Chief Telecom Inc. · TPEX:6561
Chief Telecom — CHIEF Investor conference (September 2021)
39 slides from Chief Telecom's conference presentation, Sep 28, 2021
Slide 1: Chief Company Introduction
Stock Code：6561 Chief Company Introduction Date: Sept. 28, 2021 https://www.chief.com.tw
Slide 2: I. Company Profile
CHIEF | 2HSH |. Company Profile
Slide 3: 1. Chief Profile
1. Chief Profile Founded in 1991 Capital NT$704,596,310 Major Products: IDC, Cloud, Data, Voice services Type II Telecom Licenses issued by NCC,and became Telecom operator in Aug. 2021 based on NCC new Telecom Act. The services include ISP、VPN、Internet 、 ISR、070 VoIP、bandwidth B&S, etc. Ca
Slide 4: 2. Company History
2. Company History 1991 Year 2004 Year 2011 Year 2017 Year 2019 Year Expand Taiwan First operator in • Localize GCP and Azure service . Founded • Provide Oracle OCM cloud • Direct connect to Ali cloud in HK . China VPN Taiwan to award DB services in May • Awarded government cloud • Provide 200G BW b
Slide 5: 3. Company Positioning
3. Company Positioning Best Cloud & Digital Convergence Center Specialization Sharing Connectivity+ Value+ Collaboration Multi -winners Carrier Neutral 4
Slide 6: 4. TPCX Taipei Cable Exchange Center
4 . TPCX Taipei Cable Exchange Center • Private cables (NCC licensed Pacnet/Telstra, TIGC, Reach, GCX) and consortium cables are connected in Chief IDC site, most of fixed network operators in Taiwan all set up PoPs in Chief IDC site for submarine cable interconnection. • Chief TPCX is only one plac
Slide 7: 5. Taipei Internet Exchange Center (TPIX)
5. Taipei Internet Exchange Center(TPIX) • TPIX provides internet Social Network Search Engine CDN Operator (F) (G) (Aki) content provider International traffic exchange & domestic service for both E-commerce Multimedia Cloud (A) (N) Operator (M) international and domestic customers. TPIX is an Inte
Slide 8: 6. Chief Cloud Exchange (CCX)
6. Chief Cloud Exchange (CCX) CCX provides direct connect to global cloud service platform with high security, high speed, and low latency of the private connection quality. • Transnational、multi-cloud、hybrid-cloud high speed direct connect. • Service POPs include Taipei 、Hong Kong 、 Japan 、and Sing
Slide 9: 7. Tele Market Place (Platform+Connectivity)
7. Tele Market Place (Platform+Connectivity) Global Internet & Network Type I : Int’l Carriers HGC PCCW NTT GCX Type II : Singtel Telstra Submarine Operators Type III: Int’l ICP & Google FB Cloud Service Providers AWS Azure FET CHT Type Ⅳ: Domestic Carriers & ISP Domestic Network Chief and its custo
Slide 10: 8. Clustering Magnetic Attraction Effect
8. Clustering Magnetic Attraction Effect Chief Telecom is based on carrier neutral position to attract domestic and international carriers, submarine cable operators, content providers and cloud service providers for colocation in Chief IDC buildings. With the business development model of platfor
Slide 11: 9. Major Customers
9. Major Customers Domestic Carriers International Carriers Enterprise Customers Global Cloud Providers TPIX Members 10
Slide 12: II. Recent Years Finance Performance
II、 Recent Years Finance Performance • Revenue & Gross Margin • Net Margin & EPS • Percentage of Cash Dividends • Product Service Revenue Percentage 11
Slide 13: 1. Revenue & Gross Margin
1. Revenue & Gross Margin Unit: NT$K 3,000,000 50.0% 45.0% 2,500,000 40.0% 35.0% 2,000,000 30.0% 1,500,000 25.0% 20.0% 1,000,000 15.0% 10.0% 500,000 5.0% 0 0.0% 2017 2018 2019 2020 2021-H1 Revenue 2,126,329 2,272,362 2,400,002 2,564,649 1,371,036 Gross 35.2% 39.3% 42.0% 43.7% 44.3% Margin 12
Slide 14: 2. Net Margin & EPS
2. Net Margin & EPS Unit：NT$ 10 30.0% 9 25.0% 8 7 20.0% 6 5 15.0% 4 10.0% 3 2 5.0% 1 0 0.0% 2017 2018 2019 2020 2021-H1 EPS 6.4 7.41 7.83 8.67 4.61 Net Margin 18.2% 21.4% 22.75% 23.80% 23.68% 13
Slide 15: 3. Percentage of Cash Dividends
3. Percentage of Cash Dividends NT$ 10 9 8.8 8 8 7.5 7 6 4.97 5 4.5 4 3 2 1 0 2016 2017 2018 2019 2020 Year Note：Year 2020 with NT$8.8 cash dividend including NT$1 additional paid in capital 14
Slide 16: 4. Product Revenue Percentage
4. Product Revenue Percentage 120.0% 100.0% 11.9% 11.0% 9.8% 8.8% 14.2% 5.5% 8.4% 11.2% 13.5% 14.8% 80.0% 60.0% 53.9% 52.3% 49.6% 47.6% 47.2% 40.0% 20.0% 26.4% 27.4% 28.2% 29.1% 29.2% 0.0% 2017 2018 2019 2020 2021-H1 IDC Services Data Services Cloud Services Voice Services 15
Slide 17: III. Product Line Introduction
III 、 Product Line Introduction Company Introduction: https://www.youtube.com/watch?v=3Mnji-3_d6Q ISO Information Security Quadruple Certification (27001, 27011, 27017, 27018) , DCOS-4 Certification 16
Slide 18: 1. IDC Colocation Services – Carrier Neutral
1. IDC Colocation Services – Carrier Neutral World-class carrier neutral IDC to provide high quality IDC services World-class IDC SLA Customized design and deployment 99.999% power system design Dual-loop UPS system and cooling system T.F. Fire detection and suppression system 7X24hrs
Slide 19: 2.1 Data Service – Global Internet Services
2.1 Data Service – Global Internet Services • Important Internet service hub in Taiwan with complete Internet resource, including diverse domestic ISP connections and international bandwidth. International Carriers & Submarine Cable TWGate APBT Global Operators ICP / CDN HE HiNet 6939 FET Google CHI
Slide 20: 2.2 Data Service – IPLC
2.2 Data Service_ IPLC IPLC can be used as an end-to-end physical transmission path for important branches of multinational enterprises. With stable and high-performance dedicated fixed bandwidth services to provide customers with various commercial applications of the actual transmission requir
Slide 21: 2.3 Global VPN Service
2.3 Global VPN (virtual private network) Service With forward-looking network deployment and complete enterprise solutions to expand global VPN services. Vancouver Northern China Eastern China Beijing/Tianjin Shanghai/Suzhou Wuxi/Nanjing Global VPN Network Qingdao Kunshan/Ningbo Wujiang Central Chin
Slide 22: 3.1 Comprehensive Cloud Solutions
3.1 Comprehensive Cloud Solutions IaaS (Infrastructure as a Service) Solution CCX (Chief Cloud Exchange) service & Hybrid Cloud Solutions Common Cloud Applications Security、syslog analysis and management、email box and audit、e- form 、file storage and sharing、CRM、 HRM Industry Type Cloud Appli
Slide 23: 3.2 Cloud IaaS Solution
3.2 Cloud IaaS Solution Cloud data are stored in country and meet the requirements of information security and auditing (cloud data landing principle) Passed ISO27017/27018 cloud information security and public cloud personal information protection international certification Industrial Applicat
Slide 24: 3.3 CCX Multi Cloud, Hybrid Cloud Direct Connect
3.3 CCX _Multi Cloud、Hybrid Cloud Direct Connect Public Cloud High Speed、Safety、Compliance Public Internet Congestion & Security Risks Enterprise Data Center Data Localization 23
Slide 25: 3.4 Cloud SaaS (Software as a Service)
3.4 Cloud SaaS (Software as a Service) Smart Manufacturing Sentiment Monitoring System Green environmental O2O Sales Marketing protection factory cloud Cloud Computing Farm AR/VR Applications Logistics warehousing management Commercial E-Approval forms Cloud file management Cloud
Slide 26: 4. 070 Cloud PBX UC Services
4. 070 Cloud PBX UC Services 070 VoIP: 1st choice for Cloud PBX Service Cross- Operator/Network/Platform/Device NCC E.164 Numbers for worldwide use Support PC 、NB、Pad、Mobil phone Support mobile、ADSL、 VPN 、 Wi-Fi Management Center Cloud IP-Centrex Customer web portal to manage voice services an
Slide 27: IV. Industry Trend & Future Business Focus
IV 、Industry Trend & Future Business Focus 1. Industry Trend 2. Future Business Focus 26
Slide 28: 1.1 Global Cloud Service and IDC Service Market Trend
1.1 Global Cloud Service and IDC Service Market Trend Note 1: Amazon(32%)/Microsoft(18)/Google(6)/IBM(5)/Alibaba top 5 CSPs account for 2/3 public cloud market. 2020~2025 CAGR 20% for global cloud market in 2020~2025. Note 2: CAGR 11% for global IDC market in 2020~2028. 27
Slide 29: 1.2 Cloud, AI, VR/AR Industry Trend
1.2 Cloud、AI 、VR/AR Industry Trend IT Infrastructure Digital Transformation Edge Computing Multi Cloud Big Data Machine learning Modeling、Tagging IDC AI Hybrid Cloud Smart Device Internet of Things VR/AR Popularization of 5G (speed is more than 10 times faster than 4G) Optical fiber high-speed acces
Slide 30: 2.1 Future Business Focus
CHIEF | 2HSH te RID CHES Investing in building the fourth IDC RABE 6 Sis HAR Expanding Submarine Cable Backbone RAT SEM Re ATE Cultivating the partnership with network service providers in East Asia ZERS Bik RAM Building island-wide high-speed broadband network HERS SBRE IRS Promoting smart health c
Slide 31: 2.2 L.Y.2 IDC – Digital Convergence Center
2.2 L.Y.2 IDC – Digital Convergence Center ( Connectivity Hub) 2023 H2 Commercial Service 16,500 sqm Floor Area 20 MW Power Capacity LRB Seismic Isolation Design (A series magnitude 7.0 earthquakes) Floor Loading 2,000 kg/m2 Green/Smart Building Design L.Y.2 Data Center 內湖舊宗路 30
Slide 32: 2.3 Attract Global Service Providers to L.Y.2
2.3 Attract Global Service Providers to Set up Regional Data Service Center at L.Y.2 Google & Microsoft already Set up Regional Data Centers in Taiwan 4th IDC L.Y.2 Attract Global Service Providers to Set up Regional Data Service Centers at L.Y.2 31
Slide 33: 2.4 Expand International Backbone with East Asia Operators
2.4 Expand International Backbone and Corporate with East Asia Countries Operators 32
Slide 34: 2.5 Three Rings for Service MAP
2.5 Three Rings for Service MAP (Sufficient Domestic and Foreign Fiber Optic Cable Resources) China Japan North-east Asia South-east Asia Hong Kong Taipei Danshui Station • Carrier Neutral IDC: All major Bali Station USA domestic fixed-network operators Europe have set up service PoPs in the IDC Tai
Slide 35: 2.6 Smart Health Service Chief i Health App
2.6 Smart Health Service「 Chief i Health App」 34
Slide 36: 2.7 Four Product Lines to Drive Growth Curve
2.7 Four Product Lines to Drive Growth Curve TPIX網際網路交換中心 國際級電信旅館 企業ICT 解決方案 雲端資料交換中心 Carrier Neutral - Local data storage - Multi-cloud/Hybrid TPIX APP Cloud cloud solutions - High speed internet - SaaS applications - Complete ICT solutions 27001 27011 Cloud Center CCX 27017 27018 Global VPN - Dire
Slide 37: 2.8 Chief Telecom Flywheel
2.8 Chief Telecom Flywheel 2023 H2 New IDC in Service • Neutrality and Connectivity • IDC Alliance One-stop shopping for products More application and services, integration of scenarios, confirm core service consultants, and self- Successful case requirements, find new management for standard replic
Slide 38: V. East Asia Digital Convergence and AI, Cloud Business Application Center
V、 East Asia Digital Convergence and AI、Cloud Business Application Center Taiwan is located in the center of Eastern Asia region, through customer clustering magnetic attraction effect. TAIWAN The company vision of Chief Telecom is to become East Asia Digital Convergence & AI、Cloud Business Applicat
Slide 39: Thank You
Thank You https://www.chief.com.tw
Chief Telecom — CHIEF Investor conference (September 2021) on 6ix