Raydium Semiconductor Corp. · TWSE:3592
Raydium Semiconductor — Q4 2025 Earnings Presentation
24 slides from Raydium Semiconductor's earnings presentation, Feb 26, 2026
Slide 1: Raydium Semiconductor Corp. 4Q25 Earnings Conference
3592 TT 瑞鼎科技 Raydium Semiconductor Corp. 4Q25 Earnings Conference 2026/2/26
Slide 2: Disclaimer
DISCLAIMER • The content mentioned in this presentation is the information obtained by the company based on company information and current situation. If there is further development or adjustment in the future, the company will disclose the information in accordance with the law, but will not updat
Slide 3: Chi-Jain Wen (CJ Wen), President
Chi-Jain Wen (CJ Wen) PRESIDENT Education & Experience Education Ph.D. in Optics and Photonics, National Central University Experience Director, Product Planning Division | Orise Technology Co., Ltd. Director, Marketing Division | Leadis Technology, Inc. Director, Project Management Division | TPO D
Slide 4: Agenda
Agenda 1 Company Facts 2 4Q25 Financial Result 3 Recent Major Events and Key Messages 4 Q&A Confidential. © Raydium, all rights reserved. 3
Slide 5: Company Facts
1 Company Facts 2 4Q25 Financial Result 3 Recent Major Events and Key Messages 4 Q&A Confidential. © Raydium, all rights reserved. 4
Slide 6: Company Introduction
Company Introduction Headquarters 2025 Revenue Hsinchu, TW NTD 22.40 Billions Established Oct, 2003 Employees ＄ $ Capital 1,168 (2025/12/31) NTD 759 Millions Confidential. © Raydium, all rights reserved. 4
Slide 7: Revenue Mix by Product Line
Revenue Mix by Product Line Large-Sized Small & Medium Display Driver IC Display Driver IC Automotive & GD Driver IC LDDI &TCON & PMIC (SMDDI-AMOLED) TV Mobile/Tablet/NB CID/ICD/HUD Monitor Wearable General Display NB 48%47% 13% 17% 3% 37% 35% 2025 REVENUE : NTD 22.40B Confidential. © Raydium, all r
Slide 8: Products for Applications
Products for Applications LCD AMOLED Confidential. © Raydium, all rights reserved. 7
Slide 9: Consolidated Revenue (2021~2025)
Consolidated Revenue (2021~2025) Q1 Q2 Q3 Q4 Unit：NT Billion 28 24.83 24.38 22.82 22.40 21 6.66 5.69 4.20 18.35 5.29 3.90 4.92 6.20 6.74 5.43 14 7.02 5.02 6.45 5.85 6.23 7 4.75 7.70 5.20 6.04 5.83 3.66 0 2021 2022 2023 2024 2025 Confidential. © Raydium, all rights reserved. 7
Slide 10: Consolidated Revenue (2021~2025)
Consolidated Revenue (2021~2025) LDDI/TCON/PMIC SMDDI Automotive/GD Unit：NT Billion 28 24.83 24.38 22.82 22.40 11% 15% 21 15% 17% 18.35 35% 17% 14 45% 53% 48% 43% 7 54% 40% 32% 35% 40% 0 2021 2022 2023 2024 2025 Confidential. © Raydium, all rights reserved. 9
Slide 11: 4Q25 Financial Result
1 Company Facts 2 4Q25 Financial Result 3 Recent Major Events and Key Messages 4 Q&A Confidential. © Raydium, all rights reserved. 10
Slide 12: Consolidated Income Statement (4Q25 QoQ & YoY)
Consolidated Income Statement (4Q25 QoQ & YoY) Unit: NTD Million Confidential. © Raydium, all rights reserved.
Slide 13: Consolidated Income Statement (2025 YoY)
Consolidated Income Statement (2025 YoY) Unit: NTD Million Confidential. © Raydium, all rights reserved.
Slide 14: Consolidated Balance Sheets 2025/12/31
Consolidated Balance Sheets-2025/12/31 Unit: NTD Million Confidential. © Raydium, all rights reserved.
Slide 15: Consolidated Revenue (4Q24~4Q25)
Consolidated Revenue (4Q24~4Q25) LDDI/TCON/PMIC SMDDI Automotive/GD Unit: NT Billion 8 5.69 5.83 5.85 6 5.43 5.29 4 2 0 4Q24 1Q25 2Q25 3Q25 4Q25 Confidential. © Raydium, all rights reserved. 14
Slide 16: Revenue Mix by Product Line (4Q24~4Q25)
Revenue Mix by Product Line (4Q24~4Q25) LDDI/TCON/PMIC SMDDI Automotive/GD UNIT：% 100% 18% 16% 16% 18% 18% 75% 50% 50% 48% 45% 49% 50% 25% 33% 34% 34% 37% 34% 0% 4Q24 1Q25 2Q25 3Q25 4Q25 Confidential. © Raydium, all rights reserved. 15
Slide 17: Recent Major Events and Key Messages
1 Company Facts 2 4Q25 Financial Result 3 Recent Major Events and Key Messages 與答 4 Q&A Confidential. © Raydium, all rights reserved. 16
Slide 18: Recent Major Events - 1/2
Recent Major Events - 1/2 ⚫ The cash dividend payout ratio has remained at approximately 80% over the past five years. Unit：NT$ * * The dividend payout ratio is calculated based on the share capital prior to the capital increase Confidential. © Raydium, all rights reserved. 17
Slide 19: Recent Major Events - 2/2
Recent Major Events - 2/2 「 Wearable Micro-LED Display Driver IC」 has been honored with the 2025 Hsinchu Science Park Outstanding Manufacturer Innovative Product Award Honored as a Top 10% Outstanding Enterprise in the 2025 “Proactive Evaluation of Occupational Health and Safety Performance Disclosu
Slide 20: Recent Key Messages - 1/2
Recent Key Messages - 1/2 ⚫ Review of 4Q25 Operational Highlights ✓ Seasonal softness led to slightly weaker end-market demand, resulting in a quarter-over-quarter revenue decline ✓ By product lines: • LDDI: ➢ Order momentum normalized after inventory adjustments, with new product shipments supporti
Slide 21: Recent Key Messages - 2/2
Recent Key Messages - 2/2 ⚫ 1Q26 Business Highlights ✓ By product lines: • LDDI: Supported by some customers’ early inventory build, overall momentum is expected to be flat to slightly up QoQ. ➢ TV Panel DDICs: Demand remains broadly stable. ➢ IT (monitors and notebooks): Memory price increases have
Slide 22: Q&A
1 Company Facts 2 2Q25 Financial Result 3 Recent Major Events and Key Messages 與答 4 Q&A Confidential. © Raydium, all rights reserved. 21
Slide 23: Q & A
Q &A Confidential. © Raydium, all rights reserved.
Slide 24: We Differentiate By Technology
We Differentiate By Technology
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