Qisda Corp’s (佳世達) revenue is expected to improve sequentially this quarter, driven by growth in its business solutions, medical and artificial intelligence (AI) infrastructure products, after second-quarter revenue fell 1 percent year-on-year to NT$52.73 billion (US$1.64 billion), Qisda chairman Peter Chen (陳其宏) said yesterday.
As growth momentum is projected to continue through the rest of this year, revenue in the second half is expected to surpass NT$104.3 billion in the first half, Chen told an online earnings conference.
In the first half, its information technology (IT) business, including projectors, monitors and displays, accounted for 42 percent of total revenue, followed by business solutions at 21 percent, medical at 15 percent, networking and communications at 10 percent, high-value-added IT at 7 percent and others at 5 percent, company data showed.
Photo: CNA
Business solutions, which include AI server products, are expected to post the strongest growth in the second half, followed by the medical business and the networking and communications business, Chen said.
Qisda has received orders for new AI server products through subsidiary AEWIN Technologies Co Ltd (其陽科技), with shipments expected to begin next quarter, he said.
The company is also developing liquid-cooled AI servers and cooling products, including a two-phase direct liquid-cooling solution, and is preparing to deliver samples to customers, he said.
Qisda has also expanded into high-speed networking switches for AI data centers, with samples of its 1.6-terabit switches expected to be delivered to a major North American customer by the end of this month, Chen said.
Small-volume shipments are slated to begin by the end of this year, he added.
The company expects AI products to make a more meaningful contribution to its revenue and profit next year if small-volume production proceeds smoothly this year, he said.
Amid sluggish demand for desktop monitors in its IT business, Qisda would increasingly focus on AI vision and display applications, AI infrastructure, AI solutions and smart manufacturing, and AI-related healthcare products, Qisda president Cally Ko (柯淑芬) said.
That includes high-end, rugged and medical displays for AI vision and display applications, autonomous mobile robots for smart manufacturing, smart retail solutions for cashierless stores, and ultrasound systems, intelligent rehabilitation systems and liquid biopsy products for healthcare, she said.
Qisda reported that net profit last quarter surged 87 percent quarter-on-quarter and 67 percent year-on-year to NT$594 million. Earnings per share rose to NT$0.38 from NT$0.20 in the previous quarter and NT$0.18 a year earlier, and gross margin improved to 17.27 percent from 16.67 percent in the previous quarter and 16.14 percent a year earlier.
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