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小米(01810.HK):料芯片短缺情況持續 有信心今年缺貨下仍有好增長
阿思達克 03-24 19:33
小米(01810.HK)總裁王翔在業績電話會議表示,去年第四季增長稍慢主要受供應問題影響,不過強調今年1-2月份整體表現非常好,形容第一季「已馬上追回來了」,同時集團亦有在核心供應商方面作出改善,以改善供應及提升生產效率,彌補缺貨帶來的影響。

他又認為芯片短缺是全球性問題,主要因為半導體行業週期性短缺,相信今明兩年將面對更大挑戰,因為疫情下大家低估了經濟恢復過程,而智能手機又是剛需產品,造成短缺情況,今年將爭取在供應商夥伴方面有更好的供應,有信心2021年在缺貨情況下仍會有好增長。

公司在業績後公布將收購紫米餘下50.1%的股權,王翔認為交易可令公司產品有更好協同,而管理層亦認為紫米在多項IoT方面均具技術及研發能力,相信成為小米全資子公司後可提升公司在IoT方面的競爭力,減少成本等。

在歐洲市場方面,王翔指疫情確實對整體經濟造成影響,不過智能手機是剛需的產品,對歐洲市場仍有信心,認為小米在當地增長強勁,相信仍有很大增長空間。(el/u) ~

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