Issue on: 2025/04/07
ELAN Monthly Sales Report - March 2025
ELAN Microelectronics Corp. (the Company), a leading touch controller solution provider in global NB market, announced its consolidated net sales of NT$ 1,021 million for March 2025. Within the traditional slow season, and the instability of the overall economy has led customers to place orders more conservatively, revenue decreased 3.14% MoM and 8.58% YoY. We will closely monitor customer trends and respond to market changes by planning the production schedule in advance to meet customer demands.
Sales for March 2025 --YoY Comparison
Unit: NT$ Thousand
Year | 2025 | 2024 | YoY |
Net Sales (Consolidated) | 1,021,326 | 1,117,206 | -8.58% |
The sales breakdown in March 2025: Touchpad Module 47%, Touchscreen Controller 24%,
Fingerprint Sensor 9%, Pointstick (PST) 13%, Microcontroller 3%, and 4% from the sales of affiliates. Touch applications, including biometric applications, accounted for 80% and non-touch applications accounted for 20%.
Although macroeconomic uncertainty continues to have an impact in 1Q25, supply chain inventory levels have returned to normal, which will help strengthen visibility into restocking momentum in the long term. In the short term, to mitigate the risks associated with tariff policies, customers have been stocking up in advance, leading to an inflow of NB related orders.
In alignment with the market expansion of AI applications, the company is actively collaborating and promoting AI features for application in new models, preparing to embrace the coming AI PC era. The replacement cycle following Microsoft Windows10 stop supporting update is bound to drive the trend of equipping devices with cybersecurity management features, such as Fingerprint Sensor, to protect organizational data and assets from hacker threats. We are working closely with customers to expand in the AI market, striving to create
<-machine interfaces, notably in Touchscreen Controller with Pen Supports, Touchpad Module, Pointing Stick and Biometrics (fingerprint sensors and facial recognition). For more information, please go tohttp://www.emc.com.tw/emc/en.>>
maximum value together.
Looking ahead to the NB market in 2025, we anticipate a NB replacement cycle due to 1)
Microsoft's Windows 10 will no longer receive support updates or 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.
Contacts： ■ Spokesperson： Shu-Hsin Tsai E-mail:elsa@emc.com.tw ■ IR Contact： Emily Chiang E-mail:emily@emc.com.tw
Zoe Hsieh E-mail:zoe.hsieh@emc.com.tw
<-machine interfaces, notably in Touchscreen Controller with Pen Supports, Touchpad Module, Pointing Stick and Biometrics (fingerprint sensors and facial recognition). For more information, please go tohttp://www.emc.com.tw/emc/en.>>