Leading contact lens manufacturers reported stellar January results, driven by post-holiday restocking and new product launches. Analysts expect revenue to remain high through Q1 2026.

• Vizionfocus: Reported a record-breaking monthly revenue of NT$368 million (+27.93% MoM, +43.41% YoY). Growth was driven by strong demand for color contact lenses and functional lenses in Japan and China. Both Taiwan and China facilities are operating at near-full capacity. The company expects to begin shipping silicone hydrogel products to Japan in H2 2026.
• Visco Vision: January revenue reached NT$376 million (+11.7% MoM, +49.8% YoY), its seventh-highest on record. This success stems from follow-up orders for "constant color" lenses in Japan and China, alongside steady growth in silicone hydrogel orders from Europe. To meet demand, Visco has increased monthly capacity from 42 million to 49 million pieces.
• PEGAVISION: January revenue hit NT$660 million (+5.54% MoM, +31.38% YoY), a record for the same period. The company has optimized its market mix, with Japan now accounting for over 60% of revenue. Despite a slight net profit dip in 2025 due to competition in China, PEGAVISION maintained an EPS of NT$20.87, marking four consecutive years of earning over two share capitals.

Resource: 隱形眼鏡三雄1月營收齊揚，望隼創新高最嗆