Padauk Technology Co., Ltd. · TPEX:6716
Padauk Technology — H1 2020 Earnings Presentation
20 slides from Padauk Technology's earnings presentation, Aug 11, 2020
Slide 1: Safe Harbor Statement
Safe Harbor Statement The prospective statements released or mentioned in this presentation are based on our company’s data as well as the current situation. The forward-looking statements contained in this presentation are affected by risks, uncertainties, and people’s inferences. As a result,
Slide 2: Investor Conference
Stock code: 6716 The most reliable partner for customers 應廣科技股份有限公司 PADAUK Technology Co., Ltd. Investor Conference 2020-08-11 Senior Project Manager of Sales Dept., Jeff Lee Manager of Finance and Accounting Dept., Edward Liao
Slide 3: Company Profile
Company Profile Date of incorporation: February 2005. Location: Hsinchu, Taiwan. Paid-in Capital: NT 221,800 thousand. Total Employees: 58 (end of July 2020) Main business: Microcontroller IC design and sales. 3
Slide 4: Research and Development Core: World-class microprocessor core FPPA
Research and Development Core Multinational invention patents Patent Excellent anti- Portfolio Independent Independent intellectual property interference and Research and rights of FPPATM technology. EFT performance. Development Self-owned IP & ICE/IDE Industrial grade operating & development toolin
Slide 5: Main Products and Applications
Main Products and Applications I/O Type A/D Type BLDC Type Consumer Smart home Smart cooling fan electronics MCU appliances MCU MCU Home monitoring Home appliances Brain game Touch Micro- Server 2.4 GHz wireless controller 4G/5G Cell site network Electric toothbrush Gaming computer Power bank Atomiz
Slide 6: I/O Type - Consumer Electronics MCU
I/O Type－Consumer Electronics MCU Highly integrated SOC (System On Chip) MCU, widely used in consumer products. Highly competitive, price-oriented. From 2014 to 2018, 100K dice in 8" Wafer leading the industry. In 2019, 150K dice in 8" Wafer once again leading the industry. 6 Source: Google
Slide 7: A/D Type - Smart Home Appliances MCU
A/D Type－Smart Home Appliances MCU Highly integrated SOC (System On Chip) MCU, mostly with ADC and touch, used in home appliances. ADC Can detect living environment conditions, make products smarter. Touch products have a sense of fashion, are the first choice of home appliances. Deeply cult
Slide 8: BLDC Type - Smart Cooling Fan MCU
BLDC Type－Smart Cooling Fan MCU Server, 4G/5G Cell site, Mining machine cooling fan microcontroller unit. IoT and cloud network data volume is growing exponentially. Drive the server data processing capacity and increase the demand for server cooling fans. Products require high reliability, lo
Slide 9: Total Revenues
Total Revenues Unit: in thousands of NT$ 350,000 309,409 300,000 266,424 250,000 220,148 200,000 150,000 100,000 50,000 0 2018 H1 2019 H1 2020 H1 Item 2018 H1 2019 H1 2020 H1 Growth Total Revenues 266,424 220,148 309,409 Rate 40.55% Revenue hit a record high in the same period. 9
Slide 10: Revenues - I/O Type
Revenues －I/O Type Unit: in thousands of NT$ 105,000 96,708 90,000 80,508 73,927 75,000 60,000 45,000 30,000 15,000 0 2018 H1 2019 H1 2020 H1 Item 2018 1H 2019 1H 2020 1H Growth Revenues Rate 73,927 80,508 96,708 －I/O Type 20.12% Introduced new product PMS150G (150K dice in 8" Wafer) in . 10
Slide 11: Revenues - A/D Type
Revenues －A/D Type Unit: in thousands of NT$ 150,000 123,097 120,000 95,464 86,442 90,000 60,000 30,000 0 2018 H1 2019 H1 2020 H1 Item 2018 1H 2019 1H 2020 1H Growth Revenues Rate 95,464 86,442 123,097 －A/D Type 42.40% Benefit from the epidemic, demand for pan-health products surges. 11
Slide 12: Revenues - BLDC Type
Revenues －BLDC Type Unit: in thousands of NT$ 100,000 93,996 89,604 80,000 60,000 53,093 40,000 20,000 0 2018 H1 2019 H1 2020 H1 Item 2018 1H 2019 1H 2020 1H Growth Revenues Rate 93,996 53,093 89,604 －BLDC Type 68.77% Bit-coin market demand surges in 2018. Server continues to grow substantially
Slide 13: Product Outlook - Touch
股票代號：6716 Product Outlook- Touch Home Non-contact Consumer Appliances Sensing Faucet Bluetooth Table lamp Electric door headset Fill light mirror switch Interactive toys Gesture sense Night light kitchen light 13 圖片來源: Google & PNGtree
Slide 14: Product Outlook - BLDC Type
股票代號：6716 Product Outlook- BLDC Type Brushless Motor Cooling Fans Control Continue to Grow Fascia Gun Exhaust fan Server Floor fan 5G Implementation Ceiling fan 14 圖片來源: Google & PNGtree
Slide 15: Financial Results
vet ‘f PADAUK 4 Financial Results a ©
Slide 16: Yearly Operating Results
Yearly Operating Results Unit: in thousands of NT$ 600,000 39.2% 50% Revenues 39.7% 40.6% 500,000 40% Net Income 400,000 30% 300,000 Gross Margin 20% Rate 200,000 100,000 10% 0 0% 2017 2018 2019 Yearly Operating 2017 2018 2019 2020H1 Results Revenues 476,186 466,756 521,678 309,409 Net Income 72,156
Slide 17: Dividend Policy
Dividend Policy Items 2017 2018 2019 EPS 4.2 3.96 3.57 Cash dividends 2.3 3.0 3.0 per share Stock dividends 1.2 - - per share Dividends 3.5 3.0 3.0 per share Payout Ratio 83% 76% 84% Cash Dividend 55% 76% 84% Payout Ratio 17
Slide 18: 2020 H1 Financial Results YoY
2020 H1 Financial Results YoY Unit: in thousands of NT$ 2019H1 Year 2019 2020H1 Growth Items Rate (%) Amount % Amount % Amount % Revenues 220,148 100% 521,678 100% 309,409 100% 41% Gross Profit 79,719 36% 204,499 39% 127,388 41% 60% Operating Income 25,385 11% 86,084 16% 58,742 19% 131% Income Befor
Slide 19: 2020 Q2 Financial Results QoQ
2020 Q2 Financial Results QoQ Unit: in thousands of NT$ 2020Q1 2020Q2 Growth Items Rate Amount % Amount % (%) Revenues 126,854 100% 182,555 100% 44% Gross Profit 50,003 39% 77,385 42% 55% Operating Income 15,159 12% 43,583 24% 188% Income Before Tax 16,776 13% 43,323 24% 158% Net Income 13,421 11% 3
Slide 20: THANK YOU!
PADAUK Technology Co., Ltd. THANK YOU!