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Taiwan's technology industry's revenue in March fell to a 10-year low
Taiwan's technology industry's revenue in March fell to a 10-year low
Author：netwing Time：2023-04-17 Browse：
The Nikkei index shows that the total sales of 19 Taiwan, China technology manufacturers that supply top manufacturers such as Apple and Microsoft in March were NT $1.07 trillion (US $35.3 billion), down 18.5% year on year, and c recorded the largest decline since 2013.
In addition, Apple's main assembler, Foxconn Hon Hai Precision, saw a 21% decrease in revenue. TSMC, the world's largest wafer foundry, also experienced its first decline in revenue in nearly four years, with a decrease of approximately 15.4%.
Out of 19 companies, 16 experienced a decrease in monthly revenue, the highest figure in 10 years since the Nikkei began tracking the revenue of technology manufacturers on the Asia 300 list.
As a contract manufacturer, companies in Taiwan, China, China, are responsible for almost all production of Apple's iPhone, Mac and iPad. These companies produce over 80% of PCs, 90% of servers, over 60% of semiconductors, and 80% of video game devices worldwide.
The Nikkei believes that the decline in income highlights the gradual weakening of demand for digital products since the peak of the pandemic. The popularity of remote work and online education has driven the purchase of personal PCs and other digital devices, and the strong demand for semiconductors has led to a long-term shortage.
Guangda Computer has been particularly hit hard, as the boom caused by the pandemic has rapidly reduced demand for personal PCs, resulting in a 15.9% decrease in revenue in March.
According to data released by market research firm IDC this week, global PC shipments totaled 56.9 million units in the first quarter of this year, a year-on-year decrease of 29%. The shipment volume of Apple computers has decreased by 40.5%. Lenovo Group's PC shipments decreased by 30.3%. HP's shipment volume decreased by 24.2%, while Dell's decreased by 31%.
The weak demand for personal PCs has also hurt LCD display manufacturers and chip manufacturers. The revenue of Youda and Quchuang, also known as the "Panel Twin Tigers", decreased by 31.6% and 26.8% respectively.
The semiconductor industry is facing a headwind. DRAM memory leader South Asia Technology saw a 68.1% drop in revenue in March.
Even TSMC cannot go against the trend. According to the forecast of Fubon Securities Investment Services, TSMC expects its revenue to increase by 3.6% year-on-year in the first quarter and its net profit to decrease by 10.6%.
Industry perspective
Fubon expects TSMC's revenue and profit figures to both decline in the second and third quarters. Fubon stated that its annual revenue will decline by 5.2% and net profit will decrease by 23.4%. This will be TSMC's first annual net profit decline in four years, in sharp contrast to a 70% jump in 2022.
According to a manufacturer source related to TSMC, TSMC's factories were operating at full capacity last year, but now "due to weak demand, especially in the PC industry, some production lines have an operating rate of about 50%.".
South Asia Technology President Li Peiying stated that DRAM prices fell by 7% to 9% in the first quarter, but prices will continue to decline in the second quarter as inventory still needs to be cleared.
IDC research manager Jitesh Ubrani stated that the channel inventory of personal PC brains is "still much higher than the healthy four to six week range.". "Even with significant discounts, channels and PC manufacturers can expect high inventory to continue into the middle of this year and possibly into the third quarter."
Some manufacturers believe that a comprehensive recovery will not be possible until next year or later, depending on the economic conditions in China and the United States.
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