Slide 1: Harmony Electronics 2025Q4 Investor's Conference
Harmony Electronics 2025Q4 Investor’s Conference October 21th 2025 Investor Relations Officer: Mr. Y. H. Chen +886 (0) 7 787 1555 Harmony Electronics © 2024
Slide 2: Corporate Declaration
Corporate Declaration The informative announcements foresight offered in this presentation is contingent upon the current corporate information and conditions. Foresights and predictions are subject to certain risks, uncertainties and inferences, of which are beyond the control of human nature; actu
Slide 3: Conference Agenda
Conference Agenda 01 02 03 ESG Initiative Industry Outlook Market Performance Paul Wang Paul Wang Paul Wang Deputy Manager Deputy Manager Deputy Manager Administration Department Administration Department Administration Department 04 05 Financial Indicators Q&A Mei Yun Lai C. Ching Yang Deputy Manag
Slide 4: ESG Initiative
ESG 01 Initiative Paul Wang Deputy Manager Administration Department Harmony Electronics © 2025
Slide 5: Continuous Improvement for ESG
Continuous Improvement for ESG ISO 14064-1 : 2018 ECOVADIS Greenhouse Gas Verification Report issued Harmony Electronics received the by AFNOR ASIA Bronze Award in November 2024. Certification date : April 26th 2025 Harmony Electronics (Dongguan) received Certification in May 2025. Harmony Electroni
Slide 6: Industry Outlook
02 Industry Outlook Paul Wang Deputy Manager Administration Department Harmony Electronics © 2025
Slide 7: 2025~2030 Worldwide Crystal and Oscillator Market
2025~2030 Worldwide Crystal and Oscillator Market Estimated Market Size in 2024 : USD 2.89 Billion CAGR Estimated Market Size in 2024 : USD 3.66 Billion 4.8% Source: https://www.marketsandmarkets.com/Market-Reports/crystal-oscillator-market- 943.html?fbclid=IwY2xjawNIAAdleHRuA2FlbQIxMABicmlkETFaMWpB
Slide 8: 2025 to 2035 AI Server Market
2025 to 2035 AI Server Maket CAGR 35.2% Estimated market size in 2025: USD 169.8 billion Projected market value in 2035: USD 3,470 billion The growth in the AI server market value mainly reflects the rising cost of complete systems, particularly driven by the increased proportion of high-priced acti
Slide 9: 2025~2035 Electrical Transport Market
2025 ~ 2035 Electrical Transport Market CAGR 15.48% Estimated market size in 2025: USD 71.15 billion Projected market value in 2035: USD 300 billion Quantity used per car : minimum 200+ units Common application : Battery Management System (BMS), Advanced Driver-Assistance Systems (ADAS), Infotainmen
Slide 10: AI is the next growth driver for the wearable device market
AI is the next growth driver for the wearable device market 2025~2032 CAGR 15.2% Estimated market size in 2025: USD 857.4 million Projected market value in 2032: Source: USD 2.3086 billion https://big5.chinairn.com/hyzx/20250506/175057975.shtml https://www.gii.tw/report/coh1747608-ai-glasses-market-
Slide 11: Market Performance
Market 03 Performance Paul Wang Deputy Manager Administration Department Harmony Electronics © 2025
Slide 12: Product Category Distribution
Product Category Distribution 2023 2024 70% 60% 50% 40% 30% 20% 10% 0% Xtal Oscillator Tuning Fork MEMs Devices OEM/ODM Xtal Resonator 2023 2024 Xtal Resonator 58% 54% Xtal Oscillator 4% 4% Tuning Fork 12% 8% MEMs Devices 3% 7% Timing OEM/ODM 25% 27% Harmony Electronics © 2025
Slide 13: Shipment Distribution
Shipment Distribution Global Shipment Distribution Harmony Shipped to 6 continents covering 27 countries in 2024 North America China & Europe 2023 : 50% Japan 2023 : 2% 2024 : 45% 2023 : 20% 2024 : 2% 2024 : 26% Taiwan 2023 : 22% Southeast Asia 2024 : 20% 2023 : 6% 2024 : 7% Harmony Electronics © 20
Slide 14: Application Distribution
Application Distribution 55% Consumer (YoY --) Smartphone, Wearable device, Tablet/ PC/NB, Displayer, 23% Home-audio equipment, NB-IoT with Platform, BT module, 5G application 21% 21% Data Communication (YoY ↑ 39%) Connectivity, Wireless Module, Router, Base Station Industrial (YoY ↑ 1%) 1% Automoti
Slide 15: Financial Performance
Financial 05 Performance Mei Yun Lai Deputy Manager General Manager’s Office Harmony Electronics © 2025
Slide 16: Comprehensive Income Statement (Consolidated)
Comprehensive Income Statement (Consolidated) Unit: NT$ Million Q2’25 % Q2’24 % YoY Sales revenue 1,382 100% 1,406 100% -2% Operating costs (1,160) -84% (1,061) -75% 9% Net operating margin 22 16% 345 25% -36% Operating expenses (164) -12% (175) -12% -6% Operating profit 58 4% 170 12% -66% Non-opera
Slide 17: Consolidated Balance Sheet
Consolidated Balance Sheet 2025/6/30 2025/6/30 Unit: NT$ Million 6/30/2025 % 12/31/2024 % 6/30/2024 % 2024/12/31 2024/6/30 +/-% +/-% Cash, Cash Equivalentsand Current 1,634 29% 1,838 30% 2,030 33% -11% -19% Financial Instruments Net Accounts and Notes Receivable 603 11% 751 12% 703 12% -20% -14% Inv
Slide 18: Financial Indicators
Financial Indicators Unit: NT$ Million 2023 2024 2025.Q2* Financial Analysis Debt Ratio 41.73 37.54 39.99 Current ratio 205.23 216.8 186.79 Average collection days 97.33 93.59 89.46 Average days in sales 113.35 99.46 107.99 Return on total assets * 2.56 4.70 (0.66) Return on stockholders' equity * 3
Slide 19: EPS and Dividends per Share
EPS and Dividends per Share 10.00 120% 103% 9.00 100% 8.00 82% 7.00 77% 74% 77% 73% 72% 72% 80% 6.00 63% 63% 5.00 4.73 60% 4.00 40% 40% 3.00 3.00 2.48 2.44 2.07 2.00 1.26 1.30 1.49 1.30 2.00 0.96 0.90 1.50 1.16 20% 1.00 1.00 1.10 1.00 1.00 1.20 0.80 0.70 0.65 - 0% 2014 2015 2016 2017 2018 2019 2020
Slide 20: Q&A Thanks!
Q&A Thanks! Do you have any questions? CREDITS: This presentation template was contactus@hele.com.tw created by Slidesgo, including icons by Flaticon, www.hele.com.tw infographics and images by Freepik Please keep this slide for attribution Harmony Electronics © 2025