Airoha Technology Corp. · TWSE:6526

Airoha Technology — Investor Presentation (September 2023)

13 slides from Airoha Technology's investor presentation, Sep 20, 2023

  1. Slide 1: Company Profile

    Company Profile Chairman Hsieh Ching-Jiang Airoha Technology Pre-listing Performance Presentation 20 September 2023 Update: 1

  2. Slide 2: 4 Tributaries Unite to Form AIROHA

    4 Tributaries Unite to Form AIROHA 2000 2010 2015 2021 2022 2010 2013 2001 Merged into Ralink ECOnet became TrendChip 2011 Merged into a MediaTeK was founded MediaTek subsidiary June 2022 2001 2007 2017 AIROHA 2021 MediaTek AIROHA became AIROHA acquired 42% AIROHA listed on a subsidiary of was found

  3. Slide 3: In Collaboration with MediaTek through Relevant Platforms

    In Collaboration with MediaTek through Relevant Platforms Bluetooth Broadband GNSS BT PON Ethernet GNSS xGbE 3

  4. Slide 4: AIROHA Specializes in Two Main Areas

    AIROHA Specializes in Two Main Areas The infrastructure of fixed Advanced Artificial broadband network Intelligence of Things Fixed Ethernet Bluetooth GNSS Broadband 4

  5. Slide 5: Striving for a Place among Global Leaders

    Striving for a Place among Global Leaders Global Top3 Global Top3 Global Top3 Developing Bluetooth GNSS Fixed Ethernet Audio Broadband With many benchmark customers who own leading global brands

  6. Slide 6: AIROHA Selects Iterative Technologies with High Barriers to Entry

    AIROHA Selects Iterative Technologies with High Barriers to Entry BT 6.x 25/50G- PON BT 5.x 10G-PON BT 4.x GPON BT 3.x VDSL BT 2.x ADSL Bluetooth audio technology takes a Fixed broadband technology makes a generational leap every 4 years or so. generational leap every 7 years or so. 6

  7. Slide 7: A Gross Margin Growth of 17% over the Past 6 years

    A Gross Margin Growth of 17% over the Past 6 years 營業收入 Revenues 24,000 48.1% 48.1%49.0% 本期淨利 Net income 38.1% 37.9% 39.1% 18,781 44.0% 19,000 17,732 39.0% 毛利率 Gross margin 31.2% 15,994 34.0% 14,000 13,552 29.0% 9,820 24.0% 9,000 6,847 3,162 2,894 19.0% 2,325 1,926 14.0% 1,766 4,000 9.0% 652 4.0% -1

  8. Slide 8: Ongoing Adjustments in Response to Market Volatility

    Ongoing Adjustments in Response to Market Volatility (NT$ million) Q1 2023 Q2 2023 Revenue 3,030 3,516 Gross Margin 43.9% 45.4% Net Profit 119 273 8

  9. Slide 9: Prospects

    Prospects AIROHK

  10. Slide 10: Governments Around the World Increasing Investment in fixed broadband infrastructure

    Governments Around the World Increasing Investment in the infrastructure of fixed broadband network USA Canada Brazil UK Holland EU UAE India A $42.45 The Connect The national The Full Fibre Dutch Connecting A broadband A Rs 20 billion billion to Innovate broadband Plan will see Broadband Europe pla

  11. Slide 11: Advanced Artificial Intelligence of Things Ignites Applications Across the Board

    Advanced Artificial Intelligence of Things Ignites Applications Across the Board TWS headsets & earbuds Wearables Reliable connection + ANC noise reduction For triathlon , sports and golf Business headsets & earbuds Object tracking For fleet management, AI noise reduction + hearing protection pet, a

  12. Slide 12: Turning advanced Technology Innovation into Customers Competitive Advantage

    Turning advanced Technology Innovation into Customers Competitive Advantage CUSTOMER Delivering Continuous high value Technology Chips Innovation

  13. Slide 13: Thank You !

    Thank You ! Update: 2023/9/19 13

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