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Transmission component maker HIWIN announced its October self-reported consolidated revenue of NT$2.85 billion this afternoon, up 4.8% month on month and 35.66% year on year. The figure surpasses the NT$2.811 billion posted in July 2018 to set a new all-time monthly high. Cumulative revenue for the first ten months reached NT$24.847 billion, up 25.11% year on year — the third-highest for the comparable period.
HIWIN previously noted that it continues to penetrate the transmission component supply chains for artificial intelligence and semiconductor equipment, and that its linear guide products have also won orders from a US robot manufacturer.
On order visibility, HIWIN said lead times for ground ball screws have stretched to 6.5 months, with some linear guide orders extending to six months. Order visibility for wafer robots, wafer transfer platforms and semiconductor-related equipment components extends to mid-2027.
HIWIN Mikrosystem, a subsidiary of the HIWIN group, reported October revenue of NT$410 million, down 3.96% month on month but up 68.75% year on year — a record for the same period. Cumulative revenue for the first ten months was NT$3.508 billion, up 59.29% year on year. HIWIN Mikrosystem said the year-on-year growth in October and first-ten-month revenue was mainly driven by increased customer demand.
Institutional analysts noted that HIWIN Mikrosystem continues to benefit from demand in high-end applications such as semiconductors and silicon photonics, driving shipments of direct drive motors and precision positioning platforms.
HIWIN Mikrosystem previously said visibility for silicon photonics inspection equipment extends to the second quarter of 2027, and that fourth-quarter operations will benefit from volume ramp-ups on new products as some customers increase demand and production speeds up, contributing to revenue.
