Reported 7 months ago
Market expects a new wave of recovery and growth in the industrial computer sector starting from the second half of 2024, with Advantech (3479) and Avalue (6579) showing positive operational outlook attracting various buyers. Advantech has secured orders from Japanese chain retailers and is expected to expand revenue contributions by obtaining more orders from Japanese retail projects and Chinese car manufacturers. Avalue is optimistic about the future trend of combining robots with AI, aiming for a doubling in revenue share from edge AI by 2026, and anticipates stable growth in revenue for the full year of 2024.
Source: YAHOO