Inventec's revenue in 2022 will hit a record high for the same period in history.

(File photo, photo by reporter Fang Weijie)

[Reporter Fang Weijie/Taipei Report] Inventec (2356)'s revenue in 2022 hit a record high for the same period in history. Despite the overall economic impact on market demand, the overall performance grew by 4.24% compared with 2021 due to the strong momentum of servers. Internal forecast It is estimated that the bottom of operations in 2023 will be in the first quarter, and its notebooks, servers, and smart wearable devices can grow further throughout the year.

Inventec announced today that its revenue in December last year was 40.324 billion yuan, a monthly decrease of 8.63% and an annual decrease of 22.69%. Revenue was 541.748 billion yuan, with an annual increase of 4.24%. Despite the headwinds in the economy and industry, thanks to the strong momentum of server orders, it still hit a record high.

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Inventec shipped 1.4 million notebooks in December, slightly lower than the estimated 1.5 million units. Adding the 1.4 million units shipped in November and 1.6 million units shipped in October, the overall total shipments in the fourth quarter The shipment volume was 4.4 million units, a quarterly decrease of 12%. Looking back at Inventec’s shipments of 5 million units in the third quarter of last year, 5.4 million units in the second quarter, and 5 million units in the first quarter, the annual shipments reached 19.8 million units. A 7% decrease from 21.3 million units in 2021.

Although Inventec's shipment performance was affected by the weak demand for notebooks in the fourth quarter of last year, the annual growth rate of servers grew by double digits. Although smart devices continue to face the problem of lack of power management chips, they still have a high growth rate. Double-digit growth has driven the Group's operations to reach new heights amidst adversity.

Inventec said that since the first quarter of each year is the season with the lowest demand and the weakest shipments, the quarterly reduction rate in the first quarter of this year is about 15% to 20%, which is the bottom of the year, and the operating situation will recover quarter by quarter. The annual peak is expected to fall in the third quarter. Looking at the whole year of 2023, laptops are expected to grow slightly driven by e-sports products, enterprise servers are expected to be flat, and the cloud data center business will benefit from the purchase of large American manufacturers. Double-digit growth is expected, and smart devices are also expected to have high single-digit to double-digit growth.

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