The chipset shortage continues to be a concern. Due to the growth in technology, the demand for chipsets has increased. Opposite of limited production capacity Including the demand for use is not limited to the smart phone group. Some traditional computers or devices But expanding to other industries, such as IOT, automotive, real estate, network or restaurant groups That’s why businesses plan to manage these parts. as well as increase production capacity to keep up with more demand
Mr. Somsak Petthaveeporndej Chief Executive Officer of VST ECS (Thailand) Co., Ltd. told about the overview of the IT market that That chipset shortage It is not because the production capacity is affected by the problems of China and Taiwan. but according to market demand Previously, the demand for chipsets in the smartphone product category was already scarce. Because it is used in many devices that need smart, such as the IoT product group. Automotive and various industries who want to adapt to the modernization of digital transformation This brings about 25% higher demand in the chipset segment, and the demand for chipsets is expected to continue.
As for the overall business in the first half of VST ECS, it grew by about 12% compared to the previous year, still having double-digit growth as well. which is a number that is seen as having a chance to grow more But because of the shortage of chipsets, the network products are severely in short supply, such as F5, Arista, Cisco, Aruba, all of them face shortages. causing the effect of waiting for the product for a year
“Fortunately, the company has ordered stock so that the revenue figure can continue to grow. If the product is not in short supply, it is expected to make better income. It might go up to 16-18%, not just 12% like now.”
Another factor that allows the company to have the opportunity to continue. This is because there is cooperation with large customers who do projects together, including small, medium-sized businesses, banks, government sectors, both nationally and locally. Because it is a group that has constant demand for IT applications and requires higher network quality. Including the storage system, the quality must be good. The software system must make work easier. reduce paper use Including security protection against threats from hackers who come to attack. All of which are related to the software.
However, although the number in the consumer segment has declined, the company is closer to its customers. This makes it possible to see growth opportunities even in single digits. Because purchasing power in the IT product group has decreased from the problem of higher cost of living. The economic situation is not good enough. including the inflation rate
In addition, major base SMBs have a harder time getting hit with funding. Lower government support makes it more difficult to expand as compared to large corporations that are more financially strong. Therefore, we expect the government to help provide financing for these small and medium-sized businesses. to support the overall business outlook of the country to continue
As for the government sector, there is still good growth, which is considered the main income. because there is continuous investment Despite being a local authority, money still spreads well. Including a lot of projects
The company therefore expects revenue for the first half of the year at 17 billion baht, including the year it is expected to be able to do at 34 billion baht or about 10-12% compared to last year, closing the year’s income at 31 billion baht.
New investments this year
On the side of the company, there will be a change in the internal system of the organization to be more digital. Which has started since before the covids, whether it is a matter of making E-Document, creating a new database system, modifying infrastructure To support working anywhere any place to work quickly and safely. Focusing on the development of network, security or reports. If counting the investments to develop the internal system of the company More than 30-50 million baht has been spent.
