The foundry manufacturer Pegatron (4938) announced today that its February revenue was 92.255 billion yuan.

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[Reporter Fang Weijie/Taipei Report] Pegatron (4938), a major foundry manufacturer, announced today that its revenue in February was 92.255 billion yuan, a monthly decrease of 25.96% and an annual increase of 8.38%. An increase of 4.13%.

Although the revenue in February fell below the 100 billion mark, it still benefited from the injection of iPhone 14 Pro orders. The performance in February hit a record high in the same period in history. Currently, Pegatron has observed a decline in the shipment momentum of the communication business. Released the full first quarter and full year outlook.

Pegatron shipped 550,000 notebooks in February, an increase of 57% to 37% from 350,000 to 400,000 units in the previous month, but a slight decline of 1.7% from 560,000 units in the same period last year. The performance of electricity shipments will decrease by 10% to 15% quarterly, and the consumer electronics product category will also be affected by the off-season effect, and shipments will decline compared with the fourth quarter of last year. The turnover of communication products, including iPhone 14 Pro, will be It is expected to be roughly the same as last year's fourth quarter.

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International Data Corporation (IDC) pointed out that the total smartphone market in Taiwan in 2022 will be 5.12 million units, a year-on-year decrease of 5.8%. Some orders were delayed until the first quarter of 2023, resulting in Apple's first supply decline since the outbreak in Taiwan, and a 5.7% decline in 2022.

The legal person estimates that Pegatron’s iPhone 14 Pro shipments in the first half of this year are about 4.2 million units, accounting for 25% of the global iPhone 14 Pro shipments. In the future, Pegatron will receive two low-end iPhone 15 assembly orders, but due to the Guolixun replaced Pegatron’s first-tier supplier status, so Pegatron’s order volume will drop from 20% to 25% of ihone 14 to 15% to 20% of iPhone 15.

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