Slide 1: Nuvoton Technology Corporation 1H'21 Investor Conference
Nuvoton Technology Corporation 1H’21 Investor Conference August 4, 2021 1
Slide 2: Agenda
Agenda Nuvoton Financial Results Nuvoton Technology Corporation Japan Highlight Nuvoton 1H’21 Business Update Q&A 2
Slide 3: Safe Harbor Notice
Safe Harbor Notice • We have made forward-looking statements in this presentation. Our forward-looking statements contain information regarding, among other things, our financial condition, future expansion plans and business strategies. We have based these forward-looking statements on our current
Slide 4: Nuvoton Financial Results
Toy of innovation Pa UVvoTOon Nuvoton Financial Results
Slide 5: Consolidated Statement of Comprehensive Income
Nuvoton Consolidated Statement of Comprehensive Income Selected Items from Statement of Comprehensive Income. 2Q’21 1Q’21 QoQ 1H’21 Unit: NT$ M Amount % Amount % Amount % Amount % Net Revenue 10,615 100 10,072 100 543 0 20,687 100 Gross Profit 4,342 41 3,920 39 422 2 8,262 40 Operating Income 916 8
Slide 6: Consolidated Balance Sheet
Nuvoton Consolidated Balance Sheet Selected Items from Balance Sheet. June 30 ’21 March 31 ‘21 QoQ Unit: NT$ M Amount % Amount % Amount Cash & Cash Equivalents 6,270 20 5,447 17 823 Accounts Receivable 4,590 15 4,319 14 271 Other Receivable 1,034 4 2,029 7 (995) Inventories 6,280 20 6,285 20 (5) Lon
Slide 7: Consolidated Statement of Cash Flows
Nuvoton Consolidated Statement of Cash Flows 2Q’21 1Q’21 QoQ Unit: NT$ M Amount Amount Amount Cash Flows from Operating Activities 944 189 755 Cash Flows from Investing Activities 1,046 146 900 Cash Flows from Financing Activities (1,054) (537) (517) Cash & Cash Equivalents 6,270 5,447 823 7
Slide 8: Revenue and GM Trend - Consolidated
Nuvoton Revenue and GM Trend - Consolidated Revenue/Gross Profit (NT$ M) Gross Margin 15,000 50.0% 39.6% 41.2% 40.9% 38.9% 36.9% 35.8% 40.0% 10,615 9,869 10,072 10,000 Revenue 30.0% Gross Profit GM% 5,605 20.0% 5,000 4,342 3,534 3,920 3,061 2133 2,066 10.0% 844 1,262 0 0.0% 1Q'20 2Q'20 3Q'20 4Q'20 1
Slide 9: 1H'21 Revenue by Application
1H’21 Revenue by Application Car, Industry & Auto Computer 18% Application Computer 24% Consumer 39% Communication and Others Car, Industry & Auto 2% 53% 21% 21% Increased Percentage in Consumer Communication and Car, 22% Communication & Industry & Auto Sectors Others 9
Slide 10: Nuvoton Technology Corporation Japan Highlight
Nuvoton Technology Corporation Japan Highlight 10
Slide 11: Realizing a Smart Society with NTCJ Embedded Technology
Realizing a Smart Society with NTCJ Embedded Technology Target Megatrends/Market Leading edge technology Carbon neutral Carbon negative Battery 1.New Energy Application 3R Lib/FC Reduce/Reuse/Recycle Our mission Visual is to 2.Smart Mobility enableSensing innovation Autonomous Robotics EDGE Smart Ci
Slide 12: Focus Market Growth and Technical Challenges
Focus Market Growth and Technical Challenges 1.New Energy (Li-B) 2.Smart mobility & Robotics 3.Smart Life Carbon neutral (KMWh) (TOPS) x1,000 (PCS) (Munit) 500 Carbon neutral society x4 Autonomous society IOT & Security society x2 400 1,000 Smart IOT mobility Healthcare x20 300 100 Li-B Reuse 20 AMR
Slide 13: Li-B BM-IC in Electrification Ecosystem and Technology
Li-B BM-IC in Electrification Ecosystem and Technology Today Biz 6 Next Biz Key 2 Automotive 1 ・Optimize BMS BOM Industrial 3 /Consumer 5 ・Battery diagnostic New Biz Tech & ecosystem Reuse 2 Next New Products Advanced Now Key Tech BEV/HEV BEV Accelerate reuse Biz BM-IC BM-IC＋CM-IC EIS technology • S
Slide 14: Safety-use of Battery in Handheld/Wearable Devices
Safety-use of Battery in Handheld/Wearable Devices ◆Safety IoT device 8.6 B units shipment(2012 to 2020) Technology Leader protects the safety of the battery. CSP MOSFET Realize ◆Longer Battery Life & Speed Charge for IoT 26% longer battery life than 2011 with 2020 product Battery life Share growth
Slide 15: Sensing Technology for Autonomous & Robotics
Sensing Technology for Autonomous & Robotics Today Biz Next In-cabin Robotics Human monitor Biz Key visual/audio visual/distance motion ・Provide METAdata ・Edge-completed system (Non-cloud) Required Next New Products Key Tech Now Sensing Devises Hi-Response Edge Solutions Sensing Solutions Sensing 2D
Slide 16: Edge/IoT Security for Smart life
Edge/IoT Security for Smart life Today Biz Next Biz Key 20-years ・Root of Trust Highly Reliable for H/A ecosystem leading performance Be Smart ! 15-years ・Design-in to the high-reliability Tough & high reliability More inside New market Next New Products Advanced Key Tech Now Inverter MCU Secure MCU
Slide 17: Japan Business and Product Summary
Nuvoton Japan Business and Product Summary • Products and technologies meet market trend Core Main Products Market Trend Focus Area Technology SOI and BMS & Motor Analog Design BMS Motor Driver New Energy LiB application CSP Technology MOSFET 5G Module/RF-GaN Smart Visual Image Sensing Processing TO
Slide 18: 1H'21 Business Update
Nuvoton 1H’21 Business Update 18
Slide 19: 1H'21 Business Update (1)
Nuvoton 1H’21 Business Update (1) MCU / Smart Home • For Smart Home Appliance, released M258, M23-based low-power secure MCU with touch key and LCD interface, and M471, M4-based high-performance main control MCU • For 5G Base Station, released M031G, M0-based GPON SFP MCU with hardware pilot tone fu
Slide 20: 1H'21 Business Update (2)
Nuvoton 1H’21 Business Update (2) Cloud Security / 6”-Fab Foundry • Strong demand for PC related products, including commercial/consumer NB (Work from Home), Chromebook (Study from Home) and Gaming MB (Entertain at Home) • Healthy growth on BMC products for both Enterprise and Hyperscale Data Center
Slide 21: 1H'21 Business Update (3)
Nuvoton 1H’21 Business Update (3) Component / Visual Sensing • Started shipment of CSP MOSFET for China brand wearable devices as the first NTCJ product with Nuvoton brand name • Released CSP MOSFET with new process for quick charge enabled smartphones • Enjoyed very healthy revenue growth in the au
Slide 22: 1H'21 Business Update (4)
Nuvoton 1H’21 Business Update (4) Battery and Analog Solutions / IoT with Security • First release of industrial-grade battery-monitoring ICs with Nuvoton brand name • Received many orders for motor driver ICs in the office automation market and home appliance market • New chipset for automotive gra
Slide 23: Questions & Answers
Questions & Answers Company website Nuvoton: www.nuvoton.com 23