On July 8, Fu-Cai, Lite-On Technology, and Lite-On Technology announced their June revenue figures. Fu-Cai's revenue declined year-on-year, while Lite-On Technology and Lite-On Technology achieved year-on-year revenue growth.
Fu- Tsai announced its revenue for June 2025 as NT$1.794 billion, a decrease of NT$139 million from NT$1.933 billion in the previous month, a month-on-month decrease of 7.20%; and a decrease of NT$374 million from NT$2.168 billion in the same period last year, a year-on-year decrease of 17.26%.
The company's cumulative revenue for the first half of 2025 was RMB 11.372 billion, a decrease of RMB 817 million from RMB 12.189 billion in the same period last year, representing a year-on-year decline of 6.70%.
It is worth mentioning that Fucai recently sold 18.7722% of its equity in PURE Optoelectronics, accelerating asset revitalization and optimizing its asset structure, and focusing resources on emerging application areas with high added value.
This year, Fu-Cai will officially merge its subsidiaries Epistar and Lextar Electronics to form Fu-Cai Optoelectronics Co., Ltd., which will more effectively integrate the group's resources, fully promote the "dual value-added engine" strategy, and deepen the "3+1 long-term development strategy" to target new fields such as automotive, advanced display, intelligent sensing and AI optical communication, and accelerate the pace of transformation.
Lite-On Technology announced June revenue of NT$13.619 billion, a 1.6% increase month-over-month and a 16.05% increase year-over-year, marking a new high in nearly 21 months since September 2023. Cumulative revenue for the first half of the year reached NT$76.839 billion, a 23.8% increase compared to the same period last year.
Lite-On Technology stated that its June revenue hit a record high, primarily driven by revenue growth in power management systems for cloud computing, high-end servers, and networking. Currently, the cloud and IoT division accounts for 42% of the company's total revenue, making it the largest business group, with related revenue increasing by over 30% year-on-year in June.
Lite-On Technology pointed out that the Information and Consumer Electronics division accounted for 40% of revenue in June, ranking second. The company continued to optimize its product portfolio and expand into diversified application markets. Driven by increased shipments of high-end power supplies, low-Earth orbit satellite power supplies, game console power supplies, and smart input devices, the Information and Consumer Electronics division's revenue grew by more than 10% year-on-year in June.
Lite-On Technology explained that the optoelectronics division accounted for 18% of revenue in June. Among them, shipments of high-end optocoupler products and invisible light sensing applications increased, and Mini LED also saw growth due to shipments of new-generation gaming PCs and mobile phones, maintaining year-on-year growth in the optoelectronic semiconductor application business.
Guanghong
LED lighting and optical component manufacturer Optics announced consolidated revenue of NT$115 million for June 2025, a near two-month low, down 8.56% month-over-month but up 8.92% year-over-year. Despite the decline from the previous month, it is still better than the performance of the same period last year.
In the first six months of 2025, Optoelectronics achieved revenue of approximately NT$660 million, representing a year-on-year increase of 8.78%.
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