Advanced Power Electronics Corp · TWSE:8261

Advanced Power Electronics — Investor Presentation (July 2025)

14 slides from Advanced Power Electronics's investor presentation, Jul 29, 2025

  1. Slide 1: Investor Conference 2025/07/29

    APEC TWSE:8261 Advanced Power Electronics Co., Ltd. Investor Conference 2025/07/29

  2. Slide 2: Forward looking statements

    This presentation and discussions contain forward looking statements. These statements are based on current expectations and are subject to known and unknown risks and uncertainties. Actual results may differ materially from those expressed or implied by these forward looking statements. Except as r

  3. Slide 3: APEC

    APEC 2 Advanced Power Electronics Corp.. Confidential Proprietary

  4. Slide 4: APEC

    APEC 3 Advanced Power Electronics Corp.. Confidential Proprietary

  5. Slide 5: APEC

    APEC 3 Advanced Power Electronics Corp.. Confidential Proprietary

  6. Slide 6: APEC

    APEC 4 Advanced Power Electronics Corp.. Confidential Proprietary

  7. Slide 7: Annual revenue 2020-2025 1H

    In NT$ thousand 4,500,000 4,203,639 3,911,138 4,000,000 3,500,000 -7% 3,125,776 2,918,407 2,851,162 3,000,000 +34% -27% 2,500,000 +2% 2,000,000 1,500,000 1,000,000 1,534,088 1,323,557 +16% 500,000 - APEC 2020 2021 2022 2023 2024 2025 1H 5 Advanced Power Electronics Corp.. Confidential Proprietary

  8. Slide 8: Revenue mix by voltage (LV, MV, HV)

    1% 2% 3% 4% 4% 3% 16% 24% 21% 20% 24% 31% 32% 38% 32% 37% 42% 37% 49% 42% 36% 37% 34% 31% 2020 2021 2022 2023 2024 2025 1H LV MV HV Others APEC 6 Advanced Power Electronics Corp.. Confidential Proprietary

  9. Slide 9: Revenue mix by application

    8% 8% 9% 10% 9% 9% 11% 11% 2% 2% 5% 2% 8% 8% 10% 12% 6% 5% 5% 18% 21% 21% 5% 22% 6% 3% 31% 28% 27% 25% 25% 27% 67% 63% 46% 49% 49% 49% 40% 38% 2023Q3 2023Q4 2024Q1 2024Q2 2024Q3 2024Q4 2025Q1 2025Q2 SPS Computing Display DC Fan Others APEC 7 Advanced Power Electronics Corp.. Confidential Proprietary

  10. Slide 10: Quarterly revenue

    In NT$ thousand 900,000 800,000 700,000 600,000 500,000 400,000 300,000 200,000 100,000 - 2023Q3 2023Q4 2024Q1 2024Q2 2024Q3 2024Q4 2025Q1 2025Q2 Revenue 789,722 687,131 589,746 733,811 807,325 787,525 715,908 818,180 QoQ% 10% -13% -14% 24% 10% -2% -9% 14% YoY% -13% -3% -10% 2% 2% 15% 21% 11% APEC 8

  11. Slide 11: SPS revenue

    SPS In NT$ thousand 600,000 500,000 400,000 300,000 200,000 100,000 - 2023Q3 2023Q4 2024Q1 2024Q2 2024Q3 2024Q4 2025Q1 2025Q2 Revenue 519,200 430,509 269,329 361,718 395,892 384,446 284,080 313,927 % of Sales 67% 63% 46% 49% 49% 49% 40% 38% QoQ% 25% -17% -37% 34% 9% -3% -26% 11% YoY% 1% 4% -32% -13%

  12. Slide 12: Computing revenue

    Computing In NT$ thousand 250,000 200,000 150,000 100,000 50,000 - 2023Q3 2023Q4 2024Q1 2024Q2 2024Q3 2024Q4 2025Q1 2025Q2 Revenue 167,617 149,341 184,405 204,633 219,575 199,139 179,493 223,958 % of Sales 21% 22% 31% 28% 27% 25% 25% 27% QoQ% -3% -11% 23% 11% 7% -9% -10% 25% YoY% -10% 14% 25% 19% 31

  13. Slide 13: DC FAN revenue

    DC FAN In NT$ thousand 200,000 180,000 160,000 140,000 120,000 100,000 80,000 60,000 40,000 20,000 - 2023Q3 2023Q4 2024Q1 2024Q2 2024Q3 2024Q4 2025Q1 2025Q2 Revenue 19,707 37,332 44,399 60,021 77,758 91,392 129,221 173,764 % of Sales 2% 5% 8% 8% 10% 12% 18% 21% QoQ% -38% 89% 19% 35% 30% 18% 41% 34%

  14. Slide 14: Your Best Power Solution Partner

    Your Best Power Solution Partner. APEC Advanced Power Electronics Corp.. Confidential Proprietary

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