As AI and Web3 technologies rapidly reshape industries, telecom companies are shifting away from traditional connectivity services toward more expansive, technology-driven solutions. Taiwan Mobile is at the forefront of this transformation with its "Telco+Tech" three-tier upgrade strategy, designed to reinforce its presence in both conventional telecom and emerging tech sectors.
The company plans to leverage its core telecommunications infrastructure as a springboard to expand into high-growth areas, including AI, cybersecurity, cloud services, and next-generation Web3 and telecom-finance ventures. By integrating foundational communication services with cutting-edge technologies, Taiwan Mobile aims to establish a competitive edge that not only drives innovation but also enhances long-term profitability.
Jamie Lin unveils Taiwan Mobile's three-tier strategy
Taiwan Mobile president Jamie Lin outlined the company's "Telco+Tech" strategy, which is structured into three distinct layers. The first layer, referred to as the "Core Foundation" (Telco), focuses on providing essential services to individual users. This layer aims to strengthen the company's Sustainable Growth Foundation (SGF) by offering reliable mobile communication and broadband services.
The second layer, the "Empowering Innovation" (Telco+), shifts focus toward enterprise services. By integrating cloud computing, AI, cybersecurity, and consultancy capabilities, Taiwan Mobile offers businesses a Gift-as-a-Service (GaaS) model to facilitate their AI upgrades and digital transformation.
The third layer, known as "Tech Ventures" (Telco+Tech), propels Taiwan Mobile into more forward-thinking businesses such as the Taiwan Virtual Asset Exchange (TWEX) and telecom-finance (TelcoFin). This layer aims to create high-value, sustainable business models, setting the stage for a new growth curve that blends telecommunications with next-generation technologies.
Strategic Resilience
Taiwan Mobile delivered robust growth in the first five months of 2025, surpassing industry peers in total revenue, operating profits, and net income after tax, according to CFO George Chang.
The company's telecom division reported a 30% year-over-year surge in operating profit during the first quarter, its strongest performance in seven years. Net income also rose by 23%, while mobile service revenues grew by 2%, reaching NT16.24 billion (approx. US$550 million). The steady increase in smartphone ARPU (average revenue per user) was a key driver behind the revenue growth.
Notably, Taiwan Mobile observed a 45% increase in monthly subscription revenue after 4G users upgraded to 5G, clearly demonstrating the success of its upgrade initiatives in driving customer value growth. Chang further emphasized that in 2024, the company reached historic highs in both consolidated revenue and EBITDA, with free cash flow growing 20% compared to 2024. This reflects Taiwan Mobile's robust profitability and its capacity to allocate resources and make investments with agility.
Article edited by Jack Wu
