Mosel Vitelic Inc. · TWSE:2342

Mosel Vitelic — FY2023 Earnings Presentation

14 slides from Mosel Vitelic's earnings presentation, Mar 13, 2024

  1. Slide 1: Investor Relation Presentation

    ©) MOSEL VITELIC SM RY ET RARE A Investor Relation Presentation March 13, 2024

  2. Slide 2: Risk Disclosures Statement

    風險聲明 Risk Disclosures Statement This presentation material contains certain forward-looking statements that are based on current expectations and are subject to known and unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such stat

  3. Slide 3: 會議議程

    會議議程 ・2023營運成果 唐亦仙 董事長暨執行長 ・產品及產能規劃 盧建志 總經理 ・問與答

  4. Slide 4: Balance sheet summary

    eS xe gt Kx 48 Be ©) MOSEL VITELIC Fa: wet GHA 1124-12318 11144124318 BR BR ZEKLAGA 1,483 2,152 (#48) FHF (177) 554 i i 4a) BRC 0) (1.12) 3.53 RERA GRE 989 1,775 HE 3a. 2,364 2,689 & ARCA) 434 582 POWER saving

  5. Slide 5: Income statement

    BARR BR PRR Drowns Fe: ER AKA 1124 JE 111 FE ER BR % BR % % SEKAFRA 1,483 100.0 2,152 100.0 (31.1) SERA (1,418) (95.6) (1,534) (71.3) (7.6) BELA 65 4.4 618 28.7 (89.5) SFR (260) (17.6) (260) (12.0) 0.0 SEGARA (195) (13.2) 358 16.7 (154.5) Heit SH HMAC KH) 19 1.3 197 9.1 (90.4) BL (#48 ) FFI (176) (1

  6. Slide 6: Balance sheet and financial ratios

    MAE A RAPER most ve Rw: mee TRH 11212 4318 1117-12 4 318 BR % BR % BA 3,417 100.0 4,184 100.0 RERAGRE 989 28.9 1,775 42.4 Mie BR BRAK 214 6.3 341 8.2 BE 269 7.9 291 7.0 RHA 2,234 65.4 3,088 73.8 RG. BER 724 21.2 462 11.0 48 HE 299 8.7 307 73 EAT BARA RRR 129 3.8 173 41 Met BARBRA 457 13.4 719 17.2 H

  7. Slide 7: Monthly Sales

    Monthly Sales 2023年每月營收表現 Unit：in thousands 140,000 120,000 100,000 80,000 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

  8. Slide 8: 2022-2023 Revenue Breakdown

    2022-2023 Revenue Breakdown 銷售分析 – 產品別 Y2022 Y2023

  9. Slide 9: Wafer Foundry Output Trend (average per month)

    Wafer Foundry Output Trend (average per month) 平均每月晶圓製造產出數量 Pcs/Month MOSFET/IGBT Diode/MCD Analog/TVS Others 60000 50000 40000 30000 20000 10000 0 2019 2020 2021 2022 2023

  10. Slide 10: MVI Automobile Products Shipping Trend

    MVI Automobile Products Shipping Trend 茂矽車用產品出貨數量 Unit : KPcs 250 46.1% 200 27.0% 20.6% 150 100 10.5% 9.4% 50 0 2019 2020 2021 2022 2023

  11. Slide 11: IGBT Products Overview

    IGBT Products Overview 產品一覽表 Technology Voltage Rating (V) Current Rating (A) Availability Trench NPT 650 10 / 12 / 15 Production Trench NPT 650 20 / 25 Production Trench NPT 650 35 Production Trench NPT 1200 10 Production Trench NPT 1200 20 Production Trench NPT 1200 25 Production Trench FS 1200 10

  12. Slide 12: Mosel Power Device Technology Roadmap

    Mosel Power Device Technology Roadmap 2023 2024 2025 2026 2027 Low Cj Trench TVS TVS Low Vc Trench TVS SiC Planar MOSFET SiC SiC Trench MOSFET Trench Field-Stop IGBT Low Switching Loss High Controllability IGBT High Speed Fine Pitch Thin Wafer Low Vth & Low Leakage MOSFET 250V High Voltage SGT MOSFE

  13. Slide 13: Summary- 經營現況總結

    Summary- 經營現況總結 攻佔車用、工業及高端 MOSFET應用市場 Continuous growth in AUTOMOTIVE , INDUSTRIAL and HIGH END MOSFET Markets • 2022年車用產品出貨量達到27%，2023年車用產品比重持續成長至46%。 The proportion of shipment is 27% from automotive application and products In 2022. Exceeded 2023 shipment target 35%, the proportion continued to g

  14. Slide 14: Thank You !

    ©) MOSEL VITELIC Thank You ! QandA! POWER saving

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