Enplas Corporation · TSE:6961
Enplas — Q1 FY2011 Earnings Presentation
10 slides from Enplas's earnings presentation, July 2010
Slide 1: 2
2
Slide 2: 182.2 210.0 220.0 110.0 58.6 65.8% 60.0% 58.2% 58.2% .5% 6.8 19.0 26.0 13.0
182.2 210.0 220.0 110.0 58 6 58.6 65.8% 60.0% 58.2% 58.2% 60.5% 6.8 19.0 26.0 13.0 6.5 6.5 20.0 26.0 13.0 6.5 2.5 11.0 14.0 7.0 3.9 16.71 71.79 91.37 45.69 26.00 12.50 15.00 15.00 7.50 3 35.0 45.1 49.7 52.2 58.6 73.6% 67.1% 63.8% 61.5% 60.5% 4.3 1.1 4.0 5.9 6.5 4.2 09 0.9 43 4.3 54 5.4 65 6.5 4.9 0.
Slide 3: LED
12,000 20% 10,000 10% 8,000 0% 6,000 ‐10% 4,000 ‐20% 2,000 ‐30% 0 ‐40% 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2003 2004 2005 2006 2007 2008 2009 2010 43 44 45 46 47 48 49 50 5 18.9 26.4 30.9 28.6 30.6 6.8 7.5 9.2 11.3 14.2 LED 9.3 11.2 9.6 12.2 13.7 35.0 45.1 49.7 52.2 58.6 6
Slide 4: LED
104.9 114.0 120.0 120 0 60.0 30 6 30.6 34.9 40.0 47.0 26.0 14.2 LED 42.3 56.0 53.0 24.0 13.7 182.2 210.0 220.0 110.0 58.6 7 LED 30 6 30.6 14 2 14.2 13 7 13.7 65.7% 53.8% 56.2% 2.8 2.9 0.7 8
Slide 5: 7.4 12.0 2.0 13.7 15.0 3.5 4.5 5.0 1.3 2.5% 2.4% 2.3% 9
7.4 12.0 2.0 13.7 15.0 3.5 45 4.5 50 5.0 13 1.3 2.5% 2.4% 2.3% 9
Slide 6: Color SIDM MFP
60.0% 40.0% 20.0% LED 0.0% 1 2 3 4 1 2 3 4 1 2008 2009 2010 48 49 50 ‐20.0% ‐40.0% 11 40 30 20 Color SIDM MFP Mono 10 2005 2006 2007 2008 2009 2010 2011 2012 12
Slide 7: 50,000 2009 2020 197% 40,000 30,000 20,000 10,000 2009 0 2011 2012 2013 2015
50,000 2009 2020 197% 40,000 30,000 20,000 10,000 0 2009 2010 2011 2012 2013 2015 2020 13 300,000 250,000 200,000 150,000 100,000 50,000 0 2006 2007 2008 2009 2010 2011 14
Slide 8: LG Others Hisense
25,000 30% 20,000 0% 15,000 10,000 ‐30% 30% 5,000 0 ‐60% 2007 2008 2009 2010 2011 2,012 2013 2014 15 100% 80% 60% Others Hisense LG 40% Haier Skyworth Samsung Sony TCL 20% Sharp Chaghon Konka 0% 2008 2009 2010 2011 2012 2013 16
Slide 9: 17
17 18
Slide 10: Slide 10