Telecommunications: 60%
Cable TV and Broadband: 25%
E-Commerce and other services: 15%

TOP 3 Markets:

1. Taiwan: 70%
2. Southeast Asia: 20%
3. North America: 10%

Taiwan Mobile Co., Ltd. generates the majority of its revenue from the telecommunications sector, which accounts for approximately 60% of total revenue. This includes mobile services, landline telephony, and data transmission services.

The second largest revenue segment is the cable TV and broadband business, contributing about 25% of the income. This demonstrates the strong market presence and demand for high-quality internet and TV services in Taiwan.

E-commerce and other services contribute around 15% to the revenue, indicating the company's diversification strategy to tap into new revenue sources.

Taiwan Mobile's main market is Taiwan itself, representing 70% of total revenue. Southeast Asia and North America are also significant markets, accounting for 30% of revenues combined, reflecting successful expansion strategies in these regions.

Production Sites: Taiwan (estimated, 2025)

Taiwan Mobile Co., Ltd. is a leading telecommunications company in Taiwan. It is mainly active in the field of mobile services, broadband internet, and digital content. Since the company does not produce physical products in the traditional sense, but offers services, the "production" of these services mainly takes place in Taiwan.

The infrastructure, such as mobile phone towers and data centers, is operated and maintained locally. Taiwan Mobile continuously invests in expanding and modernizing its networks within Taiwan to meet the increasing demands.

Strategy for Future Growth:

1. 5G Expansion and Infrastructure: Taiwan Mobile is heavily investing in expanding its 5G infrastructure to enhance network coverage and quality. This is aimed at increasing customer satisfaction and unlocking new business opportunities in the IoT and Smart Cities sectors.

2. Digital Transformation: The company is investing in digital services and platforms to diversify its service offerings. This includes cloud services, digital content, and e-commerce solutions.

3. Sustainability and ESG Initiatives: Taiwan Mobile is pursuing a strategy focused on sustainability and environmental friendliness. This includes investments in renewable energies and reducing its carbon footprint.

4. Customer Retention and Expansion: Through tailored tariffs and improved customer services, the company aims to secure and expand its market share. Loyalty programs and personalized offers play a central role in this strategy.

These strategic priorities are intended to help Taiwan Mobile compete in a highly competitive market environment and ensure long-term growth.

Main raw materials/materials: Electronic components, network equipment

Main importing countries: China, Japan, South Korea

Taiwan Mobile Co., Ltd. mainly imports electronic components and network equipment necessary for the operation and expansion of their telecommunications infrastructure. These materials are primarily sourced from China, Japan, and South Korea, as these countries are leading in the production of high-tech components and telecommunications equipment.

The dependency on these imports is typical for telecommunications companies that rely on specialized technology and hardware to efficiently provide their services.

Market share: 23% (2024, estimate) EBITDA margin: 35% (2024) Customer growth: 3% (2024)

Taiwan Mobile Co., Ltd. has a significant competitive advantage in the Taiwanese telecommunications market, supported by a stable market share of around 23%. The EBITDA margin of 35% indicates an efficient cost structure and strong operational efficiency, enabling the company to operate profitably.

The 3% customer growth in 2024 suggests that Taiwan Mobile is able to acquire new customers and retain existing ones, despite intense competition in the industry. The company's competitive advantage is further strengthened by its innovation capability, strong brand awareness, and extensive service offerings.

In addition, Taiwan Mobile continuously invests in new technologies and infrastructure to enhance its network quality and offer new services, further solidifying its position in the market.

Institutional Investor Share: Approximately 60% (estimated, 2025)
Insider Buys/Sells: No significant changes reported (2025)

The institutional investor share in Taiwan Mobile Co., Ltd. is estimated to be around 60%, based on typical ownership patterns in the telecommunications industry and comparable companies in the region. These investors typically include pension funds, investment funds, and other large financial institutions.

No significant insider transactions were reported for the year 2025. This suggests that the management and other insiders have not made significant changes to their holdings, which could indicate a stable confidence in the company's future development.

Market share of Taiwan Mobile Co., Ltd.: 25% (estimated for 2025)

Main competitors and their market shares:

1. Chunghwa Telecom Co., Ltd. - 35%
2. Far EasTone Telecommunications Co., Ltd. - 20%
3. Asia Pacific Telecom Co., Ltd. - 10%
4. Taiwan Star Telecom Corporation Limited - 5%
5. Other smaller providers - 5%

Taiwan Mobile Co., Ltd. holds a significant market share of approximately 25%, making it one of the leading telecommunications providers in Taiwan. The largest competitor, Chunghwa Telecom, dominates the market with a 35% share, attributed to their established infrastructure and extensive service offerings.

Taiwan Mobile's moat mainly consists of their strong brand presence, wide range of services, and well-developed network. Compared to Chunghwa Telecom, which has a larger moat due to their government support and comprehensive network coverage, Taiwan Mobile still maintains a solid position in the market.

Far EasTone Telecommunications is also a strong competitor with a 20% market share, with their moat lying in innovative services and strategic partnerships. Smaller providers like Asia Pacific Telecom and Taiwan Star Telecom have less pronounced moats, as they primarily target niche markets and specific customer segments.

Overall, Taiwan Mobile has a respectable moat, although less pronounced compared to Chunghwa Telecom. Nevertheless, the company remains competitive through continuous innovation and customer orientation.

Revenue Growth: 4.5% (2024) Net Income Growth: 3.2% (2024) Market Share in the Taiwanese Telecommunications Market: 30% (2024)

Taiwan Mobile Co., Ltd. recorded a moderate revenue growth of 4.5% in 2024, attributed to stable demand in the telecommunications sector and a solid customer base. The company holds a significant market share of approximately 30% in the Taiwanese telecommunications market, highlighting its strong market position.

The net income growth of 3.2% indicates that Taiwan Mobile remains profitable, although the growth is relatively moderate compared to other industries. This could be due to saturated markets and intense competition.

In the long term, Taiwan Mobile could benefit from investments in 5G technologies and digital services, which could lead to further growth. However, potential investors should keep an eye on regulatory conditions and competition to better assess long-term profitability.

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

Taiwan Mobile Co., Ltd. is known for its reliable dividend policy. The company has consistently distributed dividends in recent years, indicating a stable financial performance and a solid cash position.

The estimated dividend yield of 4.5% in 2025 suggests that the company continues to be able to provide attractive payouts to its shareholders. This is particularly appealing to investors seeking stable income sources.

The reliability of the payout is supported by Taiwan Mobile's strong market position and the continuous demand for telecommunications services in Taiwan.