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"description": "2026年11月12日(优分析/产业数据中心报导)⸺ 仲琦(2419-TW) 自 2026 年下半年起,将原有五条产品线重整为三个事业单位:缆线、光纤,以及 Wi-Fi 与 5G。改组前的五条产品线是缆线数据机、5G 行动网路、光纤接取设备、Wi-Fi 网路延伸器、缆线与网路量测工具。公司同时将市场分为北美、欧洲、亚太与中南美四个区域,并表示调整旨在让产品区隔更明确,由各事业单位自行决定产品发展方向。改组前营收连三年下滑改组前,仲琦的营收规模连三年缩小。年营收 2022 年是 123.18 亿元",
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"content": "<img src=\"https://cimg.cnyes.cool/prod/news/6660845/o/b56eb309e9a34d1ff65710b400f4d788.jpg\" alt=\"优分析产业资料库「营收趋势与利润率比较图」卡片截图\" /><p>2026年11月12日(优分析/产业数据中心报导)⸺ 仲琦(2419-TW) 自 2026 年下半年起,将原有五条产品线重整为三个事业单位:缆线、光纤,以及 Wi-Fi 与 5G。改组前的五条产品线是缆线数据机、5G 行动网路、光纤接取设备、Wi-Fi 网路延伸器、缆线与网路量测工具。</p><p>公司同时将市场分为北美、欧洲、亚太与中南美四个区域,并表示调整旨在让产品区隔更明确,由各事业单位自行决定产品发展方向。</p><h2>改组前营收连三年下滑</h2><p>改组前,仲琦的营收规模连三年缩小。年营收 2022 年是 123.18 亿元,2023 年 94.04 亿元、2024 年 90.88 亿元,2025 年 88.80 亿元。</p><p>如下图,根据优分析产业资料库,仲琦年营收在 2022 年见到 123 亿元的高点后连续三年下降,2025 年落在 89 亿元。</p><p><img src=\"https://cimg.cnyes.cool/prod/news/6660845/o/30bb58f99632a1d13452030d155b0687.jpg\" alt=\"仲琦年营收与毛利率、营业利益率、税后净利率走势,2022 年营收 123 亿元为高点后连三年下滑\"></p><p>(资料来源:优分析产业资料库)</p><p>三个事业单位中,公司在光纤接取设备的开发上投入资源与人力。缆线数据机使用同轴电缆,属于固网;随着网路频宽与传输速度的要求提高,光纤接取设备的需求也随之增加,公司并持续与客户保持联系。</p><h2>有线电视的升级需求还在</h2><p>有线电视的升级需求并没有停止。凯擘大宽频是台湾的有线电视系统台;依巨亨网 2025 年 10 月的报导,凯擘率先导入仲琦的 DOCSIS 4.0,同时导入支援 Wi-Fi 7 的宽频技术。DOCSIS 是有线电视网路的传输标准,4.0 让系统台在既有的同轴基础上升级,不必整段换成光纤。</p><p>公司表示,仲琦是全球 DOCSIS 产品前三大制造商,缆线数据机仍是主流产品。佳世达网通事业群包含明泰、仲琦与互动三家,明泰从事网通设备业务,互动从事资讯整合与工程;仲琦 2026 年上半年合并营收 41.2 亿元,约占事业群同期合并营业额 105 亿元的四成。</p><h2>量测工具量体小、利润好</h2><p>五条产品线中,缆线与网路的量测工具量体不大,也未独立设立事业单位。公司表示,这项产品的利润相对好,是带动获利转佳的原因之一。</p><p>这项产品依客户需求调整,销售装机与维修使用的测试设备。云端家庭网路管理系统同样不在三个事业单位中,这套软体与数据机、延伸器搭售,目前连接这套系统的网通设备超过 90 万部。</p><p>市场划分为四个区域、产品整并为三个事业单位后,有线电视升级案仍由缆线事业单位负责。公司把客户分成四类营运商:固网、有线电视、影音服务与行动网路,光纤接取设备与缆线数据机均销售给这几类客户,差别在于线路采用同轴电缆或光纤。</p><p>※ 本文经「优分析」授权转载,原文出处:<a style=\"color:#A9A9A9\" rel=\"nofollow\" href=\"https://uanalyze.com.tw/articles/7724359256\">原文连结</a>\n <br>※ 免责声明:文中所提的个股、基金、期货商品内容仅供参考,并非投资建议,投资人应独立判断,审慎评估风险。</p>\n <p></p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-12229.html\" title=\"〈台股盘前要闻〉低量收复季线拚4万5关卡、7月外销订单近千亿美元创新高\">〈台股盘前要闻〉低量收复季线拚4万5关卡、7月外销订单近千亿美元创新高</a></li>\n <li><a href=\"/new/tw/article-14352.html\" title=\"〈台股开盘〉台积电带权值股奋力攻坚开盘涨逾700点跳空涨站上4万7\">〈台股开盘〉台积电带权值股奋力攻坚开盘涨逾700点跳空涨站上4万7</a></li>\n <li><a href=\"/new/tw/article-12025.html\" title=\"赞成普发现金 三三会林伯丰:应给需要的人机会、若要增加由民意决定\">赞成普发现金 三三会林伯丰:应给需要的人机会、若要增加由民意决定</a></li>\n <li><a href=\"/new/tw/article-19401.html\" title=\"水资源挑战升温 贸协10/15邀专家探解方、聚焦AI水处理到产业实务\">水资源挑战升温 贸协10/15邀专家探解方、聚焦AI水处理到产业实务</a></li>\n <li><a href=\"/new/tw/article-13169.html\" title=\"巨亨速报 - Factset 最新调查:中钢(2002-TW)EPS预估上修至0.16元,预估目标价为21.75元\">巨亨速报 - Factset 最新调查:中钢(2002-TW)EPS预估上修至0.16元,预估目标价为21.75元</a></li>\n <li><a href=\"/new/tw/article-23763.html\" title=\"百容营运回温、半导体业务续强 Q3赚赢上半年 前3季EPS 0.87元\">百容营运回温、半导体业务续强 Q3赚赢上半年 前3季EPS 0.87元</a></li>\n </ul>\n</div>",
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