Pan Jit International Inc. · TWSE:2481

Pan Jit International — Investor Conference by Yuanta Financial Holding company (June 2019)

40 slides from Pan Jit International's conference presentation, Jun 20, 2019

1. Slide 1: ast

   ast PANBIig

2. Slide 2: PAN Siig

   PAN Siig

3. Slide 3: Your Component Our Profession

   Your Component Our Profession

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8. Slide 8: Your Component Our Profession

   📍 📍 📍 Your Component Our Profession 8

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   Your Component Our Profession

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    14.4% 10.0% 13.7% 5.9% 5.6% 5.4% 5.3% 5.2% 5.0% 10.4% 3.3% 2.9% 2.9% 6.2% 2.4% 1.5% 5.4% 5.7% 5.6% 5.4% 4.9% 1.6% 1.6% 1.5% 1.6% 1.4% 1.4% 3.6% 2.8% 3.0% 2.3% 1.1% 1.6% 0.9% 1.5% 1.3% 2018 2017 Your Component Our Profession

14. Slide 14: Milestone

    NTD 10 Bn Milestone Share price $70 EPS 2.41, Capital reduction NTD 1 + Cash dividend NTD 0.5 Profitable Growth Net working Capital 2018: 2,078 2017: 1,984 Customers. Qualification Passed by Major Top 100 AU clients. Starting to globalize and promoting company brand. Transformation Diversifying Prod

15. Slide 15: Your Component Our Profession

    Your Component Our Profession 15 Copyright© 2018 PANJIT International Inc. All rights reserved.

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18. Slide 18: Telecom power applications by power rating

    Power rating [W] •10W A 150W 1KW 5KW Telecom power • 600V/650V SJ MOSFET • 40V~200V MV MOSFET LED Lighting • Telecom power (TO220/F, • 600V~800V SJ MOSFET Server power TO247, D2PAK7L, • 100V~250V MV MOSFET • 600V/650V SJ MOSFET PQFN56/88, TOLL) • 40V~80V MV MOSFET Display • Server power (TO220/F, •

19. Slide 19: Alt Energy (EVC, Solar) Cloud packages

    Alt Energy (EVC, Solar) TO-247 4L TO247 TO-247 Source Down Cloud TO-220 (Telecom) TO-247 TO-220F Power88 TOLL LFPAK 88 TO247 Source Down Cloud (Server) TO-220 Power88 TOLL LFPAK 88 Auto Potential (OBC) Solutions D2PAK TO-247 TOLL IPAK Wireless Power56 TO-220F SOT223 LFPAK 56 Consumer TO-220F LFPAK 8

20. Slide 20: Your Component Our Profession

    Your Component Our Profession 20 Copyright© 2018 PANJIT International Inc. All rights reserved.

21. Slide 21: Your Component Our Profession

    Your Component Our Profession

22. Slide 22: IGBT voltage technology roadmap

    2012 – 2022 400 V Ultrathin devices, < 50um Rooftop Solar Inverters New market Ultra narrow mesa based Solar, UPS, Motor Control 650 V leading edge PIM, IPM, Discretes performance High/Med/Low Speed, RC SCR for Automotive High Power Modules 750 V Dual Side Cooling EV/HEV, 475V batteries Gen1 PIM 950

23. Slide 23: Your Component Our Profession

    Your Component Our Profession 23 Copyright© 2018 PANJIT International Inc. All rights reserved.

24. Slide 24: Your Component Our Profession

    Your Component Our Profession

25. Slide 25: SiC Diode Application Specific

    SiC Diode Application Specific Simple part with diverse needs Your Component Our Profession 25 Copyright© 2018 PANJIT International Inc. All rights reserved.

26. Slide 26: SiC FRD IGBT MOSFET margin outlook

    12,500 35% 12,000 30% 11,500 25% 11,000 SiC FRD 10,500 20% MOSFET 10,000 IGBT 15% Cash Cow 9,500 Margin 10% 9,000 5% 8,500 8,000 0% 2019 2020 2021 2022 2023 2024 Your Component Our Profession 26 Copyright© 2018 PANJIT International Inc. All rights reserved.

27. Slide 27: Your Component Our Profession

    Your Component Our Profession

28. Slide 28: Your Component Our Profession

    Your Component Our Profession 28 Copyright© 2018 PANJIT International Inc. All rights reserved.

29. Slide 29: Group and diode revenue by quarter

    3500 3,070 3,087 3,076 2,972 3000 2,892 2,845 2,834 2,774 2,649 2,546 2,538 2,483 2,419 2,465 2500 2,337 2,039 2,048 2,007 2000 1500 1000 500 0 2017 Q1 2017 Q2 2017 Q3 2017 Q4 2018 Q1 2018 Q2 2018 Q3 2018 Q4 2019 Q1 Group Rev Diode Rev Your Component Our Profession

30. Slide 30: Your Component Our Profession

    334 311 290 295 270 255 251 251 240 177 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 Your Component Our Profession 30 Copyright© 2018 PANJIT International Inc. All rights reserved.

31. Slide 31: Function and regional mix

    Regional Function BJT ESD 3% KR US JP SEA 4% 4% 2%1% Schottky 4% Zener 34% 8% EMEA 8% Switching 8% TVS TW 6% 13% GC 68% MOSFET 14% Recifier 23% Your Component Our Profession 31

32. Slide 32: Region, system and function mix

    Region TW System Function 1.0% ADAS US 1.0% Others Others 7.1% Sensor 8% 13.9% 1.0% Motor MOSFET GC1 2.0% Lighting 6% 30.3% 28.7% KR & JP Powertrain Zener 18.2% TVS 2.0% 8% 40% Body & Comfort SKY 17.8% 14% xEV EMEA GC2 15.8% 25.3% 18.2% Infotainment / Instrument General 17.8% 24% Your Component Our

33. Slide 33: AU 2018 Sales Channel by region

    AU 2018 Sales Channel by region Sales Channel 100% Direct account 90% 17% 80% 46 54 70% 60% 79 85 50% 99 96 40% 30% 54 46 20% 10% 21 15 0% 1 4 CN1 CN2 EUSEA KR & JP US / PJA TW Agent Direct Account Agent 83% Your Component Our Profession 33 Copyright© 2018 PANJIT International Inc. All rights reserv

34. Slide 34: Application, function and regional mix

    Application Function Regional Communication network BJT other Computing 3% 9% KR US JP ESD 2% 2% SEA 5% 2% 1% 4% Schottky Consumer 4% Zener Automotive 36% 36% 8% 10% EMEA 9% Switching 8% TVS TW Industrial 7% 12% 10% GC 67% Solar MOSFET 12% 13% Recifier 20% Power 20% Your Component Our Profession 34

35. Slide 35: Region, system and function mix

    Region System Function TW 2.0% US ADAS Others Others 5.9% GC1 3.1% 14.3% 11% TVS 15.8% Lighting 21% Sensor 26.5% 3.1% MOSFET KR & JP 11% 22.8% Motor 5.1% Zener GC2 xEV 7% 23.8% Powertrain 3.1% General 3.1% Infotainment / 18% Instrument 12.2% Body & Comfort EMEA 29.6% SKY 29.7% 32% Your Component Our

36. Slide 36: AU 2019 YTD Sales Channel by region

    AU 2019 YTD Sales Channel by region Sales Channel 100% Direct account 14% 90% 20 80% 70% 60% 81 91 92 96 50% 98 40% 78 30% 20% 10% 19 9 8 4 0% 2 CN1 CN2 EUSEA KR & JP US / PJA TW Agent Direct Account Agent 86% Your Component Our Profession 36 Copyright© 2018 PANJIT International Inc. All rights rese

37. Slide 37: 2019 and 2018 Group Rev & GP

    2019 Group Rev & GP 1500 25.0% 30.0% 19.8% 20.9% 1000 741.7 755.9 20.0% 550.1 500 10.0% 185.3 108.7 157.9 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0 0.0% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Group Rev Group GP GM 2018 Group Rev & GP 1500 24.0% 23.9% 25.4% 24.8% 30.0% 23.6% 22.7% 23.1%

38. Slide 38: 2019 and 2018 Semiconductor BU Rev & GP

    2019 Semiconductor BU Rev & GP 1500 25.2% 30.0% 20.0% 20.5% 1000 728.3 740.5 20.0% 538.5 500 10.0% 183.6 107.5 152.1 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0 0.0% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Group Rev Group GP GM 2018 Semiconductor BU Rev & GP 1500 26.1% 24.4% 25.4% 24.8% 3

39. Slide 39: 2017 to 2018 revenue, GP and GM by quarter

    2017 to 2018 3,000 30.0% 25.1% 25.5% 24.4% 24.5% 2,500 23.4% 25.0% 22.8% 21.8% 22.1% 21.3% 2,000 20.0% 1,500 15.0% 2,774 2,546 2,538 2,649 2,465 2,419 2,337 1,000 2,039 2,007 10.0% 648 619 605 633 511 565 566 509 443 500 5.0% 0 0.0% 2017 Q1 2017 Q2 2017 Q3 2017 Q4 2018 Q1 2018 Q2 2018 Q3 2018 Q4 201

40. Slide 40: Your Component Our Profession

    Your Component Our Profession 40 Copyright© 2018 PANJIT International Inc. All rights reserved.

Pan Jit International — Investor Conference by Yuanta Financial Holding company (June 2019) on 6ix