Hon Hai (2317-TW) today (5) announced its March revenue. Under the mass production of the new iPad and strong server demand, the revenue was 507.395 billion yuan, a monthly increase of 11.51% and an annual increase of 15%; the first quarter revenue was 1.41 trillion yuan, a quarterly increase It decreased by 25.5% and increased by 4.8% year-on-year. Both March and the first quarter set new highs for the same period, and the overall performance was slightly better than the company’s expectations.
Hon Hai explained that in March, in addition to the continuous stabilization of the material situation, new tablet products were released, the overall demand for the server market remained strong, and the demand for consumer and other product components was strong. In March, computer terminals, cloud networks, components and other products Both have double-digit monthly growth.
However, the performance of consumer smart products in March declined slightly compared with the previous month as the main products gradually entered the period of replacement of old and new products. However, compared with the same period of last year, the four major products in March all had double-digit growth; from the perspective of the first quarter , cloud network, components and other products have double-digit annual growth, and computer terminals and consumer smart products have also grown compared with last year.
Looking forward to the second quarter, Hon Hai said that the visibility of the second quarter is about the same as the current market expectations, but it is still necessary to closely observe the impact of geopolitical changes, the epidemic, inflation and the overall supply chain on market supply and demand.