Rafael Microelectronics, Inc. · TPEX:6568
Rafael Microelectronics — 2025 Investors Conference hosted by Horizon Securities
14 slides from Rafael Microelectronics's conference presentation, Dec 18, 2025
Slide 1: Rafael Microelectronics, Inc. 2025Y Investors Conference
Stock Code：6568 Rafael Microelectronics, Inc. 2025Y Investors Conference 0 29 Proprietary and Confidential
Slide 2: Safe Harbor Statement
Rafael Micro |Safe Harbor Statement Except for historical information contained herein, the matters set forth in this presentation are forward looking statements that are subject to risks and uncertainties that could cause actual results to differ materially, including the impact of competitive prod
Slide 3: Overview
Rafael Micro | Overview • Established in Y 2006 list on the Taiwan 8K TV/STB RF IC Satellite LNB & Tuner Stock Exchange in 2016 (TPEX 6568 with approximately 97 employees, 85 4K, 8KTV, STB • Receiver for 4K, 8K TV Satellite application • Multi-switch electrical engineers • Tuner for 4K, 8K TV • LNB
Slide 4: Monthly Revenue
Rafael Micro |Monthly Revenue 3 29 Proprietary and Confidential
Slide 5: Product revenue share
Rafael Micro |Product revenue share 4 29 Proprietary and Confidential
Slide 6: Consolidated Income Statement (YTD)
Rafael Micro |Consolidated Income Statement (YTD) Unit:NT$K 2025/1-9 2024/1-9 YOY Description 金額 % 金額 % 金額 % Operating revenue 836,730 100 790,295 100 46,435 6 Operating costs (510,689) (61) (474,638) (60) (36,051) (8) Gross profit 326,041 39 315,657 40 10,384 3 Unrealized profit from sales 5 0 (504
Slide 7: Consolidated Income Statement (Quarterly YoY)
Rafael Micro |Consolidated Income Statement (Quarterly YoY) Unit:NT$K 2025/Q3 2024/Q3 YOY Description 金額 % 金額 % 金額 % Operating revenue 276,970 100 285,968 100 (8,998) (3) Operating costs (175,678) (63) (181,653) (64) 5,975 3 Gross profit 101,292 37 104,315 36 (3,023) (3) Unrealized profit from sales
Slide 8: Consolidated Income Statement (Quarterly QoQ)
Rafael Micro | Consolidated Income Statement (Quarterly QoQ) Unit:NT$K 2025/Q3 2025/Q2 QOQ Description 金額 % 金額 % 金額 % Operating revenue 276,970 100 290,037 100 (13,067) (5) Operating costs (175,678) (63) (183,448) (63) 7,770 4 Gross profit 101,292 37 106,589 37 (5,297) (5) Unrealized profit from sal
Slide 9: Financial Information
Rafael Micro |Financial Information Financial Information 2025/9/30 2025/6/30 2025/3/31 2024/12/31 2024/9/30 Cash and Financial Asset 863,258 808,820 824,884 765,628 684,974 Bank Loan 0 0 0 0 0 Net cash 863,258 808,820 824,884 765,628 684,974 QoQ Change 54,438 (16,064) 59,256 80,654 (136,969) Accoun
Slide 10: Market Status and Outlook
Rafael Micro | Market Status and Outlook Broadband RF Products TV, STB and SAT: Shipments continue to reach record highs, driven by existing customers and increased penetration of global brands. Ranked No. 2 globally with over 35% market share. Expanded into emerging markets, including Brazi
Slide 11: Market Status and Outlook
Rafael Micro |Market Status and Outlook Optical Products Single-mode : 10G XGS-PON is expected to expand adoption among European and U.S. customers starting next year. 25G/50G FTTH is expected to be the next standard. Multi-mode: Adoption by data center customers in China has progressed we
Slide 12: Market Status and Outlook
Rafael Micro |Market Status and Outlook SoC Products ASIC service : Automotive TV tuner chips co-developed with a Japanese partner have passed mass production qualification and entered mass production in 2025, with demand expected to increase next year. Security chipset solutions developed wit
Slide 13: Market Status and Outlook
Rafael Micro |Market Status and Outlook SoC Products IOT Products : Next-generation AIoT products completed, featuring low power, high integration, and high reliability; adoption expected to grow in 2026. 12 29 Proprietary and Confidential
Slide 14: Thank You
Thank You Rafael Micro 13 29 13 Proprietary and Confidential
Rafael Microelectronics — 2025 Investors Conference hosted by Horizon Securities on 6ix