Tong Zixian, chairman of Pegatron, a major foundry, attended the technology forum today.
(Photo by reporter Fang Weijie)
[Reporter Fang Weijie/Taipei Report] Tong Zixian, chairman of Pegatron (4938), a major foundry manufacturer, attended a technology forum today, and expressed his views on the prospects of the electronics industry after the meeting. , but after the time sequence enters autumn and winter, with the peak season of the industry and the release of new products, it is expected that there will be a wave of new situations to look forward to.
Tong Zixian said that it has been shown in the past that the electronics industry still needs to destock in the first two quarters of 2023. Among them, manufacturers of Android mobile phones, personal computers, laptops and other equipment have suffered terrible financial reports in the first half of the year, but the outside world does not need to worry too much. In the past 1 Thinking that the profit performance of each manufacturer is not bad, Tong Zixian said with a smile: "At present, I am a little bit too full, so I stopped."
Please read on...
Tong Zixian pointed out that in the first half of the year, it was observed that the demand for new technologies, new applications, and new fields remained strong, including automotive applications.
Electronics and Internet communication equipment markets continue to grow. Judging from TSMC's (2330) first-quarter results, it still shows a growth trend compared to the same period last year. Under the mutual growth and decline of various electronic products, the semiconductor industry has no obvious recession.
According to Tong Zixian’s analysis, the current inflation situation mainly occurs in the United States. The main reason behind it is that the goods cannot flow smoothly, the goods cannot be used smoothly, and the people cannot make the best use of their talents. Later, the Ukrainian-Russian War resulted in a decline in the turnover rate of talents, which was reflected in the rise of the consumer price index (CPI) in the economy, and the stagnation of inflation that occurred when the economy was stagnant made the United States take strong measures to recycle banknotes, making people want to do business. Business people have insufficient funds, and a small number of banks have problems.
Tong Zixian said that the situation at this stage is not serious enough to turn into a financial crisis, and the rest is to take a longer road. It is not a bad thing to let the electronics industry rest for half a year, which will help the market stabilize. It will be adjusted after autumn, and most of the crisis will be lifted when winter comes.
Grasp the pulse of the economy with one hand I subscribe to Free Finance Youtube channel
Already added friends, thank you
Welcome to 【Free Finance】
Already liked it, thank you.