Ubiqconn Technology (stock code: 6928) reported non-audited consolidated revenue of NT$253,473 thousand for June 2025, representing a significant 114% increase compared to the previous month, and a 20% increase compared to the same period last year. The company's cumulative revenue for the first half of 2025 reached NT$1,147,150 thousand, reflecting a 5% year-over-year growth, indicating steady operational performance.
This month, benefiting from the continued growth in maritime demand, the sector remains the primary driver of revenue growth. Monthly revenue increased significantly by 68% compared to the previous month, although it declined slightly by 5% compared to the same period last year. Nevertheless, cumulative revenue for the first half of the year showed a substantial 41% year-over-year increase. Additionally, supported by the gradual initiation of projects, revenue from the high-margin satellite communication and smart mobility markets demonstrated a steady recovery trend, with market momentum gradually restoring.
In terms of regional performance, shipments in the first half of the year remained concentrated in the European market, with year-over-year growth exceeding 50%, indicating initial success of the expansion strategy. In Asia (including Taiwan), shipments began to stabilize this month, resulting in significant revenue growth compared to both the previous month and the same period last year. As for the Americas (including the United States), revenue saw a notable increase from the previous month; however, due to adjustments in customer delivery schedules, cumulative revenue declined slightly by 7% compared to the same period last year.
Although the second quarter of 2025 was affected by U.S. tariff policies, currency appreciation, and the traditional off-season, resulting in overall revenue slightly below that of the first quarter, key markets such as maritime, satellite, and smart mobility maintained strong momentum. With ongoing project progress and market stabilization, the outlook for the second half of the year remains cautiously optimistic. The European market continues to be the main source of revenue and the region with the most significant growth, reflecting stable demand and effective expansion strategies.
Facing the rapidly changing global market environment, Ubiqconn Technology will continue to respond prudently to various market fluctuations, strengthen collaboration and communication with customers, and flexibly adjust operational rhythms. Moving forward, the company will focus on enhancing its product portfolio and global customer service capabilities, deepen investments in the RuggON brand, satellite communication, and smart application markets, while actively expanding promising vertical markets. The company is committed to improving operational efficiency and profitability, steadily progressing toward its full-year growth targets.