Slide 1: Investor Conference
Stock Code:5272 Investor Conference General Manager F.L. Lin September 16th, 2025 1
Slide 2: Disclaimer
Disclaimer The following presentation contains projections and statements related to future business performance developments involving AMICCOM Electronics Corp. that may be seen as forward-looking statements. Actual events and results may differ materially from what is projected in the forward-look
Slide 3: Contents
Contents Company Profile Operation Overview Product Applications Q&A 3
Slide 4: Company Profile
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Slide 5: Company Profile
Company Profile Date of establishment:September 23, 2005 Company headquarters: 10F., No.18, Taiyuan St., Zhubei City, Hsinchu County, Taiwan Share capital (In Thousands): NTD$552,761 2024 Sales (In Thousands):NTD$331,795 5
Slide 6: Company Profile
Company Profile Number of employees: 99 (71% R&D personnel, 51% with a master's degree or higher) Engaged in researching, design, developing, manufacturing and selling of Radio Frequency Integrated Circuit and Module. Locations: Zhubei, Taipei, Shenzhen, Shanghai, Japan Main products: RF IC (radio
Slide 7: Operation Overview
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Slide 8: Balance Sheets
Balance Sheets Unit:NT$ thousands Item 2023 2024 2025Q2 Current assets 386,513 362,312 329,604 Cash and cash equivalents 85,801 74,635 81,643 Financial assets at amortized 84,500 114,480 67,580 cost – current Accounts receivable 41,183 40,954 49,953 Inventories 169,529 125,107 118,311 Other curren
Slide 9: Statements of Comprehensive Income
Statements of Comprehensive Income Unit:NT$ thousands Item 2025Q2 % 2024Q2 % YOY Operating revenue 189,339 100 163,721 100 16 Gross profit 80,689 43 72,097 44 12 Operating expenses 117,127 62 113,981 70 3 Loss from operations (36,438) (19) (41,884) (26) 13 Total non-operating 1,523 1 52,992 32 (97
Slide 10: Revenue and profits in recent years
Revenue and profits in recent years NTD’K 700,000 60 55 52 600,000 579,748 48 50 46 509,302 43 500,000 40 400,000 333,525 331,795 30 300,000 20 189,339 200,000 10 100,000 52,520 48,244 (0.56) (0.09) (0.61) 0 - 0.96 0.88 -31,098 -5,099 -33,522 -100,000 -10 2021 2022 2023 2024 2025Q2 Revenue 579,748
Slide 11: Operation Overview (2025Q2)
Operation Overview (2025Q2) NTD’K NTD’K 120,000 120,000 104,021 104,021 YoY 27% QoQ 22% 100,000 100,000 81,998 85,318 80,000 80,000 60,000 YoY 15% 60,000 QoQ -4% 39,499 41,190 39,499 40,000 34,483 40,000 20,000 20,000 0 - 2024Q2 2025Q2 2025Q1 2025Q2 Sales Gross profit Sales Gross profit 2025Q2 ove
Slide 12: EPS and dividend distribution
EPS and dividend distribution The dividend payout ratio has exceeded 70% in the past 12 years. Unit:NT$ Year 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 EPS 2.67 2.68 2.97 1.13 1.38 1.64 -0.33 0.22 -0.61 0.96 0.88 -0.56 -0.09 Dividend per share 2.31 2.32 2.65 0.89 1.11 1.50 -
Slide 13: Main product structure (2023 and 2024)
Main product structure (2023 and 2024) Audio/Voice Year 2023 Year 2024 8% Audio/Voice 5.8GHz 4% 5.8GHz Others Standard 1% Others 5% 0% Standard 9% 0% 6% Satellite Satellite 1% 2.4GHz 1% 42% Sub-1GHz Sub-1GHz 2.4GHz 28% 39% 56% Product line 2023 2024 2.4GHz 42% 56% sub-1GHz 39% 28% Standard 9% 6% O
Slide 14: Product sales category (2025 Q2)
Product sales category (2025 Q2) Standard Audio/Voice 5.8GHz Others 2% 1% 4% 0% Satellite 1% 2.4GHz Sub-1GHz 49% 43% Product line 2025Q2 2.4GHz 49% Sub-1GHz 43% Standard 2% Others (Audio + 5.8GHz) 6% 14
Slide 15: Product sales regions (2023 and 2024)
Product sales regions (2023 and 2024) Year 2023 Year 2024 KOREA EURO 1% 11% KOREA EURO SINGAPORE 1% 1% 8% SINGAPORE TAIWAN TAIWAN 27% 11% CHINA 34% 1% CHINA 2% HONG KONG HONG KONG 44% 59% Area 2023 2024 Taiwan 34% 27% HK/China 46% 60% Korea/EURO/Singapore 20% 13% 15
Slide 16: Product sales regions (2025 Q2)
Product sales regions (2025 Q2) EURO TAIWAN CHINA KOREA 18% 19% 1% 2% SINGAPORE 20% HONG KONG 40% Area 2025Q2 Taiwan 19% HK/China 41% Korea/EURO/Singapore 40% 16
Slide 17: Product Applications
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Slide 18: Product Portfolio
Product Portfolio Audio Bluetooth LE Satellite 18
Slide 19: Product Applications (2.4GHz)
Product Applications (2.4GHz) Keyboard Game & Mouse Wireless Headset Controller 無線鍵盤 無線電競耳麥 遊戲手柄 &無線滑鼠 (2.4GHz) Rock Band RFID Remote Control 搖滾樂團 card 無線遙控器 智能卡 Sweeping Robot Baby ESL 掃地機器人 Monitor 電子貨架標籤 嬰兒監視器 19
Slide 20: Product Applications (Sub-1GHz)
Product Applications (Sub-1GHz) Smart Home AMR 智慧開關 Smart City 智能電網 Car Security Smart Home & Remote 無線溫控 ESL 電子貨架標籤 control 汽車防盜器/ 遙控器 Smart Home 無線門鈴 對講機 Digital electronic Home security wrench Smart Home 數位電子板手 智能窗簾 Weather station Smart Home RC car 無線煙感系統
Slide 21: Product Applications (Sub-1GHz)
Product Applications (Sub-1GHz) Wi-SUN is the abbreviation of Wireless Smart Utility Network Field Area Network (FAN) for various applications, including smart building, smart cities, smart grid and traffic management. Global Wi-SUN Technology Market Size Forecast from 2025 to 2031 Sources:www.marke
Slide 22: Product Applications (BLE)
Product Applications (BLE) BLE Keyboard BLE Scale Sphygmom & Mouse anometer 體重計 血壓計 BLE Blood BLE Bracelet Glucose Meter BLE Smart Lock 血糖儀 手環 BLE Heart BLE Ear rate belt /Forehead BLE Finder / Tracker 心跳帶 thermometer 防丟器/追蹤器 耳溫槍/額溫槍 BLE Smart toilet BLE Cycling watch BLE Selfie Stick 智能馬桶 自行車表 自拍器
Slide 23: Product Applications (BLE)
Product Applications (BLE) Bluetooth 5.4 is tailored for electronic shelf labels Bluetooth electronic shelf label market size forecast in 2029 Sources:BT SIG:Bluetooth Market update 2025 23
Slide 24: Product Applications (Wireless Audio)
Product Applications(Wireless Audio) Wireless MIC Wireless Headset 無線麥克風 無線電競耳麥 Wireless Speakers Wireless Audio Guide 無線導覽機 Wireless Earphone 無線耳機 24
Slide 25: Product Applications (5.8GHz)
Product Applications (5.8GHz) Wireless Headset Wireless Audio 無線電競耳麥 無線影音系統 (5.8GHz) Digital Wireless ETC Microphone 交通卡 System (5.8GHz) 無線麥克風 (5.8GHz) 25
Slide 26: Product Applications (Satellite)
Product Applications (Satellite) LNB LNB 二頭衛星降頻器 四頭衛星降頻器 LNB 八頭衛星降頻器 26
Slide 27: 2025 NEW Product
2025 NEW Product • A6133M4 • 5.8GHz Wireless SOC • 512KB Flash, 80KB SRAM, I2S interface for external codec Wireless digital microphone • Low latency for niche application 無線數位麥克風 • A3130M0 • 2.4GHz Low power Bluetooth LE SOC • 256KB/512KB Flash, 32KB SRAM • BLE 5.4 for ESL application ESL 電子貨架標籤 •
Slide 28: AMICCOM Wi-SUN Solutions
AMICCOM Wi-SUN Solutions The series of products have obtained Wi-SUN FAN certification, including FAN PHY, FAN Router, and FAN Border Router. 28
Slide 29: How to obtain the company's public information
How to obtain the company's public information Our website: http://www.amiccom.com.tw/ Go to "Investor Relations" to access the following public information: Financial Information (monthly revenue and quarterly financial reports); Shareholders' Meeting Information (meeting notices, agenda,
Slide 30: AMICCOM Electronics Corporation
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Slide 31: Thank You !
| Ab: AMICCOM Electronics Corporation amiccom 2 #4 & + A #3 BPR DS) Thank You !