DFI’s Q1 Revenue Nears NT$2.6 Billion, Net Profit Surges 105%, Q2 Outlook Remains Upbeat
Taipei, Taiwan – DFI (TWSE:2397), a global leader in embedded motherboards and industrial computers, held its Q1 2025 institutional investor conference today (28th), announcing consolidated revenue of NT$2.599 billion for the first quarter and net profit attributable to the parent company of NT$107 million, a year-over-year increase of 105%.
Regarding the outlook for the second quarter, DFI stated that in response to industry changes and rising demand for applications, the company will actively integrate R&D and manufacturing resources from its subsidiaries and affiliates. This integration will span from product planning to technology integration and production line design, creating a one-stop product and service platform that covers design, manufacturing, and localized delivery to fully meet diverse application needs. The product lineup includes compact edge computing devices, servers, industrial panel applications, and self-service kiosks, while manufacturing services offer full system assembly and system testing, delivering high-quality and highly reliable integrated delivery capabilities.
In terms of the three major business areas:
- Embedded Business: In Q1, revenue mainly came from smart manufacturing, defense technology, medical, retail, and embedded entertainment markets. DFI continues to expand localized assembly and service capabilities globally, integrating R&D resources to broaden product lines, and launching high-performance, lightweight edge servers to meet the needs of AI adoption and smart applications.
- Network Security Business: Benefiting from adjustments in U.S. clients' tariff policies, DFI ramped up shipment efforts in Q2, expecting continued order momentum. The company is also accelerating ODM project development and localized manufacturing progress to further enhance supply chain flexibility and delivery efficiency.
- Intelligent Automation: Q1 revenue increased by 58% year-on-year, mainly driven by a recovery in the automation equipment and semiconductor markets. In addition, the significant operational improvement of subsidiaries boosted overall performance, exceeding expectations.
Facing rising geopolitical tensions and shifts in the global trade environment, DFI continues to optimize supply chain resilience and regional balance. In North America, the company focuses on high-value, differentiated product strategies and strengthens local service capabilities. In the Europe and Asia regions, DFI actively expands global manufacturing capacity and technical support systems to build a resilient global delivery framework that meets customers' rapidly changing local demands and international policy challenges, thereby solidifying long-term competitive advantages