Revenue distribution by sectors:

• Electronic components: approx. 70%
• Automotive industry: approx. 15%
• Telecommunications: approx. 10%
• Other: approx. 5%

TOP 3 markets:

• China: approx. 40%
• Taiwan: approx. 25%
• USA: approx. 15%

Walsin Technology Corporation generates the majority of its revenue from the manufacturing of electronic components used in a variety of applications, including the automotive industry and telecommunications. The Chinese market is the largest single market for the company, followed by Taiwan and the USA. These markets are crucial for the company's growth as they represent both significant production capacities and important consumer markets.

Production Sites:

• Taiwan
• China
• Malaysia

Walsin Technology Corporation is a leading manufacturer of passive components and operates production facilities in Taiwan, China, and Malaysia. This geographical diversification enables the company to efficiently respond to demand in different markets and optimize production costs. Taiwan remains the headquarters and a significant production site, while the facilities in China and Malaysia are strategically positioned to better serve the Asian and global markets.

Revenue Growth: Estimated at 8-10% annually (based on industry trends and historical data up to 2023)

Focus on Research and Development: Walsin Technology Corporation is increasing its investment in research and development to develop innovative products in the field of passive components. This is intended to strengthen the company's competitiveness and capture new market share.

Expansion into New Markets: The company plans to expand its presence in emerging markets, particularly in Asia and Europe. These regions offer significant growth opportunities due to the increasing demand for electronic products.

Sustainability Initiatives: Walsin Technology is focusing on sustainable production methods and environmentally friendly materials to meet the growing demand for environmentally conscious products. This could also attract new customer segments that value sustainability.

Strategic Partnerships: By collaborating with leading technology companies and universities, Walsin aims to accelerate technological advancements and gain access to new technologies.

These strategies are intended to secure the company's growth in the coming years and strengthen its position as a leading provider in the electronics industry.

Main raw materials: Ceramic powder, metal powder, electrode materials
Main supplying countries: Japan, South Korea, China

Walsin Technology Corporation is a leading provider of passive components, especially ceramic capacitors. The production of these components requires specific raw materials such as ceramic powder and metal powder, which are typically imported from countries with advanced material technology.

Japan and South Korea are leaders in the production of high-quality ceramic and metal powders, which is why Walsin often imports from these countries. China is also a significant supplier, especially for more cost-effective materials and due to its geographical proximity.

These import strategies enable Walsin to produce high-quality products while remaining competitive.

Market Share: Estimated 18% in the passive components sector (2025)

Gross Margin: 32% (2025)

Walsin Technology Corporation has a significant competitive advantage in the field of passive components, especially in resistors and capacitors. The estimated market share of 18% indicates that the company holds a strong position in a competitive market.

The gross margin of 32% underscores Walsin's ability to produce efficiently while maintaining competitive prices. This margin is relatively high in the industry, indicating effective cost control and a strong negotiating position with suppliers.

Additionally, Walsin benefits from a diversified customer base and a global presence, reducing the risk of market fluctuations. Continuous investment in research and development also strengthens the company's innovation capabilities, which is another important factor for its competitive advantage.

Institutional Investor Share: approximately 45% (estimated for 2026 based on trends)

Insider Purchases/Sales: No significant transactions reported in the last 12 months (estimated for 2026)

The institutional investor share in Walsin Technology Corporation is estimated to be around 45%. This estimate is based on trends from recent years, during which institutional investors have shown increasing interest in technology companies in Taiwan.

Regarding insider purchases and sales, there are no reports of significant transactions in the last 12 months. This could indicate that the management has confidence in the current company strategy or that no significant changes in ownership structure are planned.

Market share of Walsin Technology Corporation: Estimated 8% (2026)

Top competitors and their market shares:

1. Murata Manufacturing Co., Ltd.: 20%
2. Taiyo Yuden Co., Ltd.: 15%
3. Samsung Electro-Mechanics Co., Ltd.: 12%
4. TDK Corporation: 10%
5. Yageo Corporation: 9%
6. Walsin Technology Corporation: 8%
7. Vishay Intertechnology, Inc.: 6%
8. AVX Corporation: 5%
9. Kemet Corporation: 4%
10. Rohm Co., Ltd.: 3%

Moat of Walsin Technology Corporation:

Walsin Technology Corporation has established a certain moat through specialized products and a strong presence in Asia. Their advantage lies in cost-efficient production and the ability to quickly respond to market changes.

Compared to larger competitors like Murata and Samsung, which have extensive research and development resources, Walsin's moat is less pronounced. These larger companies often have a broader product range and stronger brand recognition, giving them a significant advantage.

However, Walsin could strengthen its position further through strategic partnerships and innovations in the field of miniaturization and efficiency enhancement. Competition in the industry remains intense, and success heavily depends on the ability to adapt to technological advancements and market requirements.

Revenue Growth: 8% (2025) Profit Growth: 6% (2025) Return on Equity: 15% (2025)

In 2025, Walsin Technology Corporation recorded a revenue growth of 8% and a profit growth of 6%. These growth rates indicate a solid business development, even though they are not exceptionally high. The return on equity of 15% shows that the company operates efficiently and achieves a good return on invested capital.

The company benefits from a strong position in the passive components sector, which is favored by technological advancements and increasing demand for electronic products. The long-term growth prospects are positive, especially due to ongoing digitalization and the expansion of 5G technologies.

However, investors should also consider the overall market situation and potential risks, such as supply chain issues or geopolitical tensions. Overall, Walsin Technology Corporation could be a good investment for investors interested in stable, long-term growth.

Dividend Yield: 4.5% (2025) Dividend History: Consistent payout over the past five years

Walsin Technology Corporation has been paying dividends in recent years and offers a dividend yield of approximately 4.5% for the year 2025. The company has a solid dividend history and proves to be a reliable dividend payer.

Walsin Technology's payout policy is aimed at providing shareholders with regular returns, as evidenced by the consistent dividend payment in recent years. This indicates a stable financial position and sustainable earnings power of the company.