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TCI Optimistic About 2025 Performance Backed by U.S.-China Dual Manufacturing AdvantageApr 10, 2025

TCI stated on April 9 that the company had long initiated its global manufacturing deployment, establishing production facilities in both the United States and China. This year, it is promoting a “light-asset global expansion strategy,” actively scaling up production lines in the U.S. and India to enhance supply chain capacity and flexibility, which bodes well for future business performance.

Benefiting from the dual-base advantage in the U.S. and China, TCI is able to help clients adjust their production locations in response to policy changes, relocating certain third-country manufacturing to local sites. This shift not only mitigates risks but also helps deepen regional operations and creates new growth opportunities.

The company noted that it has long pursued balanced development across four major markets—the U.S., Europe, China, and Southeast Asia—to reduce dependency on any single region, thereby increasing operational resilience and adaptability. Currently, the U.S. accounts for approximately 26% of TCI’s total revenue, with the majority of those products already being manufactured locally, suggesting limited exposure to potential disruptions.

Looking ahead to the second quarter, TCI plans to respond proactively to changes in the global economy and tariff policies by ramping up development efforts in both the U.S. and China markets, aiming to tap into new regional opportunities. At the same time, it will continue to strengthen cost control and operational efficiency to stabilize gross and net profit margins and further boost overall profitability.

TCI delivered an impressive performance in March, with consolidated revenue reaching NT$609 million, up 37.9% from the previous month and 12.65% year-on-year. For the first quarter, cumulative revenue hit NT$1.587 billion, representing a 4.96% year-on-year increase.

For the full year, TCI is actively optimizing its client portfolio and product line strategies. It has already secured 14 major international clients, each generating over US$1 billion in annual revenue, providing a stable and promising contribution to overall sales.

On the product strategy front, TCI is focusing on five major categories aligned with long-term global health trends: beauty and skincare, weight management, joint and bone health, calcium supplements, and fish oil. Notably, its GLP-1 formula was granted a Taiwan patent earlier this year and is now being aggressively marketed overseas. The company has already developed partnerships with 12 target clients, with a goal of reaching 20 by year-end, and is steadily progressing toward its annual revenue target of NT$1 billion for the category.

Resource: 美中雙基地優勢 大江今年營運樂觀