Solus Advanced Materials Co., Ltd. · KRX:336370
Solus Advanced Materials — Investor Presentation (2023)
26 slides from Solus Advanced Materials's investor presentation, 2023
Slide 1: Solus Advanced Materials
Global No. 1 Material Solutions Partner Solus Advanced Materials
Slide 2: Contents
Contents Chapter 1. Prologue Chapter 2. Core Competency 01. Company Overview 01. Business Highlights 02. History 02. Business Overview 03. Mission - Battery Copper Foil 04. Governance - Copper Foil 05. Site Locations - Electro-Materials 06. Management Excellence - Bio
Slide 3: Chapter 1. Prologue
Chapter 1. Prologue 01. Company Overview 02. History 03. Mission 04. Governance 05. Site Locations 06. Management Excellence
Slide 4: 01. Company Overview
01. Company Overview Future-oriented high growth portfolio on Battery Copper foil, Copper foil, Electro-materials, & Bio business secured Solus Advanced Materials Co., Ltd. Daeje Chin & Kwangpyuk Suh 2019.10.01 2019.10.18 (KOSPI) USD 1,182M (As of the end of Mar ’23) 1,349 (As of the end of Mar ‘23)
Slide 5: 02. History
02. History Business expansion & growth into global no.1 material company with over 60 years of experience & know-hows 2020 2021 2022 2023 2020 2021 2022 2020 2022 2020 2021 1) Circuit Foil Luxembourg
Slide 6: 03. Mission
03. Mission CREATE THE VALUE, CHANGE THE FUTURE GLOBAL NO. 1 MATERIAL SOLUTIONS PARTNER Takeoff as a global leading company in advanced materials with the aim of USD 436M by 2023 2022 Revenue 2023 Revenue Total Total 338M 436M
Slide 7: 04. Company Governance
04. Company Governance Multi-national business consisting of domestic and international corporations to secure global market 54.31% 100.00% 100.00% 100.00% Circuit Foil Luxembourg Volta Energy Solutions (Luxembourg) Europe Kft. (Hungary) Volta Energy Solutions Hungary Kft. (Hungary) 51.00% Solus Adv
Slide 8: 05. Site Locations
05. Site Locations Manufacturing and selling Battery copper foil/Copper foil/Electro-Materials/Bio in 7 countries around the world
Slide 9: 06. Management Excellence
06. Management Excellence Management composed of top industry professionals with over 40 years of experience
Slide 10: Chapter 2. Core Competency
Chapter 2. Core Competency 01. Business Highlights 02. Business Overview - Battery Copper Foil - Copper Foil - Electro-Materials - Bio
Slide 11: Business Highlights
Business Highlights Ready to take off as global leader 2.8 times increase in demand for World’s first battery foil producer Step-by-step factory expansion to battery copper foils in 2027 due to with Europe’s one and only 119k ton production capacity by higher demand for EVs worldwide battery foil pl
Slide 12: Battery copper foil is a core material forming the EV battery anode
Battery Copper Foil Copper Foil Battery Copper foil(a type of copper foil) is a core material that forms the EV battery anode Solus Advanced Material Copper Strap Battery Battery Cell Battery Module Electric Vehicle Copper Foil Copper Foil Battery module Certain number +Graphite of battery cells mou
Slide 13: 4 Steps for Completion: Dissolving, Plating, Slitting, Inspection and Shipping
Battery Copper Foil Copper Foil 4 Steps for Completion: Dissolving → Plating → Slitting → Inspection and Shipping
Slide 14: Gradual expansion and new North American plant to meet battery demand
Battery Copper Foil Copper Foil Gradual expansion and establishment of new North American plant to meet new battery demands: Increasing production capacity for battery Copper foil Global EV Market Outlook Battery Copper Foil Production Capacity Unit: ton , Gross Capa Production Capacity Total Capa.
Slide 15: Unparalleled position with Europe's only battery copper foil plant
Battery Copper Foil Copper Foil Establish unparalleled position in market with Europe’s one and only battery copper foil plant Competitive edge in lead time • • Customer-focused support • • Secure Top-tier Customer • • Supply contract with major customers in progress
Slide 16: First North America-based battery copper foil plant
Battery Copper Foil Copper Foil Build Solus’ first North America-based battery copper foil plant to dominate fast-growing EV market - secure real time support for major customers Plant location and distance to customers in North America (hours) • Competitive edge in lead time • Real time support and
Slide 17: Copper foil for AI, Robot, Network and semiconductors
Battery Copper Foil Copper Foil Copper foil is a cathodic electrolytic material used for high-end applications such as AI∙Robot∙Network and semiconductors Solus Advanced Materials 5G Communications Devices Data Center Copper Copper Foil (CCL)1) (PCB)2) Electronic Devices Semiconductors Scrap Artific
Slide 18: 5 Steps for Completion: Dissolving to Inspection
Battery Copper Foil Copper Foil 5 Steps for Completion: Dissolving → Plating → Surface Treatment → Slitting → Inspection & Shipping
Slide 19: Wireless infrastructure expansion driving high-end copper foil demand
Battery Copper Foil Copper Foil Wireless infrastructure expansion, increased data traffic leading to higher demands for high-end copper foils for data centers Global Mobile Data Traffic Global Data Center Market Unit: Exabyte per month Unit: USD 10M CAGR 10.9% X2.3 7,970 3,480 ‘22 ‘30
Slide 20: Global No.1 high-end copper foil manufacturer
Battery Copper Foil Copper Foil Global No.1 high-end copper foil manufacturer with 60 years of R&D and mass production experience • Low Loss Copper foil • High Frequency Copper foil • Ultrathin Copper foil for Semiconductor Package Increased number of high profit products for cloud services and data
Slide 21: Electro-Materials: key OLED materials for global panel makers
Battery Copper Foil Copper Foil Electro-Materials Manufacture key OLED materials to supply to major global panel makers QD Ink QD Sealant • Encaps FILLER ulation • TEF Film • (Thin Film Encapsulation) CPL (Capping Layer) Cathode EIL (Electro Injection Layer) • ETL (Electron Transport Layer) • aETL/H
Slide 22: Electro-Materials: Filler, QD Ink and TFE monomer
Battery Copper Foil Copper Foil Electro-Materials • Superb refraction rate for maximum light emission efficiency QD-CF purpose QD Filler • Original cost reduction to ensure prevention of entry of Ink (SDC TV) competing vendors in the market • Promotion for expanded application to other items Filler
Slide 23: OLED material demand expected to grow 1.3 times by 2027
Battery Copper Foil Copper Foil Electro-Materials OLED material demand expected to grow 1.3 times in 2027 with increasing adoption of OLED display Mobile OLED materials market forecast Unit: 100M Unit: USD 1B OLED applied devices 7.9 5.6 1.44 CAGR x1.4 x1.3 1.09 ’22 ’27 3% 0.75 TV Unit: M 17.8 0.64
Slide 24: Holding core IP for functional material and panel maker references
Battery Copper Foil Copper Foil Electro-Materials Holding core IP for functional material & major panel maker references • • • • • •
Slide 25: Bio market expected to grow 1.6 times
Battery Copper Foil Bio market expected to grow 1.6 times with increasing customer needs for natural ingredients Nature derived moisturizer 1,461 (Ceramide)1) x1.6 899 389 553 471 345 ’22 ’27 Source Ceramides Market: Global Industry Analysis and Forecast 2019 Persistence Market Research; Phytosphing
Slide 26: Thank You
SEA HeLAM Solus Advanced Materials Thank You
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