United Microelectronics Corp. · TWSE:2303
United Microelectronics — Q1 2001 Earnings Presentation
14 slides from United Microelectronics's earnings presentation, Apr 30, 2001
Slide 1: The Future of Silicon
04. 30.2001 ee #—-A WHS y THE FUTURE OF SILICON
Slide 2: Q1 2001 income statement vs. prior quarter
% % % 23,593 100.0 31,851 100.0 (25.9) 9,603 40.7 17,515 55.0 (45.2) 2,998 12.8 2,901 9.1 3.3 6,605 27.9 14,614 45.9 (54.8) (123) (0.5) 2,111 6.6 (105.8) !" 6,474 27.4 16,713 52.5 (61.3) #$%&%'() * 0.57 1.46
Slide 3: Q1 2001 income statement vs. prior year
: 90 %% 89 %% %% 23,593 23,593 100.0 100.0 19,313 19,313 100.0 100.0 22.2 22.2 9,603 9,603 40.7 40.7 8,903 8,903 46.1 46.1 7.9 7.9 2,998 2,998 12.8 12.8 2,632 2,632 13.6 13.6 13.9 13.9 6,605 6,605 27.9 27.9 6,271 6,271 32.5 32.5 5.3 5.3 ( ) (123) (123) (0.5) (0.5) 1,203 1,203 6.2 6.2 (110.2) (110.2)
Slide 4: Gross margin trend
Unit: NT B GM% 20 60% 55.0% 52.0% 18 48.5% 46.1% 50% 16 40.7% 14 40% 12 10 30% 8 20% 6 4 10% 2 0 0% Q1-00 Q2-00 Q3-00 Q4-00 Q1-01
Slide 5: Non-operating income and investment gains
UMC 90 89 89 Nippon Foundry Inc. (NFI) 188 420 429 (Unipac) (202) (30) 26 (WWEI) 87 129 27 (Faraday) 33 35 29 34 297 524 140 851 1,035
Slide 6: Quarterly trend chart (USD)
” ! Unit: USD 1,600 1,500 1,400 1,300 1,200 Q1-00 Q2-00 Q3-00 Q4-00 Q1-01
Slide 7: "#$%&' "#$%&' 51,589 70,512 162,495 315,555 36,982 32,462 ! 246,111
"#$%&' "#$%&' 51,589 70,512 162,495 315,555 36,982 32,462 ! 246,111
Slide 8: Revenue breakdown
BEA - 36 #/ 2001 Q1 2000 Q4 AA HA 2% 2% RH les 46% lees AT% 24% WWW.UMC.COM
Slide 9: Revenue breakdown by region
2001 Q1 2000 Q4 5% 4% 28% 26% 67% 70%
Slide 10: Revenue breakdown by customer type
2001 Q1 2000 Q4 1% 4% 25% 33% 40% 48% 26% 23%
Slide 11: Revenue by process technology
2001 Q1 2000 Q4 >0.5u >0.5u 5% 0.18u 23% 4% 0.18u 17% 0.5u 0.5u 19% 14% 0.25u 0.25u 32% 37% 0.35u 0.35u 21% 28%
Slide 12: Revenue by product type
2001 Q1 2000 Q4 SRAM SRAM DRAM 4% 5% NVM NVM DRAM 10% 19% 23% 13% Logic/Mixed Logic/Mixed mode 63% mode 63%
Slide 13: ()*+ ()*+, - - - % 85,019 100.0 24,536 28.9 13,205 15.5 1,331 13.3
()*+ ()*+, - - - 90 % 85,019 100.0 24,536 28.9 13,205 15.5 11,331 13.3 2,008 2.4 13,331 15.7
Slide 14: For more information regarding UMC
For more information regarding UMC www.umc.com For all inquiries, suggestions, and comments ir@umc.com
United Microelectronics — Q1 2001 Earnings Presentation on 6ix