Anli International Co., Ltd. · TPEX:5223
Anli International — Q3 2025 Earnings Presentation
38 slides from Anli International's earnings presentation, Dec 3, 2025
Slide 1: Anli-KY Thermal module parts supplier
Anli-KY Thermal module parts supplier Anli-KY 2025/12/03 Investor Conference 5223.TW 散熱模組零件供應商
Slide 2: Disclaimer
Disclaimer This Presentation is provided by Anli International Co., Ltd (Anli-KY). Anli-KY makes no guarantee or warranties to the accuracy and correctness of the materials within the presentation. Anli-KY undertake no obligation to update any relevant data to reflect any change hereafter after the
Slide 3: Anli-KY Crafting to Perfection
Anli-KY Crafting to Perfection On the future pathway towards sustainable development, Anli will uphold the business philosophy of ethics as its core. Through endless learning and innovation, Anli will continually to strengthen our ability in product development, efficiency in production and extends
Slide 4: Anli-KY Thermal module parts supplier
Anli-KY Thermal module parts supplier Date of foundation June, 2010 in Cayman Islands Raised capital The paid-in capital amount to NT$445,498 thousand Date of listing in TPEx July, 2018 (Stock code:5223) Core production process Precision metal die-casting components, metal stamping parts, and metal
Slide 5: Anli-KY Thermal module parts supplier
Anli-KY Thermal module parts supplier ANLI Kunshan 2001 Gtek (Chongqing) 2014 Kuanghe Kunsha 2006 Huzhou Anli 2022 Anli-KY (Taipei) 4
Slide 6: Anli-KY The upstream of the chain
Anli-KY The upstream of the chain Raw Material Suppliers Upstream Die Casting / Stamping Manufacturing Plants Anli-KY Module / 02 Nidec 、CCI、 AURAS 、SUNON 、 Assembly Plants PEGATRON 、 AVC、FCN (Thermal、FAN) System Manufacturers Foxconn 、Quanta、 Midstream (ODM/OEM) DELTA、Compal Fruit、Dell、Asus、HP、 Com
Slide 7: The competitive edge of automated manufacturing
Anli-KY The competitive edge of automated manufacturing Information Information System System POME BIS Smart Cloud Immediacy Boss Smart Private Cloud Manage Interface IT & OT Labor and Machine Smart Smart Collaboration Intelligent Promotion Manage AI Manage Create Value Labor Machine Cooperation Opt
Slide 8: The benefits of Automation
The benefits of Automation THE NUMBER OF EMPLOYEES 1000 929 900 785 800 744 700 672 668 637 627 609 575 556 600 526 500 400 300 200 100 0 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Q3 7
Slide 9: The main products for cooling-related
Anli-KY The main products for cooling-related Thermal Module Automotive Optical Radar 5G Base Stations Probe Card Automobiles Components Automotive Mirrors Servers Precision Components Mechanical Automotive Refrigerator Smartphones Processing AI Server Components Thermal Systems
Slide 10: Customers
Customers End Anli-KY The end customers / The direct customers HESAI Nidec DELTA Compal Customers LUXSHARE Tianmai Direct SUNON Auras 雙鴻 CCl FCN Quanta DIVERSE 9
Slide 11: Analysis of AI servers
RA BALA ARRA A Anli International Co.,Ltd Analysis of Al servers
Slide 12: Global server shipments: 5.1% estimated CAGR over the next 5 years
Global server shipments: 5.1% estimated CAGR over the next 5 years The global server shipment CAGR is estimated to be 5.1% from 2025 to 2030. Global Server Shipment Trends and Forecast for 2025–2030 Unit: Thousand Units Source:DIGITIMES,2025/10 11
Slide 13: High-End AI Server Shipments in 2025
High-End AI Server Shipments in 2025 High-end AI server shipments in 2025 are expected to surpass one million units. High-End and General AI Server Shipment Trends and Forecast for 2022–2025 Unit: Thousand Units High-End AI Servers General AI Servers High-End YoY General YoY Total AI Servers Estimat
Slide 14: AI server shipments are expected to continue growing
AI server shipments are expected to continue growing As major technology giants continue to expand capital expenditures to build AI data centers, demand for related products is expected to remain robust. With AI chips still in short supply, AI server shipments are also expected to rise continuousl
Slide 15: AI GPU Server Market Outlook
AI GPU Server Market Outlook GB200 shipments have experienced substantial growth, while GB300 is set to begin shipping soon. GB200 Rack Server Shipments by Quarter Potential Shipment Breakdown of GB200/GB300 Unit: Thousand Units Unit: Thousand Units Source: Fubon Securities Investment Advisory Dat
Slide 16: 2025 Global Server Market Overview
2025 Global Server Market Overview The company/market is ranked second globally and first within China. Inspur – A Reflection of China’s Major Server Vendors by Revenue Ranking Technological Strength Ranking Global Market China Market Inspur consistently ranks second in the global server market De
Slide 17: 2025 China Server Industry Market Outlook
2025 China Server Industry Market Outlook China’s server market is experiencing continuous growth. Forecast Trend of China’s Server Market Size, 2022–2025 Forecast Trend of China’s AI Server Market Size, 2021–2025 (Market Size: 100 Million RMB) (Market Size: 100 Million RMB) Source: China Business
Slide 18: Drone Industry Development
Drone Industry Development 17
Slide 19: 2025 Drone Industry: Current Status and Future Trend Analysis
2025 Drone Industry: Current Status and Future Trend Analysis Under the 'Chip Team Taiwan' development trend, the government encourages the enhancement of drone manufacturing and research & development. The government plans to introduce the 'Chip Team Taiwan National Chip Alliance' initiative, pro
Slide 20: 2025 Drone Industry: Current Status and Future Trends
2025 Drone Industry: Current Status and Future Trends Taiwan plans to raise its defense budget to exceed 3% of GDP. 泛歐航太國防指數(SXPARO) Pan-European Aerospace & Defense Index (SXPARO) U.S. President Donald Trump announced that the United States would no longer provide free military aid to allies, enc
Slide 21: 2025 Drone Industry: Current Status and Future Trends
2025 Drone Industry: Current Status and Future Trends A substantial increase in the 2026 defense budget is expected, supporting a positive outlook for the aerospace and defense sectors. Recent Trends in Taiwan’s Defense Budget 2026 Taiwan Defense Budget: NT$949.5 Billion (+47% YoY) Defense Special
Slide 22: Drones Drive Growth in the Low-Altitude Economy
Drones Drive Growth in the Low-Altitude Economy China’s Low-Altitude Economy Has Achieved Scale Low-altitude economy' typically denotes economic activities operating below 1,000 meters, utilizing both manned and unmanned aircraft for applications such as logistics, food delivery, passenger transpo
Slide 23: Low-Altitude Economy Soars: Drones Take the Lead
Low-Altitude Economy Soars: Drones Take the Lead China’s Low-Altitude Economy Achieves Scale China Low-Altitude Economy Market Size (RMB) (in 100 Million RMB) 3.5 trillion China’s low-altitude economy industry reached about RMB 670 billion in 2024. The industry is expected to double to RMB 1.5 tri
Slide 24: AI PC & Laptop Market: Emerging Trends
AI PC & Laptop Market: Emerging Trends 23
Slide 25: AI PCs will surpass 50% of overall PC shipments
AI PCs will surpass 50% of overall PC shipments * Global AI PC Market Share and Shipments, 2024–2026 2024 2025 2026 AIPC Estimated Share of Total PC Market (%) 15.6 31 54.7 AI Laptops Estimated Share of Total Laptop Market (%) 19.4 35.7 58.7 AI Desktops Estimated Share of Total Desktop Market (%) 3.
Slide 26: Fastest-Growing PC Brands
Fastest-Growing PC Brands 25
Slide 27: Global Laptop Market – Regional Analysis
Global Laptop Market – Regional Analysis Laptop market revenues by country highlight the significant contributions of several key markets. China: USD 23.25 million United States: USD 21.20 million Japan: USD 7.80 million 26 Source: market.us | https://www.news.market.us/laptop statistics/?utm_
Slide 28: Global Laptop Shipments Projected to Grow at a CAGR of Approximately 3%
Global Laptop Shipments Projected to Grow at a CAGR of Approximately 3% Over the Next Five Years Estimated CAGR of Global Laptop Shipments, 2025–2030: 3% Forecast and Trends of Global Laptop Shipments and Growth Rates Over the Next Five Years Note: DIGITIMES classifies detachable devices as tablets;
Slide 29: Analysis of New Energy Vehicles in China
Analysis of New Energy Vehicles in China 28
Slide 30: Analysis of the Current Development and Future Outlook of China's Automotive Sales Industry
Analysis of the Current Development and Future Outlook of China’s Automotive Sales Industry Current Development 01 China’s automotive sales industry is rapidly transitioning to new energy and intelligent vehicles. Penetration of pure Loremelectric andsithybrid ipsum dolor cars is rising, amet, conse
Slide 31: Global automobile sales are expected to experience a moderate increase in 2025–2026
Global automobile sales are expected to experience a moderate increase in 2025–2026. 01 02 03 04 Market Size and Competitive Landscape Consumer Trends and Policy and Supply Regional Landscape and Key Participants Technology Drivers Chain Risks The global automotive market has Industry consolidation
Slide 32: Anli-KY Financial Analysis
Anli-KY Financial Analysis 31
Slide 33: Operation Overview - Consolidated Statements of comprehensive income
Anli-KY Operation Overview - Consolidated Statements of comprehensive income Items 2025.Q3 2025.Q2 QOQ 2024.Q3 YoY Sales Revenue 523,294 498,579 24,715 4.96% 475,124 48,170 10.14% Gross Margin 91,279 73,078 18,201 24.91% 92,390 (1,111) (1.20%) Gross Margin % 17.44% 14.66% 2.79% 19.01% 19.45% (2.00%)
Slide 34: Operation Overview - Simple Balance sheets
Anli-KY Operation Overview -Simple Balance sheets Items 2025.09.30 2025.06.30 QoQ 2024.09.30 YoY Cash and Cash in Bank 445,205 411,110 34,095 8.29% 307,801 137,404 44.64% Accounts receivable 936,281 816,511 119,770 14.67% 772,550 163,731 21.19% Prepayments 13,329 19,371 (6,042) (31.19%) 104,398 (91,
Slide 35: Financial Ratio Analysis
Anli-KY Financial Ratio Analysis Analysis Items 2023 2024 2025Q3 Finance Structure Debt to assets ratio(%) 38.28% 42.67% 43.35% ROE(%) -0.19% -1.22% 0.30% Profitability Net profit rate(%) -0.24% -1.45% 0.40% Earnings per share (NTD) -0.08 -0.54 0.11 Debt to assets ratio(%) ROE(%) Net profit rate(%)
Slide 36: Revenue breakdown
Anli-KY Revenue breakdown Drone1% Others12% Q1–Q3 2025 Automotive Parts7% Drone0% Others11% Q1–Q3 2024 Automotive Parts10% Semiconductor1% Semiconductor1 Server2% % Server4% Computer Components 72% Computer Components 79% Computer Automotive Parts Server Semiconductor Components YoY 14% 91% 175% 45%
Slide 37: Future Outlook
Future Outlook New Markets New Technologies New Products New Management Focus on thermal components for AI PCs and servers, developing phase- change materials and related technologies. Actively expand global markets while continuously strengthening collaborations with existing customers in China
Slide 38: RA BRAD ARRA A)
RA BRAD ARRA A) Anli International Co.,Ltd
Anli International Co., Ltd. (Anli-KY) — Q3 2025 Earnings Presentation on 6ix