Unitech Printed Circuit Board Corp. · TWSE:2367
Unitech Printed Circuit Board — Investor Conference 2025
15 slides from Unitech Printed Circuit Board's conference presentation, Mar 18, 2025
Slide 1: Unitech Printed Circuit Board Corp.
Unitech Printed Circuit Board Corp. 燿華電子股份有限公司 No. 3, Lane 4, Chung Shan Road Tucheng Dist.,New Taipei City, Taiwan R.O.C. Tel：+886-2-22685071 FAX：+886-2-22687824 www.pcbut.com.tw Mar. 18th, 2025
Slide 2: Disclaimer
Kanty Wu Jason Chou Vice President / Spokesman Senior Vice President Tu-Cheng , New Taipei City, Taiwan Tu-Cheng , New Taipei City, Taiwan TEL : +886-2-2268-5071 TEL : +886-2-2268-5071 Email : kanty-wu@pcbut.com.tw Email : jason-chou@pcbut.com.tw Disclaimer • We assume no liability for the content o
Slide 3: Factory Location
Factory Location Nantong Ang Thong China Thailand Taipei Yilan Taiwan
Slide 4: Profile
Profile Taiwan Nantong • Capital (2024 4Q) TWD 7,094 M TWD 4,731 M • Total Assets (2024 4Q) TWD 21,179 M TWD 8,028 M • Founded 1984 2018 • Capacity (SF/Mon.) 1300K 800K • Employees (2024 4Q) 4600 1500 1. Capital & Assets are expressed in Millions of New Taiwan Dollars. 2. 4.5608 TWD/RMB exchange rat
Slide 5: Product Mix by Technologies and Applications (2024 2H)
5 Product Mix-by Technologies applied (2024 2H,Actual) Product Mix–By applications (2024 2H,Actual)
Slide 6: Core Products
Core Products Product & Application 2024 1H 2024 2H Automobile 37% 36% Phone 2% 1% By Smart Handhelds IOT 7% 6% Application IT 26% 31% Others 28% 26% Rigid-Flex 29% 32% Anylayer 2% 2% By HDI 50% 49% Technology Conventional 11% 11% High-Frequency 8% 6% 4
Slide 7: Core Products
Core Products Product & Application 2023A 2024A Automobile 42% 37% Phone 4% 2% By Smart Handhelds IOT 8% 6% Application IT 26% 28% Others 20% 27% Rigid-Flex 30% 32% Anylayer 3% 2% By HDI 37% 49% Technology Conventional 22% 10% High-Frequency 8% 7% 4
Slide 8: Consolidated Revenues, annually
Consolidated Revenues, annually Unit: One thousand New Taiwan dollars 8
Slide 9: Unit: One thousand New Taiwan dollars
Unit: One thousand New Taiwan dollars 9
Slide 10: Gross Margin Rate, Quarterly
Unitech ; 43 FH 3 = Fl] Gross Margin Rate, Quarterly 25.00% » 20.00% + 15.00% - 2022 Q4 ; 2024 Q4 10.00% - 1.20% 18.25% som 2023 Q4 0.00% f[_ 10.34% -10.00% + 2021 Q4 45,00% | -8.80% 2021 2022 2022 2022 2022 2023 2023 2023 2023 2024 2024 2024 = 2024 Q4 Ql Q2 Q3 Q4 Ql Q2 Q3 Q4 Ql Q2 Q3 Q4
Slide 11: Market Outlook
Market Outlook 1. The application of generative AI is rapidly upgrading and becoming widespread driving a surge in demand for AI servers. Precedence Research estimates that the global AI server market will reach USD 30.7 billion in 2024 and will grow to USD 352.3 billion by 2034 with a CAGR of 27.62
Slide 12: Supply vs. Demand
Supply vs. Demand 1. The IMF forecasts that the global economic growth rate will be 3.3% in 2025 lower than the average of 3.7% from 2000 to 2019 with the inflation rate decreasing to 4.2% and further declining to 3.5% in 2026. Regional conflicts and protectionism may exacerbate economic pressures.
Slide 13: Driving force of Revenue and Profit
13 Driving force of Revenue and Profit 1. The soft and hard board market continues to grow but there is uncertainty in consumer electronics demand. It is necessary to enhance the production capacity of high-layer HDI boards and soft-hard boards as well as strengthen collaboration with the AI server
Slide 14: GREEN UNITECH & Environment Integrity
GREEN UNITECH & Enviroment Iternity Unitech adheres to the management philosophy of 「“Active Innovation”、 “Unity and Harmony” 、 “Customer Orientation” and “Integrity” 」 laying the foundation for the development of a 「Sustainable Enterprise」. In the face of a future filled with challenges in the busi
Slide 15: Thank You !!!
Unitech Thank You !!!
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