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Pegatron August Revenue Climbs 2.66% on iPhone 18 Production Ramp-up
Electronic Technology · Computer Peripherals · economic_daily · 2026-09-10
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Pegatron reported August revenue of NT$88.3 billion, driven by initial shipments of the iPhone 18 series and growth in server and automotive sectors.
What Happened
Revenue Growth: Pegatron's August revenue reached NT$88.3 billion, marking a 2.66% monthly increase and a 34.11% year-over-year jump. The company's cumulative revenue for the first eight months has returned to positive growth territory.
Key Drivers: Analysts attribute the growth to the commencement of production for Apple's high-end iPhone 18 Pro models. Additionally, the company saw steady contributions from its networking, automotive, and server business segments compared to last year.
Shipment Outlook: Notebook shipments for August reached 400,000 to 450,000 units, showing a slight improvement over the previous month. With the new iPhone series launching in September, communications revenue is expected to peak in the fourth quarter.
Strategic Focus: Beyond smartphone assembly, Pegatron is actively shipping GB300 series AI servers. These high-performance products are anticipated to provide a significant boost to the company's overall revenue stream in the coming quarters.