Slide 1: www.apacer.com
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Slide 2: Apacer Technology Inc. 2024 Investor Conference
Apacer Technology Inc. 2024 Investor Conference 【Stock Code: 8271】 2024/7/26
Slide 3: Disclaimer
Disclaimer ⚫ The predictive information mentioned in the present briefing and as promulgated simultaneously is set up on the grounds of the information obtained by the Company through internal and external sources. The operating outcome, financial conditions and outcome in business operation that mi
Slide 4: Agenda
Agenda 1 About Apacer 2 R&D / Applications / Products 3 Market Trends 4 Financial Performance 5 QA
Slide 5: Business Scope
Business Scope Industrial Solutions Industrial Solutions such as SSD, Core New Memory Module and Storage Devices Business Business Emerging Applications Smart IoT and Optical Solutions Consumer Products Hard Drive, SSD, Memory Card, USB and ZADAK products
Slide 6: Certifications
Certifications ISO 14001、ISO 9001、ISO 45001、QC 080000、RBA Silver Status ISO 14064-1: 2018 Plan to obtain ISO 27001 certification in 2024 Join CDP and EcoVadis evaluation
Slide 7: 2024 Growth Momentums
2024 Growth Momentums Digital Future Technology Transformation • Value-added • Improve efficient • 5G & Cloud Applications • Strengthen Operation • Smart IoT Management • Create Completive Advantage Niche Market Strategic Partnership • Special Applications • Customize • Looking for Quality Partners
Slide 8: Agenda
Agenda 1 About Apacer 2 R&D / Applications / Products 3 Market Trends 4 Financial Performance 5 QA
Slide 9: Patented Technology / R&D
Patented Technology / R&D New Applications, 9.4% Country Issued Ongoing Taiwan 111 8 China 62 30 US 19 1 Mobile Total 231 Total Peripheral, 13.6% 231 (include pending) Embedded, 77%
Slide 10: R&D-Future Plan
R&D-Future Plan NAND Flash DRAM Innovative • PCIe Gen 5 SSD Core • Rapidly Backup and Instantly Recovery • Industrial DDR5 modules design Technology-CoreSnapshot Series • New mobile storage design Technology • Industrial Memory Firmware Technology • Overclocking Memory Technology • Industrial SSD mo
Slide 11: Rapidly Backup and Instantly Recovery Technology
Rapidly Backup and Instantly Recovery Technology CoreSnapshot 3 - Backup and recovery multiple times Rapidly Backup and Instantly Recovery Technology CoreRescue - Automatically Recovers Failed Devices Rapidly Backup and Instantly Recovery Technology Multi-NameSpace - Multi-zone conversion storage ap
Slide 12: CoreGlacier, CXL / CAMM2 / MRDIMM, True Color ePaper
Patented cooling hardware technology CoreGlacier 2 Technology for new generation data transmission interfaces CXL / CAMM2 / MRDIMM Energy-saving e-paper innovative display technology True Color Wide-Temp. ePaper Solutions
Slide 13: High Value, High Quality, High Reliability Solutions
Aspects of key applications High Value、High Quality、High Reliability Solutions CASINO GAMING DEFENSE/ AEROSPACE FACTORY AUTOMATION MEDICAL IMPLEMENTS RETAIL INTERACTIVE DEVICE SERVER/ NETWORKING SURVEILLANCE TRANSPORTATION
Slide 14: High Capacity, high endurance and high performance
Aspects of key applications High Capacity, high endurance and high performance
Slide 15: Make in India
Aspects of key applications Make in India
Slide 16: Product Roadmap
Product Roadmap • CoreSnapshot Series Value- • CoreRescue New • WORM Series • MRDIMM Spec. added • DDR5 UDIMM NOX RGB • CAMM2 Innovative Core • Gaming SSD 1TB/2TB Technology • Rugged Retention strap • Up to 2TB Magnetic Portable SSD Sustainability Innovation • Fully Lead-free SSD series
Slide 17: Emerging Applications – AIoT & Automation market
Emerging Applications –AIoT & Automation market BY INTEGRATING ICT AND OT, WE PROVIDE THE MOST COST-EFFECTIVE TURN-KEY SOLUTIONS ON AIoT AND AUTOMATION INTELLIGENCE EQUIPMENT MARKET Automation Intelligence AIoT Optical Inspection + Automation Equipment Industrial IoT / ESG Energy-saving Solutions -C
Slide 18: Emerging Applications - Key products
Emerging Applications- Key products ECM equipment - True Color Wide-Temp. ePaper Metal/Semiconductor Solutions ◼ True Color ◼ High Precision ◼ Wide Temp. Features ◼ High Quality Features ◼ Eye Care ◼ High Efficiency ◼ Energy-saving ◼ Unique Technology ◼ Unique Technology Advantages Advantages ◼ Inde
Slide 19: Android VR/AR Device positioning calibration equipment
Emerging Applications- Key products Android VR/AR Device positioning calibration equipment One-stop positioning and calibration equipment for the development of virtual/augmented reality products. Device functions: Enhance the positioning accuracy of the device, correct image distortion, and calibra
Slide 20: Key exhibitions in 2H
A Key exhibitions in 2H pacer PARRA EP WORLD OF sido ©) | INDUSTRY INOUSTRY elexcon SCIENCE l Ril Bl he BF mer SARS SSEsite | TAires | 1 @ electronica India AUTOMATION EXPO2024 17th India International Trade Show
Slide 21: Agenda
Agenda 1 About Apacer 2 R&D / Applications / Products 3 Market Trends 4 Financial Performance 5 QA
Slide 22: Market Trend
Market Trend • Geopolitical risks • Divergent markets result from regionalization • Additional costs and downsizing • Coupled with unclear demand • AI Server、PC、Smartphone、 Mobile Device • Peak season is just around the corner Replacement of laptops required • Demand surge driven by Indian market
Slide 23: Market Trend - DRAM
Market Trend - DRAM DDR4 Sufficiency, 2024 0% 0% 0% Sufficiency -1% -1% -1% -1% -1% Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 DDR4 -1.0% -1.1% -1.3% -1.0% -0.8% -0.3% -0.4% -0.5% -0.5% -0.3% -0.3% -0.2% DDR5 Sufficiency, 2024 0% -1% -1% -2% Sufficiency -2% -
Slide 24: Market Trend - NAND Flash
Market Trend - NAND Flash NAND Flash Sufficiency, 2024 0.0% -0.5% -1.0% -1.5% -2.0% -2.5% Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Sufficiency -1.4% -1.6% -1.1% -1.5% -1.9% -1.8% -1.3% -1.1% -0.8% -0.6% -0.7% -0.3% Source: Company Data, inSpectrum estimates
Slide 25: Agenda
Agenda 1 About Apacer 2 R&D / Applications / Products 3 Market Trends 4 Financial Performance 5 QA
Slide 26: Income Statement (Consolidated) - 2Q
Income Statement(Consolidated)-2Q
Slide 27: Balance Sheet (Consolidated) - H1
Balance Sheet(Consolidated)-H1
Slide 28: Cash Flow (Consolidated)
Cash Flow (Consolidated) Apacer Unit: In Millions of New Taiwan Dollars H1'24 H1'23 Amount Amount Income before income tax 258 346 Adjustments (875) (202) Net cash (used)generated by operating activities (617) 144 Net cash generated by investing activities 576 14 Net cash generated by financing acti
Slide 29: Dividend
Dividend Apacer 5.00 5.23 4.00 3.00 2.00 1.00 0.00 2011 «2012 =©2013 «=. 2014S «2015'S 2016 = 2017-—S «2018 = 2019'S 2020. 202129 2022-—S 2023 Unit : New Taiwan Dollars mEPS = Dividend = Additional Paid-in Capital
Slide 30: 2024 H1 Share of Revenue
2024 H1 Share of Revenue DRAM NAND Flash Others 37.92% 61.04% 1.05%
Slide 31: IR contact window
QA IR contact window Mei mei_lin@apacer.com / 02-22678000 #5519
Slide 32: www.apacer.com
www.apacer.com Copyright © Apacer Technology Inc. Confidential. Unauthorized use, dissemination, distribution, or reproduction of this document is not allowed without the permission of Apacer Technology Inc. Specifications of details may change without notice.