EVERLIGHT ELECTRONICS Business Summary

Everlight Electronics Ltd (2393.TW) is a global leader in the optoelectronics industry, primarily generating revenue through the high-volume manufacture and distribution of light-emitting diode (LED) packaging and components. The company’s business model is vertically integrated, spanning research, development, and production across four primary segments: the LED Sector (accounting for approximately 89% of revenue), the Lighting Segment (10%), the LCD Sector (1%), and a specialized "Others" division focused on raw materials and electrophoretic displays. Its diverse product portfolio includes visible LEDs for automotive and consumer backlighting, infrared components, sensors, and photo couplers. Everlight maintains a dominant market position as one of the world’s top five LED package manufacturers, competing directly with Lite-On Technology, Stanley Electric, and ams-OSRAM by leveraging cost-efficient production and a robust global sales network. Founded in 1983 by Chairman and CEO Robert Yeh (Yin-Fu Yeh), the leadership team is characterized by long-term stability and technical specialization. Robert Yeh, an alumnus of the National Taipei University of Technology, has steered the company for over four decades, while key executives such as Sales VP Ting-Wei Yeh (Ph.D. in Material Science from the University of Southern California) and Vice President Bo-Wen Zhou (Chien Hsin University) provide deep domain expertise in materials application and information engineering. Financial operations are managed by CFO Chun-Yu Lu. The company is backed by a strong base of institutional investors, including State Street Global Advisors, Fuh Hwa Securities Investment Trust, and Mega International Investment Trust, reflecting its status as a cornerstone of Taiwan's semiconductor and hardware ecosystem.