Anticipated revenue increase for Adlink during the upcoming festive season
Adlink Technology Inc, a leading producer of rugged embedded computers and edge artificial intelligence computing platforms, is gearing up for an exciting future. The company is set to launch a new rugged embedded module, the VNX+, scheduled for mass production in the second half of next year.
In addition to the VNX+, Adlink's products equipped with Nvidia Corp's next-generation Jetson Thor edge AI computing platform are currently in the verification phase, with mass production slated for the end of this year. Jetson Thor, based on Nvidia's Blackwell graphics processing unit (GPU) microarchitecture, is designed for autonomous machines, robotics, and advanced embedded applications.
The collaboration between Adlink and Nvidia Corp on the development of Jetson Thor has found a new partner in Infineon Technologies AG. This partnership aims to significantly shorten the time to market for humanoid robots, although mass production timelines have not been explicitly stated.
Adlink's revenue expansion is expected to continue into the next quarter, with the company anticipating revenue growth for the current quarter compared to the previous year. The company is on track to post a double-digit percentage growth in revenue for the year compared to last year's NT$10.08 billion, attributed in part to potential front-loading orders ahead of the holiday season and a lower base last year.
The revenue for the second half is anticipated to remain stable compared to the first half. Europe and the US accounted for about 50 percent of Adlink Technology Inc's revenue in the first half of the year, the Asia-Pacific market 30 percent, and China covered 20 percent.
Orders for Adlink's screen-equipped products are expected to grow steadily next year, driven by launches of new models powered by Arm Holdings and Intel Corp chips. Adlink is also receiving small orders for its systems primarily used for uncrewed ships, medium-sized aircraft, and uncrewed transport vehicles.
Wilson Tang, sales director of Adlink Taiwan edge AI computing, mentioned that some overseas clients might pull in orders at the end of the current quarter. The company is also sharing the tax burden for its tariffed products under the Section 232 investigation with its clients.
With these exciting product launches and growing revenue expectations, Adlink Technology Inc is poised for a successful year ahead. The new Jetson Thor platform is expected to contribute meaningful revenue for Adlink after the second quarter of next year.
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