ADLINK's Robot Application Revenue to Reach 10% by 2027, Growth to Outpace Company Average

Industrial computer manufacturer ADLINK (6166-TW) is actively expanding its robotics applications. CEO Yi-Tun Huang stated that the company currently has 10 ongoing robotics projects, with humanoid robots expected to enter trial mass production next year and achieve larger-scale volume production by 2028. Revenue contribution from robotics is estimated to surpass 10%.

Huang pointed out that China and the United States are currently the two fastest-growing robotics markets, and ADLINK has secured leading indicator customers in both regions, some of whom have been long-term partners. ADLINK primarily supplies controllers and is currently focusing on four major robotics applications: quadruped, wheeled, wall-mounted (collaborative), and humanoid robots.

In addition, Farbor Smart Mobility, the joint venture between ADLINK and Hon Hai (2317-TW), continues to show strong performance. Huang stated that Farbor is expected to achieve around USD 3 million in revenue this year (approximately nearly TWD 100 million), and with deepening collaboration with major domestic collaborative robot manufacturers, revenue is expected to grow by 50% next year.

Observing current robotics industry trends, Huang noted that beyond industrial and commercial robots, small companion robots are also experiencing vigorous development. Currently, ADLINK's robotics-related revenue accounts for about 7-8%, but it is expected to reach 10% in the coming years, with growth outpacing the company's average.

ADLINK Chairman Jun Liu believes that the robotics industry's focus has now shifted from technological R&D to identifying practical application scenarios and gaining market acceptance. Currently, the most mass-produced robotics products are autonomous robotic arms integrating sensing and control systems.

Regarding humanoid robots, Liu believes that although technical feasibility is gradually maturing, large-scale commercialization will still take time. The key lies in continuous breakthroughs in 'dexterous hand' technology, which will help accelerate the commercialization of humanoid robots by better meeting diverse application needs.