小米(01810.HK):料芯片短缺情况持续 有信心今年缺货下仍有好增长
小米(01810.HK)总裁王翔在业绩电话会议表示,去年第四季增长稍慢主要受供应问题影响,不过强调今年1-2月份整体表现非常好,形容第一季「已马上追回来了」,同时集团亦有在核心供应商方面作出改善,以改善供应及提升生产效率,弥补缺货带来的影响。
他又认为芯片短缺是全球性问题,主要因为半导体行业周期性短缺,相信今明两年将面对更大挑战,因为疫情下大家低估了经济恢复过程,而智能手机又是刚需产品,造成短缺情况,今年将争取在供应商夥伴方面有更好的供应,有信心2021年在缺货情况下仍会有好增长。
公司在业绩後公布将收购紫米余下50.1%的股权,王翔认为交易可令公司产品有更好协同,而管理层亦认为紫米在多项IoT方面均具技术及研发能力,相信成为小米全资子公司後可提升公司在IoT方面的竞争力,减少成本等。
在欧洲市场方面,王翔指疫情确实对整体经济造成影响,不过智能手机是刚需的产品,对欧洲市场仍有信心,认为小米在当地增长强劲,相信仍有很大增长空间。(el/u) ~
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