“IT retail stocks” mess! The Foxconn crisis caused a shortage of iPhones.

This period has become the high season for the retail business that can generate the most sales of the year. “IT equipment” It is another best-selling product. Many brands prefer to launch new products in the last quarter. To motivate customers to switch to new products to welcome the coming new year, such as “apple” Choose to use this period to organize a big event of the year. Launching a new iPhone including other gadgets

And this year’s special, waiting to see the Cabinet organize a large package to stimulate the economy to give as a gift to the people Hope to lighten the burden of expenses stimulate domestic consumption After the COVID-19 epidemic situation subsides

One of the measures that many people have been waiting for is “Shop well, have a night” which can bring expenses from shopping to apply for tax deductions There is a current of news that the Ministry of Finance is preparing to propose to the cabinet on November 29 to bring this measure back to use again. after a request from many parties

More importantly, it is expected that this year the limit will be increased to 40,000 baht from the previous year, no more than 30,000 baht. to make shopping more satisfying According to past statistics, most of the products that people tend to choose to buy are relatively high-priced products in order to get the most discounts, such as mobile phones, computers, electrical appliances, clothing, brand-name products, etc.

“Mobile” It is one of the top selling products. Since there is a project, Shop Dee Mee Night or Shop Help the Nation, so if this year there are more measures coming out, it will help boost sales of entrepreneurs selling IT products to grow continuously.

byCom7 Public Company Limited or COM7 The country’s largest IT product store network and Apple dealers The management is confident that the 4th quarter results will continue to make new highs. And pushing sales for the year to grow as a target of 20%, which this quarter plans to open 51 new stores.

personalSynnex (Thailand) Public Company Limited or SYNEX Another not less big distributor. It is expected that sales in the last curve will continue to grow from the third quarter, when the revenue surpassed 10 billion baht and this year’s revenue will definitely exceed the target of 40 billion baht.

S P V I Public Company Limited or SPVI Another representative of Apple during the fourth quarter will benefit from the sale of new iPhones full quarter. Including plans to open 3-4 more branches as wellCopper Wire Public Company Limited or CPW who are confident that they will perform well in the last quarter support this year’s income, growing past the target of 40%, and another group of large investors Jay Mart Public Company Limited or JMART The mobile phone shop business continues to grow. Benefit from new product launches and purchasing power begins to recover.

But that’s not only good news. because there is also something to worry about Because many models are out of stock. Especially the iPhone 14 after the Chinese government ordered a lockdown in Zhengzhou, the location of the Foxconn factory, the world’s largest iPhone production base.

The factory has had to produce in a closed loop since mid-October. Employees cannot go out of the area. and with strict regulations insufficient food Inadequate medical care causing the situation to begin to end Tens of thousands of workers fled.

while a few days ago Hundreds of workers protested and tried to break down fences in the lockdown, clashes with officials. Of course, if the situation escalates or intensify in the future will inflict even more damage affect the production of iPhones.

sideDao Securities indicate that The Foxconn protest event may reduce the production of the iPhone 14 and cause the sales of operators selling IT products such as COM7, SYNEX, CPW, IT during the fourth quarter of 2022 to decrease from the normal quarter. 4 will be high season After the iPhone 14, there is a chance of being in short supply longer than expected. From the current Apple website informs that the iPhone 14 pro and 14 pro max delivery time is 4 weeks or after Christmas.

Earlier this week, the Foxconn plant received about 100,000 new workers to replace workers who quit before the lockdown. Bonuses were also added to maintain workers and production capacity. reflecting the opportunity that the iPhone 14 production capacity may stumble again Originally expected to return to normal at the end of November, affecting transportation and sales declined.

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