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連接線廠良維董事長李淳正表示，受惠AI伺服器與雲端服務供應商需求升溫，下半年產品線將全面轉向新機種平台，平均銷售單價預計提升約15%，毛利率表現也將優於上半年，AI營收貢獻可望持續提升。
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良維, a cable manufacturer, held its shareholder meeting. The company is benefiting from increased demand for AI servers and cloud services. Key clients include Amazon (AWS) and NVIDIA.
良維董事長李淳正看好下半年產品線將全面轉向新機種平台，可望帶動AI營收貢獻持續提升。（記者方韋傑攝）
〔記者方韋傑／台北報導〕連接線廠良維（6290）今天開完股東會，董事長李淳正表示，受惠人工智慧（AI）伺服器與雲端服務供應商（CSP）需求升溫，亞馬遜（Amazon）旗下AWS新機種平台切換，加上輝達（NVIDIA）相關產品認證進度推進，帶動高單價產品出貨比重提升，下半年產品線將全面轉向新機種平台，平均銷售單價（ASP）預計提升約15%，毛利率表現也將優於上半年。
李淳正說，目前AWS仍為公司最大客戶，第二季仍處於新舊機種並行階段，下半年將全面改跑新品。由於新平台產品規格提升，除帶動ASP成長外，毛利率也會同步改善，預期下半年AI相關產品出貨比重將進一步提高，對營收與獲利皆有正向幫助。
良維的AI線材已打入AWS、Dell及NV的Vera Rubin供應鏈，李淳正表示，今年出貨仍以AWS為主，明年Vera Rubin相關出貨則將進一步放大，大電力線一年可望出到50至60萬條，而現階段也有在接觸其他其他雲端服務供應商（CSP），來年有望新增更多客戶。
因應AI與大型客戶需求增加，良維同步擴大產能布局，AWS相關產線已新增7條，NVIDIA產品新增2條產線，後續仍可視需求持續擴充。中國與泰國廠區現在皆接近滿載，並透過夜班與加班支應訂單需求。今年第四季啟動泰國新廠建設，規模約5萬至6萬平方公尺，將以AI與大電力產品垂直整合生產為主，目標明年底投產，
關於低軌衛星客戶，由於SpaceX旗下Starlink產品要求部分產品不得於中國生產，因此良維正加速泰國產能與一條龍供應鏈布局，未來除銅材外，其餘零組件皆朝非中國生產方向規劃，以降低跨區調度與客戶限制帶來的壓力。
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Yapay zekâ öngörüsü — kesinlik taşımaz
良維's AI-related revenue contribution will continue to increase.
Çok muhtemel
Average Selling Price (ASP) for 良維's products will increase by approximately 15%.
Muhtemel
Gross margin performance will be better than the first half of the year.
Muhtemel
Vera Rubin-related shipments will significantly increase.
Muhtemel
Açık Sorular
- What is the specific timeline for the full transition to new product platforms in the second half of the year?
- What are the names of the other cloud service providers (CSPs) that 良維 is in contact with?
- What is the projected revenue contribution from AI products in the second half of the year?
- What are the specific components that will be sourced outside of China for low-orbit satellite products?
