Quanta has passed the trough of the epidemic lockdown from April to May, and it is expected that NB shipments in June will continue to rebound compared with May. However, due to the overall unsatisfactory supply chain, NB shipments in the second quarter were estimated to drop by more than 20% in the quarter. Looking forward to the future market, despite major environmental adverse factors such as inflation and interest rate hikes, due to the low in the second quarter, NB shipments in the third quarter are expected to still have seasonal performance. According to the current market conditions, shipments in the second half of the year are still better than those in the first half of the year.
Guangda NB has about 20% of its production capacity in Shanghai, and it is reported that most of the factories are responsible for the products of large American customers. In April, due to the epidemic lockdown, it significantly impacted NB shipment performance. Since May, with the unblocking, it has gradually come out of the bottom. However, the manpower replenishment and supply chain have not yet fully recovered. NB shipments are shipped 4 million units, an increase of 800,000 units per month. It is expected that manpower will continue to be filled in in June, and NB shipments are expected to heat up again.
However, the overall second quarter was affected by lockdown and supply chain disability, and NB shipments were estimated to drop by more than 20% in the quarter.
is looking forward to the future market. Despite the adverse environmental factors such as inflation and interest rate hikes, due to the low base period in the second quarter and the delay in progress orders due to partial blockade, it is expected that NB shipments in the third quarter will still have seasonal performance. In terms of
servers, although they continue to face long and short materials problems, server shipments in the second quarter are still better than those in the first quarter. At present, the long and short materials problems have not been completely relieved. If the upstream chip supply goes smoothly in the second half of the year, the long and short materials problems have a chance to further improve, which is conducive to shipment performance. Based on the current order information, shipments in the second half of the year are expected to be better than those in the first half of the year, and the annual double-digit growth target has not changed.
has been affected by inflation and interest rate hikes recently, and various industries have experienced demand noises of varying degrees, which have also spread to the server. According to the supply chain, the current economic impact has a great impact on small and medium-sized enterprises (SMB) and has shown a streamlining budget. However, small and medium-sized enterprises will no longer set up server systems on their own due to the recession, because the pressure of depreciation arranging will be heavy, but are more inclined to purchase cloud services provided by CSP (cloud service provider). It mainly has the advantages of flexible deployment and lower cost. Therefore, for CSP, the demand for data center construction is still stable.
Source of information: MoneyDJ
Cover image source: Paixin.com
