中国家家家家 Recently, Heshuo and Acer successively released their April revenue reports, showing that both companies' revenues fell by more than 35% compared with the previous month. Among them, Pegatron fell from NT$115 billion last month to NT$75 billion, the worst in the past year, mainly due to the impact of the epidemic lockdown in East China.
Pegatron is the second largest iPhone assembly factory in the world outside Hon Hai . Its production bases in Shanghai and Kunshan have suffered a huge impact from the epidemic. It is understood that the Kunshan production plant has resumed production, while the Shanghai factory has not resumed work. Acer pointed out that the revenue changes in April were affected by many factors, but the impact of the epidemic on the supply chain is the most critical.
With the emergence of new variants, the spreading ability of the new crown epidemic has been further strengthened, and the uncertainty has greatly increased. From the perspective of industry chain , since the semiconductor industry chain is relatively complex, the collaboration requirements between the upstream and downstream of the industry are very high, and the related impact is easily transmitted, so it is difficult for manufacturers to survive alone.
(Proofreading/Andrew)
