(Central News Agency reporter Zhang Jianzhong, Hsinchu, December 5, 2021) Hon Hai (2317) has since closed its November consolidated revenue of NT$621.713 billion, the second highest in the same period in history. Hon Hai expects that December revenue is expected to continue to be stronger than that of October.
Hon Hai announced this afternoon that its self-financing revenue in November was 621.713 billion yuan, an increase of 12.86% from October’s 550.89 billion yuan, but a decrease of 8.76% from 681.375 billion yuan in the same period last year, which was the second highest level in the same period in the previous year.
Hon Hai pointed out that from the perspective of the performance of the four categories of products, compared with October’s revenue in November, components and other products performed the best, followed by consumer smart products, followed by computer terminal products, and finally cloud network products.
If the November revenue is compared with the same period last year, Hon Hai said that components and other products performed best, followed by cloud network products, computer terminal products, and consumer smart products.
The legal person pointed out that Hon Hai’s performance in semiconductor components and components grew in November. In addition, the market demand for high-end iPhone 13 Pro and Pro Max continued to strengthen, driving the growth of Hon Hai’s components and other products and consumer smart products in November.
Hon Hai’s accumulated consolidated revenue for the first November was 5 276.869 billion yuan, an increase of 13.67% from the 4,642.281 billion in the same period last year, a record high for the same period in the previous year. Hon Hai previously estimated that November and December revenue performance is expected to grow compared to October, returning to the stable level before the lack of materials, because market demand is still there.
Looking forward to next year, the Hon Hai Group will continue to deploy three major industries including electric vehicles, digital health, and robotics, as well as three major technologies: artificial intelligence, semiconductors, and new-generation communications. It is estimated that the scale of 3+3 investment next year will be about 20 billion yuan.
Hon Hai estimates that the target of 7% gross profit margin next year has a chance to be achieved, but we still need to observe the COVID-19 epidemic, inflation, international political and economic conditions and other variables. It is estimated that the tight situation will continue into the second half of next year.
Looking ahead to the semiconductor layout, Hon Hai Group’s current semiconductor project revenue scale is about 70 billion yuan, and it is estimated that by 2023, the semiconductor project revenue scale can exceed 100 billion yuan.
From the perspective of the four major product lines, Hon Hai previously pointed out that the demand for consumer and smart products next year remains to be seen, the demand for cloud network products next year is optimistic, the performance of cloud service providers (CSP) is expected to be strong, and the demand for Netcom products continues to be driven by 5G applications. To next year.
In addition, Hon Hai estimates that demand for computer products will remain stable next year; components and other products will continue to increase their market share next year. The performance of connectors and optical modules is expected to continue to grow, and new semiconductor products will also be launched. It is expected that next year’s component and other product categories will be four. The best-performing project of the large product line.
