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Baso Precision Optics Pivots Toward Aerospace and Semiconductor Inspection Markets
Electronic Technology · Electronic Components · economic_daily · 2026-10-07
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Baso Precision Optics is shifting its focus toward high-end markets including aerospace and semiconductor inspection, with new products already undergoing validation.
What Happened
Market Pivot: General Manager Chen Yu-cheng stated that Baso is shifting its focus toward niche markets such as aerospace, AOI, and semiconductor inspection equipment. Several new semiconductor components have already received validation from major manufacturers and are currently in small-batch trial production.
Financial Outlook: The company is currently in the early stages of mass production for new products, which has temporarily pressured gross margins due to initial cost amortization. Management remains cautiously optimistic about future growth as these new products gain market traction.
Technical Roadmap: Regarding the industry-hot topic of CPO (Co-Packaged Optics), Baso clarified that it has not yet entered this field but has identified EUV-related optical technology as a future development target. The company continues to maintain stable profitability through its existing high-end projection and sports optics businesses.
Future Growth: Baso emphasizes that while new product development costs are impacting short-term margins, these high-end offerings are critical for long-term growth. The company is focused on optimizing production and securing further partnerships in the semiconductor and aerospace sectors to diversify its application base.