Zebra Technologies Corporation

ZBRAsupplier

Zebra Technologies provides enterprise asset intelligence solutions including barcode scanners, mobile computers, and RFID technology used to track assets and manage workflows in warehouses, retail, and healthcare.

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产品与营收

产品营收占比

营收构成 ($4.6B)

静态数据（加载实时财务…）

Asset Intelligence & Tracking (45%)

Enterprise Visibility & Mobility (55%)

业务板块构成与主要客户

产品详情

Enterprise Visibility & Mobility50%

Rugged mobile computers, tablets, and barcode scanners for warehouses and field workers

Asset Intelligence & Tracking35%

Barcode and RFID printers, labels, and location solutions

Software & Services15%

Workforce management, prescriptive analytics, and repair services

供应链关系

主要客户

Amazon.com (AWS)

Warehouse barcode scanners and devices

影响: High — major logistics customer

Walmart Inc.

Retail RFID and scanning solutions

影响: High — major retail customer

合作伙伴

Microsoft Corporation

Azure IoT integration

影响: Medium — cloud platform partner

宏观与市场背景

IT / 소프트웨어行业新闻

AI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화

SaaS 시장 성장률 (2026E)

+18% YoY

AI 코파일럿 ARR 성장

+320% YoY

기업 IT 예산 증가율

+6% (AI 재배분)

전통 라이선스 시장

-12% YoY

近期催化剂

◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)◆Microsoft Build 컨퍼런스 (2026.05)◆CrowdStrike Fal.Con 2026 발표

AI 分析

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企业信息

总部

Lincolnshire, Illinois, USA

成立时间

1969

员工人数

9,800+

官网

zebra.com

行业概况 — IT / 소프트웨어

行业新闻