Quanta’s revenue in January was 90.071 billion yuan. Due to the impact of the off-season effect and the high base period of the same period last year, the monthly decrease was 15% and the annual decrease was 10%.

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[Reporter Fang Weijie/Taipei Report] Quanta (2382), a major OEM, announced today that its revenue in January was 90.071 billion yuan. Due to the impact of the off-season effect and the high base period of the same period last year, the monthly decrease was 15%, and the annual decrease was 10%. , based on the previous years of operation before the epidemic, the first quarter was the bottom of the annual performance, and the follow-up is expected to resume growth quarter by quarter, and the third quarter will reach the peak of the year.

Quanta shipped 3.1 million notebooks in January, a monthly decrease of 27.9% and a yearly decrease of 48.3%. Its inventory turnover days have only been 9 days since the third quarter of last year, and it is mainly cloud-related products. As for notebook products, due to the long production time required for cloud products, Quanta continues to precisely control the inventory level.

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In the fourth quarter of last year, Quanta expected that the growth rate of cloud server performance this year would be a double-digit percentage, about 10%. , Many customers adjust the order of opening cases and slow down non-essential expenditures. Quanta will continue to pay attention to whether it will further affect the development of cloud business.

Regarding Apple's upcoming MacBook production to Hon Hai (2317), Quanta is reluctant to comment on a single product or customer. However, industry insiders believe that Apple has always adhered to the principle of diversifying risks among Taiwanese manufacturers, and sometimes it has to deal with Chinese companies. The government expressed its favor by placing orders with Chinese manufacturers. Quanta prefers ODM rather than EMS. It is a design-oriented manufacturing and production, and will not compete with a model that requires a large amount of manpower.

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