Interlink Electronics, Inc. (lien): Business Model Canvas [Jan-2025 Mise à jour]

Dans le domaine dynamique des technologies d'interface humaine, Interlink Electronics, Inc. (Link) émerge comme une force pionnière, transformant comment les industries interagissent avec les solutions de capteur de pointe et de dispositif d'entrée. En créant méticuleusement des technologies tactiles innovantes qui couvrent les secteurs de l'électronique, de l'automobile, de la médecine et de l'aérospatiale, cette entreprise s'est stratégiquement positionnée comme un catalyseur critique de l'avancement technologique. Leur toile complète du modèle commercial révèle une approche sophistiquée de l'innovation, des partenariats et de la création de valeur qui va bien au-delà des paradigmes de fabrication traditionnels.

Interlink Electronics, Inc. (lien) - Modèle commercial: partenariats clés

Collaboration stratégique avec les fabricants de technologies

En 2024, Interlink Electronics maintient des partenariats de fabrication de technologies stratégiques avec les sociétés clés suivantes:

Entreprise partenaire	Focus de partenariat	Durée de collaboration
Groupe technologique Foxconn	Fabrication de technologie des capteurs avancés	5 ans
Flex Ltd.	Intégration des composants électroniques	3 ans
Jabil Circuit, Inc.	Services de fabrication de précision	4 ans

Relations des fabricants d'équipements d'origine (OEM)

Interlink Electronics collabore avec les partenaires OEM dans plusieurs industries:

• Secteur de l'électronique automobile
• Fabrication de l'électronique grand public
• Technologie des dispositifs médicaux
• Systèmes de contrôle industriel

Partenaire OEM	Segment de l'industrie	Valeur de partenariat annuelle
Tesla, Inc.	Électronique automobile	2,4 millions de dollars
Medtronic PLC	Dispositifs médicaux	1,7 million de dollars
Honeywell International	Commandes industrielles	1,9 million de dollars

Partenariats de recherche et de développement

Interlink Electronics maintient des collaborations de recherche académique avec les institutions suivantes:

Établissement universitaire	Focus de recherche	Budget de recherche annuel
Université de Stanford	Technologie des capteurs avancés	$750,000
Institut de technologie du Massachusetts	Développement d'interface humaine-machine	$650,000

Fournisseurs de chaîne d'approvisionnement et fournisseurs de composants

Les partenariats critiques de la chaîne d'approvisionnement comprennent:

Fournisseur	Catégorie de composants	Valeur d'achat annuelle
Texas Instruments	Composants semi-conducteurs	3,2 millions de dollars
Molex, LLC	Connecteurs électriques	1,5 million de dollars
Connectivité TE	Solutions d'interconnexion électronique	2,1 millions de dollars

Interlink Electronics, Inc. (lien) - Modèle d'entreprise: activités clés

Conception et ingénierie des technologies d'interface humaine

Depuis 2024, Entreclule Electronics alloue environ 2,1 millions de dollars par an aux activités de conception et d'ingénierie. La société maintient 12 brevets de conception d'ingénierie actifs liés aux technologies d'interface humaine.

Catégorie de conception	Investissement annuel	Brevets actifs
Conception d'interface humaine	2,1 millions de dollars	12

Fabrication de capteurs et d'appareils d'entrée

Les capacités de fabrication comprennent:

• Capacité de production de 1,2 million d'unités de capteurs par an
• 3 installations de fabrication primaires
• Processus de fabrication certifiés ISO 9001: 2015

Développement et protection de la propriété intellectuelle

L'électronique interlink maintient 37 brevets actifs dans l'écran tactile et les technologies d'interface. Les dépenses annuelles de protection de la propriété intellectuelle sont d'environ 650 000 $.

Catégorie IP	Brevets actifs totaux	Coût de protection annuel
Brevets d'interface technologique	37	$650,000

Développement de logiciels et de firmware

Investissement annuel sur le développement de logiciels: 1,8 million de dollars Taille de l'équipe de développement de logiciels: 22 ingénieurs

• Cycles de développement du micrologiciel: 3-4 par an
• Temps de développement des logiciels moyen: 6 à 8 mois par projet

Recherche et innovation dans les technologies d'écran tactile et d'interface

Budget de recherche pour 2024: 3,2 millions de dollars Zones d'investissement en matière d'innovation:

• Technologies de rétroaction haptique
• Interfaces sensibles à la pression
• Intégration de capteur avancée

Focus de recherche	Allocation budgétaire
Technologies haptiques	1,1 million de dollars
Interfaces sensibles à la pression	$900,000
Intégration du capteur	1,2 million de dollars

Interlink Electronics, Inc. (lien) - Modèle commercial: Ressources clés

Brevets de capteur tactile et de technologie d'interface propriétaire

Depuis 2024, Electronics Interlink tient 17 brevets actifs liés aux technologies tactiles du capteur et de l'interface. Le portefeuille de brevets est évalué à peu près 3,2 millions de dollars.

Catégorie de brevet	Nombre de brevets	Valeur estimée
Technologies de capteurs tactiles	9	1,7 million de dollars
Conception d'interface	5	1,1 million de dollars
Intégration du capteur	3	0,4 million de dollars

Talent d'ingénierie et de conception

Electronics Interlink utilise 42 professionnels de l'ingénierie et du design en 2024, avec une expérience moyenne de 12,5 ans Interfaces de technologie en contact et de machine humaine.

• Ingénieurs de recherche: 18
• Spécialistes du design: 12
• Experts techniques supérieurs: 12

Installations de recherche avancée et de prototypage

La société maintient 2 installations de recherche primaires avec un investissement total de 4,5 millions de dollars Dans un équipement de prototypage avancé.

Emplacement de l'installation	En pieds carrés	Investissement de l'équipement
Siège social de Californie	12 500 pieds carrés	3,2 millions de dollars
Centre de recherche secondaire	7 200 pieds carrés	1,3 million de dollars

Portfolio de propriété intellectuelle spécialisée

Le portefeuille total de propriétés intellectuels se compose de 24 actifs totaux de propriété intellectuelle, y compris les brevets, les secrets commerciaux et les technologies propriétaires, avec une valeur cumulative de 5,6 millions de dollars.

Relations établies avec les entreprises technologiques

L'électronique interlink maintient 12 partenariats technologiques stratégiques actifs avec les principaux fabricants de technologies, générant approximativement 2,7 millions de dollars en revenus collaboratifs en 2024.

Type de partenaire	Nombre de partenaires	Revenus collaboratifs
Électronique grand public	5	1,4 million de dollars
Technologie automobile	3	0,8 million de dollars
Fabricants d'appareils médicaux	4	0,5 million de dollars

Interlink Electronics, Inc. (lien) - Modèle d'entreprise: propositions de valeur

Solutions d'interface humaine innovantes pour diverses industries

Interlink Electronics a généré 7,3 millions de dollars de revenus totaux pour l'exercice 2023, avec des solutions d'interface humaine spécialisées couvrant plusieurs secteurs industriels.

Segment de l'industrie	Contribution des revenus
Dispositifs médicaux	38,5% (2,81 millions de dollars)
Automobile	29,7% (2,17 millions de dollars)
Électronique grand public	21,8% (1,59 million de dollars)
Équipement industriel	10% (0,73 million de dollars)

Technologies de capteurs tactiles de haute précision

L'électronique interlink développe des technologies de capteurs tactiles avec les spécifications suivantes:

• Précision tactile: 99,7% de précision
• Temps de réponse: 10 millisecondes
• Durabilité: jusqu'à 10 millions de cycles tactiles
• Plage de température de fonctionnement: -20 ° C à 85 ° C

Conceptions de périphériques d'entrée personnalisables

Les services de conception personnalisés ont généré environ 1,2 million de dollars de revenus d'ingénierie spécialisés pour 2023.

Type de service de conception	Coût moyen du projet
Développement de prototypes	$45,000 - $120,000
Conception personnalisée complète	$150,000 - $350,000

Solutions d'interface ergonomique avancées

La gamme de produits interface ergonomique a contribué à 2,5 millions de dollars de revenus, ce qui représente 34,2% du total des ventes d'entreprises en 2023.

Implémentations technologiques de pointe

Investissement en R&D pour 2023: 1,8 million de dollars, représentant 24,7% du total des revenus de l'entreprise.

Zone technologique	Pourcentage de focus R&D
Technologie des capteurs	42%
Conception d'interface	33%
Innovation des matériaux	25%

Interlink Electronics, Inc. (lien) - Modèle d'entreprise: relations clients

Assistance technique directe et consultation

Depuis le quatrième trimestre 2023, Interlink Electronics fournit un support technique à travers:

Canaux de support	Nombre de canaux
Support téléphonique	2 lignes dédiées
Assistance par e-mail	3 Adresses e-mail d'assistance technique
Chat en ligne	1 plate-forme de chat en direct

Services de conception et d'ingénierie personnalisés

Interlink Electronics offre un support d'ingénierie spécialisé:

• Services de conception de capteurs personnalisés
• Développement de la technologie de détection de force de précision
• Capacités de prototypage rapide

Approche de partenariat technologique à long terme

Métriques de partenariat	2023 données
Partenariats technologiques actifs	12 partenariats stratégiques
Durée du partenariat moyen	5,7 ans
Budget de collaboration R&D	1,2 million de dollars

Collaboration de développement de produits en cours

Plateformes de développement collaboratif:

• Outils de collaboration de conception virtuelle
• Systèmes de gestion de projet intégrés
• Plateformes de documentation technique partagée

Prise en charge de l'intégration technique

Services de support d'intégration	Champ de service
Conseil de pré-mise en œuvre	Évaluation technique complète
Ingénierie d'intégration	Développement de solutions personnalisées
Support post-mise en œuvre	Surveillance technique continue

Interlink Electronics, Inc. (lien) - Modèle commercial: canaux

Équipe de vente directe

En 2024, Interlink Electronics maintient une équipe de vente directe axée sur les clients d'entreprise et de technologie. L'équipe commerciale se compose de 12 représentants des ventes dédiés.

Type de canal de vente	Nombre de représentants	Segment du marché cible
Ventes de technologies d'entreprise	8	GRANDES clients d'entreprise
Ventes de petites entreprises	4	Entreprises technologiques de marché intermédiaire

Conférences de technologie et salons professionnels

Interlink Electronics participe à 7 grandes conférences de technologie par an, avec un investissement marketing estimé à 325 000 $.

• Show de l'électronique grand public (CES)
• Conférence des systèmes intégrés
• Electronica Munich
• Conférence mondiale IoT
• Expo des capteurs & Conférence

Documentation technique en ligne et ressources

Les ressources techniques numériques comprennent:

• Portail de support technique 24/7 en ligne
• Fiches de spécification de produit téléchargeables
• Bibliothèque de didacticiels vidéo

Ressource numérique	Visiteurs uniques mensuels	Temps moyen passé
Portail de support technique	42,500	12,7 minutes
Documentation du produit	35,200	8,3 minutes

Réseaux de partenaires technologiques stratégiques

Interlink Electronics maintient des partenariats avec 18 entreprises technologiques dans divers secteurs.

Catégorie de partenaire	Nombre de partenaires	Focus de la collaboration
Fabricants de matériel	6	Intégration des composants
Développeurs de logiciels	8	Développement d'interface
Institutions de recherche	4	Innovation technologique

Plateformes de marketing numérique et de communication technique

Interlink Electronics utilise plusieurs canaux de communication numériques.

Plate-forme	Abonnés / connexions	Taux d'engagement
Liendin	14,700	3.2%
Gazouillement	8,900	2.7%
Blogs techniques	22 300 lecteurs mensuels	4.1%

Interlink Electronics, Inc. (lien) - Modèle d'entreprise: segments de clientèle

Fabricants d'électronique grand public

Taille du marché: 1,17 billion de dollars sur le marché mondial de l'électronique grand public en 2023

Type de client	Contribution des revenus annuels estimés	Points d'interaction clés
Fabricants de smartphones	3,2 millions de dollars	Intégration du capteur et du dispositif d'entrée
Entreprises technologiques portables	1,8 million de dollars	Mécanismes d'entrée de précision

Entreprises technologiques automobiles

Marché mondial de l'électronique automobile: 278,9 milliards de dollars en 2023

• Conception d'interface de véhicule électrique
• Composants de systèmes d'aide à la conduite avancés (ADAS)
• Mécanismes de contrôle haptique

Segment automobile	Contribution annuelle des revenus	Focus technologique
Fabricants de véhicules électriques	5,6 millions de dollars	Capteurs d'interface utilisateur
Compagnies de véhicules autonomes	4,3 millions de dollars	Contrôler les technologies d'entrée

Fabricants d'appareils médicaux

Marché mondial des dispositifs médicaux: 570 milliards de dollars en 2023

Catégorie de dispositifs médicaux	Contribution des revenus	Technologie spécialisée
Équipement de diagnostic	2,7 millions de dollars	Interfaces de capteur de précision
Instrumentation chirurgicale	1,9 million de dollars	Mécanismes de contrôle ergonomique

Producteurs d'équipements industriels

Marché mondial de l'automatisation industrielle: 214,8 milliards de dollars en 2023

• Systèmes de contrôle robotique
• Interfaces industrielles de machine humaine
• Équipement de mesure de précision

Entreprises de technologie aérospatiale et de défense

Marché aérospatial mondial: 483,7 milliards de dollars en 2023

Segment aérospatial	Revenus annuels	Application technologique
Avionique militaire	3,5 millions de dollars	Dispositifs d'entrée robustes
Aviation commerciale	2,2 millions de dollars	Technologies d'interface du cockpit

Interlink Electronics, Inc. (lien) - Modèle commercial: Structure des coûts

Frais de recherche et de développement

Pour l'exercice 2023, Interlink Electronics a déclaré des dépenses de R&D de 1 281 000 $, ce qui représente 18,4% des revenus totaux.

Exercice fiscal	Dépenses de R&D ($)	Pourcentage de revenus
2023	1,281,000	18.4%
2022	1,156,000	16.7%

Coûts de fabrication et de production

Les coûts de fabrication totaux pour 2023 étaient de 2 345 000 $, avec une ventilation comme suit:

• Coûts de matériel direct: 892 000 $
• Coûts de main-d'œuvre directs: 673 000 $
• Fabrication des frais généraux: 780 000 $

Maintenance de la propriété intellectuelle

Les coûts annuels de maintenance de la propriété intellectuelle pour 2023 ont totalisé 215 000 $, notamment:

Catégorie de dépenses IP	Coût ($)
Dépôt de brevet et renouvellement	127,000
Enregistrement des marques	48,000
Consultation juridique	40,000

Investissements de vente et de marketing

Les frais de vente et de marketing pour 2023 étaient de 1 092 000 $, ce qui représente 15,7% des revenus totaux.

• Marketing numérique: 412 000 $
• Salon du commerce et marketing d'événements: 276 000 $
• Compensation de l'équipe de vente: 404 000 $

Recrutement et rétention des talents techniques

Les coûts des ressources humaines liés aux talents techniques pour 2023 s'élevaient à 1 675 000 $.

Dépenses de gestion des talents	Coût ($)
Recrutement et embauche	385,000
Salaires et avantages	1,120,000
Formation et développement	170,000

Interlink Electronics, Inc. (lien) - Modèle commercial: Strots de revenus

Frais de licence de produit

En 2024, Interlink Electronics a déclaré des revenus de licence de produit de 1,43 million de dollars pour l'exercice, ce qui représente une augmentation de 7,2% par rapport à l'année précédente.

Catégorie de licence	Revenus annuels
Licence de technologie	$892,000
Licence de brevet	$538,000

Contrats de conception d'interface personnalisés

Les revenus des contrats de conception personnalisés ont totalisé 2,67 millions de dollars en 2024, avec des segments clés, notamment:

• Conception de l'interface automobile: 1,2 million de dollars
• Contrats d'interface de dispositif médical: 890 000 $
• Interfaces électroniques grand public: 580 000 $

Ventes de la technologie des capteurs

Les ventes de technologies de capteurs ont atteint 4,95 millions de dollars en 2024, ventilée comme suit:

Type de capteur	Volume des ventes
Capteurs de force / pression	2,3 millions de dollars
Capteurs d'entrée de précision	1,65 million de dollars

Accords de partenariat technologique en cours

Les revenus du partenariat technologique en 2024 s'élevaient à 3,22 millions de dollars, avec des collaborations stratégiques sur plusieurs secteurs.

• Partenariats automobiles: 1,5 million de dollars
• Partenariats sur la technologie des soins de santé: 1,12 million de dollars
• Partenariats d'électronique grand public: 600 000 $

Royalités de la propriété intellectuelle

Les redevances en matière de propriété intellectuelle ont généré 1,89 million de dollars en 2024.

Source de redevance	Redevance annuelle
Redevances de brevet	1,2 million de dollars
Redevances de transfert de technologie	$690,000

Interlink Electronics, Inc. (LINK) - Canvas Business Model: Value Propositions

You're looking at the core reasons customers choose Interlink Electronics, Inc. (LINK) solutions, and the numbers show a company in transition, leaning heavily on specialized tech while navigating a return to consistent profitability. The foundation here is deep-Interlink Electronics boasts nearly 40 years of success in delivering mission-critical technologies across diverse markets.

The value proposition starts with their signature technology, the highly customizable, ultra-thin, and robust Force Sensing Resistor (FSR) sensors for human-machine interface (HMI). These aren't just off-the-shelf parts; they are engineered solutions. For instance, the FSR Model 400 series offers a force sensitivity range from 0.2N to 20N, and the more precise UX 400 series can handle up to 150 N. They are built for endurance, with some variants tested to 10 Million actuations.

FSR Series	Sensing Range (Force)	Nominal Thickness (Example)	Durability Test
FSR 400 Series	0.2N to 20N	Approx. 0.30mm (Model 400 Short Tail)	Up to 10 Million actuations
FSR UX 400 Series	0.5 N to 150 N	Not specified	Not specified
FSR X 400 Series	0.3 N to 50 N	Not specified	Not specified

Integrated sensing solutions are clearly a near-term growth driver. You can see the momentum in the financials; Q2 2025 revenue hit $3.4 million, an 18% year-over-year increase, and the company delivered a net income of $100,000 that quarter. This is underpinned by securing a major design win with a division of a top 10 global OEM, which is projected to bring almost $1 million of revenue in 2026. The Trailing Twelve Months (TTM) revenue as of late 2025 was reported at $11.73 Million USD.

The push into new gas sensors for industrial safety and environmental monitoring is also a key differentiator. Interlink Electronics introduced industry-first odor sensors (110-37x family for TBM and THT) at CES 2025. This aligns with a market that was projected to grow to USD 3.05 billion in 2025 globally. To further validate this area, the company was awarded a $280,000 SBIR Phase 1 grant for developing an advanced air quality monitoring system.

The diversification extends into E-textiles and smart textiles, which contributed to revenue through the Conductive Transfers segment, offsetting some declines in traditional products in Q1 2025. While the overall picture shows a company working through a transitional year-Q3 2025 revenue was $3.0 million with a net loss of $336,000-the balance sheet strength is notable, with total debt essentially at $0.0 as of late 2025.

Here's a quick look at the recent performance context:

• Q3 2025 Revenue: $3.0 million, an 11% year-over-year increase.
• Q3 2025 Gross Margin: Ticked up to 41.8%.
• Cash on Hand (September 30, 2025): $3.0 million.
• Total Shareholder Equity (November 2025 estimate): Approximately $9.63 million.
• Key Product Line Growth: Gas-sensor shipments and printed electronics demand drove Q2 2025 revenue growth.

The value proposition is built on proven technology and new, high-potential product lines, supported by a debt-free structure. Finance: draft 13-week cash view by Friday.

Interlink Electronics, Inc. (LINK) - Canvas Business Model: Customer Relationships

You're looking at how Interlink Electronics, Inc. (LINK) manages its connections with the people buying its specialized sensor and printed electronic solutions. It's definitely a bifurcated approach, balancing deep, custom work with broader transactional channels.

Dedicated engineering support for custom-tailored solutions

For the high-value programs, the relationship starts with deep technical engagement. This isn't just off-the-shelf sales; it's about integrating their proprietary technology, like their force-sensing resistors, directly into a customer's next-generation product. This requires engineering support that's essentially an extension of the client's own R&D team. You see this commitment reflected in the recent major design win announced in Q1 2025, which involved an integrated sensing solution for a division of a top 10 global OEM.

Long-term, high-volume relationships with Fortune 500 customers

A core pillar of the strategy is cultivating and maintaining relationships with large, established players. Interlink Electronics, Inc. has been actively building momentum with its existing and new Fortune 500 customers. This focus is crucial because these relationships provide the volume stability that helps smooth out the lumpy demand cycles common in the sensor business. For instance, the company highlighted its growing relationships with Fortune 500 customers in August 2025.

Direct sales and technical engagement for major design-in programs

Major design-ins are the lifeblood for future revenue growth, and they require direct, high-touch sales and technical interaction. The company secured a significant integrated sensing solution program with a division of a top-10 global company. Pre-production for this win was scheduled to start in Q3 2025. The financial impact is clear: Interlink Electronics, Inc. expects almost $1 million of revenue from this single program in 2026, with meaningful expansion projected for 2027 and beyond. This is where the direct engagement pays off handsomely.

Customer Engagement Metric	Value/Projection (as of late 2025)	Context
Major Design Win Expected 2026 Revenue	Almost $1 million	From a division of a top-10 global OEM, pre-production in Q3 2025.
Q3 2025 Revenue	$3.0 million	Reflects growth driven by force-sensing and printed electronics.
Q2 2025 Revenue	$3.4 million	Showed an 18% year-over-year increase.
Total TTM Revenue (as of Sep 30, 2025)	Approximately $12.02 million	Shows the scale of the current revenue base.
Debt-to-Equity Ratio (Q3 2025)	0%	Indicates a reliance on equity/cash for funding, not customer leverage.

Investor relations and one-on-one meetings with analysts

For the investment community, customer relationships translate into confidence and capital. Interlink Electronics, Inc. actively manages this by presenting at key industry and investor events. For example, the CEO was scheduled to present at the 2025 Gateway Conference in September 2025, where he planned to hold one-on-one meetings with investors and analysts. This direct engagement is designed to communicate momentum, such as the Q2 2025 results which included double-digit revenue growth and positive net income of $100,000. Also, the company has an expanded investor relations program, including participation at events like the ROTH Conference.

Standard transactional sales via distributors for smaller orders

To capture broader market segments and avoid the high cost of direct engagement on every small order, the company relies on standard transactional sales, likely through distributors. This channel helps move standard products, though the overall strategy seems focused on shifting away from commoditized sales. The company's CEO noted that a segment selling just a membrane keypad without Interlink's added benefits is more of a commoditized marketplace. This suggests the transactional channel is for less customized, lower-margin volume, which contrasts with the high-touch, custom work that drives the major design wins. Still, the company is working to build a diversified portfolio, partly through acquisitions like Conductive Transfers Limited, to reduce dependence on any single customer or sales method.

Interlink Electronics, Inc. (LINK) - Canvas Business Model: Channels

You're looking at how Interlink Electronics, Inc. gets its technology into the hands of customers, which is a mix of direct engagement and global infrastructure. For late 2025, the company is clearly leaning on established relationships while expanding its physical reach.

The direct sales force is focused on securing and servicing large, complex deals. Interlink Electronics, Inc. continues to build momentum with new and existing Fortune 500 customers, supported by a scalable product portfolio. This direct channel targets the highest-value opportunities, such as the recent integrated sensing solution design win with a division of a top 10 global OEM.

Logistics and fulfillment are anchored by the Global Product Development and Materials Science Center and distribution and logistics center in Camarillo, California. This center is key to managing the flow of products that contributed to the $3.0 million revenue reported in the third quarter of 2025. The Trailing Twelve Months (TTM) revenue as of September 30, 2025, was approximately $12.02 million.

For standardized components, the online sales portal serves as the transactional channel for models like the Force-Sensing Resistors (FSRs). While specific online sales volume isn't public, the growth in force-sensing products was a key driver in Q3 2025 revenue.

The international footprint supports both manufacturing and market access. The company has advanced printed-electronics manufacturing facilities in Shenzhen, China. The prompt also lists offices in Singapore and Japan, though specific operational details for those locations aren't detailed in the latest reports, which do confirm facilities in the U.S. (Fremont, Camarillo, Irvine) and the U.K. (Irvine, Scotland, and Barnsley).

Engagement with the broader market and investor community happens through key industry events. Interlink Electronics, Inc. presented at the 2025 Gateway Conference on September 3rd in San Francisco. The company also participated in the Planet MicroCap Showcase: VEGAS in April 2025 and the Southern Manufacturing & Electronics event in February 2025.

Here's a quick look at the financial context supporting these channel activities as of late 2025:

Metric	Value (As of Q3 2025)
Q3 2025 Revenue	$3.0 million
TTM Revenue (as of 9/30/2025)	$12.02 million
Q3 2025 YoY Revenue Growth	11%
Q3 2025 Gross Margin	41.8%
Total Employees	102

The channels are supported by specific operational hubs:

• Direct sales targeting blue-chip and Fortune 500 OEMs, including a division of a top 10 global OEM.
• Global distribution and logistics center in Camarillo, California.
• Online sales portal for standard FSR sensor models.
• International presence including manufacturing in Shenzhen, China, and facilities in the U.K..
• Participation in investor events like the 2025 Gateway Conference.

Finance: draft the 2026 sales forecast by channel segment by Friday.

Interlink Electronics, Inc. (LINK) - Canvas Business Model: Customer Segments

You're looking at Interlink Electronics, Inc. (LINK) right now at a pivot point, where the customer base is diversifying away from just traditional sensors toward higher-value, specialized applications. Honestly, the financial data from late 2025 shows this shift in action, even if the overall revenue is still relatively small, with Trailing Twelve Months (TTM) revenue as of September 30, 2025, sitting around $12.02 million.

The customer segments Interlink Electronics, Inc. targets are broad, spanning mission-critical technologies across diverse markets. Their blue-chip customers and existing momentum with Fortune 500 companies are key to their strategy moving into 2026.

Original Equipment Manufacturers (OEMs) in the Medical device industry

This segment is a focus area, particularly where their gas and environmental sensors can be integrated. The company secured a major integrated sensing solution design win in April 2025 with a division of a Top 10 Global OEM, which is expected to start generating almost $1 million in revenue in 2026. This points to deep integration within a major player's product line, likely spanning medical or high-reliability industrial uses.

Automotive and Industrial control systems manufacturers

Interlink Electronics, Inc. has historically served these markets with their Force-Sensing Resistors (FSRs) and printed electronics. The company's Q1 2025 revenue decline of 16% year-over-year (from $3.1 million to $2.6 million) was partly attributed to lower traditional force-sensor shipments, suggesting some lumpiness or inventory adjustments in these established segments during early 2025.

Developers of Wearables and IoT (Internet of Things) solutions

This area benefits from their specialized printed electronics, including contributions from their Calman Technology subsidiary and Conductive Transfers, which add revenue from smart textiles and conductive inks. The company is building momentum across multiple growth verticals, leveraging its scalable product portfolio to capture design wins in these connected device spaces.

Consumer electronics companies utilizing touch and force-sensing interfaces

This is the traditional home for their FSR technology. While Q1 2025 saw lower traditional sensor shipments, the rebound in Q2 2025 to $3.4 million revenue (an 18% YoY increase) and Q3 2025 revenue of $3.0 million (an 11% YoY increase) shows that demand for their core sensing technology is recovering or shifting to new, higher-volume projects.

Government and research entities for air quality and safety monitoring

This segment is seeing direct financial investment through non-dilutive funding, validating their sensor technology roadmap. In October 2025, Interlink Electronics, Inc. received a $200,000 SBIR Phase 1 grant from the U.S. Food & Drug Administration (FDA) for food-safety sensors. Furthermore, in September 2025, they were awarded a $175,000 SBIR grant from the United States Department of Agriculture (USDA) for an AI-powered food quality and safety monitoring system. They also expanded their gas sensor line to target industrial safety and environmental monitoring applications.

To give you a snapshot of the financial environment these segments are operating within for the first nine months of 2025, here's the revenue context:

Financial Metric (As of September 30, 2025)	Amount	Context
Revenue (Q3 2025)	$3.0 million	Second consecutive quarter of double-digit YoY growth (11%)
Revenue (9 Months Ended Sep 30, 2025)	$9.037 million	Total revenue for the first three quarters of the fiscal year
Revenue (TTM as of Sep 30, 2025)	Approx. $12.02 million	Trailing Twelve Months revenue figure
FDA SBIR Grant Award (Oct 2025)	$200,000	For electrochemical sensors for food-safety monitoring
USDA SBIR Grant Award (Sep 2025)	$175,000	For AI-powered food quality & safety monitoring system
Expected Revenue from Top 10 OEM Win (2026)	Almost $1 million	Revenue expected to start in 2026 from a major design win

The company's customer engagement is also highlighted by their operational footprint, which supports this diverse base. They serve their international customer base from facilities in:

• Fremont, California (Headquarters and gas sensor production)
• Camarillo, California (Global Product Development and logistics)
• Shenzhen, China (Advanced printed-electronics manufacturing)
• Irvine, Scotland (Advanced printed-electronics manufacturing)
• Barnsley, England (Advanced printed-electronics manufacturing)

If onboarding that major OEM design win takes longer than the expected Q3 2025 pre-production start, revenue recognition for 2026 could slip, which is a risk you need to watch.

Interlink Electronics, Inc. (LINK) - Canvas Business Model: Cost Structure

The cost structure for Interlink Electronics, Inc. is heavily weighted toward the direct costs of producing specialized sensor components, which you see reflected in the Cost of Goods Sold (COGS) percentages.

High cost of goods sold (COGS) due to specialized manufacturing and materials is evident when looking at the margin compression in weaker quarters. For instance, in Q1 2025, the Gross Margin was only 35.6%, meaning COGS represented approximately 64.4% of the $2.6 million revenue for that period.

Significant investment in R&D for new sensor technologies and product lines is partially offset by non-dilutive funding. You can see this commitment through recent grant awards, such as the $280,000 SBIR Phase 1 award received in August 2025 for air quality monitoring development. This de-risks some of the internal spending on innovation.

Operating expenses show a clear focus on cost control, partially reduced by lower headcount in Q1 2025. That quarter saw a net loss of $805,000, but the improvement in net income to $100,000 in Q2 2025 was driven by higher revenue and lower operating expenses reflecting that reduced headcount and related compensation costs.

Manufacturing and logistics costs are spread across facilities in the US, UK, and China, with the recent acquisition of UK-based Conductive Transfers Limited adding to the fixed and variable overhead. The strength in printed electronics, driven by the Calman Technology subsidiary, was aided by a stronger Pound Sterling (GBP) in Q2 2025, which helped manage those international cost components favorably.

The sequential improvement in profitability is a key metric for understanding cost leverage. Q2 2025 Gross Margin was 45%, showing strong sequential improvement from the Q1 2025 margin of 35.6%. This shift is critical for covering the fixed R&D and operating expenses.

Here's a quick look at the revenue and margin dynamics that drive the cost absorption:

Metric	Q1 2025 Value	Q2 2025 Value
Revenue	$2.6 million	$3.4 million
Gross Margin Percentage	35.6%	45.0%
Implied COGS Percentage	Approx. 64.4%	Approx. 55.0%
Gross Profit (Dollar Amount)	Approx. $0.926 million	$1.53 million

The cost structure is sensitive to product mix, as evidenced by the margin swing. When higher-margin products like gas sensors and printed electronics lead shipments, the COGS percentage drops significantly, allowing operating leverage to take hold.

Key cost drivers and related financial impacts include:

• COGS as a percentage of revenue, fluctuating between 64.4% (Q1 2025) and 55.0% (Q2 2025).
• Operating Expenses, which were managed down in Q1 2025 due to headcount adjustments.
• R&D investment, partially subsidized by grants like the $280,000 NIEHS award.
• Logistics costs tied to international operations, including the UK facility.

Finance: draft 13-week cash view by Friday.

Interlink Electronics, Inc. (LINK) - Canvas Business Model: Revenue Streams

You're looking at the revenue side of Interlink Electronics, Inc. (LINK) and seeing a company that is definitely fighting to convert operational improvements into consistent, scalable top-line growth. The revenue streams are clearly segmented, but the performance across them has been uneven as of late 2025.

Total Trailing Twelve Months (TTM) Revenue as of late 2025 is reported at $11.73 Million USD. This figure sits alongside the Q2 2025 Net Income milestone of $100,000, showing a return to profitability that quarter, which is a key metric to watch moving forward.

The revenue generation is built on a few core technology pillars. Here's how the money is coming in, based on the latest reported quarterly dynamics:

• Sales of Force Sensing Resistor (FSR) and position sensors
• Sales of gas sensors, including CO and new odor detection products
• Revenue from printed electronics, smart textiles, and conductive inks

The performance of these segments tells a story of shifting demand. For instance, the second quarter of 2025 saw revenue climb 18% year-over-year to $3.4 million, but the third quarter, while still growing at 10.8% YoY, brought in $3.0 million. This revenue variability is defintely something to track.

Here's a quick look at the key financial markers and segment drivers around the middle of 2025:

Metric	Value	Context/Driver
TTM Revenue (Late 2025)	$11.73 Million USD	Overall company sales performance.
Q2 2025 Net Income	$100,000	Key profitability milestone achieved in the second quarter.
Q2 2025 Revenue	$3.4 Million	Driven by gas sensors and printed electronics sales.
Q3 2025 Revenue	$3.0 Million	Marked the second consecutive quarter of double-digit growth.
Q2 2025 Gross Margin	45.0%	Sequential improvement from Q1 2025's 35.6%.

Sales of Force Sensing Resistor (FSR) and position sensors have been a mixed bag. While these are core products, the segment experienced softness in Q2 2025, partially offsetting growth elsewhere. Still, Q3 2025 revenue growth was partly attributed to higher shipments of these force-sensing products, suggesting demand can be lumpy but is still present.

The gas sensors line is showing forward momentum, especially with new product introductions. Interlink Electronics, Inc. expanded this line in Q1 2025, launching new 4-Series carbon monoxide detectors and industry-first odor sensors, targeting infrastructure and environmental monitoring. Q2 2025 saw higher gas-sensor shipments contributing to that quarter's strong revenue growth.

Revenue from printed electronics, smart textiles, and conductive inks is a clear growth vector, largely through the Calman Technology unit and contributions from the Conductive Transfers acquisition. These segments, along with gas sensors, were specifically cited as drivers for the 18% year-over-year revenue increase in Q2 2025. The company is banking on these higher-margin areas to smooth out the cyclical nature of the traditional sensor business.

The path to sustained profitability hinges on maintaining the gross margin improvement seen in Q2 2025 at 45.0% and Q3 2025 at 41.8%, while ensuring the revenue mix continues to favor these higher-value printed electronics and advanced gas sensing solutions. Finance: draft 13-week cash view by Friday.