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Back研華8月營收104.19億元、年增87.52% 北美與智能系統群成長最突出
研華8月營收104.19億元、年增87.52% 北美與智能系統群成長最突出
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自由时报1 hour agoBusiness2 min readChinaView translation

研華8月營收104.19億元、年增87.52% 北美與智能系統群成長最突出

工業電腦大廠研華公布8月營收,受惠於北美市場與智能系統事業群強勁成長,單月主要市場及核心事業群增速普遍高於前8月平均水準。

Quick Look

工業電腦大廠研華公布8月營收達104.19億元,月減7.6%、年增87.52%,前8月累計營收682.03億元、年增45.88%。其中以北美市場年增106%及智能系統事業群年增93%表現最為突出,顯示主要區域同步擴張。

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Why It Matters

研華目前以邊緣運算及邊緣人工智慧為核心,聚焦五大關鍵市場並推進全球布局。

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研華目前以邊緣運算及邊緣人工智慧為核心。

工業電腦大廠研華(2395)8月營收104.19億元,月減7.6%、年增87.52%,今年前8個月營收累計682.03億元、年增45.88%;觀察8月營運表現,區域市場以北美年增106%最為突出,事業群則由智能系統事業群(iSystems)年增93%領跑,單月主要市場及核心事業群增速普遍高於前8月平均水準。

研華表示,8月各區域市場均呈現強勁成長,除北美營收較去年同期翻倍外,台灣市場年增96%,韓國、日本、新興市場分別成長79%、73%、75%,中國、歐洲也分別年增67%、52%,顯示此次營收大幅成長並非集中於單一市場,而是主要區域同步擴張。

從事業群表現來看,智能系統事業群8月營收年增93%,增幅居主要事業群之冠;嵌入式事業群(Embedded Sector)年增61%,其中,嵌入式運算與周邊系統(EIoT)成長83%,應用電腦事業群(ACG)年增37%;物聯網自動化事業群(IAutomation)則年增36%,智能服務事業群(iService)也維持個位數成長。

進一步比較單月與累計表現,研華前8月北美營收年增52%,8月單月增幅擴大至106%;智能系統事業群前8月成長47%,8月則達93%,嵌入式事業群也由前8月年增38%,提升至8月單月的61%,其中EIoT由前8月成長56%進一步拉升至83%,反映8月多項主要營運指標增速高於今年以來平均水準。

研華目前以邊緣運算(Edge Computing)及邊緣人工智慧(Edge AI)為核心,聚焦邊緣智能系統、智慧製造、能源與公共事業、智能醫療、智能零售與服務等五大關鍵市場,並整合邊緣硬體平台、工業物聯網軟體平台WISE-IoT及產業Edge AI解決方案,持續推進全球市場布局。

Open Questions

  • 月減7.6%的具體原因為何?
  • 未來幾個月的成長動能能否持續?

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This article was originally published by 自由时报.

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