LTC — Investor Presentation 2026

Apr 29, 2026

Powering a Bright and Sustainable Future Together 永續共好．光耀未來

2026年第一季法人說明會 光寶科技股份有限公司 2 0 2 6 / 0 4 / 2 9

法說會議程

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• 會議主持 王玉玲 投資人關係資深處長

• 2026 年第一季財務報告 林建忠 財務長

• 營運展望及成長策略 邱森彬總經理

• • 問與答 邱森彬 總經理 林建忠 財務長

Safe Harbor Notice

The information contained in the Company’s statements is provided in accordance with applicable regulations and reflects data available as of the reporting date. Such information may become inaccurate or incomplete due to the passage of time or subsequent developments. The Company makes no representation or warranty, express or implied, as to the accuracy or completeness of the information and assumes no obligation to update or revise it.

The Company is currently within a quiet period, and pursuant to relevant laws and regulations, the content of the Company’s statements is limited to information disclosed in the public prospectus and other publicly available materials.

The Company’s statements may contain forward-looking statements, which are based on current expectations, assumptions and projections as of the date of the reporting date, subject to risks and uncertainties, and actual results may differ materially. Factors include, but are not limited to, fluctuations in end market demand, changes in global economic and industry conditions, supply chain disruptions, geopolitical developments, volatility in raw material and energy cost, fluctuations in foreign exchange rate, technological changes, regulatory developments, and other risks described in the Company’s publicly filed documents.

Except as required by applicable law, the Company undertakes no obligation to update or revise any forward-looking statements because of new information, future events, or otherwise.

本資料係依據國際財務報導準則 IFRS 編制

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資訊及
雲端及
光電部門 消費性電子部
物聯網部門
門
光電半導體 資料中心 筆電
汽車電子 伺服器 工作站
道路智慧化系統 網通設備 平板電腦
AI、物聯網 桌上型電腦
智慧裝置 遊戲機
智慧影像方案 消費性電子
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© LITE-ON Technology Corporation. All Rights Reserved.

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*含存貨跌價準備 1.05% of Sales

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30%

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30%

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高價值雲端事業顯著成長，整體獲利能力持續提升

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產品組合優化 利潤率提升，驅動獲利成長
1Q26年營收占比
30%
22.8% 10.5% 1.66
新台幣
1Q26 1Q26 1Q26
434億元 53% NT$229億 毛利率 營業利益率 EPS
17%
雲端及物聯網部門
光電部門 (含車電)
資訊及消費性電子部門
17.1% 7.2% 0.92
1Q22年營收佔比
1Q22 1Q22 1Q22
毛利率 營業利益率 EPS
31%
新台幣
48%
412億元 NT$127億
不計入存貨跌價準備 1.05% of Q1 sales
21%
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2026 年第一季營運總覽

【 第一季 】

• 營收 NT$434 億元，年增 19%；其中雲端物聯網年成長近五成。

• 若不計存貨跌價準備，營業毛利率 22.8%，營業利益率 10.5% ；受惠於 AI 基礎建設需求強勁，全球產能持續擴充，高價 值事業比重提升，佐以供應鏈緊密協作綜效。

• 稅後淨利 NT$37.8 億元，每股盈餘 NT$1.66 元，年增 10%，為近 5 年同期新高。

【核心事業】

• 受惠高階 AI 伺服器電源、雲端運算產品及電能管理系統出貨順利，雲端部門營收年成長超過七成。

• 光電半導體中可見光於雲端運算與不可見光的核心應用持續成長。

• 資訊部門高階電源與低軌衛星電源出貨年增。

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• 強化核心事業、布局跨國併購，加速海外擴張以支持 AI 基建與策略成長

一. 董事會今日決議：

• 美國投資案 US$ 9.19 億， 用於土地、廠房與資產設備長期投資，擴充 AI 基礎建設之能源產品與產能。

• 越南子公司增資 US$ 1.49 億 ，支應營運成長及擴產資本支出。

二. 擴大資本支出，從電源核心力，升級為 AI 系統整合方案夥伴：

• 提前布局 AI 世代前瞻性技術與產能，如 AI 能源基礎建設及系統整合，透過核心技術及投資，提升競爭優勢， 為產業結構升級奠定基礎。

• 強化北美與全球布局，在 AI 核心市場建立關鍵營運據點，滿足供應鏈在地化，提升營運韌性與客戶黏著度。

三. 募資管道多元化：

• 因應公司 AI 基礎建設之跨國併購潛在機會，提前準備全球併購及資金運用之制度，支撐公司中長期成長策略。

• 推動募資管道之國際化與多元化，請股東會授權董事會於實際有資金需求時，經審慎決議通過後，依相關法規 辦理及公告。

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© LITE-ON Technology Corporation. All Rights Reserved.

新一代 AI 電能管理系統全面升級，推動營收成長動能

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In-rack Power Rack
800VDC
800VDC
>1.5MW 660kW
110kW
Power Rack Power Rack
Power Shelf
PSU
2.5kW
18.3kW
PSU & BBU DCDC Brick
8.5kW 50 VDC Input
12 VDC Output
33kW
Power Shelf
PSU
5.5kW
1H 2H
2026
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2026 年第二季展望：核心事業展現強勁年、季雙成長

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• ⚫ 新一代 AI 電能管理系統升級，50V 整合式電源櫃之關鍵模組量產：

(8.5kW PSU 及 BBU、Sidecard、DC PDU)

• 110kW Power Shelf 出貨。

• 33kW Power Shelf 需求強勁。

• 下半年 800VDC Power Rack 驗證，2.5kW DCDC Power Brick 量產。

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低軌衛星電源需求提升，光寶已為主力供應商。

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COMPUTEX 預告 Slide

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Powering a Bright and Sustainable Future Together

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