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Phison Electronics (8299) investor relations material
Phison Electronics Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary7 Nov, 2025
Executive summary
Achieved all-time high quarterly revenue of NT$18.137 billion and gross profit of NT$5.878 billion in Q3, with strong demand across client SSD, mobile, and enterprise segments.
Controller business ratio improved from 25% to 30% due to significant design wins in client SSDs, mobile, and PC OEMs.
Business transformation focused on non-consumer deployments, reducing exposure to NAND market fluctuations and increasing non-consumer/retail product revenue to over 70%.
Heavy R&D investment and technology leadership, with a strong patent portfolio and high engineering headcount, are yielding major market share gains.
Continued investment in AI-driven solutions and expansion in enterprise and industrial markets.
Financial highlights
Q3 revenue reached NT$18.137 billion, up 1.4% QoQ and 30.1% YoY; gross profit at NT$5.878 billion, up 13.0% QoQ and 44.2% YoY; gross margin rate at 32.41%.
EPS for Q3 was NT$10.75, aided by inventory reversal and partial FX recovery.
Net income for Q3 was NT$2.227 billion, up 199.0% QoQ and 222.1% YoY.
October revenue hit NT$7.065 billion, another monthly record, with YTD revenue at NT$57 billion.
ASP for NAND increased over 100% from March to September.
Outlook and guidance
Q4 expected to outperform Q3, with continued strong demand and tight supply.
Emphasis on expanding non-consumer product revenue to over 70% to stabilize performance.
Enterprise SSD sales projected to reach 20–30% of total sales next year, depending on flash supply.
R&D expenses will increase to support AI and enterprise initiatives.
Ongoing focus on technological innovation and AI-driven solutions for enterprise and industrial markets.
aiDAPTIV+ impact on AI PC adoption
Phison's strategy to secure NAND supply
Phison's competitive edge in enterprise SSD
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Next Phison Electronics earnings date
Q4 20256 Mar, 2026
Next Phison Electronics earnings date
Q4 20256 Mar, 2026
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Frequently asked questions
Phison Electronics Corp, established in November 2000 in Hsinchu, Taiwan, is a leading provider in the NAND flash memory controller market. The company began its journey with the world's first single-chip USB flash drive IC and has since expanded its product line to include a wide range of NAND Flash controllers and applications, such as USB, SD, eMMC, PATA, SATA, PCIe, and UFS. Phison is recognized for its contributions to the NAND flash industry, offering solutions across consumer, industrial, and enterprise applications. It also provides integrated circuit (IC) design, system integration design services, and information and software services, catering to a variety of devices including PCs, mobile devices, PlayStations, and laptops. The company operates globally, with a presence in Asia, Europe, the US, and Australia. The company's headquarters are located in Miaoli, Taiwan, and it is listed on the Taipei Exchange.
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