Koronawirus: Microsoft tnie prognozę
Epidemia dała się we znaki koncernowi.

Microsoft poinformował, że w I kw. br. przychody jego biznesu PC (More Personal Computing) będą niższe od zakładanych z powodu epidemii koronawirusa. Zakłóceniu uległ łańcuch dostaw produkcji sprzętu. Według firmy jego powrót do normalności potrwa dłużej niż zakładano. Skutkiem będzie zwłaszcza negatywny wpływ na wynik segmentu urządzeń Surface oraz Windows OEM, pomimo zapotrzebowania na ten system zgodnego z oczekiwaniami – wynika z informacji.
Prognoza dla biznesu More Personal Computing zakładała wypracowanie 10,75 – 11,15 mld dol. przychodów w I kw. 2020 r. Nie podano nowych "widełek". Koncern podkreśla, że dla pozostałych grup biznesowych prognozy zostają podtrzymane.
W minionym tygodniu Apple obniżył prognozę za I kw. br. z powodu epidemii koronawirusa. Zapowiedział, że w związku z problemami z produkcją sprzętu i sprzedażą w Chinach nie spodziewa się wyniku zgodnego z wcześniejszymi przewidywaniami.
Epidemia znacznie obniży produkcję komputerów i innych urządzeń w Chinach, głównie ze względu na brak pracowników i kłopoty z dostawą podzespołów. Szacuje się, że producenci ODM wykorzystują obecnie mniej niż połowę mocy swoich montowni. Można spodziewać się, że dostawy PC na światowy rynek spadną o ponad 10 proc. w I kw. br. – w najbardziej optymistycznym scenariuszu Canalys. Ale trzeba się liczyć także z ponad 20-procentowym dołkiem i na tym może się nie skończyć.
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