Nuvoton Technology Corporation · TWSE:4919
Nuvoton Technology — Q3 2022 Earnings Presentation
15 slides from Nuvoton Technology's earnings presentation, Nov 4, 2022
Slide 1: Nuvoton Technology Corporation 3Q'22 Investor Conference
Nuvoton Technology Corporation 3Q’22 Investor Conference November 4, 2022 1
Slide 2: Agenda
Agenda Nuvoton Financial Results Nuvoton 3Q’22 Business Update Q&A 2
Slide 3: Safe Harbor Notice
Safe Harbor Notice We have made forward-looking statements in this presentation. Our forward-looking statements contain information regarding, among other things, our financial condition, future expansion plans and business strategies. We have based these forward-looking statements on our current
Slide 4: Nuvoton Financial Results
Toy of innovation Pa UVvoTOon Nuvoton Financial Results
Slide 5: Statement of Comprehensive Income - Consolidated
Statement of Comprehensive Income - Consolidated 3Q’22 2Q’22 3Q’21 Unit: NT$ M Amount % Amount % Amount % Net Revenue 10,400 100 11,181 100 10,380 100 Gross Profit 4,287 41 4,689 42 4,266 41 Operating Income 1,082 10 1,300 11 817 8 Non-Operating Income 55 1 424 4 17 0 Income before Income Tax 1,137
Slide 6: Balance Sheet - Consolidated
Balance Sheet - Consolidated September 30 ’22 June 30 ’22 March 31 ’22 Unit: NT$ M Amount % Amount % Amount % Cash & Cash Equivalents 10,446 30 11,350 31 10,409 29 Accounts Receivable 4,465 13 4,907 14 4,327 11 Other Receivable 441 1 735 2 1,067 3 Inventories 7,712 22 7,407 20 7,612 21 Long-Term Inv
Slide 7: Statement of Cash Flows - Consolidated
Statement of Cash Flows - Consolidated 3Q’22 2Q’22 1Q’22 Unit: NT$ M Amount Amount Amount Cash Flows from Operating Activities 1,051 1,658 875 Cash Flows from Investing Activities (282) (574) (567) Cash Flows from Financing Activities (2,013) (87) 398 Cash & Cash Equivalents 10,446 11,350 10,409 7
Slide 8: Revenue and GM Trend - Consolidated
Revenue and GM Trend - Consolidated Revenue/Gross Profit (NT$ M) Gross Margin 15,000 50% 43.9% 40.9% 41.1% 41.7% 41.9% 41.2% 38.9% 36.9% 35.8% 11,180 40% 10,615 10,389 10,722 10,400 9,869 10,380 10,000 10,072 30% 2133 20% 4,328 4,702 4,689 5,000 3,920 4,342 4,266 4,287 3,534 2,066 10% 0 0% 3Q'20 4Q'
Slide 9: Nuvoton 3Q'22 Business Update
Nuvoton 3Q’22 Business Update 9
Slide 10: 3Q'22 Revenue by 4C Applications
3Q’22 Revenue by 4C Applications Automotive& Q3’22 BMC BM-IC 14% Industrial EC HMI Q2’22 MCU IC Card 20% Computer Super IO MCU 41% 37% TPM 23% 22% Audio IC Communication & 21% HDMI IC MCU Others MCU 22% Consumer MOSFET 10 Note: Foundry revenue was not included in the numbers .
Slide 11: Overall Highlight
Overall Highlight Cautious outlook due to macroeconomic uncertainties Inventory adjustments for PC and consumer related products are expected to last Automotive-related products enjoyed the growth momentum due to the improvement of supply chain issue and continuing solid demand Despite deman
Slide 12: Nuvoton 3Q'22 Business Update (1)
Nuvoton 3Q’22 Business Update (1) Automotive & Industrial Tape-out of the new HMI with security and safety functions for meter cluster and AR HUD Design-win of BM-IC to new Tier-1 BMS customer Design-in of AMR with 3D TOF sensor for enterprise security and smart mobility to new customers 12
Slide 13: Nuvoton 3Q'22 Business Update (2)
Nuvoton 3Q’22 Business Update (2) Communication Design-win of the new lowest Ron CSP MOSFET with fast charging function for FY23 new models smartphones and wearable devices Computer Tough macroeconomic conditions hit PC sales and slowed cloud growth Announced the collaboration with Microsoft t
Slide 14: Nuvoton 3Q'22 Business Update (3)
Nuvoton 3Q’22 Business Update (3) Consumer Released M258 series 32-bit low-power MCU based on Arm Cortex-M23 core with LCD display driver, capacitive touch sensing and USB 2.0 full speed device for smart home appliances and HMI Design-in of the inverter MCU for heat pump targeting energy consump
Slide 15: Questions & Answers
Questions & Answers Nuvoton Company Website: www.nuvoton.com 15