Pan Jit International Inc. · TWSE:2481
Pan Jit International — Investor Forum by President Securities Corporation (September 2024)
15 slides from Pan Jit International's conference presentation, Sep 6, 2024
Slide 1: PANJIT International Inc
PANJIT International Inc Copyright© 2024 PANJIT International Inc. All rights reserved.
Slide 2: Sep. 2024 Agenda
Sep. 2024 n About PANJIT n Power Discrete & New Technology Focus n Automotive 2 Copyright© 2024 PANJIT International Inc. All rights reserved.
Slide 3: PANJIT Group
PANJIT International Inc. 2023 Revenue: NTD$ 12.7 Billion (2481.TW) Product: IC, MOSFET, SiC, IGBT, Diodes, TVS, ESD, Zener, Bridge, Transistor Application: Automotive, Medical, Green Energy, High Performance Computing, Consumer, IoT MILDEX Optical Inc. Champion Microelectronic Corp. 2023 Revenue: N
Slide 4: Milestones
Milestones 2021 - Set up Xuzhou Factory - Issued GDR in Luxembourg - Invested in ALLTOP 2019 - Established IBU and R&D center in San Jose, US and Hsinchu, Taiwan 2023 - Set up PANJIT Japan 2000 2003 2006 - Set up assembly site in Philippines - TS16949 certified 2022 - IC products launched 1986 - Ope
Slide 5: PANJIT Overview
PANJIT Overview IDM Design Capability NTD$ 12.7 Billion Y2023 consolidated PANJIT semiconductor has been providing its comprehensive revenue range of discrete products to global community for over 38 years. With continuous investment in packaging miniaturization, wafer 6 Worldwide Ranking capacity e
Slide 6: PANJIT Global Footprint at a Glance
PANJIT Global Footprint at a Glance US 3% China Shandong Germany China Munich Xuzhou GC China South Korea NEA Wuxi / Suzhou Yongin 57% 6.2B NTD 11% China U.S.A Shenzhen/ Hong Kong San Jose Japan SEA 1H’ 2024 Tokyo New U.S.A India Taiwan Phoenix 6% Revenue Bangalore Taipei Pune New EMEA Taiwan Hsinch
Slide 7: Wafer Capacity
Wafer Capacity 4” 6” 8” Fab 2 Fab 1 Fab 3 Shandong, China Kaohsiung, Taiwan Kaohsiung, Taiwan TVS: 30,000 pcs/month EPI: 60,000 pcs/month MOSFET/ IGBT: 10,500 pcs/month Schottky: 45,000 pcs/month TVS ESD Array: 5,000 pcs/month Zener: 5,000 pcs/month FRED: 5,000 pcs/month LVf Rectifier: 5,000 pcs/mon
Slide 8: Assembly Capacity
Assembly Capacity BRIDGE BRIDGE SOD SOD Kaohsiung, Taiwan 23B 01 pcs Package: Small Signal Devices/SMD Bridge 2023 Shipment Capacity: 2,975 million/month Package Fields TO-277C TO-277C Wuxi, China SOT SOT 02 Package: SMD/Power Package Capacity: 450 million/month SMD TO-247 TO-247 Xuzhou, China SMD 0
Slide 9: Market Segment
Market Segment Application Field By Product H1, 24 BJT 3% SiC 1% ESD 4% Switching 6% Automotive Industrial & Zener 6% Schottky 30% Lighting, Infotainment, Green Energy Pump, Body & Comfort, PV Inverter, Server fan, TVS 7% On Board Charger EV charger, Motor, DC fan, MOSFET Robot, Medical Rectifier 14
Slide 10: Innovation for the Future Technology
Innovation for the Future Technology 2023 2024 2025 2026 2027 SGT Gen.1 SGT Gen.2 SGT Gen.2 SGT Gen.2 SGT Gen.3 LV MOSFET N-CH 30V/40V N-CH 30V/40V Low Ron N-CH 30V/40V Line up Dual-CH 30V/40V Line up N-CH 30V/40V Low RSP SGT Gen.2 SGT Gen.2 ST Gen.2 SGT Gen.2/SGT Gen.3 SGT Gen.1 N-CH 250V MV MOSFET
Slide 11: Automotive
Automotive 11 Copyright© 2024 PANJIT International Inc. All rights reserved.
Slide 12: Automotive Business
Automotive Business 2024 H1 Product Offering 2K+ Parts AEC-Q101 parts business trend Shipment 3.55B Pcs. in 2023 H1 YoY +27% Worldwide 20+ 国家数 Serving over Q1 300+ 2017 Y 2018 Y 2019 Y 2020 Y 2021 Y 2022 Y 2023 Y 2024 Y / H1 12 Copyright© 2024 PANJIT International Inc. All rights reserved.
Slide 13: Corporate Sustainability
Corporate Sustainability 13
Slide 14: Vision for ESG Sustainable Development
Vision for ESG Sustainable Development Environmental Social Governance With the vision of "Strengthening With the vision of “Cultivating a With the vision of “Upholding Green Energy Development, Company that Inspires Joy and Business Integrity, Collaborating Sustaining Prosperity in the Resilience,
Slide 15: Your Component, Our Profession
YOUR COMPONENT OUR PROFESSION
PANJIT International — Investor Forum by President Securities Corporation (September 2024) on 6ix