Industry Distribution:

• IT Products: approx. 70%
• Communication Products: approx. 15%
• Consumer Electronics: approx. 10%
• Other: approx. 5%

TOP 3 Markets:

• USA: approx. 40%
• China: approx. 30%
• Europe: approx. 15%

Compal Electronics, Inc. generates the majority of its revenue from the production of IT products, especially laptops and notebooks. The USA is the largest market for Compal, followed by China and Europe. These markets benefit from strong demand for technological devices and the strategic partnership with leading technology companies.

Production sites of Compal Electronics, Inc.:

1. Taiwan
2. China
3. Vietnam
4. Brazil
5. Poland

Compal Electronics, Inc. is a leading electronics contract manufacturer that operates globally. The company has strategically distributed its production capacities across multiple countries to efficiently respond to the demands of its global customers. The main production facilities are located in Taiwan and China, known for their high production capacity and efficiency.

In recent years, Compal has expanded its production sites in Vietnam to benefit from the region's lower labor costs and trade advantages. Additionally, the company operates plants in Brazil and Poland to better serve the Latin American and European markets. This geographical diversification enables Compal to flexibly respond to market changes and minimize supply chain risks.

Revenue Growth: Estimated 8-10% annually (2025-2027, based on industry analysis)

Focus on Diversification: Compal Electronics is pursuing a diversification strategy to secure future growth. The company is expanding its product range beyond traditional notebook and PC products, and is increasingly investing in areas such as IoT devices, automotive technology, and healthcare.

Partnerships and Collaborations: Another key focus is on strengthening partnerships with leading technology companies. These collaborations are intended to enhance Compal's innovation capabilities and facilitate access to new markets.

Investments in Research and Development: Compal is continuously increasing its spending on research and development to achieve technological advancements and remain competitive. This includes developing new technologies and enhancing existing products.

These strategic initiatives aim to promote the growth of Compal Electronics in the coming years and strengthen the company's market position in various sectors.

Main raw materials: Semiconductors, plastics, metals (aluminum, copper)

Main importing countries: Taiwan, China, Japan, South Korea

Compal Electronics, Inc. is a significant manufacturer of electronic products, especially laptops and tablets. The company imports various raw materials for the production of these devices. Semiconductors are essential and are mainly sourced from Taiwan and South Korea, as these countries are leading in semiconductor production.

Plastics and metals such as aluminum and copper are also needed in large quantities. These materials are often imported from China and Japan, as these countries have well-developed production capacities and supply chains.

By strategically sourcing from these countries, Compal Electronics can optimize production costs and ensure the quality of the end products.

Market share: 10% in the global notebook OEM market (2024)

Manufacturing capacity: Over 5 million units per month (2024)

Research & Development: Investments of 3% of revenue (2024)

Compal Electronics, Inc. is one of the world's leading contract manufacturers for notebooks and other electronic devices. The company's competitive advantage lies in its large manufacturing capacity and its ability to cost-effectively produce high-quality products for leading brands.

Another advantage is the continuous investment in research and development, which enables Compal to integrate innovative technologies and adapt to market changes. This strengthens the company's position in a fiercely competitive market.

In addition, Compal benefits from long-standing partnerships with major technology companies, leading to a stable order situation and a certain predictability in revenue. Despite intense competitive pressure, especially from China, Compal remains competitive through its economies of scale and efficient production processes.

Institutional Investor Share: Estimated at around 45% (2025)

Insider Buys/Sells: No significant transactions reported in 2025

The institutional investor share in Compal Electronics is estimated to be around 45%. This high share reflects the confidence of institutional investors in the company's long-term stability and growth potential.

In 2025, no significant insider transactions were reported, indicating that the management and other insiders are currently not making any significant changes to their stake in the company. This could be interpreted as a sign of stability and confidence in the current corporate strategy.

Market share of Compal Electronics: Estimated around 8% (2025)

Main competitors and their market shares:

1. Quanta Computer Inc.: around 15%
2. Hon Hai Precision Industry Co., Ltd. (Foxconn): around 12%
3. Pegatron Corporation: around 10%
4. Wistron Corporation: around 9%
5. Compal Electronics, Inc.: around 8%
6. Inventec Corporation: around 7%
7. Asustek Computer Inc.: around 6%

Compal Electronics is one of the leading providers in the electronics manufacturing sector, especially in laptops and notebooks. Compal's market share is in the mid-single digits, making them a significant player in the industry, but behind the market leaders Quanta and Foxconn.

Compal Electronics' economic moat is moderate. The company benefits from long-standing customer relationships and an efficient production chain. However, companies like Quanta and Foxconn have a stronger economic moat due to their larger production capacities and diversified customer base.

Quanta and Foxconn also have a significant advantage due to their size and economies of scale, allowing them to offer more competitive prices and secure larger orders. Therefore, Compal must focus on innovation and specific niche markets to maintain or expand its market share.

Revenue Growth: 5.8% (2024) Net Income Growth: 4.2% (2024) Market Share in Electronics Manufacturing: 8% (estimated, 2024)

Compal Electronics, Inc. is one of the world's largest contract manufacturers of electronic products. In 2024, the company experienced a revenue growth of 5.8%, attributed to stable demand for its services in electronics manufacturing. Net income increased by 4.2%, indicating efficiency improvements and cost control.

The company benefits from its strong market position and a diversified customer base, including major technology conglomerates. Continuous investment in new technologies and production capacities could support future growth.

However, one should also consider the challenges in the industry, such as intense competition and dependence on global supply chains. Overall, Compal Electronics could be a solid investment for investors interested in the long-term development of the electronics manufacturing industry.

Dividend Yield: 4.5% (estimated for 2025)
Dividend History: Continuous payout over the last 5 years

Compal Electronics, Inc. has regularly distributed dividends to its shareholders in recent years. The estimated dividend yield for 2025 is around 4.5%, which can be considered attractive compared to other companies in the industry.

The reliability of Compal Electronics' dividend payments is supported by its stable financial performance and continuous payout in recent years. The company has demonstrated its ability to pay dividends even in economically challenging times, indicating a solid financial foundation and a sustainable business model.