
融程電受惠國防軍工與邊緣AI需求強勁,看好下半年營運再創新高
工業電腦廠融程電8月營收達4.06億元,年增16.7%。今年前8個月累計營收創同期新高。公司表示受惠於國防軍工、半導體及邊緣AI需求強勁,訂單能見度高,預期下半年營運將持續成長。
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融程電為工業電腦廠商,近年積極轉型並投入強固型設備與邊緣AI應用市場。
工業電腦廠融程電(3416)8月營收4.06億元,月減14.2%、年增16.7%;今年前8個月累計營收30.02億元、年增27.1%,創同期新高。管理層今天表示,整體營運接單暢旺,主要受惠國防軍工、半導體及邊緣AI市場終端需求強勁,目前訂單能見度維持高檔,下半年整體營運將再創新高。
融程電指出,公司持續搶攻邊緣AI及國防自主無人載具商機,聚焦國防軍工與半導體需求,其中國防軍工應用預估至少成長5成;目前並強化全球生態系合作,推進邊緣AI於國防軍工及無人載具領域部署,推出鎖定無人機、機器人應用的強固型邊緣AI平台,相關訂單將有利後續出貨表現。
融程電也持續深化國防與半導體產業AI應用布局,並透過與主要供應商建立長期策略合作關係,確保關鍵料件供應穩定;應用市場則由國防軍工進一步延伸至船舶海事、智慧製造、智慧醫療、物流及智慧城市等領域,擴大全球產業鏈布局。
展望後市,融程電將持續強化美國、韓國、日本生產組裝及行銷布局,加快歐洲市場整合與關鍵客戶布局;產品方面則整合邊緣AI晶片算力與GPU,推進強固型平板、地面控制站(GCS)、手持設備、電腦及筆電等產品,鎖定醫療保健、國防、汽車檢測維修、倉儲物流、特殊車輛、能源石化及公共安全等應用市場。

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