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Ledtech September Revenue Hits Record High on Automotive Optics and AI Server Demand

Electronic Technology · Electronic Components · economic_daily · 2026-10-07

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Ledtech achieved record-high revenue for September and Q3, driven by strong automotive lighting orders and increased shipments of AI server components.

What Happened

Record Revenue: Ledtech reported a record-breaking September consolidated revenue of NT$141 million, up 22.76% year-on-year. Q3 revenue reached NT$405 million, a 14.92% quarterly increase, with cumulative revenue for the first nine months hitting NT$1.063 billion, reflecting a 10.14% annual growth.

Automotive Growth: Automotive lighting remains the core business, accounting for over 55% of total orders. With the rising demand for smart lighting solutions such as matrix headlights and adaptive driving beams, high-end products now represent nearly 70% of the automotive segment, serving as a primary growth engine.

AI Server Expansion: The AI server precision component business has become a new growth driver in the second half of the year. As North American cloud service providers accelerate procurement for next-generation AI platforms, Ledtech’s precision manufacturing and process integration capabilities have led to month-over-month shipment growth.

Future Outlook: The company maintains a cautiously optimistic outlook for Q4, expecting automotive lighting orders to outperform the previous year. Combined with the scaling of AI server component shipments for new platforms, Ledtech anticipates sustained growth momentum and further optimization of its product mix.

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