Invincible actively seizes AI server business opportunities and has now entered into the distribution of high-end products such as B300 and GB300. (Photo by reporter Fang Weijie)
[Reporter Fang Weijie/Reporting from Taipei] Invincible (8201) is actively pursuing AI server business opportunities. It has now entered into the distribution of high-end products such as B300 and GB300, and completed projects related to the National Grid. Orders in hand continue to increase, but it has been affected by Affected by the shortage of AI server components, orders are still waiting for original factory supply; in addition to AI servers, Invincible has also branched out into drone lenses. The products have been sent to U.S. customers for samples. It is simultaneously expanding its automotive electronics production capacity and will nearly double the size of its existing production sites.
Invincible said at the FA Conference today that its corporate services business will continue to expand its AI layout. It will not only strive for high-end AI server distribution agents, but also invest in AI computing center site planning, and strive for relevant certifications from GPU original manufacturers, hoping to establish complete capabilities from equipment introduction, installation to after-sales service. At present, the server distribution is mainly B300, and GB300 has also been deployed. The market is mainly targeted at Taiwan and Southeast Asia.
Regarding the status of AI server orders, Invincible pointed out that the current orders on hand are performing well and the number of orders continues to increase. However, the biggest limitation at this stage is not demand, but the original supply. In particular, the shortage of AI server-related components is still serious. Even if there is an order in hand, it still has to wait for the original supply, and the current order is in a queue. The company also bluntly stated that all it can do at this stage is "queue and queue again" and looks forward to subsequent improvements in supply and increased server shipments.
It is worth noting that some of Invincible's server distribution business is recognized on a net basis, so the actual distribution scale will not be fully reflected in revenue. The company explained that even if the scale of distribution sales increases, accounting may still only recognize profits. However, as business volume increases, it is still expected to contribute to gross profit and the absolute amount of profits.
In addition to AI servers, Invincible also officially entered the drone market this year. Currently, it is starting from 1 million and 2 million pixel lens products. Customers have already entered the sample delivery and proofing stage, and are advancing with government drone-related projects. The company further revealed after the meeting that the overseas market for drone products is mainly in the United States, which is still in the customer certification stage, and the actual contribution time still depends on the progress of customer verification.
Automotive electronics is another growth focus of Wudi's smart device business. It currently continues to develop AC control systems, sensors and other products, and has cooperated with Taiwanese customers and shipped small quantities. In line with the subsequent development of automotive electronics and other products, the company plans to expand its existing production sites by the end of this year. After the meeting, it was pointed out that it will expand the use of existing building space and nearly double the overall site area.
Invincible will also simultaneously introduce the manufacturing execution system to connect material incoming, production, quality inspection, shipment and follow-up customer tracking. It hopes to improve the production process and factory management system to prepare for subsequent overseas customers in the United States, Europe and other countries.
