POSIFLEX 1Q2026 法說會簡報
Company Overview
POSIFLEX Group
- An ACER Group Company
- Mission: 振樺集團以賦能生產力優化及提升客戶體驗為核心宗旨。(Posiflex Group's core mission is to empower productivity optimization and enhance customer experience.)
- Overall Group Description: 振樺集團為全球商用智能物聯網(Commercial AloT)之領導者,致力於線上線下整合解決方案(O2O Solutions)與場景定義之智能物聯邊緣運算平台(Scenario-defined Embedded Appliance Solutions)。集團包含三大事業。(Posiflex Group is a global leader in Commercial AloT, dedicated to O2O Solutions and Scenario-defined Embedded Appliance Solutions. The group comprises three major businesses.)
Group Entities:
-
POSIFLEX
- Since: 1984
- Position: WW #5 POS Brand (全球前五大品牌)
- Listing Status: TWSE listed since 2012: TWSE 8114
- Business Focus: 振樺電子為銷售終端系統(POS)及週邊設備之全球前五大品牌。(Posiflex Electronics is a global top 5 brand for Point-of-Sale (POS) systems and peripheral equipment.)
-
KIOSK Information Systems (KIS)
- Since: 1993
- Position: WW TOP 3 Kiosk
- Business Focus: KIOSK Information Systems(KIS)則提供軟硬整合自助服務解決方案,並完整涵蓋遠端監控及場域維運。(KIOSK Information Systems (KIS) provides integrated hardware and software self-service solutions, fully covering remote monitoring and site operations.)
-
Portwell
- Since: 1993
- Position: Innovation Leader in Embedded Technology
- Listing Status: OTC listed in 2001 / Delisted in 2017
- Business Focus: 瑞傳科技專精於產業物聯研製服務(Embedded Foundry)。(Portwell specializes in industrial IoT manufacturing services (Embedded Foundry).)
Global Layout - Made in Taiwan (全球佈局-台灣製造)
- Employees: 1,675+ employees across 19 cities around the globe
- HQ & RD Center/Manufacturing Base: Taipei, TW
- Overseas Assembly Hubs: 4 (Fremont & Hayward, CA; Louisville, CO; Nieuw Vennep, Netherlands; Oxford, UK; Munich, Edling, Düsseldorf; Tokyo & Osaka, JP; Gyeonggi-do, Korea; New Taipei City, TW; Bangalore, India; Petaling Jaya, Malaysia; Singapore)
- Consolidated Fabrication & Managed Service Site: In Greater Denver Area Under Construction
- Sales Office w/ Assembly Line: Across US, EU, JP
- Global Distributor: Extensive network
- Key Capability: Embedded technology mastered in Taiwan
Financial Highlights
1Q2026 - Operating Results (營運概況) (New Taiwan Dollars - NT$)
| Metric | 1Q2026 | % | 4Q2025 | % | 1Q2025 | % | QoQ | YoY | Remark POSIFLEX KIOSK Portwell Information Systems
Safe Harbor
This presentation may contain forward-looking statements including Posiflex's current goals and expectations of its industries, future financial condition, performance and results, products, share positions, growth and profitability, business outlook, and other statements that are not historical facts. By their nature, all forward looking statements involve risk and uncertainty because they relate to future events and circumstances which are beyond Posiflex's control including, amongst other things, domestic and global economic and business conditions, market related risks such as fluctuations in interest rates and exchange rates, the policies and actions of regulatory authorities, the impact of competition, inflation, deflation, the timing and impact of other uncertainties of future acquisitions or combinations within relevant industries, as well as the impact of tax and other legislation and other regulations in the jurisdictions in which Posiflex and its affiliates operate. As a result, Posiflex's actual future financial condition, performance and results may differ materially from the plans, goals and expectations set forth in Posiflex's forward looking statements. Posiflex undertakes no obligation to update the information and forward looking statements contained in or any other forward looking statements we may make.
Business Segments
Posiflex Group (an ACER Group Company)
- Core Mission: 振樺集團以賦能生產力優化及提升客戶體驗為核心宗旨。(Posiflex Group's core mission is to empower productivity optimization and enhance customer experience.)
- Overall Group Description: 振樺集團為全球商用智能物聯網(Commercial AloT)之領導者,致力於線上線下整合解決方案(O2O Solutions)與場景定義之智能物聯邊緣運算平台(Scenario-defined Embedded Appliance Solutions)。集團包含三大事業。(Posiflex Group is a global leader in Commercial AloT, dedicated to O2O Solutions and Scenario-defined Embedded Appliance Solutions. The group comprises three major businesses.)
Three Major Businesses:
-
POSIFLEX
- Focus: 銷售終端系統(POS)及週邊設備 (Point-of-Sale (POS) systems and peripheral equipment)
- Position: 全球前五大品牌 (Global top 5 brand)
- Since: 1984
- WW #5 POS Brand
- TWSE listed since 2012: TWSE 8114
-
KIOSK Information Systems (KIS)
- Focus: 軟硬整合自助服務解決方案 (Hardware-software integrated self-service solutions)
- Position: 全球前三大Kiosk (Global top 3 Kiosk)
- Since: 1993
- WW TOP 3 Kiosk
-
Portwell
- Focus: 產業物聯研製服務 (Embedded Foundry)
- Position: 嵌入式技術創新領導者 (Innovation Leader in Embedded Technology)
- Since: 1993
- OTC listed in 2001 / Delisted in 2017
Growth History and Development (成長歷程及發展)
| Category | 1984 - 2016 | 2016 - 2017 | 2018 - 2021 and beyond POSIFLEX KIOSK Portwell Information Systems
Safe Harbor
This presentation may contain forward-looking statements including Posiflex's current goals and expectations of its industries, future financial condition, performance and results, products, share positions, growth and profitability, business outlook, and other statements that are not historical facts. By their nature, all forward looking statements involve risk and uncertainty because they relate to future events and circumstances which are beyond Posiflex's control including, amongst other things, domestic and global economic and business conditions, market related risks such as fluctuations in interest rates and exchange rates, the policies and actions of regulatory authorities, the impact of competition, inflation, deflation, the timing and impact of other uncertainties of future acquisitions or combinations within relevant industries, as well as the impact of tax and other legislation and other regulations in the jurisdictions in which Posiflex and its affiliates operate. As a result, Posiflex's actual future financial condition, performance and results may differ materially from the plans, goals and expectations set forth in Posiflex's forward looking statements. Posiflex undertakes no obligation to update the information and forward looking statements contained in or any other forward looking statements we may make.
Company Overview
振樺集團品牌及事業佈局 (Posiflex Group Brands and Business Layout)
- 振樺集團 (Posiflex Group): an ACER Group Company
- 整體描述: 振樺集團為全球商用智能物聯網(Commercial AloT)之領導者,致力於線上線下整合解決方案(O2O Solutions)與場景定義之智能物聯邊緣運算平台(Scenario-defined Embedded Appliance Solutions)。集團包含三大事業,振樺電子為銷售終端系統(POS)及週邊設備之全球前五大品牌、瑞傳科技專精於產業物聯研製服務(Embedded Foundry)、KIOSK Information Systems(KIS)則提供軟硬整合自助服務解決方案,並完整涵蓋遠端監控及場域維運。振樺集團以賦能生產力優化及提升客戶體驗為核心宗旨。
- (Posiflex Group is a global leader in Commercial AloT, dedicated to O2O Solutions and Scenario-defined Embedded Appliance Solutions. The group comprises three major businesses: Posiflex Electronics, a global top 5 brand for Point-of-Sale (POS) systems and peripheral equipment; Portwell Technology, specializing in Embedded Foundry for industrial IoT; and KIOSK Information Systems (KIS), providing integrated hardware and software self-service solutions, fully covering remote monitoring and site operations. Posiflex Group's core mission is to empower productivity optimization and enhance customer experience.)
Group Companies:
- POSIFLEX
- Since 1984
- WW #5 POS Brand
- TWSE listed since 2012: TWSE 8114
- KIOSK Information Systems
- Since 1993
- WW TOP 3 Kiosk
- Portwell
- Since 1993
- Innovation Leader in Embedded Technology
- OTC listed in 2001 / Delisted in 2017
全球佈局-台灣製造 (Global Layout - Made in Taiwan)
- 員工數: 1,675+ employees across 19 cities around the globe
- 總部及研發/製造基地: HQ & RD Center/Manufacturing base in Taipei w/ 4 overseas assembly hubs
- 海外組裝中心: Nieuw Vennep (Netherlands), Oxford (UK), Munich, Edling (Germany), Tokyo & Osaka (JP), Gyeonggi-do (Korea), New Taipei City (TW), Bangalore (India), Petaling Jaya (Malaysia), Singapore, Fremont & Hayward (CA), Louisville (CO)
- 整合製造及管理服務據點: Consolidated Fabrication & Managed Service Site In Greater Denver Area Under Construction
- 銷售辦公室 w/ 組裝線: Sales Office w/ Assembly Line across US, EU, JP
- 全球經銷商: Global Distributor
- 核心能力: Embedded technology mastered in Taiwan
Business Segments
成長歷程及發展 (Growth History and Development)
| Category | 1984 - 2016 | 2016 - 2017 | 2018 - 2021 and beyond POSIFLEX KIOSK Portwell Information Systems
Safe Harbor
This presentation may contain forward-looking statements including Posiflex's current goals and expectations of its industries, future financial condition, performance and results, products, share positions, growth and profitability, business outlook, and other statements that are not historical facts. By their nature, all forward looking statements involve risk and uncertainty because they relate to future events and circumstances which are beyond Posiflex's control including, amongst other things, domestic and global economic and business conditions, market related risks such as fluctuations in interest rates and exchange rates, the policies and actions of regulatory authorities, the impact of competition, inflation, deflation, the timing and impact of other uncertainties of future acquisitions or combinations within relevant industries, as well as the impact of tax and other legislation and other regulations in the jurisdictions in which Posiflex and its affiliates operate. As a result, Posiflex's actual future financial condition, performance and results may differ materially from the plans, goals and expectations set forth in Posiflex's forward looking statements. Posiflex undertakes no obligation to update the information and forward looking statements contained in or any other forward looking statements we may make.
Company Overview
振樺集團品牌及事業佈局 (Posiflex Group Brands and Business Layout)
- 振樺集團 (Posiflex Group): an ACER Group Company
- 整體描述: 振樺集團為全球商用智能物聯網(Commercial AloT)之領導者,致力於線上線下整合解決方案(O2O Solutions)與場景定義之智能物聯邊緣運算平台(Scenario-defined Embedded Appliance Solutions)。集團包含三大事業,振樺電子為銷售終端系統(POS)及週邊設備之全球前五大品牌、瑞傳科技專精於產業物聯研製服務(Embedded Foundry)、KIOSK Information Systems(KIS)則提供軟硬整合自助服務解決方案,並完整涵蓋遠端監控及場域維運。振樺集團以賦能生產力優化及提升客戶體驗為核心宗旨。
- (Posiflex Group is a global leader in Commercial AloT, dedicated to O2O Solutions and Scenario-defined Embedded Appliance Solutions. The group comprises three major businesses: Posiflex Electronics, a global top 5 brand for Point-of-Sale (POS) systems and peripheral equipment; Portwell Technology, specializing in Embedded Foundry for industrial IoT; and KIOSK Information Systems (KIS), providing integrated hardware and software self-service solutions, fully covering remote monitoring and site operations. Posiflex Group's core mission is to empower productivity optimization and enhance customer experience.)
Group Companies:
- POSIFLEX
- Since 1984
- WW #5 POS Brand
- TWSE listed since 2012: TWSE 8114
- KIOSK Information Systems
- Since 1993
- WW TOP 3 Kiosk
- Portwell
- Since 1993
- Innovation Leader in Embedded Technology
- OTC listed in 2001 / Delisted in 2017
全球佈局-台灣製造 (Global Layout - Made in Taiwan)
- 員工數: 1,675+ employees across 19 cities around the globe
- 總部及研發/製造基地: HQ & RD Center/Manufacturing base in Taipei w/ 4 overseas assembly hubs
- 海外組裝中心: Nieuw Vennep (Netherlands), Oxford (UK), Munich, Edling (Germany), Tokyo & Osaka (JP), Gyeonggi-do (Korea), New Taipei City (TW), Bangalore (India), Petaling Jaya (Malaysia), Singapore, Fremont & Hayward (CA), Louisville (CO)
- 整合製造及管理服務據點: Consolidated Fabrication & Managed Service Site In Greater Denver Area Under Construction
- 銷售辦公室 w/ 組裝線: Sales Office w/ Assembly Line across US, EU, JP
- 全球經銷商: Global Distributor
- 核心能力: Embedded technology mastered in Taiwan
Business Segments
成長歷程及發展 (Growth History and Development)
| Category | 1984 - 2016 | 2016 - 2017 | 2018 - 2021 and beyond