Medical device major TaiDoc Technology (4733.TW) reported a solid EPS of NT$11.17 for the first three quarters of 2024. Chairman Chao-Wang Chen identified Multi-parameter monitors, Continuous Glucose Monitors (CGM), and Smart Rings as the primary growth engines for the next three years.

Strategic Product Roadmap:

• Multi-Parameter Products: Expected to increase from 7-8% of total revenue to over 10% by 2026.
• CGM (Continuous Glucose Monitoring): Clinical trials are expected to be fully completed in 2026. While the company has already begun co-branding and sales in select regions, the most significant revenue contribution is projected for 2027.
• Smart Rings: Positioned as a key tool for sleep and respiratory monitoring, TaiDoc will ramp up global marketing in early 2026 as production yields stabilize.

Market Insights & ESG: Addressing the "GLP-1 (weight-loss drug) craze," Chairman Chen noted that the trend has actually increased demand for monitoring, as users now track glucose and ketones more closely. TaiDoc is already collaborating with multiple weight-loss clinics.

Regarding recent labor disputes involving a small number of union members (less than 1% of the workforce), the company emphasized that production remains unaffected. While government inspections found only minor administrative issues, Chen acknowledged the need for continuous improvement in the work environment to protect the company's ESG standing.

Resource: 泰博多參數與CGM成新引擎，2026年營運拚增5～10%