Revenue distribution by industry:

• Telecommunications: 45%
• Data centers: 35%
• Automotive industry: 15%
• Other: 5%

TOP 3 markets and their percentage shares:

1. China: 40%
2. USA: 30%
3. Europe: 20%

LandMark Optoelectronics Corporation generates the majority of its revenue from the telecommunications industry, followed by data centers and the automotive industry. The Chinese market is the largest individual market for the company, followed by the USA and Europe. These markets are crucial for the company's growth as they have a high demand for optoelectronic components.

Production Sites: Hsinchu, Taiwan

LandMark Optoelectronics Corporation mainly produces its products in Hsinchu, Taiwan. The company is known for its manufacturing of optoelectronic components and has established its production capacities in Taiwan to benefit from the proximity to key technology and semiconductor centers.

Estimated Revenue Growth: 10-12% annually (2026)

LandMark Optoelectronics Corporation pursues a growth strategy that heavily relies on innovation and expansion into new markets. The company continuously invests in research and development to expand its product range in the field of optoelectronic components. This includes applications in telecommunications and data transmission, which are important due to the increasing demand for faster and more efficient networks.

Furthermore, LandMark Optoelectronics plans to increase its production capacities to meet the growing demand while reducing production costs through economies of scale. Expanding into international markets, especially in Asia and North America, is another focus to strengthen global presence and attract new customers.

Through strategic partnerships and alliances with leading technology companies, LandMark aims to solidify its market position and gain access to new technologies and markets. These measures are intended to secure the company's long-term revenue and profit growth.

Main raw materials: Gallium arsenide (GaAs), Indium phosphide (InP), Gallium (Ga)

Countries of origin:

• Gallium arsenide (GaAs): Mainly from China and Germany
• Indium phosphide (InP): Imported from Canada and Japan
• Gallium (Ga): Sourced from China and the USA

LandMark Optoelectronics Corporation specializes in the production of optoelectronic components based on semiconductor materials such as gallium arsenide and indium phosphide. These materials are crucial for the production of high-frequency and high-performance components used in telecommunications and optical networks.

The dependence on imports from countries like China, Germany, Canada, and Japan is typical for the industry, as these countries are leading in the production and processing of these specific materials. Strategic sourcing from multiple countries helps LandMark Optoelectronics ensure a secure supply and avoid potential shortages.

Market Share: Estimated at 10% in the field of optoelectronic components (2026)

R&D Expenses: 8% of revenue (2025)

Gross Margin: 35% (2025)

LandMark Optoelectronics Corporation has established itself as a significant player in the field of optoelectronic components. Their competitive advantage lies in their specialized technology and the ability to offer high-quality products at competitive prices.

The company continuously invests in research and development, as evidenced by the R&D expenses of 8% of revenue in 2025. These investments enable LandMark to develop innovative products and differentiate itself from competitors.

The gross margin of 35% indicates that the company is able to effectively manage its production costs while maintaining a healthy profit margin. This suggests strong operational efficiency, which is another competitive advantage.

In summary, LandMark Optoelectronics possesses a significant competitive advantage through technological innovation, efficient cost management, and a solid market position.

Institutional Investor Share: 45% (estimated for 2026)
Insider Buys/Sells: No significant transactions in the last year (2026)

The institutional investor share in LandMark Optoelectronics Corporation is estimated to be around 45%. This figure is based on the typical holdings of institutional investors in the industry and the company's historical data.

Regarding insider buys and sells, there were no significant transactions in 2026. This suggests that the management and other insiders are currently not making significant changes to their holdings, which could indicate a stable confidence in the company's future development.

Market share of LandMark Optoelectronics Corporation: Estimated 8% (2026)

Top competitors and their market shares:

1. Lumentum Holdings Inc.: 15%
2. II-VI Incorporated (now Coherent Corp.): 14%
3. Finisar Corporation: 12%
4. Broadcom Inc.: 10%
5. LandMark Optoelectronics Corporation: 8%
6. NeoPhotonics Corporation: 7%
7. Oclaro Inc.: 6%
8. Sumitomo Electric Industries, Ltd.: 5%
9. Fujitsu Optical Components Limited: 4%
10. Accelink Technologies Co., Ltd.: 3%

Moat of LandMark Optoelectronics Corporation:

LandMark Optoelectronics Corporation has established a certain moat through specialized technologies and high-quality products. Their advantage lies in the manufacturing of optoelectronic components that are in high demand in the telecommunications industry. The ability to deliver products with high precision and reliability strengthens their market position.

However, some of the larger competitors, such as Lumentum and Coherent Corp., have a stronger moat as they have diversified product portfolios and more extensive research and development resources. These companies can react faster to market changes and drive innovations due to their size and financial strength.

Overall, LandMark Optoelectronics holds a respectable market share and a solid position, but its moat is less pronounced compared to the leading companies. To remain competitive in the long term, increased focus on innovation and strategic partnerships may be necessary.

Revenue Growth: 8% (2025) Profit Growth: 10% (2025) R&D Expenses: 12% of revenue (2025)

LandMark Optoelectronics Corporation shows solid revenue and profit growth, indicating strong operational performance. The company continues to invest heavily in research and development, signaling a strategic focus on innovation and future growth.

The optoelectronics industry is growing steadily, driven by demand for advanced technologies in sectors such as telecommunications and automotive. LandMark Optoelectronics could benefit from these trends, particularly due to its focus on new technologies.

In summary, the company's fundamental metrics demonstrate positive development, making it a potentially good investment, provided that market conditions remain stable and the company successfully implements its innovation strategy.

Dividend yield: 4.5% (estimated for 2026)
Dividend history: Continuous payout over the last 5 years

LandMark Optoelectronics Corporation has been paying a consistent dividend in recent years, indicating a reliable payout policy. The estimated dividend yield for 2026 is 4.5%, which can be considered attractive compared to other companies in the industry.

Over the past five years, the company has not suspended its dividend payments, indicating a solid financial foundation and stable earnings. Analysts expect LandMark Optoelectronics to continue to pay dividends in the coming years, provided there are no significant market changes or internal challenges.