consumer Smart Product Category" showed significant growth over the same period last year, while the "Cloud Network Product Category" was about the same, while the "computer Terminal Category" and "component and other Product Category" showed a slight decline. The explanation is as follows:

(1) "Consumer Intelligent Product Category": due to the resumption of normal production at the Zhengzhou plant in January, shipments of these products increased, so this category grew significantly compared with the same period last year.

(2) "Cloud Network Product Category": the annual performance of this category is about the same.

(3) "computer terminal product category": due to the slowdown in market demand for PC, the performance of this category declined slightly compared with the same period last year.

(4) "components and other product categories": the performance of this category declined slightly compared with the same period last year because of the conservative kinetic energy of pulling goods.

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