LandMark Optoelectronics (3081) investor relations material

Company profile and products

• Established in June 1997; products include LD and PD epi-wafers, with MOCVD growth, overgrowth, Zn-diffusion, grating formation and epi-side processing services.

• LD portfolio covers InP and GaAs materials, 2.5G–50G devices, SiPh LDs, high-power LDs and VCSELs; PD portfolio includes InGaAs, C-PD/APD, C-APD and GaAs products.

• Applications span optical telecom, FTTx/5G, data centers and silicon photonics, plus industrial and consumer markets.

• Telecom supply-chain diagram places epitaxy upstream of device, module and system fabrication, and names Nokia, Ericsson, Huawei, ZTE, Fujitsu and Samsung at the system-customer stage.

Markets and technology

• Silicon-photonics roadmap lists 1.6Tbps optical engines on substrate in 2025, 6.4Tbps CPO with switch in 2026 and 12.8Tbps CPO with XPU at the pathfinding stage.

• Market presentation projects 800G will exceed 80% of AI-network speeds in 2025 and cites significant high-speed product growth before 2028.

• Silicon-photonic die market forecast rises from $151M in 2021 to $972M in 2027, with a projected 36% CAGR for 2021–2027.

Financial performance

• 3Q26 revenue was NT$1,562M, +28% QoQ and +183% YoY; gross profit was NT$915M, +30% QoQ and +279% YoY.

• 3Q26 gross margin was 59%, operating margin 49% and net margin 40%, versus 44%, 19% and 18%, respectively, in 3Q25.

• 9M26 revenue reached NT$3,688M, +136% YoY; operating income was NT$1,717M, +477%, and net income was NT$1,407M, +491%.

• 9M26 EPS was NT$13.88, versus NT$2.36 in 9M25.