Univacco Technology Inc. · TPEX:3303
Univacco Technology — Q1 2007 Earnings Presentation
24 slides from Univacco Technology's earnings presentation, 2007
Slide 1: AS BERT BD A MR 3]
AS BERT BD A MR 3] on Sy = Ss Fn ‘ ¢ I a =. ” . 5 WU ACCO +f \ WHrecision Coating << Chemical Formulation = 3 SS Ul ato 2 3) fe Hh HEA: BIB NYI+AFAA+WA
Slide 2: 2S PRL
2S 8 PRL me 25) (iP BA3 oe RS 2a By 2 Bm yi Hi Ml @ on th te BAA Se A 7 Stee Bua ta wR BST SH » =_— BA HK a aT RATS PED — Kk ee BAS ee BARE Spates AS RMB BRR
Slide 3: O ;< High Power LED J R S T U <V @ W X
790829 ! "# $ % & ' (499,424) * + , - . 356/(0 1 ) 587/(2 3 ) 4 5 6 7 0 1 2 3 4 5 6(7 8 )9 : ;<(7 8 )= 9 ;<> ? ;<@ A ;<B C ;<D E ; F GH ;4 5 6F I J K <L M N O ;<F P Q N O ;<High Power LEDJ R S T U <V @ W X <G Y W X <Z [ Q D E ; 3
Slide 4: Company history and milestones
79.08 84.01 89.04 ISO9001 ! " 91.10 # $ % & ' ( 91.10 ) * + , - . / 0 1 23 4 5 67 8 92.01 9 : ; < = >?@ AB C ; < D E 92.07 ' F G H I 92.07 J K L M ) * 26N2O P Q R S 6 93.05 T U V W ' F X Y 96.01 ) * IZ [ \ ] ^ 2_ ` a b 67 8 96.02 c : d Ae f g h 96.05 i j k l m n o p q r s $ 950A* t u s $ 200 4
Slide 5: aH ae BS
i“ aH ae BS eee | BARE HR SSP os] e525) Pat vl EY ba a a a kee ¢ uorejnuuo, jesimay) =‘ uneo) woisiaal Pa A OD>VAINT,
Slide 6: PET Film Release Coating
(I) PET Film 8 9 : Release Coating ; < 8 9 : Lacquer Coating Aluminum Metalizing Embossing Adhesive Coating 6
Slide 7: PET film and acrylic adhesive products
PRA-1 20TS 50 um PET film 20 um Acrylic adh. Bre HEME HSE (RR. ER. RR) Ss "~~ 50 um PET liner ied ya | At ae jf iz Fu BR yemecal| At ae jf iz PRS- 140HC PRS-190AG wax Hard coat a == _— AG layer ees 50 um Optical PET film = all 100 umOptical PET film 40 um Silicone adh. 40 umSilicone adh. 50 umPET li
Slide 8: SMD
(III)SMD x < z x < ?y PET ?y PET ~ y 53 µm } 10% ~ y 65 µm } 10% z { |y 20~90 g/mm z { |y 20~90 g/mm 7 v w x y 10x1011Ω/mm 7 v w x y ≤ 1012Ω/mm 8
Slide 9: Beads
(IV) Beads E F G H Binder Super Optical PET Film I J = K H Binder Beads 9
Slide 10: (I) L M PET >
(I) L M N M O M ?@ D E h Ô ¸ Í ² ¥Î ¥Ï PET > Ó Ð ² ¥Ñ Ò ( ) > § ( ) > {> Å Æ Ç ¥È É Ì Ã ¥Ê Ë § > > ¼ ½ ¥¾ ¿ Ä ¥À Á  à ¡ ¢ > ´ µ v ¶ ¥· ¸ I ¹¥º ?¥» ¦ § ¨ £ ¤ ¥ ¦ § < © ¥< ª ¥« ³ ¬¥ ® ¯ ° ¥ ± ² 10
Slide 11: High Power LED applications
(II) L M N M O M ; < = >?@ à h PET > ; 9 Õ Ö ã à < ª × Ø Ù Ú > ; Û Ù Ú > ä å h High Power LED Õ Ü ¶ 5 æ 7 ¡ ¢ SMDz Á < Ý Á á â < Ý Þ ß Û > LEDç è 5 11
Slide 12: ^ _ ` 1,000 a b c d e f g h i j
P Q R S T : 6 U \ ] ^ _ ` 1,000a b cd e f g h i j k l m n o l p i cq r s t u v w 10% x y E J V W 6 U LCD z { | } ~ t u v t u c c\ ] F P ;4 e { c t cF P ;4 SMDX Y 6 U b ¡ ¢ { £ K E ¤ ¥ ¦ b ¡ § c G Y ¨ H © ª c q r 2007 ¥ ¦ b ¡
Slide 13: ½ ¾ cf & Ê Í w 96Q1 Î t
! ) ³ ´ µ ¶ · ¸ ? l ¹ cº » ¼ ½ ¾ cf ¿ À Á ¦ k  ¸ cÃ Ä Å Æ Ç È É s Ä & Ê Ë Ì & Ê Í w 15%x y 96Q1Î t Ï Z [ Ð Ñ cÒ Ó Ô ) Õ * ¤ j Ö l × Ø Õ Ù cÚ j ´ µ Û Ü l m Ú Ý Þ c{ ß à á t â ¹ ã l ä å æ ç 4 5 Ó p c¶ · Ô k è j c é16 ê ë × Ø % ì m ' c{ ³ í î P · ) ï Á ? ð æ ñ cf º m ò ó ô õ ö Ä F P
Slide 14: þ í ?@ ¥ í 7 µ ¸
" # $ % & Q h & G H 93 þ í ?@ ¥ í 7 µ ¸ >¥DVDv ¶ ¸ >¥ Ñ Ò ?@ ¥î & ¥m ¸ Ù Ú >¥ >¥ >¥Ñ ù Ù Ú >¥Ñ Ù Ú > 94 ô Á ¸ õ í ?@ ¥Ñ Ò ?@ ¥ ¸ >¥» ¦ ö ¸ >¥Þ ÷ ø Ñ ù >¥ú v Ù Ú >¥9 Õ Ö ¥û ä ü ý 95 é ê ë >¥ì í î >¥ ?@ ¥ï ð ñ ¥PC z ¥PS z
Slide 15: ' ( ) * (I) ZZ Z Z Z Z ZZ
' ( ) * (I) p p Þ ZZZZZ Z Z ZZ Z ZZZZZ Z Z Z ZZ Z ZZ ZZ Z Z Z ZZ Z Z ZZ ZZ ZZ ~ Z Z Z Z Z AmagicFoils Z Z Z c Z Ý Z Z Z Z 15
Slide 16: ' ( ) * (II) y 600,000 500,000 400,000 [ \ 12.42 % 300,000
' ( ) * (II) y 600,000 95 500,000 400,000 [ \ 12.42 % 300,000 ] \ 30.25 % 200,000 ^ \ 55.52 % 100,000 _ \ 1.09 % ` a \ 0.72 % 0 92 93 94 95 459,828 489,031 452,175 464,397 ¯ 270,070 432,663 513,746 569,654 { 729,898 921,694 965,921 1,034,051 16
Slide 17: ' ( ) * (III)
' ( ) * (III) 2003 ! í î " 2004# í î Ë " 2004í $ " 2005% Ë í î " 2005& t ' $ " 2006( í î " 17
Slide 18: ' ( ) * (IV) 2006) * + í î , - " 2006
' ( ) * (IV) 2006) * + í î , - " 2006 / 0 I 2007 . í î , - " 20071 2 ç è " 20073 4 5 Ë " 2007# 6 # 7 8 9 0 I 18
Slide 19: {: q r (; < ) = > Ø t (; < )
+ , - . {: q r (; < ) = > Ø t (; < ) 2,000 200 177 1,575 1,408 1,500 1,166 150 107 890 1,000 100 63 64 621 60 500 50 0 0 91 92 93 94 95 91 92 93 94 95 q B t (; < ) ? ' @ A () 3.67 500 4 415 400 332 3 2.23 300 236 1.84 198 2 1.49 1.33 200 152 1 100 0 0 91 92 93 94 95 91 92 93 94 95 19
Slide 20: 95Q H I 95Q G 96Q G M u
/ 0 1 2 y J 95Q H I 95Q G 96Q G M u q r C 1,574,924 348,444 480,105 37.8% q B t 414,585 78,646 132,545 68.5% q Ø t 219,612 33,622 77,982 131.9% = F Ø t 213,865 34,925 79,948 128.9% = > Ø t 176,883 30,758 61,857 101.1% = F ? ' @ A () 4.44 0.73 1.65 126.0% = > ? ' @ A () 3.67 0.64 1.28 100.0% C D ' E
Slide 21: LCD æ ç F P 4 5 High Power LED J MLCC X ³
3 % 4 5 P Q R S V W ù k D E ú û N ü ý ö º þ j Æ 9 : ; º þ j Ö l = 9 ; j 7 8 9 : ; > C E J T : V W LCDæ ç F P 4 5 cI J K <N O ; High Power LEDJ R S T U ³ R W ; MLCC X ³ 5 X V @ 4 5 F P Q D E ; 21
Slide 22: UNIVACCO
/067 ! " # $ % & '( ) * + , - . / " # 0 1 2 ( 3 , 4 5 UNIVACCO 0 6 7 8 9 : ; < = > (? @ A B 'C D E F 'G H I J )K L M N ? $ O P D Q RS T U V W * X Y Z [ @ \ ] 4 22
Slide 23: < = > ? @ A BC D BE ? J K L M
% & 8 9 ! " # $ % & ' ( ) * + , - . / 0 1 2 3 4 5 6 ( ) 7 8 % 9 : 3 ; < = > ? @ A BC D BE F G H I ! % ? J K L M N O PQ R S T U V W X Y Z [ > ? \ , - ] ^ _ ` + G a T b c d e f g h 23
Slide 24: aA 4a
a aA 4a AS HEFT TK BA AG AG ot) He BF nae