Truelight Corporation · TPEX:3234
Truelight — TrueLight Corporation Corporate Presentation hosted by IBF Securities Co., Ltd. (December 2025)
20 slides from Truelight's conference presentation, Dec 22, 2025
Slide 1: TrueLight Corporation
TrueLight Corporation (3234) 2025/12/22 1
Slide 2: Disclaimer
Disclaimer • The predictive information mentioned in this presentation and related information released at the same time includes operating outlook, financial conditions and business forecasts, etc., and is based on the Company's internal and external information sources. The Company's actual future
Slide 3: Outline
Outline 1. Company Profile 2. 2025 Q1~Q3 Operating Results 3. Market Trends and Operational Outlook 4. Q&A TrueLight’s proprietary 3
Slide 4: Company Profile
Company Profile TrueLight’s proprietary 4
Slide 5: Company Profile
Company Profile Date of establishment 1997/9/1 Capital NT$ 1,114,746,920 21, Prosperity Rd. 1, Hsinchu Science Park, Hsin-chu, Location Taiwan (R.O.C.) Number of employees 326 people VCSEL, LD, PD, APD Products and Services TO-can, OSA, COB, AOC, OEM & ODM (SiPh), Wafer Process Foundry service TrueL
Slide 6: Products Portfolios
Products Portfolios TrueLight is a supplier of optical active components with a complete production line and vertical integration capabilities. The product line includes Chip-TO-OSA(M)-COB-AOC active components, with more than 25 years of mass production experience Providing more diversified s
Slide 7: Wafer Process
Wafer Process Wafer Size : 2”, 3” and 4” Product type : 2”, 3”, 4” FP/DFB/EML/SOA and CW laser for SiPh 2”, 3”, 4” GaAs/InGaAs PD & InGaAs APD 4” VCSEL Verification and Testing: TO-can package, burn-in and aging test Reliability test Wafer Die Package Testing Fab Fab • E-beam • Cleav
Slide 8: Module Optomechanical and Software-Firmware Integration
Module Optomechanical and Software-Firmware Integration High frequency circuit design and simulation High frequency characteristics simulation High-precision optomechanical assembly Firmware&GUI software integration TrueLight’s proprietary 8
Slide 9: 2025 Q1~Q3 Operating Results
2025 Q1~Q3 Operating Results TrueLight’s proprietary 9
Slide 10: Consolidated Revenue and Gross Profit Margin Trends
Consolidated Revenue and Gross Profit Margin Trends 700,000 16% 15% 14% 600,000 12% 500,000 10% 400,000 8% 300,000 6% 200,000 4% 4% 4% 100,000 2% 0 0% 2023 2024 2025Q1~Q3 Operating revenue 630,266 573,752 510,218 Gross margin 4% 4% 15% 10 TrueLight’s proprietary
Slide 11: Consolidated Statements of Comprehensive Income
Consolidated Statements of Comprehensive Income Currency: K NTD 項目/Item 2025Q1~Q3 2024Q1~Q3 YOY Change ratio% 營業收入/Operating revenue 510,218 426,461 83,757 20% 營業毛利/Gross profit (loss) from operations 77,774 11,993 65,781 548% 毛利率/Gross margin 15% 3% 12% 400% 營業費用/Total operating expenses 174,611 22
Slide 12: Sales Analysis: Application Market
Sales Analysis: Application Market 2025Q1~Q3 2024Q1~Q3 High Power Others Smart Sensing OEM/ODM High Power Others 高功率 其他 智慧感測 代工服務 高功率 其他 Smart Sensing OEM/ODM 2% 10% 23% 3% 3% 8% 智慧感測 代工服務 33% 19% 光通訊 光通訊 46% 53% Optical Communication Optical Communication 12 TrueLight’s proprietary
Slide 13: Market Trends and Operational Outlook
Market Trends and Operational Outlook 13 TrueLight’s proprietary
Slide 14: Market Trends-AI Computing Power Drives the Explosion of Optical Communications
Market Trends-AI Computing Power Drives the Explosion of Optical Communications Yole Group《Optical Transceivers for Datacom and Telecom 2024》 report states • Market size doubled: AI-driven optical transceiver module market is expected to exceed US$22.4 billion in 2029 from US$10.9 billion in 2023 •
Slide 15: Market Trends-Intelligent Applications Trigger Demand for High-end Sensing
Market Trends-Intelligent Applications Trigger Demand for High-end Sensing TRENDFORCE report states • Dual-engine high growth: Automotive LiDAR has an annual growth rate of 35%, and industrial LiDAR has an annual growth rate of 36%. The growth rate of automotive LiDAR is as high as 35% • Diversified
Slide 16: Market Trends-Intelligence Robot
Market Trends-Intelligence Robot Intelligence-Driven Hardware Upgrades: Dual Benefits from High-End Sensing and High-Speed Data Transmission Evolution of sensing technology: from basic photoelectric switches to multi-modal high-end sensing systems such as vision, hearing, and touch. Explosion in
Slide 17: Operational Outlook
Operational Outlook Own Products Optical Communication Strategic deployment of CPO (Co-Packaged Optics) and Silicon Photonics. Developing chip-level packaging and high-speed optical components. Promote 100G VCSEL/PD Array. For Automotive Data Transmission: Developing special-wavelength compo
Slide 18: Summary
Summary Robot Smart sensing TrueLight Corp. Optical communication OEM/ODM TrueLight’s proprietary 18
Slide 19: Thank you
Thank you TrueLight’s proprietary 19
Slide 20: Q&A
Q&A 時間 TrueLight’s proprietary 20