Chairman of Pegatron: the second half of the year will not be affected by excessive inventory.

CTOnews.com, February 26, according to a report by Taiwan's Industrial and Commercial Times, Tong Zixian, chairman of Pegatron, said that consumers purchased a large number of mobile phones, laptops, and desktops during the epidemic, and their demand has been met and will not buy again immediately, and the inventory problem in the electronics industry needs to be cleaned up for half a year.

Tong Zixian pointed out that it is now very clear that the market in the second half of this year will be better than the first half of this year, and the second half of the year will no longer be affected by too much inventory, but whether the so-called "normal" is good or not depends on the state of global consumption at that time.

Financial data show that Apple's contract manufacturer Heshuo earned NT $124.608 billion in January, an increase of 10.50% month-on-month and 1.19% year-on-year, a record high for the same period of the year and better than market expectations.

Pegatron previously pointed out that the high revenue in January mainly benefited from the communications business. The market expects Pegatron's January revenue to rise against the trend, mainly due to the old Apple iPhone 13 and some iPhone 14 Pro transfer orders. In addition, Heshuo said it expected its communications business to be "not weak in the off-season", the same as its revenue performance in the fourth quarter of last year.