ผลกระทบเชิงปริมาณจากการควบคุมการส่งออกเทคโนโลยีสหรัฐฯ ต่อจีนต่อรายได้ Celestica ปี 2025 คืออะไร?

Celestica Inc. acknowledges that U.S. technology export controls on China have negatively affected its Capital Equipment business and Connectivity & Cloud Solutions (CCS) segment in previous periods. The company has stated that the "future adverse impact of these and/or other actions taken by the governments of either the U.S. or China, or both (including in response to continuing tensions), could be material". However, Celestica also explicitly notes that this impact "cannot be currently quantified".

As of April 24, 2025, Celestica updated its 2025 annual revenue outlook to $10.85 billion, an increase from its previous outlook of $10.7 billion. This updated forecast is based on the assumption of "no material changes to tariffs or trade restrictions compared to what are in effect as of April 24, 2025". This suggests that the company's current 2025 revenue projections already incorporate the effects of existing export controls.

Therefore, while Celestica has experienced and anticipates potential material impacts from trade actions, it has not provided a specific quantitative figure for the impact of these controls on its 2025 revenue, stating that such an impact cannot be currently quantified. The company's current 2025 revenue outlook of $10.85 billion reflects its expectations given the trade restrictions in place as of April 2025.