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ZURICH: Hyundai<\/a> Motor Co, factory robot builder ABB<\/a> and Swedish fridge maker Electrolux see the semi-conductor chip shortage easing, executives said Thursday, in a boost for manufacturers after a long struggle for components.
An increased supply of chips will reduce one burden facing an industry that is also battling raw material price inflation, a tight energy market and rising interest rates that are throwing a dampener on consumer demand.
Hyundai turned in its best quarterly profit in eight years on Thursday as a weak won currency lifted the value of its earnings abroad and demand stayed strong for the South Korean automaker's high-margin sport utility vehicles (SUVs).
The carmaker was also boosted by the easing of a global chip shortage<\/a>, which helped it resume overtime and weekend shifts at domestic plants. It now plans to step up vehicle production in the second half to meet consumer demand.
ABB, a big supplier to the automotive industry, said semiconductor chip bottlenecks were now easing as it reported its second quarter earnings.
The Switzerland-based company, which competes with Germany's Siemens and France's Schneider Electric, is seen as a barometer of the global economy with its control systems and motors used in the transport industry and factories.
It anticipates double digit-comparable revenue growth in the next three months as the increased supply of chips means it can deliver factory robots, motors and drives ordered by customers.
\"The good thing to know, it is easing up,\" Chief Executive Bjorn Rosengren said about the semiconductor shortages which he said were \"severe\" at the start of the year.
\"Commitments from our suppliers are significantly better,\" he told reporters.
Production capacity at chip manufacturers was increasing, Rosengren said, while demand from other sectors, such as consumer electronics, seemed to be lower, allowing more chips to be allocated to industrial customers like ABB.
\"I would not say the problems are over yet, but we have commitments for the second half which look quite good,\" he said.
Finnish telecom equipment maker Nokia<\/a> said it expected the global semiconductor shortage<\/a> to ease later this year, as it reported quarterly operating profit that beat market expectations.
\"The overall direction in the semiconductor industry is positive at the moment, but we did continue to have constraints in the second quarter,\" Chief Executive Pekka Lundmark said.
Volkswagen last month forecast a strong second half of 2022 and progress in catching up with rival Tesla<\/a> as easing chip shortages start to offset supply chain bottlenecks and rising costs.
ABB's Rosengren said he expected a slowdown in inflation, with commodities prices going down and interest rate hikes by central banks taking effect.
A resumption of gas supplies from Russia to Europe via the Nord Stream 1 pipeline after a maintenance outage also sent \"good signals into the market,\" he said - although gas flows remain at levels below the pipeline's capacity.
But it was not all good news for companies who have already faced disruptions caused by the war in Ukraine and pandemic-related shutdowns in parts of China earlier this year.
Sweden's Electrolux missed second-quarter profit expectations on Thursday hit by supply chain problems and a loss in its North American business.
Europe's biggest home appliances maker said it expected those supply chain constraints to ease in the second half but warned of continued disruption risks ahead related to COVID-19 and the Ukraine crisis.
Still, Chief Executive Jonas Samuelson said the supply situation, including for semiconductors, looked better for the third and fourth quarters versus the preceding quarters.
\"Step by step we are coming back to a more normalized supply environment,\" he told analysts and journalists during a webcast.
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苏黎世:现代汽车、工厂机器人制造者ABB和瑞典的冰箱制造商伊莱克斯看到半导体芯片短缺宽松,高管周四说,在促进组件制造商经过长时间的斗争。
芯片供应的增加将减少这一行业也面临负担与原材料价格上涨,紧张的能源市场和利率上升将消费者需求有些扫兴。
现代在8年以来最好的季度利润周四获得货币疲软解除其海外收入的价值和需求保持强劲的韩国汽车制造商的利润率较高的运动型多功能车(suv)。
汽车制造商也得益于宽松的全球芯片短缺,帮助它恢复国内工厂的加班和周末的转变。现在计划在下半年加强汽车生产,以满足顾客的需求。
ABB,汽车行业的大型供应商,现在说半导体芯片的瓶颈是宽松,公布了第二季度业绩。
瑞士公司与德国西门子、法国施耐德电气竞争,被视为全球经济晴雨表的控制系统和汽车运输行业和工厂使用。
它预计双digit-comparable收入增长在未来三个月内芯片供应的增加意味着它可以提供工厂机器人,马达和驱动器命令的客户。
“好事知道,宽松,”首席执行官工厂说关于半导体的短缺,他说在今年年初“严重”。
“从我们的供应商更好的承诺,”他告诉记者。
在芯片制造商生产能力增加,工厂说,虽然来自其他部门的需求,比如电子消费品,似乎低,允许更多的芯片被分配到工业客户如ABB。
“我不会说的问题还在,但我们承诺下半年这看起来不错,”他说。
芬兰电信设备制造商诺基亚表示,预计全球半导体短缺为了缓解今年晚些时候,公布季度营业利润超过市场预期。
“半导体产业的总体方向是积极的,但是我们在第二季度继续约束,”首席执行官佩Lundmark说。
大众上月预估一个强大的2022年下半年和进步赶上竞争对手特斯拉随着宽松芯片短缺开始抵消供应链瓶颈和成本不断上升。
ABB的罗森格林表示,他预期通胀放缓,大宗商品价格下降和加息的央行生效。
恢复从俄罗斯天然气供应到欧洲后通过1 Nord Stream管道维护停机也发送“好的信号进入市场,”他说,尽管天然气流动仍低于管道的能力水平。
但并不是所有的好消息,公司已经面临战争所造成的破乐动扑克坏在乌克兰和pandemic-related关闭今年早些时候在中国部分地区。
瑞典的伊莱克斯错过了第二季度利润预期周四受到供应链问题和其北美业务的损失。
欧洲最大的家用电器制造商表示,预计下半年这些供应链的约束来缓解但警告说,持续的中断风险提前COVID-19和乌克兰危机有关。
乔纳斯首席执行官仍然萨缪尔森说供应情况,包括半导体、更好看的第三和第四季度与前一季度。
“一步一步我们回到一个更规范化的供应环境,”他告诉分析师和记者在网络直播。
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