Wnc Corporation · TWSE:6285

Wnc — Wistron NeWeb — Investor Presentation (November 2021)

19 slides from Wnc's investor presentation, Nov 9, 2021

  1. Slide 1: 2021 Investor Conference

    2021 Investor Conference November 2021 ■ Normal □ Internal Use □ Confidential □ Restricted Confidential

  2. Slide 2: Disclaimer

    Disclaimer This presentation is being delivered to the recipient. The sole purpose of this presentation is to assist the recipient in understanding Wistron NeWeb Corporation ( WNC ). This presentation is not intended to form the basis of a decision to purchase securities or any other investment deci

  3. Slide 3: Agenda

    Agenda  Financial Information  Business Development Update  Summary ■ Normal □ Internal Use □ Confidential □ Restricted Confidential

  4. Slide 4: 3Q 2021 Income Statement QoQ (Consolidated)

    3Q 2021 Income Statement QoQ (Consolidated) (in NT$ million) 3Q 2021 2Q 2021 QoQ Amount % Amount % % Net Revenue 17,330 100.0 15,503 100.0 11.8 Realized Gross Profit 1,925 11.1 1,719 11.1 12.0 Operating Expense 1,673 9.6 1,554 10.0 7.7 Operating Income 252 1.5 165 1.1 52.7 Non-operating Income/(Loss

  5. Slide 5: 1-3Q 2021 Income Statement YoY (Consolidated)

    1-3Q 2021 Income Statement YoY (Consolidated) (in NT$ million) 1-3Q 2021 1-3Q 2020 YoY Amount % Amount % % Net Revenue 48,176 100.0 45,554 100.0 5.8 Realized Gross Profit 5,315 11.0 5,142 11.3 3.4 Operating Expense 4,629 9.6 3,995 8.8 15.9 Operating Income 686 1.4 1,147 2.5 -40.2 Non-operating Incom

  6. Slide 6: 2021/09/30 Balance Sheet (Consolidated)

    2021/09/30 Balance Sheet (Consolidated) (in NT$ million) 2021/09/30 2021/06/30 QoQ 2020/09/30 YoY Amount % Amount % Amount % Amount % Amount % Cash & ST Investments 3,710 9 4,374 11 (664) -15 4,793 13 (1,083) -23 A/R 12,963 31 11,760 29 1,203 10 14,885 39 (1,922) -13 Inventory 14,157 34 13,577 34 58

  7. Slide 7: Agenda

    Agenda  Financial Information  Business Development Update  Summary ■ Normal □ Internal Use □ Confidential □ Restricted Confidential

  8. Slide 8: WNC Product Strategy

    WNC Product Strategy Infrastructure Access Network Infrastructure Edge Edge Infrastructure Terminal Automotive IoT/Sensor Home Client Devices 5G CPE PON IIoT Sensors Camera, Private Network, Switch Radar MEC, RSU Wi-Fi LEO Sat ORAN IIoT Modules and Devices 4G/5G CPU Repeater OTT Camera Modules ■ Nor

  9. Slide 9: Product Category

    Product Category Enterprise and Infrastructure Networking • Enterprise APs & Switches / Mesh Routers / SD WAN / 5G O-RAN / Smart NIC Networking Consumer Connectivity • Wireless Modules / Cellular Connectivity Car Connectivity (CPU / Cellular / Wi-Fi / Bluetooth Modules) Automotive & Industrial Satel

  10. Slide 10: Strategies to Create Value

    Strategies to Create Value  Elevate to system and S/W ODM based on HW JDM and CM.  Enter strategic markets and products. Grow CN, JP, and EU business to balance utilization at KS site.  Balance scale and margin with fair business model. ■ Normal □ Internal Use □ Confidential □ Restricted Confiden

  11. Slide 11: Revenue by Region

    Revenue by Region 2020 1-3Q 2021 Europe Europe 30% 27% America America 45% 49% Asia Asia 24% 25% ■ Normal □ Internal Use □ Confidential □ Restricted Confidential 11

  12. Slide 12: WNC Global Manufacturing Sites Overview

    WNC Global Manufacturing Sites Overview  Time-to-market advantage through highly capable in-house manufacturing Wistron NeWeb (Kunshan) WNC (Kunshan) Kunshan, China Bac Ninh, Vietnam Hsinchu, Taiwan Brazil Site WebCom Communication Ha Nam, (Manufacturing partner) (Kunshan) Vietnam S1 Hsinchu Site M

  13. Slide 13: ESG Performance

    ESG Performance  EcoVadis assessment of suppliers’ environmental and social performance for global supply chains 2020 rating: Platinum Medal  TIA (QuEST) assessment of global ICT companies for sustainable supply chains 2021 rating: Silver  CDP ratings in the “climate change” and “supply chain man

  14. Slide 14: Transitioning to Low Carbon Business Processes

    Transitioning to Low Carbon Business Processes Transitioning to low carbon business processes is now an important part of our sustainable development work. With the aim of achieving carbon neutrality, we have implemented measures related to environmental management. 1 2 3 4 TCFD Green Low-Carbon Ren

  15. Slide 15: R&D Achievements

    R&D Achievements R&D Awards  IT World Awards 2019, 2018  CES Innovation Awards 2016  Hsinchu Science Park R&D Accomplishment Award 2020, 2018  Hsinchu Science Park Innovative Product Award 2018, 2017 Patents  2,045 patents / 292 applications (As of Oct 31, 2021) ■ Normal □ Internal Use □ Confid

  16. Slide 16: Corporate Governance Recognition

    Corporate Governance Recognition WNC not only focuses on R&D investment but also values sustainability in its long-term operations.  Asiamoney Awards 2021, 2020 • Overall Most Outstanding Company in Taiwan • Most Outstanding Company in Taiwan – Technology Hardware & Equipment Sector • Most Outstand

  17. Slide 17: Agenda

    Agenda  Financial Information  Business Development Update  Summary ■ Normal □ Internal Use □ Confidential □ Restricted Confidential

  18. Slide 18: Summary

    Summary ■ Normal □ Internal Use □ Confidential □ Restricted Confidential 18

  19. Slide 19: WNC

    WNC Wistron NeWeb Corp.

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