--- title: "ADLINK forecasts robust sales momentum in Q2" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/286290150.md" description: "工業電腦製造商凌華科技（ADLINK Technology Inc）昨日表示，預計本季度將持續強勁的增長勢頭，繼上季度創下歷史最高銷售額後，主要受北美市場的強勁需求、半導體和自動化設備客户的前置訂單以及與機器人相關的業務推動。該公司表示，第一季度的營收較上季度增長 10.4%，較去年同期增長 28.7%，達到新台幣 34.4 億元（約合 1.0919 億美元）。在此期間，計算機模組業務佔凌華總營收的 31%，嵌入式視覺業務佔 27%。" datetime: "2026-05-13T16:00:36.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286290150.md) - [en](https://longbridge.com/en/news/286290150.md) - [zh-HK](https://longbridge.com/zh-HK/news/286290150.md) --- # ADLINK forecasts robust sales momentum in Q2 Industrial computer maker ADLINK Technology Inc (凌華科技) yesterday said it expects strong growth momentum to continue this quarter, following record-high sales last quarter, driven by robust demand in North America, front-loading orders from semiconductor and automation equipment clients, and robotics-related business. Revenue increased 10.4 percent quarter-on-quarter and 28.7 percent year-on-year to NT$3.44 billion (US$109.19 million) in the first quarter, the company said. The computer-on-module segment accounted for 31 percent of ADLINK’s total revenue during the period, followed by the embedded-vision segment at 27 percent. The embedded computing platform segment contributed 14 percent, rugged computing segment 13 percent, intelligent physical automation segment 12 percent and others 3 percent, it said. The US accounted for 39 percent of total revenue, followed by the Asia-Pacific region at 30 percent, Europe, the Middle East and Africa at 17 percent, China at 13 percent and other regions at 1 percent, ADLINK said. Sales in the US market surged 101 percent year-on-year last quarter and the growth momentum is expected to continue throughout this year, ADLINK president Stephen Huang (黃怡暾) told an earnings conference. That came as edge computing and industrial computers in the US had already established a strong foothold across multiple industries, which is likely to become a key growth driver over the next one to two years, Huang said. ADLINK provides products and technologies for conventional robots, collaborative robots, autonomous mobile robots and humanoid robots, but the robotics-related business has had limited revenue contribution thus far, Huang said. It is working with a French partner to develop an autonomous mobile robot platform and plans to integrate it with collaborative robot applications, Huang said, adding that he expects the growing robotics market to create more business opportunities in the long term. ADLINK is also eyeing artificial intelligence (AI)-driven demand in the semiconductor and energy sectors this year, as many customers adopt AI-integrated solutions in semiconductor front-end, back-end and testing processes, he said. ADLINK reported that net profit last quarter grew 92.69 percent quarter-on-quarter and more than quadrupled year-on-year to NT$343 million. Earnings per share increased to NT$1.57 from NT$0.83 in the previous quarter and NT$0.31 a year earlier. In the first quarter, the company secured 17 new projects, which are expected to contribute about US$92 million in revenue over the next three years, Huang said. After reporting a book-to-bill ratio of above 1.5 in the first quarter, the company is optimistic that for this year, it could maintain a ratio that is higher than last year’s 1.25, he added. A ratio of 1.5 means that US$150 of orders were received for every US$100 of product billed during the quarter. ### 相關股票 - [02436.HK](https://longbridge.com/zh-HK/quote/02436.HK.md) ## 相關資訊與研究 - [凌雄科技 5 月 20 日斥資 69.05 萬港元回購 3.15 萬股](https://longbridge.com/zh-HK/news/287040667.md) - [凌雄科技 5 月 21 日斥資 78.98 萬港元回購 3.51 萬股](https://longbridge.com/zh-HK/news/287189623.md) - [【AI】榮耀宣佈全球首款機器人手機 Robot Phone 第三季上市](https://longbridge.com/zh-HK/news/286496808.md) - [HONOR 確認 Robot Phone 發表時間，主打電影級拍攝及 ARRI 合作技術！](https://longbridge.com/zh-HK/news/286656436.md) - [業界首家！凌陽創新 eUSB2V1 報捷 成超微、英特爾雙認證供應商](https://longbridge.com/zh-HK/news/286724525.md)