Global Unichip Corp. · TWSE:3443
Global Unichip — Q3 2025 Earnings Presentation
21 slides from Global Unichip's earnings presentation, Oct 30, 2025
Slide 1: © 2025 GUC Proprietary & Security B
© 2025 GUC Proprietary & Security B 10/30/2025
Slide 2: 2025年第3季經營績效簡報
2025年第3季經營績效簡報 10/30/2025 © 2025 GUC Proprietary & Security B 10/30/2025
Slide 3: Agenda
2025年第3季財務報告 Agenda 營運績效 © 2025 GUC Proprietary & Security B 3 10/30/2025
Slide 4: Safe Harbor Notice
Safe Harbor Notice GUC’s statements of its current expectations are forward-looking statements subject to significant risks and uncertainties and actual results may differ materially from those contained in the forward- looking statements. Except as required by law, we undertake no obligation to
Slide 5: 2025年第3季結算數字
2025年第3季結算數字 © 2025 GUC Proprietary & Security B 10/30/2025
Slide 6: 2025年第3季綜合損益表
2025年第3季綜合損益表 單位: 新台幣佰萬元 2025年 與上季比 2025年 2024年 與去年同 第3季 較 第2季 第3季 期比較 營業收入淨額 8,613 41% 6,104 6,612 30% 委託設計 2,745 42% 1,932 2,421 13% 晶圓產品 5,754 43% 4,024 4,015 43% 114 -23% 148 176 -35% 營業毛利 其他 2,086 3% 2,034 2,366 -12% % 24.2% 33.3% 35.8% 推銷及管理費用 (218) -14% (254) (245) -11% 研究發展費用 (813) -3% (837)
Slide 7: 綜合損益表
綜合損益表 單位: 新台幣佰萬元 2022年 2023年 2024年 2025年前三季 2024年前三季 與去年同 金額 % 金額 % 金額 % 金額 % 金額 % 期比較 營業收入淨額 24,040 59% * 26,241 9% * 25,044 -5% * 21,741 14% * 19,022 -5% * 14% 委託設計 6,539 27% 6,763 26% 8,436 34% 5,991 28% 6,628 35% -10% 晶圓產品 16,880 70% 18,981 72% 16,161 64% 15,443 71% 12,002 63% 29% 其他 621 3% 497
Slide 8: 營運報告
營運報告 © 2025 GUC Proprietary & Security B 10/30/2025
Slide 9: 2025年第3季營收與毛利
2025年第3季營收與毛利 YoY YoY +30% -11.6 ppt QoQ QoQ +41% -9.1 ppt © 2025 GUC Proprietary & Security B 9 10/30/2025
Slide 10: 2025年第3季營收分類
2025年第3季營收分類 YoY NRE:+13% QoQ Turnkey:+43% NRE: +42% Others: -35% Turnkey: +43% Others: -23% © 2025 GUC Proprietary & Security B 10 10/30/2025
Slide 11: 2025年第3季營業費用及淨利
2025年第3季營業費用及淨利 YoY R&D: -5% QoQ SG&A: -31% R&D: -3% OPM: -11% SG&A: -14% OPM:+12% % of Sales 3Q24 4Q24 1Q25 2Q25 3Q25 R&D 13.0% 13.4% 11.4% 13.7% 9.5% SG&A 4.8% 5.2% 1.1% 4.2% 2.5% OPEX 17.8% 18.6% 12.5% 17.9% 12.0% OPM 18.0% 14.6% 15.6% 15.4% 12.2% © 2025 GUC Proprietary & Security B 11 10/30/2025
Slide 12: 2025年第3季稅後淨利及每股盈餘
2025年第3季稅後淨利及每股盈餘 YoY YoY -5.5 ppt QoQ -16% QoQ - 2.7 ppt +11% © 2025 GUC Proprietary & Security B 12 10/30/2025
Slide 13: 依製程別之季營收比重
依製程別之季營收比重 Sales(NT$M) $6,612 $6,022 $7,024 $6,104 $8,613 © 2025 GUC Proprietary & Security B 13 10/30/2025
Slide 14: 依製程別之年營收比重
依製程別之年營收比重 Sales(NT$M) $15,108 $24,040 $26,241 $25,044 $21,741 © 2025 GUC Proprietary & Security B 14 10/30/2025
Slide 15: 委託設計之年營收比重
委託設計之年營收比重 Sales(NT$M) $4,709 $6,539 $6,763 $8,436 $5,991 © 2025 GUC Proprietary & Security B 15 10/30/2025
Slide 16: 晶圓產品之年營收比重
晶圓產品之年營收比重 Sales(NT$M) $10,087 $16,880 $18,981 $16,161 $15,443 © 2025 GUC Proprietary & Security B 16 10/30/2025
Slide 17: 依地區別之年營收比重
依地區別之年營收比重 Sales(NT$M) $15,108 $24,040 $26,241 $25,044 $21,741 © 2025 GUC Proprietary & Security B 17 10/30/2025
Slide 18: 依應用別之年營收比重
依應用別之年營收比重 Sales(NT$M) $15,108 $24,040 $26,241 $25,044 $21,741 © 2025 GUC Proprietary & Security B 18 10/30/2025
Slide 19: 依客戶別之年營收比重
依客戶別之年營收比重 Sales(NT$M) $15,108 $24,040 $26,241 $25,044 $21,741 © 2025 GUC Proprietary & Security B 19 10/30/2025
Slide 20: Presentation Disclaimer
Presentation Disclaimer The content may only represent current status and are subject to change without prior notice. © 2025 GUC Proprietary & Security B 10/30/2025
Slide 21: Thank You
Thank You for your attention © 2025 GUC Proprietary & Security B 10/30/2025