Pan Jit International Inc. · TWSE:2481

Pan Jit International — KGI Securities Investor Conference (June 2020)

18 slides from Pan Jit International's conference presentation, Jun 24, 2020

  1. Slide 1: PANJIT International Inc

    PANJIT International Inc 1 Copyright© 2020 PANJIT International Inc. All rights reserved.

  2. Slide 2: Agenda

    Jun. 2020 n n About PANJIT Financial Info n Application and Market Trend n New Technologies Focus 2 Copyright© 2020 PANJIT International Inc. All rights reserved.

  3. Slide 3: About PANJIT

    About PANJIT Copyright© 2020 PANJIT International Inc. All rights reserved.

  4. Slide 4: PANJIT Overview

    PANJIT Overview PANJIT International Inc. is a leading global manufacturer dedicating in supplying high quality semiconductors, serving the consumer, green power, industrial, automotive, Market Segments communication and computing segments. Computing Automotive n Capital: $111 Million USD 15% 12% Co

  5. Slide 5: PANJIT Group

    PANJIT Group Sumnergy Co., Ltd. PANJIT International Inc. PYNMAX Technology Inc. Est. 2017.06 Est. 1986.05 Est. 2000.03 Product: BMS, Battery Pack Product: Discrete Packaging & Testing Product: Wafer Foundry Application: EV, 3C 5 Copyright© 2020 PANJIT International Inc. All rights reserved.

  6. Slide 6: PANJIT Global Foot Print

    PANJIT Global Foot Print Region Revenue China TW Shandong EU 12% 9% Germany NEA SEA Munich China South Korea Beijing 6% 4% Suwon U.S.A Canada 305M China Toronto Wuxi / Suzhou San Jose America USD 2% Taiwan U.S.A 2019 revenue India Taipei Phoenix Bangalore Taiwan Mexico Hsinchu Guadalajara China Chin

  7. Slide 7: Wafer Capability

    Wafer Capability 璟茂科技 n 4”/5”/6” EPI Wafer: 70,000 pcs/month n 5”/6” Schottky Wafer: 50,000 pcs/month n 6” ESD/TVS Wafer: 3,000 pcs/month n 6” ZENER Wafer: 3,000 pcs/month n 8” wafer: In construction PANJIT Shandong n 4” ESD/TVS Wafer: 25,000 pcs/month 7 Copyright© 2020 PANJIT International Inc. All

  8. Slide 8: Assembly Capability

    Assembly Capability Kangshan, Taiwan Package: Small Signal Devices/SMD Bridge Capacity: 1,700 KK /month Wuxi, China Package: Power Package Devices Capacity: 400 KK /month 8 Copyright© 2020 PANJIT International Inc. All rights reserved.

  9. Slide 9: Product Portfolio

    Product Portfolio Diodes Conventional MOSFET Bipolar Transistors New Tech. Development Blue Print • Switching Diodes • Small Signal MOSFET • Small Signal Bipolar MOSFET IGBT • Rectifiers • MOSFET 20 - 40V Transistors • SGT MOSFET 60 - 80V •FS Trench IGBT 650 - 750V • MOSFET 60 -150V • Low Vce(sat) P

  10. Slide 10: Global Discrete Ranking & Market Share

    Global Discrete Ranking & Market Share 16% 14.4% Unit : M’ USD 2018 2017 14% Global Discrete Market 22,731 20,448 12% 10.0% 10% 8% 13.7% 5.9% 6% 5.6% 5.4% 5.3% 5.2% 5.0% 10.4% 4% 3.3% 2.9% 2.9% 6.2% 5.7% 2.4% 5.4% 5.6% 5.4% 1.5% 4.9% 2% 1.6% 1.6% 1.5% 1.6% 1.4% 1.4% 3.6% 2.8% 3.0% 1.1% 1.6% 0.9% 0.2

  11. Slide 11: Financial Info

    Financial Info Copyright© 2020 PANJIT International Inc. All rights reserved.

  12. Slide 12: Results summary 2018 vs 2019

    Results summary 2018 vs 2019 Gross EBITDA Cash Flow from Revenues EPS Margin & Margin Operating Activities 2018 NTD NTD 2,037 Mn 22.3% NTD 2.41 NTD 1,835 Mn 11.4Bn 17.9% Gross EBITDA Cash Flow from Revenues EPS Margin & Margin Operating Activities 2019 NTD NTD 1,538 Mn 21.0% NTD 1.50 NTD 742 Mn 9.1B

  13. Slide 13: Results summary 2019 Q1 vs 2020 Q1

    Results summary 2019 Q1 vs 2020 Q1 Gross EBITDA Cash Flow from Revenues EPS Margin & Margin Operating Activities 2019 Q1 NTD NTD 388 Mn 21.3% NTD 0.37 NTD 311 Mn 2.05 Bn 19.0% Gross EBITDA Cash Flow from Revenues EPS Margin & Margin Operating Activities 2020 Q1 NTD NTD 334 Mn 19.8% NTD 0.31 NTD 219

  14. Slide 14: Application Segment

    Application Segment Automotive Industrial Power • Body • Solar Junction Box • xEV • LED Lighting • Quick charger • ADAS • Robotic • Battery module • Infotainment • Medical Equipment • UPS • Motor • Motor Consumer Communication Computing • UHD TV • Networking • Desktop PC • Set Top Boxes • PoE • Note

  15. Slide 15: New Technologies focus

    New Technologies focus Copyright© 2020 PANJIT International Inc. All rights reserved.

  16. Slide 16: Target Application for New Products

    Target Application for New Products Motor Drive Industrial Green Energy • 2-wheeler / Drone • Hand drill / Forklift • UPS • PV Inverter • Welder • ESS / BMS • Industrial Motor Focus Consumer Power System Automotive • PSU for Network • Home Appliance • Server Power • Digital TV • Data Center • PC Pow

  17. Slide 17: PanJit Focus Power Discrete Technologies

    PanJit Focus Power Discrete Technologies 40V – 1.2 kV is PanJit focus 17 Copyright© 2020 PANJIT International Inc. All rights reserved.

  18. Slide 18: Thank You

    Thank You 18 Copyright© 2020 PANJIT International Inc. All rights reserved.

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