Taiwan LED Makers Ennostar and Everlight Expand into Robotics Sensing Supply Chains

The collaborative robotics market is experiencing strong growth, prompting Taiwan’s leading LED manufacturers—Ennostar and Everlight—to accelerate their transformation efforts. By leveraging advanced sensing technologies, both companies are expanding into the robotics supply chain, with shipments of high-margin components gaining momentum and expected to become key growth drivers.

According to Grand View Research, the global collaborative robot (cobot) industry is projected to grow at a 14.5% CAGR through 2033, reflecting widespread adoption across industrial automation and smart manufacturing.

To capture this opportunity, Ennostar has deployed its proprietary Low Red Glow infrared LEDs and VCSEL (vertical-cavity surface-emitting laser) technologies to advance into robot vision-sensing applications. Meanwhile, Everlight is expanding its presence in robotic arms and robotic vacuum cleaners through its optocouplers, sensors, and high-power infrared emitters.

With Industry 4.0 driving demand for higher accuracy in robotic vision and sensing, Ennostar has been shifting away from general lighting to focus on automotive, advanced displays, and sensing applications. Its subsidiary Epistar has developed Low Red Glow infrared LEDs specifically suited for visual recognition in human-robot collaborative environments.

Ennostar’s VCSEL technology has also matured considerably. Its high power output and fast response times make it essential for 3D sensing, ranging, and obstacle detection in next-generation robotics. Market analysts note that Ennostar is leveraging group-wide integration to offer comprehensive sensing solutions, securing design-ins with major robotics manufacturers in Europe, the United States, and Japan. The share of sensing revenue is expected to rise steadily in the coming years.

Everlight, Taiwan’s leading LED packaging manufacturer, is also strengthening its footprint in industrial automation and robotics. The company has expanded production capacity for its optocouplers, which provide signal transmission and electrical isolation—key functions that ensure the reliability of robotic arms and other industrial systems.

In addition, Everlight’s infrared sensors and high-power infrared emitters have seen widespread adoption in robotic vacuum cleaners and commercial service robots. Chairman Yee Yen-fu stated that the company will continue to focus on high-growth markets such as automotive, industrial control, and green energy. Industry observers note that Everlight’s proven capabilities in mass production of high-quality optoelectronic components make it an indispensable partner for global robotics OEMs.

Industry analysts observe that as the LED sector shifts away from low-price competition, sensing components and automotive-grade products—which require stringent safety certifications and high reliability—present higher barriers to entry. This creates opportunities for Taiwanese firms to leverage their strengths in advanced processes and quality control. Whether through Ennostar’s VCSEL advancements or Everlight’s leadership in optocouplers, Taiwanese LED makers are becoming key enablers of robotic perception technologies.

Looking ahead, the rapid development of embodied-intelligence systems is expected to drive exponential growth in environmental sensing requirements for future robots. Analysts forecast that shipments of related sensing components will begin ramping up toward the end of the year, improving supply-chain margins and supporting long-term growth in the optoelectronics-plus-AI robotics ecosystem.