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1. Company Snapshot

1.a. Company Description

SemiLEDs Corporation develops, manufactures, and sells light emitting diode (LED) chips, LED components, and LED modules and systems in the United States, Taiwan, the Netherlands, Germany, Japan, Ireland, and internationally.The company also sells enhanced vertical, LED product series in blue, white, green, and UV; LED chips to packagers or distributors; and lighting products primarily to original design manufacturers of lighting products and the end-users of lighting devices, as well as packages and sells its LED chips into LED components to distributors.Its products are used for general lighting applications, including commercial, industrial, and residential lighting; and specialty industrial applications, such as ultraviolet or UV, curing of polymers, LED light therapy in medical/cosmetic applications, counterfeit detection, germicidal and viricidal devices LED lighting for horticulture applications, architectural lighting, and entertainment lighting.


SemiLEDs Corporation was incorporated in 2005 and is based in Chunan, Taiwan.

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1.b. Last Insights on LEDS

SemiLEDs Corporation's recent performance was driven by the development of the world's smallest PPG (PhotoPlethysmoGraphy) sensor head, a groundbreaking innovation in display technology. This achievement, announced on April 14, 2025, marks a significant milestone for the company, solidifying its position as a leader in the industry. The sensor head's compact design and advanced features are expected to be showcased at the "Touch Taiwan" exhibition, further highlighting SemiLEDs' expertise in display-related technology.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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The World's Smallest PPG Sensor Head

Apr -14

Source: businesswire.com

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The World's Smallest PPG Sensor Head

Apr -03

Source: businesswire.com

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SemiLEDs Reports Second Quarter Fiscal Year 2024 Financial Results

Apr -03

Source: headlinesoftoday.com

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SemiLEDs to Announce Fiscal Fourth Quarter and Fiscal Year Ended 2023 Financial Results on Friday, November 10, 2023

Nov -06

Source: Business Wire

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SemiLEDs to Announce Fiscal Second Quarter 2023 Financial Results on Wednesday, April 12, 2023

Mar -23

Source: Business Wire

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SemiLEDs to Announce Fiscal First Quarter 2023 Financial Results on Tuesday, January 3, 2023

Dec -27

Source: Business Wire

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SemiLEDs to Announce Fiscal First Quarter 2023 Financial Results on Tuesday, January 3, 2023

Dec -27

Source: businesswire.com

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7 Stocks to Sell Right Now

Nov -18

Source: InvestorPlace

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (10.32%)

6. Segments

Light Emitting Diode Components

Expected Growth: 10.4%

Growing demand for energy-efficient lighting, increasing adoption in automotive and industrial applications, and advancements in technology driving high-brightness and high-reliability semiconductor devices.

Other

Expected Growth: 10.2%

Growing demand for LED chips and components in automotive, industrial, and consumer electronics applications, driven by increasing adoption of LED lighting and displays, is expected to drive the 'Others' segment growth.

Lighting Products

Expected Growth: 10.4%

Growing demand for energy-efficient lighting, increasing adoption in automotive and specialty lighting, and advancements in LED technology drive the growth of SemiLEDs' lighting products.

Light Emitting Diode Chips

Expected Growth: 10.4%

Growing demand for energy-efficient lighting, increasing adoption in automotive and mobile devices, and advancements in LED technology drive the growth of the high-brightness LED chip market.

7. Detailed Products

LED Chips

SemiLEDs offers a wide range of high-brightness and high-power LED chips for various applications, including general lighting, automotive, and specialty lighting.

LED Components

The company provides a variety of LED components, including LED arrays, LED emitters, and LED modules, designed for specific applications.

UV-C LEDs

SemiLEDs offers UV-C LEDs for disinfection and sterilization applications, providing a safe and efficient way to eliminate bacteria and viruses.

Mini LED Displays

The company provides mini LED displays for various applications, including automotive, consumer electronics, and industrial displays.

Micro LED Displays

SemiLEDs offers micro LED displays for high-end applications, including augmented reality, virtual reality, and high-end TVs.

8. SemiLEDs Corporation's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for SemiLEDs Corporation is medium due to the availability of alternative products in the market, such as organic light-emitting diodes (OLEDs) and laser diodes.

Bargaining Power Of Customers

The bargaining power of customers for SemiLEDs Corporation is low due to the company's strong brand reputation and the lack of price sensitivity among its customers.

Bargaining Power Of Suppliers

The bargaining power of suppliers for SemiLEDs Corporation is medium due to the presence of multiple suppliers in the market, but the company's dependence on a few key suppliers.

Threat Of New Entrants

The threat of new entrants for SemiLEDs Corporation is high due to the relatively low barriers to entry in the LED industry and the increasing demand for energy-efficient lighting solutions.

Intensity Of Rivalry

The intensity of rivalry for SemiLEDs Corporation is high due to the presence of several established players in the market, leading to intense competition and pricing pressure.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 87.05%
Debt Cost 3.95%
Equity Weight 12.95%
Equity Cost 9.32%
WACC 4.64%
Leverage 672.46%

11. Quality Control: SemiLEDs Corporation passed 3 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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GigaMedia

A-Score: 5.7/10

Value: 7.5

Growth: 4.3

Quality: 4.8

Yield: 0.0

Momentum: 8.5

Volatility: 9.3

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ACM Research

A-Score: 5.3/10

Value: 4.5

Growth: 9.7

Quality: 6.6

Yield: 0.0

Momentum: 9.5

Volatility: 1.7

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SemiLEDs

A-Score: 5.2/10

Value: 6.5

Growth: 5.2

Quality: 4.5

Yield: 0.0

Momentum: 9.5

Volatility: 5.7

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Elmos

A-Score: 4.9/10

Value: 4.5

Growth: 6.4

Quality: 7.5

Yield: 1.9

Momentum: 7.0

Volatility: 2.3

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HeartCore Enterprises

A-Score: 4.6/10

Value: 7.9

Growth: 4.2

Quality: 6.4

Yield: 1.7

Momentum: 6.0

Volatility: 1.7

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Trio-Tech

A-Score: 3.0/10

Value: 6.0

Growth: 1.1

Quality: 4.6

Yield: 0.0

Momentum: 3.0

Volatility: 3.3

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

1.9$

Current Price

1.9$

Potential

-0.00%

Expected Cash-Flows