Largan Precision on May 5 reported its self-calculated April consolidated revenue at NT$5.4 billion (US$169.7 million), down 1% from the previous month but up 24% from the same period in 2025. For the first four months of 2026, consolidated revenue reached NT$20.9 billion, an 11% increase from the same period in 2025.
On the lens shipment mix, Largan said 10-megapixel products accounted for 50% to 60% of April sales. Products of 20 megapixels and above made up 10% to 20%, while 8-megapixel and other products came in below 10%; the rest accounted for 20% to 30%.
Looking ahead to the second quarter of 2026, Chairman En-Ping Lin had previously said that April would be weaker than March, and that May would fall further than April. He added that rising memory costs could push up smartphone prices and weigh on overall sales, with the market already seeing some spec downgrades or halted upgrades.
Despite this, from a year-over-year perspective, April and May pull-in momentum remains stronger than in the same period in 2025.
Beyond its traditional smartphone lens business, a key focus at the earnings call was Largan's progress in co-packaged optics (CPO). Lin said the company is concentrating on components related to fiber array units (FAUs) and is actively preparing samples for customer validation, with the project already listed as a priority development item.
Article translated by Lily Hess and edited by Jerry Chen
