Nanya Technology Corporation · TWSE:2408
Nanya Technology — Investor Monthly Conference (September 2003)
6 slides from Nanya Technology's conference presentation, Sep 9, 2003
Slide 1: Nanya Technology Corp. Investor Monthly Conference
NANYA TECHNOLOGY CORPORATION Nanya Technology Corp. A Member of Formosa Plastics Group Investor Monthly Conference Charles Kau EVP & Spokesman Please visit our web site www.nanya.com to down load the file Sep. 9, 2003 1
Slide 2: Revenue Update
NANYA TECHNOLOGY CORPORATION Revenue Update NT$Million 3,000 2,870 2,632 2,500 2,239 2,188 2,337 1,934 9% 2,000 1,656 1,590 1,500 1,000 500 0 Jan. Feb. Mar. Apr. May June July Aug. Sep. 9, 2003 2
Slide 3: Results Recap
NANYA TECHNOLOGY CORPORATION Results Recap qPrice qASP 7.5% up M-to-M in Aug. qInventory qNanya inventory level within 2 weeks Sep. 9, 2003 3
Slide 4: Market Status
NANYA TECHNOLOGY CORPORATION Market Status qStrong back-to-school demand, specifically in brand computers qContract price slightly moving up, spot price leveling ØContract market with significant demand ØSpot market lagging ØContract price higher than spot price qNB PC growing rapidly ØSO-DIMM takin
Slide 5: Sales by Application
NANYA TECHNOLOGY CORPORATION Sales by Application Aug. (July) Desktop 44% (33%) Elixir Modules 17% (25%) Upgrade Modules Portable Graphics 4% 27% Servers & WS & (5%) (19%) 3% Cosumer (12%) 5% (6%) Sep. 9, 2003 5
Slide 6: Sales by Region
NANYA TECHNOLOGY CORPORATION Sales by Region Aug. (July) USA USA 28.1% 28.1% (28.6%) China/HK China/HK 15.6% 15.6%(14.9%) Taiwan Taiwan 29.5% 29.5% (27.5%) Europe Europe AP AP Japan/Korea Japan/Korea 13.4% 13.4%(14.8%) 10.7% 10.7% (9.5%) 2.7% 2.7%(4.7%) Sep. 9, 2003 6
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