Monthly Sales Report for June 2025

Issue on: 2025/07/08

ELAN Monthly Sales Report - June 2025

ELAN Microelectronics Corp. (the Company), a leading touch controller solution provider in global NB market, announced its consolidated net sales of NT$ 989 million for June 2025. Sales increased 2.0% MoM, decreased 4.0% YoY.

NT dollar volatility eased from last month. Yet tariff uncertainties kept customers cautious despite the hot season. We maintain close contact with customers and make flexible capacity adjustments to ensure stable supply.

The sales breakdown in June 2025: Touchpad Module 49%, Touchscreen Controller 25%, Fingerprint Sensor 9%, Pointstick (PST) 11%, Microcontroller 3%, and 3% from the sales of affiliates. Touch applications, including biometric applications, accounted for 83% and non-touch applications accounted for 17%.

2Q25 marks the traditional hot season for consumer electronics. While tariff policy changes have introduced macroeconomic uncertainty, normal orders and shipments remain stable, supported by normalized inventory levels. In the short term, we are providing flexible

shipment schedules and coordinating production planning to help customers mitigate tariff policy impacts.

Despite ongoing market noise, we remain confident in the upcoming replacement cycle. Windows 10 will no longer provide security updates after its end-of-support date, demand for security-enhanced devices-such as those with fingerprint recognition-is expected to grow, driven by the need to protect organizational data and assets.

In addition, we are actively working with customers to expand AI applications, integrating AI features into new models and together shaping the future AI PCs. We maintain positive on the long-term growth of the NB industry and will continue to deepen customer collaboration to create mutual value.

Looking ahead to the NB market in 2025, we anticipate a NB replacement cycle due to 1) Microsoft's Windows 10 will no longer provide technical support and free software updates, starting in 2025'Q4, and 2) a well-prepared AI PC supply chain. In fact, such replacement cycle already started in the Japanese market in 2024, and the growth trend of the demand is expected to continue. General market research institutions view the market positively, predict moderate market growth. With this, we are confident in driving an increase in operational efficiency.