Synergy Scientech Corp. · TWSE:6558
Synergy Scientech — Investor Conference (December 2019)
14 slides from Synergy Scientech's conference presentation, Dec 5, 2019
Slide 1: Synergy Scientech Corp. Investor Conference
SYNERGY SCIENTECH CORP. INVESTOR CONFERENCE 1 2019/8/29 Mobile Energy Provider
Slide 2: Company Outlook
Company Outlook • Established in 1997 • Paid up Capital: USD 28 Million • HQ located in Hsinchu, Industrial & Science Park, Taiwan • Manufacturing Center in Kunshan, Suzhou China • Employees : HQ 62， Kunshan factory 1,190 (2019.07) • Public company listed on TSEC in 2018.12.5 • Product: Lithium ion
Slide 3: Manufacturing Center - Kunshan China
Manufacturing Center - Kunshan China Kunshan SYNergy covers an area of 66,667 square meters. The first phase of the office building and production plant include 8,600 square meters. Monthly production capacity is 3.6 million batteries. The second phase of the plant has a total of 15,000 square meter
Slide 4: Product: Small Li-ion Batteries
Product: Small Li-ion Batteries 4.4V HED Battery (520Wh/L) 3C Fast Charge Battery Regular rectangular 4.45V High Voltage Battery Form Factor Batteries Irregular Curved Cylindrica Mini Size Batteries Pin-type Coin cell Tiny-type 4 Mobile Energy Provider
Slide 5: Bluetooth headset market growth
Bluetooth headset market growth With the upgrade of core technologies such as Bluetooth technology and chip solutions, mobile phone structure changes and system support, AI and sensor technology, it is expected to promote the rapid development of TWS headsets. According to IDC, headsets will be the
Slide 6: Worldwide TWS Headset Shipments
Worldwide TWS Headset Shipments Worldwide Worldwide TWS 全球TWS耳機出貨量 Headset TWS Headset AirPods出貨量 AirPods Shipments Million/pcs Shipments Shipments 160 150 140 120 100 100 80 65 60 60 40 40 30 20 0 2018 2019E 2020E Data resource : Futuresource, 36氪, GfK, 東方證劵研究所2019/8 6 Mobile Energy Provider
Slide 7: Product Application
Product Application Wireless Wearable Devices mouse/keybo Bluetooth ard Remote control TWS charger/ speaker/ Medical /transmission Fill light self-timer Mobile Energy Provider 7
Slide 8: Application Scenarios of Bluetooth Headset
APPLICATION SCENARIOS OF BLUETOOTH HEADSET CC&O headset Neck-mounted headset 150~300mAh 100~150mAh Mono headset 90~120mAh Sports headset 80~130mAh Sleeping earphones 5~15 mAh True wireless headset 25~85mAh Noise cancellation stereo headphones 350~800mAh Mobile Energy Provider Gaming headphones Colla
Slide 9: Bluetooth Headset: Lithium Battery Suppliers
Bluetooth Headset:Lithium Battery Supplieries M cells/Y CY15 CY16 CY17 CY18 CY19 LGC 0 0 30 60 80 ATL 1.5 2.0 17.0 35.0 47.2 SYNergy 9.4 13.6 15.8 24.5 30.1 Murata 1.6 2.4 2.6 4.3 4.9 VARTA 2.1 2.2 2.2 19.0 38.8 Spring Power 0 0 0 5.4 10.5 SZ Topway 1.5 2.0 3.0 6.6 4.5 GP Battery 0 0 0.6 1.8 4.5 Oth
Slide 10: 2019 H1 Revenue By Product Application
2019 H1- Revenue By Product Application 2019 H1 Revenue share 2018 H1 Revenue share Mobile Others, Mobile Others, accessories, 4.50% accessories, 2.20% 8.30% 4.90% Medical, 4.90% Medical, Wearable, 9.00% 1.90% Wearable, 7.80% Charger, 11.50% BTH, BTH, 64.50% Charger, 55.10% 14.20% Speaker, 6.00% Spe
Slide 11: Key P&L Items of SYNERGY (Consolidated)
Key P&L Items of SYNERGY (Consolidated) Unit: NTD in Thousand 2019 H1 2018 H1 Stand-alone Amount % YOY Amount % Revenue 997,400 100.00% 35.75% 734,706 100.00% Gross profit 242,622 24.33% 40.03% 173,268 23.58% Operating Profit 116,890 11.72% 80.99% 64,585 8.79% Pre Tax Income 123,841 12.42% 43.05% 86
Slide 12: 2016~2019H1 Performance
2016~2019H1 Performance Unit: NTD in Thousand 2,000,000 1,800,000 1,734,292 1,600,000 1,516,109 1,400,000 1,340,156 1,200,000 997,400 1,000,000 800,000 600,000 400,000 200,000 134,887 159,032 164,992 96,631 0 2016 2017 2018 2019H1 營業收入 Revenue 稅後淨利 Net Income Mobile Energy Provider 12
Slide 13: Dividend
Dividend Year 2015 2016 2017 2018 EPS 1.32 1.81 2.13 2.17 Cash Dividend 0.7 0.9 1.12 1.2 Mobile Energy Provider 13
Slide 14: Q & A Thank You
Q &A Thank You for Your Attention! Mobile Energy Provider 14
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