2020/5/27  
Electronics firms posts strong April figures amid demand for work-from-home gear (2020/05/22)
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  • 英文 English 
    Electronics firms posts strong April figures amid demand for work-from-home gear (2020/05/22)

    The pandemic has dampened revenue in many industries, but electronics have been relatively unscathed. Amid lockdowns and social distancing regulations, laptop and tablet sales have increased~ as people turn to working from home and attending classes online. Last month, Taiwan electronics makers Compal, Quanta and Pegatron posted their highest earnings so far this year. Analysts say the pandemic has lifted what is usually the low season for electronics.

    Amid the pandemic, working from home or attending classes online have become increasingly common. That's caused the demand for laptops and tablets to skyrocket.

    Chen Yen-lin
    FTV reporter
    As demand for laptops and tablets heats up, many outlets have launched promotional deals to boost sales.

    Member of the public
    If, for example, you wanted to go to a cafe, you could bring a tablet along with you. It's not a bad option.

    Member of the public
    Of course you'd rather get a larger screen. I think it'd be better. It wouldn't hurt your eyes as much.

    It's out with the old and in with the new. On rising demand, original design manufacturer Compal sold 4.3 million laptops in April, an increase of 16.2% from March. Sales have shot up for smartphones, wearable devices, and tablets, especially educational tablets. The company posted revenue of around NT$94.3 billion in April, up 16.8% from the previous month. Meanwhile Quanta Computer sold 4.6 million laptops in April, up 9.52% from March, to post NT$83.4 billion in revenue. That same month, Pegatron posted its highest monthly revenue so far this year. At NT$103.77 billion, that's an increase of 2.7% from the previous month.

    Ray Yang
    ITRI
    Currently laptop and tablet sales are high. Of course this has turned the low season into a not-so-low season. It's possible this could affect the second half of the year. Maybe the peak season won't be the peak season, because some of the demand was met in the first half. We'll have to see what happens in the second half of the year.

    The pandemic has wreaked havoc on many industries, forcing many of their employees to adjust their way of working. That's delivered a boon for electronics makers, who hope strong earnings will continue into the second half of the year.

    中文 Chinese  
    在家工作需求增 仁寶.廣達4月營收創新高

    疫情衝擊讓各產業哀鴻遍野,但也有產業因此受惠,在封城、在家工作以及線上教學需求帶動下,電子代工大廠和碩、廣達、仁寶4月營收創下今年新高,分析師說,受到疫情影響,筆電、平板以及和健康相關的穿戴式裝置需求激增,也讓代工廠難得出現「淡季不淡」現象。

    疫情衝擊,不少人只能在家工作,甚至連上課也採線上教學,讓筆電、平板需求激增。

    [[民視記者 陳妍霖]]
    "看準民眾對於筆電、平板需求增加,賣場推出不少促銷活動,要來搶商機"

    [[民眾]]
    "像你去咖啡館什麼的,你都可以帶著平板去上班,也是不錯的選擇"

    [[民眾]]
    "當然會想要比較大尺寸(螢幕) ,看起來會比較好,對眼睛也不會太大的傷害"

    民眾汰舊換新,在需求帶動下,電子代工大廠仁寶4月筆電出貨430萬台,月增16.2%,平板、手機、穿載裝置等出貨也暴增,以教育平板表現最突出,衝高4月營收,達943.05億,月增16.8%;廣達4月筆電出貨量460萬台,月增9.52%,營收833.97億元;和碩4月營收1037.74億,月增2.7%,創今年單月新高。

    [[工研院產業科技所研究總監 楊瑞臨]]
    "目前筆電跟平板竄高,當然是一個淡季不淡的一個效應,但是會不會延伸到今年下半年,反而會產生一個旺季不旺,就是本來一些在下半年需求,提前發生了,可能還要再觀察下半年"

    疫情衝擊讓各產業哀鴻遍野,但意外催生出工作新模式,讓部分產業因此受惠,好業績會不會延續到下半年,還得再觀望。

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