系统电9月营收续写历史新高 Q3登10亿元同创单季最佳

2026-10-06 20:39:15 网络阅读（1）
系统电(5309-TW)今(6)日公告9月营收3.67亿元，月增12%、年增17.87%，连3个月改写单月历史新高；第三季营收10.14亿元同创单季新高，季增11.7%、年增24.3%；累计前9月营收27.84亿元则创同期新高，年增10.2%。
系统电说明，9月各产品线同步推升营收，电池备援模组(BBU)10月起也开始出货云端服务商(CSP)客户，营运动能持续升温，明年随美国BBU产线完成及800V HVDC产品推进，BBU可望成为营运成长新引擎。
系统电指出，AI资料中心电源架构正由集中式UPS升级至伺服器机柜式BBU/Mini UPS，下一阶段将朝Sidecar／Power Rack BBU搭配800V高压直流（HVDC）架构发展。
系统电表示，BBU需求也将随通用伺服器汰换及AI推论带动的扩建升级而扩大。高盛9月报告估计，全球BBU市场规模将由2025年的22亿美元增至2030年的502亿美元，年复合成长率达87%。
产能布局方面，系统电台湾两条全自动BBU产线已完成建置，美国德州Plano厂明年也将新增两条，整体产能规划倍增；其中Plano厂邻近AI伺服器供应链聚落，可将交期由5至6周缩短至2至3周，强化北美在地供应能力。
随BBU出货CSP客户、IPC长尾专案持续开出，以及无人机第四季起陆续商业化，系统电营运结构将逐步形成BBU与能源系统、IPC与无人机、TPMS三大支柱，可望带动营收及获利成长。
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