IGIANT OPTICS Business Summary

IGIANT OPTICS (6915.TWO) is a Taiwan-based precision optical manufacturer specializing in micro-molding components and advanced optical parts for high-growth technology sectors. The company operates an OEM/ODM business model, generating revenue through the design, tool fabrication, and mass production of precision injection-molded lenses and sensors. Its primary business segments include 3D sensing (ToF and ALS components), semiconductors, medical endoscopy, and automotive sensors. Notably, the company has expanded into the optical communication field, joining the SEMI Silicon Photonics Industry Alliance to develop high-speed transmission products and Co-Packaged Optics (CPO) for AI data centers. IGIANT OPTICS competes directly with regional precision optics firms such as Calin Technology, Genius Electronic Optical (GSEO), and Asia Optical, positioning itself as a specialized provider of high-complexity micro-optical modules rather than a high-volume commodity lens manufacturer. Founded in 2006 as a strategic spinoff from iMagictek’s Optics Division, the company is led by Chairman Kao Chih-Cheng and President (General Manager) Yeh Po-Liang (Paul Yeh). Chairman Kao remains the largest individual shareholder, maintaining a 34.88% stake as of early 2026, while Kaide Investment holds a significant 21.15% institutional position. The leadership team is composed of veteran optical designers and R&D engineers with deep expertise in Japanese-imported high-precision injection technology and automated visual inspection (AVI) systems. Under this management, the company successfully transitioned from a private entity to a public listing on the Taipei Exchange in November 2022, leveraging its technical pedigree in wafer-level high-temperature lenses and LDS (Laser Direct Structuring) technology to secure long-term partnerships with global IDM and OSAT customers.