[Click e-Stock] "Point Mobile, Stable Growth in PDA and POS Markets"
On June 5, Hana Securities stated that demand for industrial mobile computers (PDAs) is steadily increasing across various sectors such as logistics, retail, manufacturing, and healthcare, and predicted that Point Mobile is likely to benefit from this trend.
Han Yugun, a researcher at Hana Securities, explained, "The global PDA market is expected to grow at an average annual rate of about 6.2%, from approximately $2.96 billion in 2023 to $3.816 billion in 2030," and added, "Following the COVID-19 pandemic, the expansion of the e-commerce market has led to increased demand for real-time data collection and efficient inventory management in logistics and warehouse management."
He also expressed expectations for growth in the POC segment in addition to the existing PDA business. Han noted, "Point Mobile has launched new products such as smart POS, mPOS, and tablets," and analyzed, "In 2024, the company made a full-scale entry into the POS market, which is more than ten times larger than the PDA market."
Furthermore, Han emphasized, "This year, the company plans to increase the volume supplied to domestic and international companies in regions such as North America, Europe, and Asia," and added, "Recently, Point Mobile signed a contract to supply about 5,500 units of the PM95 model to Auchan, a multinational retail group in Poland." He also stated, "From the second quarter, supply of four models?PM86, PM560, PM5, and TR54?to Amazon in North America will be expanded," and expressed expectations that "sales will reach 15 billion won, an increase of about 50% compared to the previous year."
It is estimated that Point Mobile will achieve sales of 101.5 billion won and an operating profit of 9 billion won this year. Sales are expected to increase by 31.3% compared to last year, and operating profit is expected to turn positive.
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