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Back研華第三季營收324.4億元 創單季新高
研華第三季營收324.4億元 創單季新高
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自由时报2 hours agoBusiness2 min readChinaView translation

研華第三季營收324.4億元 創單季新高

受惠邊緣AI、半導體設備與機器人應用需求強勁,單季營收首破10億美元大關。

Quick Look

工業電腦大廠研華受惠邊緣AI、半導體設備與機器人應用需求強勁,第三季營收達324.4億元,創下單季歷史新高,並首度突破10億美元大關。接單出貨比持續季增,主要市場成長動能暢旺。

AI-generated summary

Why It Matters

研華為工業電腦大廠,近期受惠於邊緣AI與自動化應用需求擴張。

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工業電腦大廠研華(2395)受惠邊緣AI、半導體設備與機器人應用需求強勁,第三季營收324.4億元,創單季歷史新高,並突破10億美元大關;研華表示,近期接單出貨比(B/B Ratio)持續季增,各主要市場區域成長動能保持暢旺。

研華9月營收107.49億元,月增3.2%、年增73.14%,第三季營收324.4億元,季增24.1%、年增83%,今年前三季營收累計789.52億元、年增49.08%。

研華觀察各事業群9月表現,四大事業群全面呈現雙位數成長,其中智能系統事業群年增64%,嵌入式事業群年增61%,物聯網自動化事業群年增50%,智能服務事業群年增12%;嵌入式事業群旗下嵌入式運算與周邊系統(EIoT)年增75%,應用電腦事業群(ACG)年增43%。

區域市場方面,北美9月營收年增108%,為各市場中成長幅度最高;日本年增94%,台灣年增86%,中國及韓國均年增68%,歐洲年增38%,新興市場則呈個位數成長。累計前9月各區域市場均呈雙位數成長,其中台灣年增72%、韓國年增61%、北美年增58%、中國年增55%。

研華財務長暨綜合經營管理總經理陳清熙表示,受惠邊緣AI市場趨勢,以及半導體設備與機器人等應用領域需求強勁,帶動第三季營收締造新里程碑;近期B/B值維持季增態勢,顯示各主要市場區域成長動能保持暢旺。

在產能布局方面,研華持續投資美國、日本及台灣市場,其中美國南加州Tustin新總部已正式啟用投產,強化美國在地組裝、技術服務及客戶協作能量,加速解決方案導入。

What to Watch

AI outlook — possibilities, not facts

  • 美國南加州Tustin新總部將加速解決方案導入

    Very likely · Within months

Open Questions

  • 第四季營收能否維持此成長動能?

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