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July 22, 2021
Uncategorized

供應鏈復工進度較預期緩慢 微軟調降財測

微軟26日表示,因新冠肺炎疫情影響中國大陸的生產,Windows和個人運算事業部門本季料將無法達成先前的營收預測。

繼蘋果下修財測後,微軟也釋出警訊表示,雖然 Windows 產品需求強勁,但供應鏈復原速度較原預期慢,透露 Windows 軟體暨與 Surface 事業部門營收恐無法達成原先預期 107.5至111.5 億美元目標,但仍維持其他部門旗他營收預期。

微軟表示,由於 Windows OEM、Surface 受衝擊程度較先前預期大,雖然 1 月提供的第 3 財季財測已納入肺炎疫情評估,但隨著疫情狀況持續在全球蔓延,更多個人運算部門包含 Windows 軟體、Surface 事業營收將無法如期達成。

微軟進一步指出,營收無法達標,主因是代工廠復工進度不如預期,雖然 Windows 產品需求仍符合預期,但供應鏈恢復速度較 1 月預期緩慢,而根據調查指出,有逾 8 成電子產品製造商和供應商擔心疫情衝擊營運。微軟強調,將持續密切關注肺炎疫情變化,強調首要任務仍是員工、客戶、合作夥伴和社區的健康與安全。

另一方面,雖然肺炎疫情衝擊科技業上半年規劃市場也傳出,但市場傳出微軟近期仍將照常舉行春季發表會,推出 Surface Book 3 和 Surface Go 2 等旗艦機種。

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