The world’s largest technology companies effectively rely on chips to run.But their abilities provide them with some protection against Semiconductor production shortage At least for now, it is also plagued by other industries.
In the upcoming first quarter earnings report, how many protective measures will become obvious. Apple, Microsoft, Amazon.com, Facebook, and Google’s parent company Alphabet (Alphabet) are very different, but to some extent, they all sell their own devices with processors. , From smart phones to smart speakers to virtual reality headsets. They all run a huge network of giant data centers to provide cloud software, e-commerce and social networking services, as well as movies, TV shows and video games.
But the chip production is insufficient Troubled automotive and other industries The performance of large technology companies in the third quarter is not expected to change much. According to consensus estimates by FactSet, compared with the same period of the previous year, the revenue and operating income of the above five companies are expected to achieve strong double-digit growth. In fact, these five companies are expected to increase their revenue by an average of 29%-a feat considering that the group’s consolidated revenue may usually be slightly below $300 billion in the slowest quarter of each quarter.
The division’s operating income is expected to exceed revenue growth, indicating that analysts did not anticipate additional cost pressures that may be caused by factors such as component shortages. It is estimated that the operating income of the five major technology companies will increase by an average of 43% over the same period last year, reaching a total of approximately 61.5 billion US dollars.
How do large-scale technologies do this? The financial and operational influence of global technology giants usually puts them at the top of the list of chip and other key component manufacturers. Moreover, the prices of chips such as smart phones, personal computers and central processing units in data centers are much higher than the prices of many chips used in cars, which cost less than $1. As a result, chip manufacturers will give priority to the production of these high-end chips.