Aces Electronics Co., Ltd. · TWSE:3605
Aces Electronics — ACES Investor Conference 2025
23 slides from Aces Electronics's conference presentation, Sep 10, 2025
Slide 1: ACES Electronics Co., Ltd.
ACES ELECTRONICS CO., LTD. TWSE: 3605.TW SEPTEMBER 10 , 2025 CONFIDENTIAL ｜ Copyright©2023 ACES Electronics Co., Ltd. and its Affiliates. All Rights Reserved.
Slide 2: Disclaimer Statement
DISCLAIMER STATEMENT • This presentation and release contain “forward-looking statements” which may include projections of future results of operations, financial condition or business prospects based on our own information and other sources. • Our actual results of operations, financial condition o
Slide 3: Contents
Contents 1 Company Overview 2 Business & Product Strategies 3 Financial Results 4 Q&A CONFIDENTIAL ｜ Copyright©2023 ACES Electronics Co., Ltd. and its Affiliates. All Rights Reserved. 3
Slide 4: Company Overview
Company Overview CONFIDENTIAL ｜ Copyright©2023 ACES Electronics Co., Ltd. and its Affiliates. All Rights Reserved.
Slide 5: Profile
Profile • ACES Group(3605) Established in Nov. 1996. Over 5,000 employees worldwide. Headquarters: Taoyuan, Taiwan. Factories: Taiwan, Dongguan, Kunshan, Philippines, and Vietnam. Overseas Sales Offices: Japan, Singapore, Germany, USA, India, and UK. • We are focusing on designing/producing/
Slide 6: Milestone
Milestone PEC Established Merging MEC to Merge CPC to Merge KY to gain Merged Genesis to PEC Phase Two to focusing on gain cable enter European stamping part gain high speed R&D headquarter precision and assembly product Automotive manufacturing cable technology focuses on Cloud advanced line connec
Slide 7: Global Service Footprints
Global Service Footprints Kun Germ shan Atlanta any Japan Hayward ,GA Chong ,CA qing Taiwan Singa pore Dong guan Taiwan Greater China Southeast Asia USA/Europe ◆ Taoyuan ◆ China ◆ Vietnam ◆ Germany Vietnam Headquarters Kunshan ◆ USA Philippines ◆ PEC Phase One Dongguan ◆ Philippines Hayward ◆ PEC Ph
Slide 8: Business & Product Strategies
Business & Product Strategies CONFIDENTIAL ｜ Copyright©2023 ACES Electronics Co., Ltd. and its Affiliates. All Rights Reserved.
Slide 9: Strategic Planning for main market category
Strategic Planning for main market category Industry Cloud Automobile Laptop UPS, Server, ADAS, Computer, Smart Industrial Data Center Smart Cabin, Consumer Equipment, Network Connected Electronics Industrial Computer Equipment, Vehicle Set-Top Box(STB) Technology Modem CONFIDENTIAL ｜ Copyright©2023
Slide 10: Industrial Industry
Industrial Industry UPS, Smart Industrial Equipment, Industrial Computer Motor Wire Circular Connector LVDS Cable Servo Motor Connector& Cable CONFIDENTIAL ｜ Copyright©2023 ACES Electronics Co., Ltd. and its Affiliates. All Rights Reserved. 10
Slide 11: Cloud Communication Industry
Cloud Communication Industry Server, Data Center, Network Equipment, STB, Modem, Router PCIE SAS&SFF8639 High Speed connector Connector High Speed Cable SFP, QSFP, SlimSAS, MCIO…. I/O Connector Power Connector Shielding Gen-Z RF Connector F Connector RJ Connector CONFIDENTIAL ｜ Copyright©2023 ACES E
Slide 12: Automobile Industry
Automobile Industry ADAS, Smart Cabin, Connected Vehicle Technology Smart antenna Sola Roof Camera Cable Conn & Harness ADAS A/V cable Ultrasonic Park BCM Assist. Holder FAKRA mmWave Holder High Voltage Oil Pump Harness Connector CONFIDENTIAL ｜ Copyright©2023 ACES Electronics Co., Ltd. and its Affil
Slide 13: Computer Peripherals / Consumer Electronics
Computer Peripherals Consumer Electronics Laptop Computer, Consumer Electronics High Speed Cable LVDS Connector & Cable External Connector Mag Fit Connector FFC/FPC Connector I/O Connector M.2 Shielding BTB Type C DDR 5 Connector CONFIDENTIAL ｜ Copyright©2023 ACES Electronics Co., Ltd. and its Affil
Slide 14: Server / Data Center
Server / Data Center Gen-Z High Speed Connector Application PCI Express® CEM Gen 5/6 Multi-Trak Gen5/6 PCI Express® 12VX6 MCIO Gen5/6 Board to Board Conn PCIe® M.2 Gen NearStack PCIe 5 CONFIDENTIAL ｜ Copyright©2023 ACES Electronics Co., Ltd. and its Affiliates. All Rights Reserved. 14
Slide 15: Conn Application Illustration
Conn Application Illustration Regarding the NVIDIA GB200 NVL72, ACES could provide many component solutions on the platform. On the ASIC/AMD platform, ACES also expect to begin shipments in 2026 10 MGX 4 Blackwell 9 Switch GPU in 1 MGX 8 MGX High Speed Connector CONFIDENTIAL ｜ Copyright©2023 ACE
Slide 16: Server structure breakdown (1U)
Server structure breakdown(1U) PCIe extend to MB(MCIO…) NIC to MB (Gen-z) PSU to MB (Cardedge conn) PCIe extend(PCIe std conn) NIC PSU PCIe extend CPU CPU socket DDR5 slot DDR5 DRAM NVME/SSD Fan conn. NVME to MB(MCIO/Nearstack/GenZ…) PANEL (U.2/U.3) CONFIDENTIAL ｜ Copyright©2023 ACES Electronics Co.
Slide 17: Market Segregation
MARKET SEGREGATION Industrial Cloud Automobile NB& Industry Consumer 2025Q2 22% 24% 4% 50% 2025Q1 23% 23% 5% 49% 2024Q4 22% 20% 5% 53% 2024 22% 18% 6% 54% 2023 21% CONFIDENTIAL ｜ Copyright©2023 ACES Electronics Co., Ltd. and its Affiliates. All Rights Reserved. 19% 7% 53% 17
Slide 18: Market Prediction
MARKET PREDICTION Industrial Cloud Auto. PC & Peripheral Industry 2025H2 2025H1 23% 23% 4% 50% 2024 22% 18% 6% 54% 2023 21% 19% 7% 53% CONFIDENTIAL ｜ Copyright©2023 ACES Electronics Co., Ltd. and its Affiliates. All Rights Reserved. 18
Slide 19: Financial Results
Financial Results CONFIDENTIAL ｜ Copyright©2023 ACES Electronics Co., Ltd. and its Affiliates. All Rights Reserved.
Slide 20: Consolidated Statement of Comprehensive Income - Quarterly
Consolidated Statement of Comprehensive Income - Quarterly Unit: NT$ Thousand (Except Per Share Data) 3Q'24 4Q'24 1Q'25 2Q'25 (Audited) (Audited) (Audited) (Audited) (a) Sales Revenue 2,688,732 100% 2,684,398 100% 2,577,280 100% 2,787,017 100% Cost of Goods Sold (2,004,552) (74.6%) (2,014,821) (75.1
Slide 21: Consolidated Statement of Comprehensive Income - Cumulative
Consolidated Statement of Comprehensive Income - Cumulative Unit: NT$ Thousand (Except Per Share Data) Jun 30, 2025 Jun 30, 2024 YoY (Unaudited) (Unaudited) Change % Sales Revenue(a) 5,364,297 100% 4,397,767 100% 22% Cost of Goods Sold (3,991,599) (74.4%) (3,429,722) (78.0%) 16% Gross Profit 1,372,6
Slide 22: Five-Year Financial Results
Five-Year Financial Results Unit: NT$ Thousand (Except Per Share Data) Jun 30 2025 Year 2024 Year 2023 Year 2022 Year 2021 (Unaudited) (Audited) (Audited) (Audited) (Audited) Sales Revenue(a) 5,364,297 100% 9,770,897 100% 8,486,228 80% 10,392,504 98% 10,575,862 100% Cost og Goods Sold (3,991,599) (7
Slide 23: Q&A
Q&A 宏致集團 ACES GROUP 連接無限可能的未來與願景 MORE SOLUTIONS FOR RELEVANT CONNECTIONS CONFIDENTIAL ｜ Copyright©2023 ACES Electronics Co., Ltd. and its Affiliates. All Rights Reserved.