Silergy Corp. · TWSE:6415

Silergy — Q2 2024 Earnings Presentation

28 slides from Silergy's earnings presentation, August 2024

  1. Slide 1: Silergy Corp.

    Silergy Corp. (TWSE: 6415) Aug 2024 SILICON ENERGY- POWERING THE FUTURE

  2. Slide 2: Company Profile

    Company Profile 1

  3. Slide 3: World’s Leading Analog IC Solution Provider

    World’s Leading Analog IC Solution Provider  Founded in 2008, focusing on high performance analog IC.  Chairman:Issac Chen;  CEO and President:Albert You and Bing Xie  Headcounts:1,694(as of July 31, 2024)  Product:Analog IC  Shares:NTD963.6M (as of June 30, 2024) 1694 1326 30+ No. 1 Headcount

  4. Slide 4: A History of Industry Firsts

    2008 A History of Industry Firsts 2009~ 2011 2012  Silergy Incorporated  First 6V,2A,1MHz Sync Buck in SOT23  Smallest 18V/5A Sync Buck  First 30V/2A/1MHz Buck-boost LED Driver in SOT23-6 MR16 LED Lighting Driver  Smallest 6V/6A/1MHz Sync Buck in DFN2x2 2013  TWSE: 6415TW  First Sync Boost 6A

  5. Slide 5: Vision

    Vision Mission 01 Relying on technology innovation to produce analog ICs meeting highest efficiency requirements to reduce energy consumption and to be environmental friendly. Goal 02 Leading technology provider in the analog IC industry. Guiding Principle 03 Through integrity, creativity and contin

  6. Slide 6: Company Products

    Company Products 5

  7. Slide 7: Technology Trend of Power Management IC

    Technology Trend of Power Management IC Smaller Size Higher Efficiency Easy to Use Continuous Cost-Down Development Cycle Technology Upgrading Longer Battery Life, Higher Integration Level Reduction of Portable Products Meeting government Policy of Energy Conservation and Emission Reduction Silicon

  8. Slide 8: Key Strength

    Key Strength International Culture Global from our founding, we have brought together a diverse team of technology leaders from around the world focused on providing the best combination of innovation, diligent execution and fast response to serve our customers. Virtual IDM Leading Technology Innova

  9. Slide 9: Diversified End Applications

    Diversified End Applications  AI Server, 5G Communication, Automotive, Industrial, Network equipment, Consumer Electronics, etc. Automotive BMS PV IP Camera Power Grids AI Server Metering Communication Base Station TV/PC/NB/Smart Phones LED Lighting Network Data Center AI Robots SSD Silicon Energy

  10. Slide 10: Future Focus – Renewable Energy/Smartness/AI

    Future Focus – Renewable Energy/Smartness/AI High Performance Automotive Industrial/Robots Renewable Energy Computing Silicon Energy - Powering the Future 9

  11. Slide 11: Automotive/ EV

    Automotive/ EV ADAS/ADS Smart Cockpit/IVI (Cluster/HUD/T-Box/V2X) xEV-Powertrain LED Lighting Body & Convenience Silicon Energy - Powering the Future 10

  12. Slide 12: IOT

    IOT RF PMIC Sensor Silicon Energy - Powering the Future 11

  13. Slide 13: Robot / AI

    Robot / AI Household Robot Industrial Robot Signal Motor driver Sensor Silicon Energy - Powering the Future 12

  14. Slide 14: Product Development Focus Areas

    Product Development Focus Areas Aiming at Fast-growing Consumer and Industrial applications Consumer Mobile Payment AI Speaker HD Smart TV Wireless Charger White Goods Industrial AI Robots Car Body Server Motor Driver Medical EV Silicon Energy - Powering the Future 13

  15. Slide 15: Our Edge

    Our Edge Leading Core Technology System-level Design for Optimal Integration Broad Product Lines Global Sales Channel Fast Time to Market Silicon Energy - Powering the Future 14

  16. Slide 16: Financial Result

    Pp 3 _ Financial Result 15

  17. Slide 17: Summary of operating results – 2024Q2 QoQ

    Summary of operating results– 2024Q2 QoQ (NTD ) Revenue Gross Margin Profit from Operating EPS Operation Margin IFRS IFRS IFRS IFRS IFRS 3.84 to 4.62 B 51.8% to 53.8% 0.08 to 0.55 B 2.0% to 11.9% 0.20 to 1.46 Pro Forma Pro Forma Pro Forma Pro Forma Pro Forma 3.84 to 4.62 B 52.9% to 54.9% 0.54 to 1.0

  18. Slide 18: Summary of operating results – 2024Q2 QoQ

    Summary of operating results– 2024Q2 QoQ (NTD ) Unit:NTD B IFRS Pro Forma Item 2024Q2 YoY QoQ 2024Q2 YoY QoQ Revenue 4.62 28% 20% 4.62 28% 20% Gross Margin 53.8% 13.1% 1.9% 54.9% 5.4% 2.0% Profit from 0.55 278% 608% 1.00 102% 86% Operation Operating 11.9% 20.4% 9.9% 21.6% 7.9% 7.6% Margin Net Income

  19. Slide 19: Revenue by Applications

    Revenue by Applications 2024/Q2 2024Y to Q2 Silicon Energy - Powering the Future 18

  20. Slide 20: Revenues for Recent Years

    Revenues for Recent Years Unit:NTD M 25,000 23,511 60% 21,506 20,000 55% 53% 53% 53% 15,427 15,000 48% 48% 48% 48% 50% 47% 47% 46% 45% 13,876 9,414 10,778 10,000 8,599 8,457 45% 7,139 4,701 43% 5,000 3,273 40% 2,087 0 35% 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024Y to Q2 Revenue Gro

  21. Slide 21: Key Figures-IFRS

    Key Figures-IFRS Unit:NTD K Silicon Energy - Powering the Future 20

  22. Slide 22: Operation Profit Key Figures-Pro Forma

    Operation Profit Key Figures-Pro Forma Unit:NTD K Silicon Energy - Powering the Future 21

  23. Slide 23: Revenues for Recent Years in USD

    Revenues for Recent Years in USD Unit:USD K 1,000,000 60% 788,830 800,000 767,827 55% 53% 53% 53% 600,000 48% 48% 48% 50% 48% 495,180 46% 47% 47% 45% 469,608 400,000 348,660 45% 312,254 282,572 265,108 221,272 43% 200,000 148,114 40% 107,990 70,301 0 35% 2013 2014 2015 2016 2017 2018 2019 2020 2021

  24. Slide 24: Key Figures-IFRS_USD

    Key Figures-IFRS_USD Unit:USD K Silicon Energy - Powering the Future 23

  25. Slide 25: Operation Profit Key Figures-Pro Forma_USD

    Operation Profit Key Figures-Pro Forma_USD Unit:USD K Silicon Energy - Powering the Future 24

  26. Slide 26: Corporate Sustainability

    Corporate Sustainability 25

  27. Slide 27: Vision Strategy Innovation

    Vision Strategy Goal We are committed to becoming a leading Continuously increase investment in R&D Provide energy efficient product solutions that semiconductor manufacturer with the and develop new product solutions through Innovation highest standard of analog crystals with continuous technologic

  28. Slide 28: Thanks!

    POWERING THE FUTURE Thanks! http://www.silergy.com/ Email:ir@silergy.com

Silergy — Q2 2024 Earnings Presentation on 6ix