Nanya Technology Corporation · TWSE:2408

Nanya Technology — Q1 2005 Earnings Presentation

16 slides from Nanya Technology's earnings presentation, Apr 22, 2005

  1. Slide 1: Nanya Technology Corporation Investor Conference

    Nanya Technology Corporation Investor Conference Dr. Pei Lin Pai VP & Spokesman April 22nd , 2005 April 22nd, 2005 Page 1 © 2005 Nanya Technology Corp.

  2. Slide 2: Contents

    CONTENTS • March’05 Revenue • March’05 Results Recap • 2005 First Quarter Revenue • 2005 First Quarter Income Statement • 2005 First Quarter Results Recap • DDR2 Status • WW DRAM Market Outlook April 22nd, 2005 Page 2 © 2005 Nanya Technology Corp.

  3. Slide 3: 2005 Revenue Update

    2005 Revenue Update April 22nd, 2005 Page 3 © 2005 Nanya Technology Corp.

  4. Slide 4: March'05 Sales Revenue by Region

    March’05 Sales Revenue by Region April 22nd, 2005 Page 4 © 2005 Nanya Technology Corp.

  5. Slide 5: March'05 Results Recap

    March’05 Results Recap Revenue • 5% decrease month to month in March. • Exchange rate impact 2%. Price • ASP 19% decrease month to month in March. Shipment • 19% increase month to month in March. Inventory • Nanya inventory level around 12 days April 22nd, 2005 Page 5 © 2005 Nanya Technology Corp.

  6. Slide 6: Quarterly Revenue Update

    Quarterly Revenue Update April 22nd, 2005 Page 6 © 2005 Nanya Technology Corp.

  7. Slide 7: 2005 1Q Income Statement

    2005 1Q Income Statement April 22nd, 2005 Page 7 © 2005 Nanya Technology Corp.

  8. Slide 8: Recap of Major Events in 1Q05

    Recap of Major Events in 1Q05 • Quarterly growth Q-to-Q Y-to-Y Revenue -1.5% 26% Shipment 36% 67% ASP -24% -20% Exchange rate -4.7% -6% • 110nm conversion completed for 200mm fabs • DDR2- 400&533 volume shipping and DDR2- 667 Intel Validation • Inotera output increased 66% from 4Q04 to 1Q05 • Major

  9. Slide 9: DDR2 Status

    DDR2 Status OEM Customer Qualification 512MB 1GB PC2-3200/4200 PC2-3200/4200 UDIMM Shipping In Qual PC2-3200/4200 PC2-3200/4200 SODIMM Shipping Shipping PC2-3200 PC2-3200 RDIMM Shipping Shipping April 22nd, 2005 Page 9 © 2005 Nanya Technology Corp.

  10. Slide 10: DDR2 Status

    DDR2 Status April 22nd, 2005 Page 10 © 2005 Nanya Technology Corp.

  11. Slide 11: DDR2 Status

    DDR2 Status April 22nd, 2005 Page 11 © 2005 Nanya Technology Corp.

  12. Slide 12: Intel-Based Desktop DDR2 Transition

    Intel®-Based Desktop DDR2 Transition April 22nd, 2005 Page 12 © 2005 Nanya Technology Corp.

  13. Slide 13: Intel-Based NB DDR2 Transition

    Intel®-Based NB DDR2 Transition April 22nd, 2005 Page 13 © 2005 Nanya Technology Corp.

  14. Slide 14: DRAM Price Movement

    Ja USD n $2.0 $3.0 $4.0 $5.0 $6.0 $7.0 April 22nd, 2005 Fe -03 M b-0 ar 3 A -03 p M r-03 ay Ju -03 n Ju -03 A l-03 SPOT ug S e -0 3 p O -03 c N t-03 ov D -0 3 ec Ja -0 3 n DRAM Price Movement Fe -04 CONTRACT b Page 14 M -04 ar A -04 p M r-04 ay Ju -04 n Ju -04 A l-04 ug S e -0 4 p O -04 ct N -04 ov

  15. Slide 15: WW DRAM Market Outlook

    WW DRAM Market Outlook Demand • WW logic foundry utilization rate below 80%, PC demand seasonally soft in 2Q05 • Content per box increased from 491MB (Jan. 05) to 509MB (Apr. 05) • NB transition demand from DDR1 to DDR2 expected strong in 2Q05 • OEM customers optimistic for summer and back-to-school

  16. Slide 16: Q&A

    Q&A www. nanya.com April 22nd, 2005 Page 16 © 2005 Nanya Technology Corp.

Nanya Technology — Q1 2005 Earnings Presentation on 6ix