Nidec Chaun-choung Technology Corporation · TWSE:6230
Nidec Chaun-choung Technology — H1 2024 Earnings Presentation
21 slides from Nidec Chaun-choung Technology's earnings presentation, Aug 27, 2024
Slide 1: 1H, 2024 Investor Conference
1H, 2024 Investor Conference 尼得科超眾科技股份有限公司 Nidec Chaun-Choung Technology Corp. Date: Aug. 27, 2024 Nidec Chaun-Choung Technology Corporation 2024/8/22 0/14
Slide 2: Disclaimer
Disclaimer This presentation of NCCI contains forward-looking statements subject to risks and uncertainties. Actual results may differ materially from the contained in the forward-looking statements. The forward-looking statements in this presentation are the current belief of NCCI as of the date fo
Slide 3: Agenda
Agenda • Company Profile • 1H, 2024 Financial Results • Focus: Market, Products & Technologies • Q&A 2023/08/25 2
Slide 4: Company Profile
Company Profile • Chairman and CEO：Nagai Junichi • Founded : Dec.14. 1973 • Stock Listing：TWSE ( ticker: 6230) • Nidec Corporation: Hold 86.3% shares, as a major shareholder (Jul. 2023). • Capital : NT$ 863,434 (K) • HQ Address : No. 184-3, Zhongxing N. St., Sanchong Dist., New Taipei City 241, Taiw
Slide 5: Worldwide Factories & Offices
Worldwide Factories & Offices 2023/08/25
Slide 6: NCCI Core Competence
NCCI Core Competence Nidec’s synergism Synergy on new Global customers technology, automation Long term relationship with and business DT/AIO/NB/Networking/Server/ opportunity Automotive/Smart phone customers Manufactory Automation In house design automation capability on heat pipe manufacture, and
Slide 7: Synergy Advantages
Synergy Advantages Metallurgy & Wick Technology Nidec & NCCI with strong basic research Proprietary multi-wick design to support Ultra-thin / Hi-power Thermal Solutions. Thermal total solution provider In house Automation Equipment development Nidec is good at Fan/Pump active solution Nidec & NCCI c
Slide 8: Product share of revenue
Product share of revenue 2024/8/22 CCI Confidential 7
Slide 9: Financial Result-Revenue
Financial Result-Revenue NTD$: Million 2023/08/25 8
Slide 10: Financial Result-Financial Index I
Financial Result-Financial Index I 2024/8/22 CCI Confidential 9
Slide 11: Financial Result-Financial Index II
Financial Result-Financial Index II Debt Ratio Current Ratio Quick Ratio 250% 200% 150% 100% 50% 0% 2020 2021 2022 2023 2024/6 Debt Ratio 49% 56% 54% 44% 41% Current Ratio 177% 173% 181% 227% 234% Quick Ratio 141% 130% 140% 171% 178% 2023/08/25 10
Slide 12: Focus Market
Focus Market 5G : Network/Telecom PC : NB / DT Server Thermal dispassion Core Technology Automotive (EV) Gaming Portable Devices 2023/08/25 11
Slide 13: NCCI Product Line-up for Thermal Solutions
NCCI Product Line-up for Thermal Solutions NCCI Thermal capability Liquid to Air Liquid to Liquid 100kW Small Pump Nidec Sankyo Fan Nidec HP / VC NCCI Heatsink NCCI LCM 10kW LCM Nidec + NCCI CDM CDM Nidec + NCCI Heat Load/Unit CDU Nidec 3D VC 1kW HP/VC Module 100W Thin HP/VC w/ Fan HP/VC module w/ F
Slide 14: NCCI High Power Thermal Solution Roadmap(A/C)
NCCI High Power Thermal Solution Roadmap(A/C) 3D VC Fin 800 ~ 1000 Watts ≤ 350 CFM 2U HP 3DVC HP 3DVC 500 ~ Watts ≤ 150 CFM 750 ~ Watts ≤ 150 CFM D10 HP Module 250 ~ 400 Watts ≤ 150 CFM 1U 2021 2022 2023 2024 2025 2026 2027 13
Slide 15: Application : Notebook/Desktop/AIO/IPC
Application : Notebook/Desktop/AIO/IPC Air Cooling: Passive / Active Slim Thermal Solution for Gaming NB Slim VC (1.3mm≤ t ≤2.2mm) for CPU+GPU 170~240 Watts 2024/8/22 CCI Confidential 14
Slide 16: Application : 5G/6G/HPC
Application : 5G/6G/HPC Ultra-thin Thermal Solution for 5G Smart Phone VC Thickness 0.25mm – 0.35mm Slim Thermal Solution for DRAM Ultra Thin VC ( t < 0.8mm) for 6 Watts Hi-Power VC Thermal Solution for HPC Server High Heat Flux Vapor Chamber > 80 W/cm2 2024/8/22 CCI Confidential 15
Slide 17: Application : 5G/6G/HPC
Application : 5G/6G/HPC Hi-Power Air Cooling Solution for HPC, Networking VC module for 350 - 700 Watts 3D VC module for 750 - 1400 Watts Liquid Cooling Solution for Rack / Tower Server LCM Liquid Cooling Solution for Rack / Tower Server CDM 2024/8/22 CCI Confidential 16
Slide 18: Application: 5G/6G/HPC
Application: 5G/6G/HPC Hi-power Heat Pipe Module for 5G Telecom Switch Long Heat Pipe L ≥ 600W switch 5G network thermal solution 600 mm for 500Watts thermal solution 2024/8/22 CCI Confidential 17
Slide 19: Application: Automotive
Application: Automotive ECU Heat Sink ADAS AI Chip LIDAR Heat Sink Turn Signal Light Heat Sink 5G Antenna Charging Station IGBT Cold Plate 45KW, Cold Plate Radiator Battery 38650 thermal solution Head Light Heat Sink 18
Slide 20: Q&A
Aider —All for dreams 2024/8/22 Q&A 19
Slide 21: All for dreams
dec All for dreams
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