LED-related manufacturers Fucai, Liteon, and Liteon announce their June revenue

On July 8, Fucai, Lite-On and Guanghong announced their June revenue. Among them, Fucai's revenue declined year-on-year, while Lite-On and Guanghong's revenue increased year-on-year.

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Fucai

Fucai announced that its revenue in June 2025 was 1.794 billion yuan (NT$, the same below), a decrease of 139 million yuan from 1.933 billion yuan last month, a month-on-month decrease of 7.20%; a decrease of 374 million yuan from 2.168 billion yuan in the same period last year, a year-on-year decrease of 17.26%.

Cumulative revenue from January to June 2025 was 11.372 billion yuan, a decrease of 817 million yuan from 12.189 billion yuan in the same period last year, a year-on-year decrease of 6.70%.

It is worth mentioning that Fucai recently sold 18.7722% of Bridgelux's equity to accelerate asset activation and optimize asset structure, focusing resources on emerging application fields with high added value.

This year, Ficai will officially merge its subsidiaries Epistar Optoelectronics and Lextar Electronics to establish Ficai Optoelectronics Company, which will more effectively integrate the group's resources, strive for the "dual value-added engine" strategy, and deepen the "3+1 long-term development strategy" to target new areas such as automotive, advanced display, intelligent sensing and AI optical communications, and accelerate the pace of transformation.

Lite-On

Lite-On announced that its revenue in June reached 13.619 billion yuan, a month-on-month increase of 1.6% and a year-on-year increase of 16.05%, setting a new high in the past 21 months since September 2023. Cumulative revenue in the first half of the year was 76.839 billion yuan, an increase of 23.8% compared with the same period last year.

Lite-On said that its revenue in June reached a new high, mainly due to the growth in revenue from power management systems such as cloud computing, high-end servers and Netcom. Currently, the cloud and Internet of Things departments account for 42% of the company's overall revenue, making it the largest business group. In June, revenue from related businesses increased by more than 30% year-on-year.

LITE-ON pointed out that the information and consumer electronics sector accounted for 40% of revenue in June, ranking second. The company continues to optimize its product portfolio and expand into diversified application markets, including high-end power supplies, low-orbit satellite power supplies, game console power supplies and intelligent input device shipments. Driven by the growth in shipments, the information and consumer electronics department's revenue in June increased by more than 10% year-on-year.

Lite-On Technology explained that the optoelectronics department’s revenue accounted for 18% in June. Among them, shipments of high-end optocoupler products and invisible light sensing applications have increased. Mini LED shipments have also increased with the new generation of gaming PCs and mobile phones. The optoelectronic semiconductor application business has maintained year-on-year growth.

Guanghong

LED lighting and optical component manufacturer Guanghong announced that its consolidated revenue in June 2025 was 115 million yuan, a new low in the past two months, with a month-on-month decrease of 8.56% and a year-on-year increase of 8.92%. Although it declined from the previous month, it was still better than the performance of the same period last year.

In the first six months of 2025, Guanghong achieved revenue of approximately 660 million yuan, a year-on-year increase of 8.78%. (Source: compiled by Juheng.com and LEDinside)

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