Gallant Micro Machining Co. Ltd. · TPEX:6640
Gallant Micro Machining — Q1 2025 Earnings Presentation
9 slides from Gallant Micro Machining's earnings presentation, May 19, 2025
Slide 1: Investor Conference
2025年第二季法人說明會 Investor Conference 2025.05.19
Slide 2: 免責聲明 Disclaimer
免責聲明 Disclaimer This presentation contains some forward-looking statements that are subject to substantial risks and uncertainties. Typically, these statements contain words such as “anticipate” , “believe”, “could”, “estimate”, “expect”, “intend”, “plan” , “forecast” ,”project”, “predict”, “potenti
Slide 3: GMM Overview
GMM Overview Company Established in 2010 History 2018 IPO (Stock Code：6640) Main Advanced Packaging Pick & Place Products Chip Sorter Die Bonder Tucheng HQ Business Taichung Hsinchu Locations Kaohsiung Suzhou
Slide 4: 2025 Q1 Operating Results
2025 Q1 Operating Results in TWD 千元 Year 2025Q1 2024 2023 2022 2021 Accumulated Amount % Amount % Amount % Amount % Amount % Revenue-Consolidated 430,220 2,441,879 1,187,852 1,482,663 1,482,315 COGS 261,777 60.8% 1,518,370 62.2% 776,443 65.4% 886,296 59.8% 978,554 66.0% Gross Margin 168,443 39.2% 92
Slide 5: 2024 Product Sales Analysis
2024 Product Sales Analysis TNF/AM 6% SP/SERVICE LASER AUTOMATION 4% 7% 4% SORTER 64% BONDER 15%
Slide 6: Product Development Evolution
Product Development Evolution AOI Value-Added Sorter LEGO-like Modular Design → Maximizing Market Share for Sorters Bonder/ Sorter Integration of Inline Machines Complementary Core Bonder EFEM Technologies AOI Core Technologies Driving New Jig Saw Product Hybrid Bond Development Develo
Slide 7: Key Value Technology
Key Value Technology AI Sorter for Known Good Die 6S Inspection Chip Sorter 0.1um LF/FPC/ PCB Punch Auto-Molding Trim & Form Precision P & P Photonics Integration Automation Precision Machinery AOI Marking Substrate / Wafer Laser Application/AOI Die Attach Die Bonder for Fan-out/ InFO/ CoWoS/ FOPLP
Slide 8: 2025 Outlook
2025 Outlook Based on the current assessment of business outlook, GMM expects a significant quarter- over-quarter revenue growth in Q2, driven by the continued expansion in demand for advanced packaging processes. As of now, we have not observed any notable changes in direction or strategy from majo
Slide 9: G2C+ 2025 trade show schedule
G2C+ 2025 5/20-22 SEMICON SEA (Basement B1524) 5/27-30 ECTC (Booth No. 111) 9/10-12 SEMICON TW (Booth N0762) 10/8-9 SEMICON Kyushu 10/22-24 TPCA Show 12/17-19 SEMICON JAPAN
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