Axiomtek Co Ltd · TPEX:3088
Axiomtek — Q3 2023 Earnings Presentation
13 slides from Axiomtek's earnings presentation, Nov 21, 2023
Slide 1: 2023 Q3 Investor Conference
2023 Q3 Investor Conference Spokesperson Skin Huang November 21st, 2023
Slide 2: Company and Industry
| ZK) AXIOMTEK Company and Industry
Slide 3: Axiomtek at a Glance
Axiomtek at a Glance To be atop of the embedded computer industry, recognized by our partners as a trusted source of reliable products and dependable services Established Founder & CEO & Revenue Facility Space /Headquarters Chairman President /Capital /Employees May 1990 YT Yang Albert Huang $206M 2
Slide 4: IPC Industry
IPC Industry • Components Upper • Semiconductor, Connector, PCB, Power Supply, Case, Storage…. • IPC manufacturer Middle • Board, Embedded System, Peripheral device • Application • System integration, Agent/VAR, Vertical Markets (Medical, Gaming, Lower Transportation, Network Appliances….) The Passi
Slide 5: Our Advantages
High Quality & OUR Long-Term Availability Advantages Product Lifecycle Management and Supply Chain Management Axiomtek has experienced Domain- extraordinary growth over the past 30 years. Fueled by our passionate employees, we have leveraged Focused decades of experience which has resulted in a vast
Slide 6: Domain-Focused Systems
Domain-Focused Systems To Enable Industry Leading Innovations AUTOMATION TRANSPORTATION NETWORK RETAIL MEDICAL GAMING Edge AI, Machine Surveillance & Security, Ind. Cybersecurity, Smart Store, Digital Medical Equipment & Slot Machine, Electronic Vision, HMI, AMR, PIDS, Driver Console & IIoT Gateway,
Slide 7: Design Engineering Services
Design Engineering Services Global Support and Service In-house manufacturing and system assembly. EU Global certifications for worldwide product development. MA CH Diverse Industry Experience CA Quick innovation on the customized application and HQ fully-integrated simulation technology. 5+ Local D
Slide 8: Manufacturing Facility in Taipei, Taiwan
Manufacturing Facility in Taipei, Taiwan ◼ 5 SMT lines equipped and N2 Lead-free Soldering ◼ Manufacturing Control, Testing and Quality Assurance System ◼ ShopFloor manufacturing control and tracking system ◼ Capability of 50-70K boards, 25K systems monthly ◼ AOI (Automated Optical Inspection) ◼ 2 D
Slide 9: Financial Result
| ZK) AXIOMTEK Financial Result
Slide 10: Quarterly Consolidated Revenue and Gross Margin
Quarterly Consolidated Revenue and Gross Margin 2,000 40% 37.57% 37.04% 36.66% 34.13% 36.82% 36.14% 37.86% 35.08% 36.10% 1,800 31.73% 34.13% 34.55% 32.68% 33.65% 33.73% 30.24% 32.99% 33.12% 1,600 32.64% 31.64% 1,400 33.27% 33.67% 31.73% 30% 1,200 1,000 800 20% 600 400 200 - 2018Q1 2018Q2 2018Q3 2018
Slide 11: Product Revenue Breakdown by Geography
Product Revenue Breakdown by Geography America 1000 700 1000 56% 57% Europe 46% 500 700 300 500 36% 1000 100 300 26% 24% 0 100 700 Asia & Others 2021 2022 2023 500 0 Q3 300 2021 2022 2023 20% 17% 18% Q3 100 0 2021 2022 2023 Q3 The Passion of Doing Great Things 11
Slide 12: Product Revenue Breakdown by Application
Product Revenue Breakdown by Application 2022 (Verticals) 2023 Q3 Gaming/Network Medical/Retail 44% Others 41% Others 11% 12% 45% 47% Automation/ Transportation The Passion of Doing Great Things 12
Slide 13: Thank You
Thank You C4 AXIOMTEK