Quanta Computer Inc. · TWSE:2382
Quanta Computer — Merger or Acquisition (March 2006)
15 slides from Quanta Computer's merger presentation, Mar 17, 2006
Slide 1: Investor Conference
Investor Conference March 17th, 2006 Quanta Computer, Inc. SANYO Electric Co., Ltd. 1
Slide 2: Today's Announcement
- Today’s Announcement - Quanta and SANYO agree to form a joint venture company for the Flat Panel TV business JV will leverage SANYO’s R&D teams, manufacturing sites, and SANYO’s global sales and service network. JV will also take full advantage of Quanta’s efficient manufacturing base in Chi
Slide 3: Reasons to Form the JV
- Reasons to Form the JV - Why SANYO for Quanta, and Quanta for SANYO? ■ Quanta’s Strengths 9 Well-developed and integrated supply chain 9 Large scale and efficient manufacturing base in China 9 Stable access to LCD panels ■ SANYO’s Strengths 9 Experienced R&D and quality control 9 Global sales chan
Slide 4: Synergies and Benefits
- Synergies and Benefits - •• Economies Economies of of Scale Scale Competitive •• Common Common Platforms Platforms Price and Cost •• Strong Strong R&D R&D and and QC QC Comprehensive •• Shared Shared Know-how Know-how Product Line-up Customer-oriented •• Global Global Sales Sales & & Operations in
Slide 5: Basic Overview of JV
- Basic Overview of JV - Major Locations: Taiwan, Japan, China, North America, and Europe Major Products: LCD-TVs and PDP-TVs Quanta SANYO JV Company for FP-TV CRT-TV FP-TV BU FP-TV BU Business in Taiwan in Japan (R&D, Sales) (R&D, Marketing) Sales & Service Factory Factory in in China North America
Slide 6: JV's Strategy and Goals
- JV’s Strategy and Goals - • Supply high-quality TVs at competitive prices • Aim for a material worldwide market share in the foreseeable future • Initial target customers and regions: – SANYO’s current customer in North America – Quanta’s current ODM clients – Europe and Japan markets 6
Slide 7: Company Overview - Quanta
Company Overview - Quanta Chairperson Chairperson & & CEO CEO Barry Barry Lam Lam (Mr.) (Mr.) President President C. C. C. C. Leung Leung (Mr.) (Mr.) COO COO Michael Michael Wang Wang (Mr.) (Mr.) Incorporated Incorporated May May 1988 1988 Capital Capital approx. approx. US$1 US$1 billion billion He
Slide 8: Sample of Quanta's Clients
Genemene Sample of Quanta’s Clients SANYO ; ra Cisco SYSTEMS Eg FUjTSU | FURS G cateway Google lenovozrkis NEC SIEMENS TOSHIBA za. SANYO EVOLUTION PROJECT
Slide 9: TV Business Operation - Quanta
TV Business Operation - Quanta QCG Germany Global Operation Local Assembly, Service Center Shanghai China Main Factory (QSMC) Hungary Local Assembly HQ Taiwan RD, Sales & Marketing Local Assembly, Service Center Headquarters (Factory, R&D) Factory 9
Slide 10: Company Overview - SANYO
Company Overview - SANYO Chairperson Chairperson Tomoyo Tomoyo Nonaka Nonaka (Ms.) (Ms.) President President Toshimasa Toshimasa Iue Iue (Mr.) (Mr.) Incorporated Incorporated April, April, 1950 1950 Capital Capital approx. approx. 170 170 billion billion Yen* Yen* Headquarters Headquarters Osaka Osa
Slide 11: Major TV Business Operations - Sanyo
Major TV Business Operations - Sanyo SANYO Industries (U.K.) Limited (SIUK) SANYO Electric Co.,Ltd SANYO Manufacturing Corporation (SMC) Headquarter (Factory, R&D) Factory 11
Slide 12: FP-TV Market Overview
- FP-TV Market Overview - Worldwide demand forecast (K units) Rear Projection TVs 200,000 180,000 PDP-TVs 160,000 140,000 LCD-TVs 120,000 100,000 80,000 60,000 40,000 CRT-TVs 20,000 0 2002 2003 2004 2005 2006 2007 2008 2009 2010 Source: JEITA 12
Slide 13: FP-TV Regional Market Overview
- FP-TV Regional Market Overview - (K units) (K units) 50,000 50,000 United States West Europe 40,000 40,000 PDP-TVs 30,000 30,000 20,000 20,000 LCD-TVs LCD-TVs 10,000 CRT-TVs 10,000 CRT-TVs 0 0 2002 2003 2004 2005 2006 2007 2008 2009 2010 2002 2003 2004 2005 2006 2007 2008 2009 2010 (K units) 50,00
Slide 14: Press Contacts
Press Contacts ■ Quanta Jason Lin Corporate Deputy Spokesperson Quanta Computer Inc. Tel : +886-3-327-2345 ext. 11609 Fax: +885-3-327-8523 E-mail : jason.lin@quantatw.com ■ SANYO Media Relation Unit SANYO Electric Co., Ltd. Tel : +81 (0)3-3837-6206 Fax: +81 (0)3-3837-6206 E-mail : tokyo-pr@svnet.san
Slide 15: LCD TV Demand Forecasts
LCD TV Demand Forecasts Source: DisplaySearch Panel Demand Forecast in 2006 (Million Units) LCD TV > 32” Portion NB MNT LCD TV 2006 DisplaySearch 47% DisplaySearch 78 135 42.5 LPL 50% LPL 78 127 41 AUO 60% (2006 / End) AUO 85 130 >40 CMO 40% (32") CMO 75 130 42 Samsung 75 133 40 Samsung 55% QDI 80 1