E-lead Electronic Co., Ltd. · TWSE:2497
E-lead Electronic — Q3 2020 Earnings Presentation
18 slides from E-lead Electronic's earnings presentation, Nov 11, 2020
Slide 1: E-LEAD ELECTRONIC CO., LTD.
E-LEAD ELECTRONIC CO., LTD. 1
Slide 2: Safe Harbor Notice
Safe Harbor Notice E-LEAD Electronic’s statement of its current expectations are forward-looking statements which are subject to significant risks and uncertainties. Actual results may differ materially from those contained in any forward-looking statements. The numbers of the presentation are pr
Slide 3: Financial Status – Revenue
Financial Status – Revenue UNIT: NT$ thousand 3
Slide 4: Financial Status – Gross Margin
Financial Status – Gross Margin 4
Slide 5: Financial Status – Operating Expenses
Financial Status – Operating Expenses UNIT: NT$ thousand 5
Slide 6: Financial Status – Operating Profit
Financial Status – Operating Profit UNIT: NT$ thousand 6
Slide 7: Financial Status – Basic EPS
Financial Status – Basic EPS UNIT: NT$ 7
Slide 8: Products Development
Products Development 1983 1999 2004 2012 2013 2014 2015 2016 2017 2018~ Videocassette Head Unit Car Autonomous OE OE Adapter Electronics Accessory HUD Autonomous Infotainment Integration ADAS Accessory / Navigation - Image recognition - Millimeter wave radar Project Air - Big Data Eyesight Protectio
Slide 9: Company Profile
Company Profile TAIWAN CHINA THAILAND Headquarters Changhua Site Chuan-Hsin Site Factory Optical Mirror R&D Assembly line x 12 R&D Center SMT line X 2 Certificated: R&D: Assembly line x 10 Mirror line x 4 HUD Circle Assembly IATF16949 ID,ME, EE-1, EE-2 Certificated: • Flat Mirror line x 2 ISO 14001
Slide 10: Integration of Total Solution
Integration of Total Solution HUD RSE Auto Link Smart Phone Real time Output NAVI Sync AVM Dual Output CCD ADAS CAN Bus Digital IC MMH DVR LVDS Accessory STW 10
Slide 11: Corporate Transformation
Corporate Transformation Product line HUD HeadUnit shift to ADAS Development timeframe for OEM is longer. OE for OES Customer Type Automakers To focus on mid-term and long-term growth and effectiveness by cooperating and developing parts with automakers. 11
Slide 12: 2020Q1-Q3 Sales Portfolio
202001-Q3 Sales Profolio ADAS Other 10~15% 5~10% Rear Camera 10~15% AVM 10~15% HeadUnit 20~25% 12
Slide 13: Head-Up Display Series
Head-Up Display Series Focusing on WHUD and AR HUD in China market, and utilizing market performance to promote European, American and Japanese automakers. C HUD W HUD AR HUD On the front of the steering The HUD unit is mounted The AUHUD unit is mounted under wheel on the instrument panel, under t
Slide 14: Head-Up Display Series
Head-Up Display Series Information source：https://www.nanmuxuan.com/zh-tw/complex/txlrkcjima.html 14
Slide 15: Head-Up Display Series
Head-Up Display Series Information source：https://www.nanmuxuan.com/zh-tw/complex/txlrkcjima.html 15
Slide 16: AVM / Rear Camera
AVM / Rear Camera Focus on ASEAN market and strive to get new customers of automakers. Multiple-countries Patents Applied 16
Slide 17: HeadUnit
HeadUnit Focus on ASEAN market and strive to get niche customers of automakers. Multiple-countries Patents Applied 17
Slide 18: Q & A
Q & A 18