工控主板隐形冠军信步科技：过去10个月销量同比增长60%

Core Insights - Humanoid robots and embodied intelligence are currently popular sectors, with Seavo Technology showcasing over a hundred industrial control motherboard products at the 25th China International Industry Fair [1] - Seavo Technology, a hidden champion in the industrial control motherboard field, has an annual sales volume of 1.5 million units [1] - The global industrial control machine market is projected to grow from approximately $2.093 billion in 2024 to $3.36 billion by 2031, with a CAGR of 7.1% from 2025 to 2031 [3] Company Overview - Seavo Technology, established in 2003, has been focused on motherboard research and innovation for over 30 years, serving numerous leading enterprises across various industries globally [1] - The company has a significant client base, including over 100 listed companies and more than 10 Fortune 500 companies, with clients such as Siemens, Nokia, and Huawei [1] - Seavo Technology is recognized as a national-level specialized and innovative small giant enterprise, holding over 10% market share in its niche [4] Market Dynamics - The competition in the industrial control market has evolved, requiring companies to increase personnel and expenditures [1] - The ARM architecture industrial control machine holds the largest market share at approximately 66%, with industrial automation being the primary application area, accounting for about 64% of the market [3] - Major global manufacturers are concentrated in China and Europe/North America, with the top four companies holding around 40% of the market share [3] Product and Innovation - Seavo Technology has developed a hardware development platform, HB03, in collaboration with Intel, which integrates AI computing and motion control capabilities [2] - The company has seen a 60% year-on-year increase in industrial control motherboard sales over the past ten months [4] - Seavo Technology aims to achieve an ambitious sales target of 10 million units annually by 2025, capitalizing on the growth opportunities presented by AI and robotics [4]