PC brand, pointed out today (8th) that the sales on Thanksgiving Day are not bad, and several countries sold out quickly, but the problem of goods "drifting at sea" has not been solved, especially in the European and American markets, but the situation is gradually improving.
Regarding the Thanksgiving sales situation, Chen Junsheng pointed out that the sales situation is not bad, and several countries sold out quickly, but the problem of goods "drifting at sea" has not been solved, especially in Europe and the United States. Now, there are more container ships waiting for entry to the port at sea at the port in the US and West, and there are nearly 100 container ships waiting for entry to the port.
Chen Junsheng said that the situation is gradually improving because the US government has formulated new regulations to solve the problem of Serbia Port, including increased cargo load capacity and how many hours a day to work.
Chen Junsheng believes that there are many variables in the problem of Serbia Port. According to the latest conditions, "Some people expect it will be solved in June next year, but I believe it can be faster."
Regarding the problem of long and short materials, Chen Junsheng pointed out that the real observation time is in the first quarter of 2022. In fact, there are fewer and fewer long and short materials projects, and most of the goods are being supplied. Now that semiconductor factories are expanding rapidly, the supply will definitely keep up. At present, except for the lack of chips such as Codec IC (sound decoding IC) and power-related, everything else is fine.
As for the inventory side, Chen Junsheng said that the embarrassing thing on the inventory side is that the real store in the channel side is actually not enough, but it will be better if you add the goods floating in Shanghai, but there are many uncertain factors for floating on the sea.
Chen Junsheng added that the Port of Seyat causes goods to float on the sea, resulting in the current cargo transportation time increasing by 4-6 weeks compared to normal. In fact, after the things floating on the sea arrive on the shore, they can fill in one month's inventory. At present, the problem of sea drifting in Europe and the United States is serious, but Southeast Asia is still fine.
Source of information: Taiwan Economic Daily
Cover image source: Paixin.com
