工业富联(601138.SH)：多家客户800G交换机已陆续进入NPI阶段，预计今年会贡献营业收入

格隆汇资讯07-22 16:10

格隆汇7月22日丨工业富联(601138.SH)在互动平台表示，高速交换机及路由器方面，公司一直多有着墨。从近期已公布的业绩表现可以看到，营业收入呈现逐季升温，数据中心AI化及网络升级趋势推升高速交换机出货增长。公司在全球头部客户份额不断增长的同时，也在持续拓展新客户，目前主要客户涵盖全球，市场占有率超过75%。当前，多家客户800G交换机也已陆续进入NPI阶段，预计今年会贡献营业收入。

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