ผลกระทบเชิงปริมาณจากการควบคุมการส่งออกเทคโนโลยีสหรัฐฯ ต่อจีนต่อรายได้ Celestica ปี 2025 คืออะไร?

Celestica Inc. has indicated that U.S. technology export controls on China have negatively impacted its Capital Equipment business and its Communications and Enterprise (CCS) segment in prior periods. However, the company explicitly states that the quantitative impact of these controls, and any potential future escalations, on its operations and results for future periods, including 2025 revenue, "cannot be currently quantified, but may be material."

Celestica has taken steps to increase the resilience of its global network to manage the dynamic created by these controls. The company's updated 2025 annual outlook, which projects revenue of $10.85 billion, assumes "no material changes to tariffs or trade restrictions compared to what are in effect as of April 24, 2025 and no material changes from current macroeconomic trends and uncertainties." This suggests that while existing impacts are factored into their outlook, any new or escalated restrictions are not quantitatively accounted for in their current projections.

Therefore, while Celestica acknowledges a past negative impact on certain business segments due to these export controls, a specific quantitative figure for the overall impact on Celestica's 2025 revenue is not available, as the company itself deems it unquantifiable at this time.