Lemtech Holdings Co., Limited · TWSE:4912
Lemtech — Q4 2021 Earnings Presentation
20 slides from Lemtech's earnings presentation, Dec 8, 2021
Slide 1: Leading Engineering & Manufacturing Technology
聯德控股股份有限公司 LEADING ENGINEERING & MANUFACTURING TECHNOLOGY DECEMBER 2021
Slide 2: About Lemtech
ABOUT LEMTECH PRODUCT INCLUDES～ PRECISION TOOLING、METAL STAMPING、HEAT DISSIPATION Over 200 Over 191 million million Over 168 million Sales over 140 million Listed in TWSE Sales over USD Produce 100 Listed in OTC Server million Market Heatsink Lemtech Incorporated 2009 2011 2013 2014 2015 2017 2019
Slide 3: Global locations
USA < -——————. San Jose, CA = -, CHINA Kunshan ————_ Dongguan CZECH REPUBLIC TAIWAN Jihlava ~~} ‘Taipei Taoyuan — Changhua THAILAND Ayutthaya Czech Republic China Thailand
Slide 4: Kunshan, Taiwan, Thailand, Czech
Kunshan Taiwan Thailand Czech
Slide 5: Taiwan Headquarter
TAIWAN HEADQUARTER •Future Plan •Lemtech Taoyuan •Soldering thermal module Brazing Thermosyphon •Cold plate & Liquid Cooling Assembly •Fitness components manufacture & Final assembly •Satellite parts manufacture & Assembly •Factory size : 7,200 Ping •Current usage: 2,000 Ping (Shulin, Luzhou, Bade B
Slide 6: Metal Stamping
Metal Stamping Door Hinges Steering Columns Air Bags Seat Belts
Slide 7: Air Bags
Air Bags Steering Columns Sun Roofs Seat Belts
Slide 8: VOIP Phones, Hinges for Laptop
VOIP Phones Hinges for VOIP Phones Hinges for Laptop
Slide 9: 3C Products
3C Products •Lemtech Confidential
Slide 10: Thermal Module
Thermal Module Thermal Module for Client Computing Thermal Module for Enterprise Computing
Slide 11: Thermal Module
Thermal Module Thermal Module for Gaming Set Thermal Module for LED
Slide 12: Dissipation Simulation
Dissipation Simulation Using Flowtherm for thermal simulation as a service and support Air flow path & flow impedance analysis Temperature profile analysis Software : FloTHERM V10.1
Slide 13: Cloud Computing
Cloud Computing Heat Sinks / Thermal Modules Slide Rail Kits •Lemtech Confidential Server Enclosures
Slide 14: Fitness Equipment
Fitness Equipment
Slide 15: New Business Plan
NEW BUSINESS PLAN •Electric •Satellite parts manufacture & Vehicle Assembly Cold Plate •Fitness Manufacture & Final Assembly
Slide 16: Our 3C Customers
YY ~ Customer ‘Our 3C Customers ARISTA 45S‘ cisco @ compat cadence D@LLEMC Ee] Fiextronics foxconn ENG. 2.5NP i u vati MANOPAETINING | © Advancing Through Innovation NETWORKS pecarron © TIVO TONAL 2... QcT —_
Slide 17: Our Automotive Customers
—S Our Automotive Customers BL BorgWarner =) © Edscha DRAXLMAIER ‘kiekert Follm=m. Pioneer SIEMENS thyssenkrupp BLEZLOCECyes Sa ~~ Valeo (ZE) Te) ~— NS
Slide 18: Financial performance and status
Financial performance and status 營收、毛利、稅後淨利及每股盈餘 單位：NTD Million 2017 2018 2019 2020Q3 2020 2021Q3 合併營收 Consolidated 4,256 6,043 5,043 3,616 5,471 4,889 operating revenue 銷貨毛利 873 1,286 1,031 867 1,280 1,076 Gross margin 營業淨利 341 606 394 440 685 550 Operating Profit 稅後淨利 315 405 262 274 455 410 Profi
Slide 19: Balance Sheet
Balance Sheet 單位: NTD Thousands 2017 2018 2019 2020 2021Q3 Current Asset 3,320,411 3,805,114 3,949,666 4,624,287 4,842,954 Property, Plant and 970,751 1,230,891 2,041,406 1,518,182 1,461,781 Equipment Other Asset 425,767 362,422 234,935 249,250 278,698 Total Assets 4,716,929 5,398,427 6,226,007 6,39
Slide 20: Thank You
Thank You LEMTECH …YOUR TRUSTED PARTNER IN BUSINESS WWW.LEMTECH.COM