Howteh Technology Co., Ltd. · TPEX:3114
Howteh Technology — Investor Conference 2025
28 slides from Howteh Technology's conference presentation, Dec 2, 2025
Slide 1: Investor Conference
INVESTOR CONFERENCE HOWTEH TECHNOLOGY CO., LTD. Presenter：Alex Chuang Date：2025/12/02
Slide 2: Safe Harbor Notice
Safe Harbor Notice The Group has not announced any financial forecasts. Statements made in this investor conference regarding operating results, financial status, or business outlook may involve forward-looking statements that are subject to known or unknown risks, uncertainties, and other factors.
Slide 3: Agenda
議 1 Company Overview AGENDA 2 Industry Environment & Market Trends 程 3 Operational Highlights 4 Financial Performance Strategic Priorities & 5 Future Outlook 6 Q&A
Slide 4: Company Overview
01 Company Overview • Basic Information • Organizational Structure & Global Presence • Service Scope • Major Products
Slide 5: Basic Information
Basic Information September Established Chairman Bruce Chen 1978 Employees Capital 105 NT$651 employees million IPO Date Products March 2004 Electronic components and equipment
Slide 6: Organizational Structure & Global Presence
Organizational Structure & Global Presence Howteh Technology Co., Ltd. NTD 651,297,920 KunShan Howteh Giteh Electronic Howteh International International Trading Industries Co., Ltd. Inc. (Samoa) Inc. HKD 12,000,000 USD 300,000 USD 1,800,000 ShangHai Howteh ShenZhen Howteh Howteh Vietnam Internation
Slide 7: Service Scope: Electronic Components
Service Scope: Electronic Components AI 產業 IT 產業 AI Industry Home Cleaning Robots Information Technology AR Smart Glasses (Augmented Desktop computers / Notebook Reality) computers / Tablet devices AI meeting transcription and analytics Computer peripheral equipment devices 消費性電子產業 通訊產業 Co
Slide 8: Service Scope: Equipment
Service Scope: Equipment 半導體 Semiconductor 太陽能產業Solar 觸控面板 Touch Panel 綠能產業 Green 印刷電路板設備PCB 化學材料 Chemical Material AI覆晶載板設備 AI Flip-Chip Substrate
Slide 9: Key Suppliers and Products
Key Suppliers and Products Awinic eEver Analog Power Amp IC Interface IC Lite-On Optocoupler、Ambient Light Sensor Syntiant Microphone NDP Potens MOSFET Knowles BA unit Raffar LED Driver IC Sumitomo Cable Canon Japan Aviation Machinery Inc. Cutting Machines for Flip- Electronics Chip & IGBT Substrate
Slide 10: Industry Environment & Market Trends
02 Industry Environment & Market Trends • Product trends and technological developments • Global market movements • Geopolitical risks and responses • Competitive advantages
Slide 11: Product trends and technological developments
Product trends and technological developments AI NDP + Algorithm + Sensor Technologies Powerful noise-reduction, low-power consumption, and advanced 1 voice-pickup algorithmsEnhanced imaging and acoustic recognition for improved human-voice and object-recognition capabilitiesAccelerating the adopt
Slide 12: Global market movements
Global market movements AI is driving the expansion of Long-Term Uptrend in High- HMI (Human–Machine Speed Connectivity and Data Interface) demand Transmission Demand Flagship phones and AI devices are adopting higher-spec sensors. Applications such as 5G, AI PCs, and cloud data centers are driving
Slide 13: Geopolitical risks and responses
Geopolitical risks and responses 01. 02. 03. Rising cross-strait The U.S.–China Political risks associated with principals’ geographic locations and the tensions technology war southbound shift of the supply chain Howteh must build a resilient cross-border distribution and supply chain through suppl
Slide 14: Competitive advantages
Products Comprehensive product solutions supported by diverse supplier resources Competitive Key Customers Long-term partnerships with Strengths key customers advantages Supply Robust supply readiness and Chain rapid response
Slide 15: Operational Highlights
03 Operational Highlights • Overview of business segment performance • Key operating results
Slide 16: Overview of business segment performance
Overview of business segment performance Electronic Components Flagship smartphones adopted OIS ICs, driving revenue growth. TBTS cables entered DHL’s premium laptop docking products, boosting revenue and margin. Consumer AI devices are growing rapidly across categories. SEI high-speed FFC a
Slide 17: Key operating results
Key operating results Camera Module Solutions OIS IC, microphones, DC-DC, MOSFETs, and connectors for camera modules in automotive, laptop, smartphone, and conferencing applications. Edge AI Solutions AI High-End Substrate Demand Includes NDP, sensors, analog ICs, and connectors Canon’s bump-flatten
Slide 18: Financial Performance
04 Financial Performance • Revenue and gross margin trends • Operating Cash Cycle • EPS & Dividend Policy
Slide 19: Three-Year Revenue and Gross Margin Trends
Three-Year Revenue and Gross Margin Trends 900,000 12.00% 800,000 10.00% 700,000 8.00% 600,000 6.00% 500,000 4.00% 400,000 2.00% 300,000 0.00% Revenue Gross Margin% Revenue shows steady growth. Gross margin remains within the 9% – 11% range.
Slide 20: Operating Cash Cycle
Operating Cash Cycle 180 160 140 120 100 80 60 40 20 0 2023Q1 2023Q2 2023Q3 2023Q4 2024Q1 2024Q2 2024Q3 2024Q4 2025Q1 2025Q2 2025Q3 應收帳款周轉天數 存貨週轉天數 應付帳款週轉天數 營運週期 Days of operating cycle have gradually decreased. The Company’s overall working capital efficiency continues to improve. Cash collection h
Slide 21: Five-Year EPS & Dividend Policy
Five-Year EPS & Dividend Policy 3.50 90% 80% 3.00 70% 2.50 60% 2.00 50% 1.50 40% 30% 1.00 20% 0.50 10% - 0% 2020 2021 2022 2023 2024 2025Q3 EPS 1.76 2.42 3.21 1.55 1.80 1.64 每股發放 1.2 1.5 1.7 1.2 1.2 發放比例 68% 62% 53% 77% 67% Despite recent macro-environment challenges, HOWTEH continues to deliver p
Slide 22: Strategic Priorities & Future Outlook
05 Strategic Priorities & Future Outlook • Operational strategic direction • Future market outlook and growth opportunities
Slide 23: Operational strategic direction
Operational strategic direction Launch of New Product Lines; Establishment of the KPM Team KPM talent allocation with newly formed PM and Deepening engagement with key FAE teams accounts Product development driven by solving customer Established the KAD Business Unit in pain points Taiwan Edge AI
Slide 24: Future market outlook and growth opportunities
Future market outlook and growth opportunities
Slide 25: AI NB penetration has grown slower than expected
AI NB penetration has grown slower than expected Market share is projected to exceed 90% by 2028 AI NB shipment trends and forecast by platform, 2023–2028 資料來源：DIGITIMES，2025/10
Slide 26: IDC market share data, 2023H1-2025H1
=IDC SARA AALS BAM (GE) ,2023H1-2025H1 : 3 - 2023H1 2023H2 2024H1 2024H2 2025H1 100% 80% 60% 40% 20% 0% w GLEE me RA api=bu BAK Blrobot lm Others SiR: IDC, 2025
Slide 27: Source: eNet & Ciweek 2025-08
Source： eNet & Ciweek 2025-08
Slide 28: Q&A
Q&A Please state your affiliation or organization name before asking questions. HOWTEH will make subsequent disclosures on our official website and MOPS should any matters discussed involve material information requiring public announcement under applicable laws and regulations.