Raydium Semiconductor Corp. · TWSE:3592
Raydium Semiconductor — Q2 2024 Earnings Presentation
22 slides from Raydium Semiconductor's earnings presentation, Aug 8, 2024
Slide 1: Raydium Semiconductor Corp. 2Q24 Earnings Conference
3592 TT 瑞鼎科技 Raydium Semiconductor Corp. 2Q24 Earnings Conference 2024/08/08
Slide 2: Disclaimer
DISCLAIMER • The content mentioned in this presentation is the information obtained by the company based on company information and current situation. If there is further development or adjustment in the future, the company will disclose the information in accordance with the law, but will not updat
Slide 3: Agenda
Agenda 1 Company Facts 2 2Q24 Financial Result 3 Recent Major Events and Key Messages 4 Q&A Confidential. © Raydium, all rights reserved. 2
Slide 4: Company Facts
1 Company Facts 2 2Q24 Financial Result 3 Recent Major Events and Key Messages 4 Q&A Confidential. © Raydium, all rights reserved. 3
Slide 5: Company Introduction
Company Introduction Confidential. © Raydium, all rights reserved. 4
Slide 6: Revenue Mix by Product Line
Revenue Mix by Product Line Large-Sized Small & Medium Display Driver IC Display Driver IC Automotive & LDDI &TCON & PMIC GD Driver IC (SMDDI-AMOLED) TV Mobile/Tablet/NB CID/ICD/HUD Monitor Wearable General Display NB Mobile / Wearable 56%47% 13% 14% 3% 37% 30% Confidential. © Raydium, all rights re
Slide 7: Products for Applications
Products for Applications LCD AMOLED Confidential. © Raydium, all rights reserved. 6
Slide 8: Consolidated Revenue (2020~1H 2024)
Consolidated Revenue (2020~1H 2024) Unit：NT Billion Q1 Q2 Q3 Q4 28 24.83 24 22.82 6.66 20 4.20 18.35 16 3.90 4.92 14.43 6.74 12.49 12 4.25 7.02 5.02 6.45 8 3.83 6.23 4.75 3.04 4 7.70 5.20 6.04 3.31 3.66 2020 2021 2022 2023 1H 2024 Confidential. © Raydium, all rights reserved. 7
Slide 9: Consolidated Revenue (2020~1H 2024) by Product
Consolidated Revenue (2020~1H 2024) Unit：NT Billion LDDI/TCON/PMIC SMDDI Automotive/GD 28 24.83 24 22.82 11% 15% 20 18.35 35% 17% 16 14.43 9% 45% 12.49 12 14% 32% 43% 8 54% 56% 4 59% 40% 40% 30% 2020 2021 2022 2023 1H 2024 Confidential. © Raydium, all rights reserved. 7
Slide 10: 2Q24 Financial Result
1 Company Facts 2 2Q24 Financial Result 3 Recent Major Events and Key Messages 4 Q&A Confidential. © Raydium, all rights reserved. 9
Slide 11: Consolidated Income Statement (2Q24 QoQ & YoY)
Consolidated Income Statement (2Q24 QoQ & YoY) Unit: NTD Million Confidential. © Raydium, all rights reserved.
Slide 12: Consolidated Income Statement (1H24 YoY)
Consolidated Income Statement (1H24 YoY) Unit: NTD Million Confidential. © Raydium, all rights reserved.
Slide 13: Consolidated Balance Sheets 2024/6/30
Consolidated Balance Sheets-2024/6/30 Unit: NTD Million Confidential. © Raydium, all rights reserved.
Slide 14: Consolidated Revenue (2Q23~2Q24)
Consolidated Revenue (2Q23~2Q24) Unit: NT Billion LDDI/TCON/PMIC SMDDI Automotive/GD 7 6.45 6.04 6 4.75 5.02 4.92 5 4 3 2 1 2Q23 3Q23 4Q23 1Q24 2Q24 Confidential. © Raydium, all rights reserved. 12
Slide 15: Revenue Mix by Product Line (2Q23~2Q24)
Revenue Mix by Product Line (2Q23~2Q24) UNIT：% LDDI/TCON/PMIC SMDDI Automotive/GD 100% 16% 17% 14% 13% 14% 80% 60% 42% 42% 50% 58% 55% 40% 20% 42% 41% 36% 29% 31% 0% 2Q23 3Q23 4Q23 1Q24 2Q24 Confidential. © Raydium, all rights reserved. 13
Slide 16: Recent Major Events and Key Messages
1 Company Facts 2 2Q24 Financial Result 3 Recent Major Events and Key Messages 與答 4 Q&A Confidential. © Raydium, all rights reserved. 14
Slide 17: Recent Major Events
Recent Major Events 2024/8/6 Announcement : Raydium’s Board of Directors’ resolution to invest in ARK Semiconductor Inc. Expected Number : Not Exceeding 2,478,000 shares Unit Price：USD 4.035 per share Expected Amount：Not Exceeding USD10 million Cumulative Shareholding Percentage ： Not Exce
Slide 18: Recent Key Messages - 1/2
Recent Key Messages - 1/2 Review of 2Q24 Operational Highlights 2Q24 revenue showed mid-single-digit growth, reaching the highest level in eight quarters Some AMOLED smartphone customers stocked up early in the second quarter, resulting in better-than-expected revenue. The demand for high-en
Slide 19: Recent Key Messages - 2/2
Recent Key Messages - 2/2 3Q24 Business Highlights AMOLED DDIC continues to be introduced in New smartphone models, but some customers stocked up in advance in the second quarter, which will slow down the demand. The demand for high-end wearable AMOLED TDDI products remains strong, maintaining
Slide 20: Q&A
1 Company Facts 2 1Q24 Financial Result 3 Recent Major Events and Key Messages 與答 4 Q&A Confidential. © Raydium, all rights reserved. 19
Slide 21: Q&A
Q &A Confidential. © Raydium, all rights reserved.
Slide 22: We Differentiate By Technology
We Differentiate By Technology
Raydium Semiconductor — Q2 2024 Earnings Presentation on 6ix