Shun On Electronic Co., Ltd. · TWSE:6283

Shun On Electronic — 2024 Investor Conference

23 slides from Shun On Electronic's conference presentation, Dec 19, 2024

Slide 2: Disclaimer
Disclamier > The presentation and related information released simultaneously contain predictive information sourced from both internal and external aspects of the company. Actual operational results, financial conditions, and business prospects in the company's future might differ from the estimate
Slide 5: 1~3Q2024 Consolidated Income Statement
1~3Q2024 Consolidated Income Statement NT$ thousand 1~3Q 2024 % 1~3Q 2023 % Net Sales 1,073,525 100% 937,434 100% COGS 1,005,812 94% 843,252 90% Gross Profit 67,713 . 6% 94,182 10% Operating Expenses 154,048 14% 203,338 22% Operating Loss (86,335) -8%| (109,156) -12% Non-Operating income and expense
Slide 7: Product Roadmap
Product Roadmap Camera Viewing CAM RVC > SVC < DVR Sensing CAM 1-3M - 5M - 8M: DMC + OMC - CMS ECU Image processing ECU products SOE #2 1.3M SVC/RVC Sony ISXO19 HDR 13M SVC/RVC |... Sony 1SX020 [?, BMSVC/RVC ting. Sony IMX623/ ISXO31_LFit 3M SVC/RVC SSSC320AT [ry 1.3M SVC/RVC OV OX01G/F HOR 13M SVC/
Slide 8: Leroad 100% acquired by SOE in October 2024
Leroad 100% acquired by SOE in October 2024 Camera « Membrane @ Electric minimobility vehicles ¢ Leroad mission: To support flexible and sustainable minimobility with innovative, reliable and electrified vehicles SO Cc BRar © SOE CO., LTD. ALL RIGHTS RESERVED.
Slide 9: Minimobility: The next big thing in urban mobility?
McKinsey McKinsey Center for Future Mobility & Company Overview Focus Areas QurInsights Our People Contact Us < Back to McKinsey on Urban Mobility Minimobility: The next big thing in urban mobility? Two-wheeled micromobility options, especially e-kickscooters and electric cargo bikes, have become ve
Slide 10: Minimobility Segment
Minimobility Segment Golf Cart PTV E-tricycle (Personal Transportation Vehicle) This segment, which falls between cars and bicycles, * includes three- or four-wheeled electric vehicles (EVs) that fit one to four persons * have an average weight between 100 and 500 kilograms when unoccupied um speed
Slide 11: Electric Bicycles, E-kickscooters and Minimobility Vehicles
GX Electric Bicycles e-kicksoocters Standard EVs Light-micromobility vehicles Minimobility Vehicles SO Cc BRar © SOE CO., LTD. ALL RIGHTS RESERVED.
Slide 12: Minimobility vehicles compared with light-micromobility vehicles and standard EVs
Minibolity vehicles compared with light-micromobility vehicles and standard EVs = = Compared with other micromobility options, such as e-kickscooters, bicycles, and mopeds, minimobility vehicles offer greater convenience and comfort, including the ability to sit and better protection from the weathe
Slide 13: More than 30% of surveyed consumers would use a minimobility vehicle
More than 30% of surveyed g vehicle in their future mobilit Consideration of minimobility usage and implied private-vehicle replacement,’ % of respondents Not likely Rather likely Likely China Brazil South Korea a oo a Japan Italy 51 United States 56 | Germany Australia Global average 46 | ‘Question
Slide 14: Top golf-carts/PTV brands and manufacturers
Top golf-carts/PTV brands and manufactures In 2021 Club Car was bought by Platinum Equity from the public company Ingersoll Rand for 1.7 Billion USD. The last known Club Car revenue numbers date from 2020, when it was 840 Million USD. We assume that that revenue number has increased since then and t
Slide 15: Top golf-carts/PTV brands and manufacturers
Top golf-carts/PTV brands and manufactures Lvtong is golf cart manufacturer that is a listed company in China. In Lvtong 2022 it had a LUJ/TONG ® revenue of around 205 million USD. (2023, 1.08 billion RMB) Lvtong manufacturers for ICON EV, Advanced EV and Eco Planeta. Kandi is China based manufactur
Slide 16: Golf-carts/PTV exported from China to the world and US
Golf-carts/PTV exported from China to the world and US 30.00 24.87 25.00 20.52 20.00 15.00 13.58 Quantity (X10k) 10.00 4,56 5.07 5.00 2018 2019 2020 2021 2022 2023 2024.1-10 Year MEE Export to the world lm Export to US SO Cc BRar © SOE CO., LTD. ALL RIGHTS RESERVED.
Slide 17: New Team+New Products+New Market+New Plant
New Team+New Products+New Market+New Plant 18 ee Golf Cart Utility Cart Sightseeing Car PIV About Leroad @ re Leroad leads a joyful journey
Slide 18: mi? AN
mi? AN Kuanneng Chen Yi Yuan Zhilong Jiang William Yu : - Shaonan Wang Yicong Xiao Special Assistant to GM of Leroad R&D Leader Sales Leader EE Leader Leader of US GM of SOE. University of Nantes, Wuhan University of MIT, Advanced Clemson subidiary HIT, Mechanical Electrical & Technolog, Manufacturi
Slide 22: Leroad Market
Leroad Market Leroad special vehicle products have been sold to all major mainstream markets around the world and are exported to more than 20 countries and regions including China, North America, Europe, the Middle East, Southeast Asia and Australia. @ Finalize the right partners in Japan, South Ko

Shun On Electronic — 2024 Investor Conference on 6ix

Shun On Electronic — 2024 Investor Conference

Slide 1: 2024 Investor Conference

Slide 2: Disclaimer

Slide 3: Operational Results

Slide 4: Operational Results

Slide 5: 1~3Q2024 Consolidated Income Statement

Slide 6: Operational overview and future prospects

Slide 7: Product Roadmap

Slide 8: Leroad 100% acquired by SOE in October 2024

Slide 9: Minimobility: The next big thing in urban mobility?

Slide 10: Minimobility Segment

Slide 11: Electric Bicycles, E-kickscooters and Minimobility Vehicles

Slide 12: Minimobility vehicles compared with light-micromobility vehicles and standard EVs

Slide 13: More than 30% of surveyed consumers would use a minimobility vehicle

Slide 14: Top golf-carts/PTV brands and manufacturers

Slide 15: Top golf-carts/PTV brands and manufacturers

Slide 16: Golf-carts/PTV exported from China to the world and US

Slide 17: New Team+New Products+New Market+New Plant

Slide 18: mi? AN

Slide 19: TD.

Slide 20: SOE CO., LTD. ALL RIGHTS RESERVED.

Slide 21: TD.

Slide 22: Leroad Market

Slide 23: Q&A