Bearing manufacturer Jarllytec reported January 2026 revenue of NT$601 million (approx. US$19.01 million), down 18% month-over-month and 24% year-over-year. The company attributed the lower revenue compared to January 2025 to a temporary product transition gap in its 3C product line. Jarllytec expects shipment peaks for new US-based notebook models and Chinese foldable smartphones in the second quarter of 2026, which should restart momentum and drive sequential growth throughout the year.
Looking ahead to 2026's key new products, the 3C foldable orders include one new Chinese smartphone model set for mass production in the first half of 2026, primarily supplied by Jarllytec. Notebook foldable orders feature one new Chinese notebook model planned for the second half of 2026 mass production, exclusively supplied by the company. Non-foldable notebook orders include new US-based notebooks that will introduce fully automated manufacturing processes, with shipments peaking in the first half of 2026. Additionally, Jarllytec aims to secure more of the latest Chinese foldable orders in the second half of the year.
To pursue value transformation and optimize its product mix while mitigating risks from recent softness in some consumer electronics end markets, Jarllytec is expanding investment in its existing optical communication components business. It has begun collaborating with long-term customers on R&D for precision optical communication mechanical parts targeting high-speed transmission opportunities in data center AI servers. In 2025, fiber optic-related products accounted for 7% of Jarllytec's revenue, achieving triple-digit year-over-year growth.
Article translated by Charlene Chen and edited by Jack Wu
