Ennostar, a leading LED manufacturer, experienced a slight seasonal downturn in the first quarter of 2025, with both the sensing and lighting segments anticipated to see a minor quarter-over-quarter revenue decrease. However, demand for backlight products is expected to show growth in the high single digits, and automotive product revenues are projected to see nearly double-digit growth in Q1. As the company enters the peak season and the proportion of value-added products increases, the overall outlook for the year across all business segments remains optimistic.
Sensing Business Outlook
Ennostar’s sensing business faces limited growth in the wearable and notebook (NB) application markets in 2025. However, the company remains optimistic about the full-year performance due to the successful introduction of new products and increased volume from new customers. The company is also expecting to expand into new application areas, such as blood pressure and blood glucose monitoring, as well as demand for NB sensing applications driven by AI-enabled PCs.
Specialty Lighting Business
The specialty lighting segment is expected to see a slight quarter-over-quarter decrease in Q1 due to the seasonal downturn. However, the full-year outlook for this business remains stable, with new industrial lighting projects expected to boost revenue, and steady growth in plant lighting applications.
Display and Micro LED Prospects
The display business also faces a seasonal dip in Q1 revenue, but the outlook is optimistic for the rest of the year. The development of advanced displays is progressing smoothly, with significant improvements in yield rates. In 2025, Micro LED technology is set to be gradually introduced into the end-user market, contributing to revenue growth. Ennostar remains optimistic about the display business for the year ahead, with a focus on Micro LED’s potential.
Ennostar’s Micro LED strategy includes applications across displays, wearable devices, and automotive sectors. This year, the company expects visible results in displays and wearable devices, while automotive applications are projected to see more significant growth starting next year. The company has made notable breakthroughs in Micro LED production line yields over the past few quarters and is seeing good results in customer validation and product introduction. Currently, Ennostar is optimizing its manufacturing processes and hopes to increase production capacity by leveraging existing resources.
Backlight Business Growth
In Q1, demand in the backlight segment is expected to grow significantly compared to Q4 2024. The TV market is benefiting from subsidy programs in China, which have driven substantial growth in the consumer market. There is strong demand for large-size TVs, which has led to an increase in LED demand. Similarly, the IT market for notebooks and monitors is seeing a surge in orders due to geopolitical factors, as well as the need for device upgrades, with many customers due for replacements after 4-5 years. In the second half of 2025, the IT sector will see new customers, and revenue from these clients is expected to significantly increase next year.
Ennostar’s backlight production facility in mainland China is on track to complete construction in 2025, with product certification expected by the end of the year. Sample production will gradually ramp up, and revenue contribution from this facility is anticipated to become more significant in 2026.
Automotive Business
Ennostar’s automotive business is expected to see nearly double-digit growth in Q1 2025. After attending the CES 2025 exhibition, the company has started intensive discussions with U.S. automakers, with concrete plans and timelines in place for future collaboration.
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