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Comtrend Eyes H2 Recovery Driven by European Broadband Shipments

Electronic Technology · Computer Communications · cnyes · 2026-09-11

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Comtrend expects a stronger second half as European broadband shipments ramp up, offsetting earlier headwinds from inventory adjustments in India and weak North American demand.

What Happened

Financial Performance: Comtrend reported a net loss of NT$97.35 million for the first half of the year, or NT$1.47 per share, due to sluggish demand in North America and inventory digestion in India. The company has designated 2026 as a year for operational adjustments, focusing on securing new orders and market expansion.

Shipment Outlook: Management anticipates a stronger second half as European broadband projects begin shipping, which is expected to improve overall revenue. While collaboration with Indian clients remains ongoing, the timing of revenue recognition depends on client scheduling and component availability.

Product Mix: The company's product portfolio has shifted significantly, with broadband customer premises equipment (CPE) now accounting for 58% of revenue, while relay equipment dropped to 16%. This transition highlights a strategic pivot in response to changing client needs and market conditions.

Regional Diversification: Revenue distribution has become more balanced, with Europe, Asia-Pacific, and North America accounting for 37%, 35%, and 28% of sales respectively. This marks a shift from last year's heavy reliance on the Asia-Pacific market, which previously accounted for 71% of revenue.

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