Thinking Electronic Industrial Co., Ltd. · TWSE:2428
Thinking Electronic Industrial — Investor Presentation (March 2024)
24 slides from Thinking Electronic Industrial's investor presentation, Mar 22, 2024
Slide 1: THINKING Investor Conference
THINKING Investor Conference
Slide 2: Corporate Introduction
Corporate Introduction 45 years of experience in protective component industry 7 manufacturing sites with continuous expansion 4200 employees in THINKING Electronic Group 10 product categories for overall circuit protection 26 countries of sales support for global service 2 THINKING ELECTRONIC INDUS
Slide 3: 2008-2023 Consolidated Net Revenue
Company Introduction 2008-2023 Consolidated Net Revenue 9,000 7,500 7,463 7,077 8,000 5,920 7,000 5,408 NTD (Million) 6,000 4,123 5,000 3,211 4,000 3,000 2,000 1,000 +28% +31% +9% +27% -0.5% -5% - 2008 2012 2016 2020 2021 2022 2023 * Using an exchange rate of 1 USD = 30.77 NTD 3 THINKING ELECTRONIC
Slide 4: Milestone
Milestone 4 THINKING ELECTRONIC INDUSTRIAL CO., LTD.
Slide 5: 2023 Accomplishments
2023 Accomplishments RENEWABLE ENERGY TRANSITION THE NEW KAOHSIUNG FACTORY RAPID VDE CERTIFICATION OBTAINMENT New solar energy Sustainable, Leading in meeting the capacity installation automated, and digitalized latest IEC standards 200.5 kWp 90%*of the production processes DIN EN IEC /EN IEC achiev
Slide 6: THINKING Factories
THINKING Factories Yichang Factory Changzhou Factory Yilan Factory Front-End Dongguan Factory Kaohsiung Factory Kaohsiung 2nd Factory Jiangxi Factory 6 THINKING ELECTRONIC INDUSTRIAL CO., LTD.
Slide 7: THINKING Products
THINKING Products 7 THINKING ELECTRONIC INDUSTRIAL CO., LTD.
Slide 8: Quarterly Consolidated Income Statement
Quarterly Consolidated Income Statement Operation Overview：Quarterly Consolidated Income Statement NT$ Thousand 8 THINKING ELECTRONIC INDUSTRIAL CO., LTD.
Slide 9: Quarterly Balance Sheet
Quarterly Balance Sheet NT$ Thousand 9 THINKING ELECTRONIC INDUSTRIAL CO., LTD.
Slide 10: Analysis of Operating Expenses
Analysis of Operating Expenses Operation Overview： Analysis of Operating Expenses 10 THINKING ELECTRONIC INDUSTRIAL CO., LTD.
Slide 11: Markets
Tics THINKING MARKETS
Slide 12: Major Markets
Major Markets Information and Medical and Others Communication Technology 43% Telecom Power Supply Consumer Electronics 18% Medical Other Applications Distributor Industrial 11% 16% Automotive 12% Home Appliances and Lighting Home Appliances Lighting 12 THINKING ELECTRONIC INDUSTRIAL CO., LTD.
Slide 13: Management Systems
Sw Is THINKING MANAGEMENT SYSTEMS
Slide 14: Certification of Management System
Certification of Management System 14 THINKING ELECTRONIC INDUSTRIAL CO., LTD.
Slide 15: Agency Approval of Product
Agency Approval of Product Note: is for UL + cUL 15 THINKING ELECTRONIC INDUSTRIAL CO., LTD.
Slide 16: THINKING ESG
THINKING ESG ENVIRONMENTAL SOCIAL 3084.4 kWp • Support the promotional events cumulative solar panel of reading and e-bookstore capacity installed at projects of Kaohsiung City THINKING sites • Employees participate in beach 7% reduction in clean-up and tree-planting GHG emissions initiatives to con
Slide 17: Competitive Strength
THINKING COMPETITIVE STRENGTH BO| 5592 -2.896 6.057 \\ AX ‘S. ae BNE 1.020 } | \ \ NY AE Re (Sk srs S Hl | \\ ANN Se ‘
Slide 18: Core Technology
Core Technology Material Development ● Laminating & stacking SMD type product ● ● Printing Lead type product ● ● Sintering Sensor assembly ● Our know-how of key raw material and ceramic recipes make our products competitive in the market ● Surface finishing Product Design Our simulation technology e
Slide 19: UL and TUV Certified Laboratories
UL and TUV Certified Laboratories Laboratories of THINKING passed the CTDP (Client Test Data Program) of UL and witness testing qualification of TUV, and they provide the following advantages. ⚫ International laboratory management is based on ISO 17025 ⚫ Testing equipment and technicians are aligned
Slide 20: Technical Support
Technical Support TECHNICAL CONSULTATION EXPERT DESIGN CONSULTATION THINKING AE discusses technical AE discusses circuit design with problems and shares application customers experience with customers COMPREHENSIVE TECHNICAL SUPPORT application examples PRODUCT SELECTION TESTING AND VALIDATION • AE
Slide 21: Vision: Contribution to Human Life
Vision Contribution to Human Life in 21 THINKING ELECTRONIC INDUSTRIAL CO., LTD.
Slide 22: THINKING Products for Electric Vehicle
THINKING Products for Electric Vehicle 22 THINKING ELECTRONIC INDUSTRIAL CO., LTD.
Slide 23: Continuous Expansion
Continuous Expansion Vietnam Factory Zhongshan Factory Estimated Time of Expansion Plan Location Area Major Product Mass Production Hai Phong, ⚫ SMD components Vietnam Factory N/A Q3 of 2025 Vietnam ⚫ Temperature sensors Guangdong, ⚫ Protective components Zhongshan Factory 151,300m2 Q4 of 2025 China
Slide 24: THINKING
THINKING Contribute to safety and operation efficiency of electronics
Thinking Electronic Industrial — Investor Presentation (March 2024) on 6ix