May 2026 Revenue: NT$1.63B, +30.2% YoY
Original: 2026年5月 月營收 - 1,628,911千元 (MoM -29.6%, YoY +30.2%)
Summary
Genius Electronic Optical posted May 2026 revenue of NT$1.63B, up 30.2% YoY but down 29.6% MoM from April's NT$2.31B. The strong YoY growth signals continued demand for high-end smartphone optical lenses, though the sharp sequential pullback suggests a typical pre-summer order lull ahead of the iPhone build cycle.
Full Translation
Genius Electronic Optical (TWSE: 3406) reported May 2026 monthly revenue of NT$1,628.9M (NT$1.63B), versus NT$2,314.4M in April 2026 (MoM -29.6%) and NT$1,250.7M in May 2025 (YoY +30.2%). Year-to-date cumulative revenue through May reached NT$10,083.6M (NT$10.08B), compared with NT$8,426.4M in the same period last year, representing a YTD YoY increase of +19.7%. The double-digit YoY gain extends the company's positive trajectory in the optoelectronics segment, while the sequential decline reflects normal order seasonality between smartphone product cycles.