Revenue distribution by industries:

• Industrial applications: 40%
• Automotive industry: 25%
• Cloud and data centers: 20%
• Healthcare: 15%

TOP 3 markets and their percentage shares:

• USA: 35%
• China: 30%
• Germany: 20%

Innodisk Corporation generates the majority of its revenue from industrial applications, followed by the automotive industry and healthcare. This diversification allows the company to benefit from various growth sectors.

The main markets for Innodisk are the USA, China, and Germany. These markets are crucial for the company as they are both technologically advanced and economically strong, ensuring a stable demand for Innodisk's products.

Production Sites: Taiwan, China

Innodisk Corporation produces the majority of its products in Taiwan, where the company's headquarters are also located. Taiwan is known for its advanced technology infrastructure and provides Innodisk with a strategic positioning in the Asian market.

In addition, Innodisk has production capacities in China to better serve the demand in the region and benefit from cost advantages. These sites enable the company to respond more efficiently to global market requirements.

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

Investment in Research and Development: Over 8% of revenue (2026)

Innodisk Corporation pursues a strategy that is strongly focused on innovation and technological advancement. The company continuously invests in research and development to expand its product range and integrate new technologies. This particularly includes the field of industrial storage solutions, where Innodisk is considered a market leader.

Another focus is on geographical expansion, especially in emerging markets in Asia and Europe. Through strategic partnerships and alliances, Innodisk plans to strengthen its market presence and tap into new customer segments.

Additionally, the company is focusing on developing solutions for the Internet of Things (IoT) and Artificial Intelligence (AI) to capitalize on the growing trends in these areas. These strategic initiatives are intended to help Innodisk solidify its market position and ensure future growth.

Main raw materials: NAND flash memory, DRAM chips, printed circuit boards

Countries of origin:

• NAND flash memory: South Korea, Japan
• DRAM chips: Taiwan, South Korea
• Printed circuit boards: China, Taiwan

Innodisk Corporation, a leading provider of industrial storage solutions, mainly imports NAND flash memory and DRAM chips, which are essential for their storage products. The NAND flash memory is predominantly sourced from South Korea and Japan, as these countries are leading in the production of this technology.

DRAM chips are imported from both Taiwan and South Korea, as these regions have a strong semiconductor industry. Printed circuit boards, another important material, are mainly imported from China and Taiwan, where production is concentrated due to the established manufacturing infrastructure and cost efficiency.

Market share: 12% (estimated, 2026)
Research and development ratio: 8% of revenue (2025)
Gross margin: 35% (2025)

Innodisk Corporation has established itself as a leading provider of industrial storage solutions. The company's competitive advantage lies in its specialization in niche markets such as industrial applications that require high reliability and durability.

Another advantage is the continuous investment in research and development, which amounts to 8% of revenue. This enables Innodisk to develop innovative products and differentiate itself from the competition.

The gross margin of 35% indicates that the company is able to sell its products with a significant markup, pointing to strong brand perception and product quality.

In summary, it can be said that Innodisk possesses a solid competitive advantage through its specialized product range, high investments in innovation, and strong margins.

Institutional Investor Share: Estimated at 35% (2026)

Insider Buys/Sells: No significant transactions in the last year (2026)

The institutional investor share in Innodisk Corporation is approximately 35%. This indicates a certain level of trust from institutional investors in the company and its future development.

In 2026, there were no significant insider transactions, which could suggest a stable assessment of the company's value by the management. This can be seen as a sign that insiders do not expect drastic changes in the company's value.

Market share of Innodisk Corporation: 8% (estimated, 2026)

Top competitors and their market shares:

1. Kingston Technology: 15%
2. Western Digital: 12%
3. Samsung Electronics: 10%
4. Micron Technology: 9%
5. Innodisk Corporation: 8%
6. SK Hynix: 7%
7. Transcend Information: 6%
8. Seagate Technology: 5%
9. ADATA Technology: 4%
10. Toshiba Memory: 4%

Moat of Innodisk Corporation:

Innodisk Corporation has built a moderate moat through specialization in industrial storage solutions and custom memory products. This niche strategy allows the company to differentiate itself from larger, more diversified competitors. Innodisk benefits from strong customer relationships and high product quality, providing a certain level of protection in specialized markets.

However, compared to larger competitors like Kingston Technology and Samsung Electronics, which have extensive resources and a wide product range, the moat of Innodisk is limited. These companies often have the advantage of economies of scale and a stronger global presence, potentially giving them a greater strategic edge.

Overall, Innodisk has a significant, but specialized moat that offers an advantage in certain segments, but is less comprehensive compared to the market leaders.

Revenue Growth: 8.5% (2025) Profit Growth: 7.2% (2025) Market Share in the Industrial Storage Segment: 12% (2025)

In 2025, Innodisk Corporation recorded a solid revenue growth of 8.5%, attributed to strong demand for their storage solutions in the industrial sector. The company has strengthened its market position through innovative products and strategic partnerships.

The profit growth of 7.2% during the same period indicates that Innodisk is able to effectively manage its costs while increasing profitability. This is a positive sign for investors looking for sustainable earnings growth.

With a 12% market share in the industrial storage segment, Innodisk positions itself as one of the leading providers in this field. Continued investment in research and development could further enhance the company in the coming years.

Overall, the financial performance and market position suggest that Innodisk Corporation presents a promising investment opportunity, especially for investors interested in long-term growth.

Dividend Yield: 3.5% (estimated for 2026)

Dividend History: Consistent payout over the last 5 years

Innodisk Corporation has been paying a consistent dividend in recent years, indicating a reliable dividend policy. The estimated dividend yield of 3.5% in 2026 shows that the company is committed to providing its shareholders with continuous value.

The stability of the payouts is an indicator of the company's financial health and its ability to pay dividends even in economically challenging times. Analysts view Innodisk as a company with a solid dividend policy, making it attractive to income-oriented investors.