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Chicony Power Sees Strong Satellite Demand, Sets Q4 Production Ramp
Electronic Technology · Electronic Components · cnyes · 2026-09-06
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Chicony Power reports robust demand for satellite communication power supplies and expects a significant production ramp for new models in Q4, alongside AI server growth.
What Happened
Satellite Communication Demand: Chicony Power reports strong demand for satellite communication power supplies, particularly for high-performance mobile antenna applications in commercial, automotive, and airborne sectors. The company has secured primary supplier status for next-generation home receivers, with mass production scheduled for the fourth quarter.
Q4 Outlook: Driven by the introduction of new models, the company expects order volumes to grow exponentially in the fourth quarter compared to the third. Management is actively securing components to meet the anticipated surge in shipment demand, overcoming previous supply chain constraints.
AI Server Expansion: Chicony is making strides in the server power market, with several new AI and traditional server power products currently in the sampling and testing phases. The company is deepening collaborations with strategic partners to integrate development and validation resources, aiming to build a comprehensive AI server power ecosystem.
Financial Performance: While August revenue reached NT$2.469 billion, the company faced some headwinds in Q3 due to memory shortages at the client level. However, the emerging growth momentum in satellite and AI server segments is expected to provide a strong foundation for future performance.
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