October 30—Radiant Opto-Electronics (6176) held an online institutional investor meeting today to announce its Q3 2025 results. The company posted consolidated revenue of NT$12.56 billion, flat from last quarter but down 11% year-over-year. Thanks to an improved product mix and a rebound in tablet orders, gross margin rose to 23%, marking a record high for a single quarter, with gross profit reaching NT$2.9 billion. Total consolidated revenue for the first three quarters stood at NT$37.15 billion, up 1% year-over-year.

The company noted that, based on current order visibility, pre-stocked inventory from the earlier tariff hikes is still being cleared, slowing overall growth. Looking ahead to the fourth quarter, Radiant maintains a prudent outlook. Although orders have adjusted over the past three quarters, demand recovery remains sluggish. Nevertheless, shipments are expected to pick up as major customers plan to launch new models from year-end into early next year.

To strengthen its in-house manufacturing capabilities, Radiant has made another strategic move. In June, the company announced the acquisition of 100% of Inkron, an advanced optical materials manufacturer, from Nagase Group (8012:TYO). The acquisition underscores Radiant’s determination to expand into AR waveguide lenses, automotive HUDs, and meta-optics.

Inkron has long collaborated with leading global companies on product development and solutions. It also holds an irreplaceable position in the field of nanoimprint materials. Its siloxane-based formulations and resin systems deliver outstanding optical performance and three key advantages: first, they support multiple fabrication processes—including nanoimprint, photolithography, and inkjet printing—ensuring excellent integration and process compatibility; second, they feature low-temperature processing and photo-curable properties, making them suitable for plastic substrates and flexible materials, thereby broadening application possibilities; and third, they are production-ready, which helps lower unit manufacturing costs and enables customers to achieve the optimal balance between performance and cost efficiency.

By combining the R&D and manufacturing strengths of both companies, this acquisition enables Radiant to respond more flexibly to customer needs while further enhancing its micron- to nanometer-scale fabrication platform.

As consumer electronics and robotic vision applications push for higher image precision, Radiant aims to leverage its comprehensive “Toolbox” to deliver the most advanced optical solutions for its customers.

Despite business headwinds—including an uncertain outlook for consumer electronics demand and backlight market share being eroded by emerging display technologies—Radiant continues to seek niche markets and develop new businesses to diversify its revenue portfolio.

Radiant’s Chairman and President, Mr. Yu-Chao Wang, reiterated that the company remains steadfast in pursuing a technology-intensive and customer-oriented strategy, focusing on high-end precision optical manufacturing to strengthen its market position and establish itself as an indispensable solution provider within the supply chain.