Solomon Systech (international) Ltd. · HKEX:2878

Solomon Systech (international) — FY2025 Earnings Presentation

26 slides from Solomon Systech (international)'s earnings presentation, April 2026

  1. Slide 1: 2025 Annual Results Presentation

    2025 Annual Results Presentation Stock code: 2878 April 2026

  2. Slide 2: Contents

    Contents 1. Financial Review 2. Business Review 3. Outlook 4. Appendix: About the Company 2

  3. Slide 3: Financial Review

    SOLOMON FINANCIAL REVIEW

  4. Slide 4: Financial Highlights

    Financial Highlights 2025 2024 Change % (US$ million) (US$ million) Revenue 93.3 113.4 -17.8% Gross profit 32.7 38.0 -14.2% GP margin 35.0 33.5 +1.5p.p. R&D expenses 21.5 18.7 +15.2% Profit attributable to owners of the 4.0 10.1 -60.2% parent Earnings per share (US cents) 0.2 0.4 -50% Current ratio

  5. Slide 5: Revenue Trend By Products

    Revenue Trend By Products New Display ICs Mobile Display & Mobile Touch ICs 2H 2H 1H 1H 2020 2021 2022 2023 2024 2025 2020 2021 2022 2023 2024 2025 Large Display ICs OLED Display ICs 2H 2H 1H 1H 2020 2021 2022 2023 2024 2025 2020 2021 2022 2023 2024 2025 5

  6. Slide 6: Revenue By Products

    Revenue By Products Large Display ICs 2025 Large Display ICs 2024 7% 12% Mobile Display & Mobile Touch ICs 12% New Display ICs Mobile Display & New Display ICs OLED ICs Mobile Touch ICs 64% 21% 52% 17% 14% OLED ICs 6

  7. Slide 7: Business Review

    BUSINESS REVIEW

  8. Slide 8: New Display ICs

    New Display ICs As a globally leading supplier for e-paper display driver ICs with the largest market share, our customers include many of the world's top-ranked supermarkets Shipment volume of new display IC products increased by >40%, while GP margin recorded a slight improvement: ▪ Driven by sale

  9. Slide 9: OLED Display ICs

    OLED Display ICs OLED Display ICs ▪ The Group is the world’s largest supplier of PMOLED display driver ICs and commands a leading global market share in terms of shipment volume ▪ Shipment volume and revenue recorded a slight decline during the year Continuous promotion ▪ Mini-LED/Micro-LED display

  10. Slide 10: Mobile Display and Mobile Touch ICs

    Mobile Display and Mobile Touch ICs ▪ Due to delayed launches of new products, shipment volume and revenue from Mobile Display and Mobile Touch IC products recorded a relatively significant decline ▪ As mainstream models of current-generation game consoles have been on the market for several years,

  11. Slide 11: Large Display ICs

    Large Display ICs Shipment volume and revenue of large-size display IC declined ▪ Demand for TVs and monitors in Chinese market remained subdued, and the traditional TFT display driver IC market faced intense pricing pressure, resulting in a significant decline in the shipment volume and revenue of

  12. Slide 12: Large Display ICs

    Large Display ICs Latest developments: ▪ Medium and large-sized electronic paper driver ICs ‒ The Colour Retail Media Signage/ Outdoor Signage (SpectraTM 6) entered the pre-mass production validation stage in 4Q 2025. The solution is scheduled to commence mass production in 1H 2026 ‒ Shipment of ful

  13. Slide 13: Outlook

    OUTLOOK

  14. Slide 14: Outlook

    Outlook Mobile Display and Mobile Touch ICs ▪ Mini-LED backlighting solution to have commercial launch in 1H 2026 for application in automotive head-up displays (HUDs) OLED Display ICs ▪ Achieving higher sales growth for gaming ▪ Continue promoting the world’s 1st small-size controller ICs depends o

  15. Slide 15: About the Company

    ABOUT THE COMPANY

  16. Slide 16: Our Milestones

    Our Milestones Listed on main board of HKEx Set up of Shenzhen Rebranded with (stock code: 2878) Set up of Taiwan & Nanjing Technology Center new company logo Technology Center Spin-off from Motorola 1999 2000 2002 2003 2004 2017 2026 Established in Entered Hong Kong • World no.1 PMOLED display Hong

  17. Slide 17: Our Presence

    Our Presence Head Office Hong Kong Sales Networks Hong Kong Technology Centers Shenzhen Hong Kong Beijing Nanjing Nanjing Shenzhen Shanghai Taiwan Taiwan Japan Korea USA Europe 17

  18. Slide 18: Key Business Units

    Key Business Units Solomon Systech IC & System Solutions Advanced Display Team Display Solutions Team New Display OLED Display Mobile Display Large Display Mobile Driver Bistable Display OLED Display/Touch ❖ TFT Display Driver IC (DDI) ❖ Source DDI ❖ Dot-Matrix Bistable DDI ❖ PMOLED TDDI ❖ In-Cell T

  19. Slide 19: Product Applications

    Product Applications ePaper/ Electronic Shelf Label Smartphone / Tablet Medical Gaming Smart Home Appliances 19

  20. Slide 20: Custom ICs

    Custom ICs ❖ Custom ICs for digital, analog and mixed-signal applications ❖ One-stop solution from designing, testing to delivering ❖ Our turnkey services provide one of the most convenient and easiest ways from ASIC to SoC production Mini-LED/ Micro-LED Custom Driver Controller Applications ❖ The f

  21. Slide 21: "Fabless" Business Model

    “Fabless” Business Model Customers Develop/ Co-develop Display IC & System Solution Design & Logistics Quality Development Management Marketing Management IC Software System Solution IP Management 中国电子 Branding 的支持 Mask Wafer Packaging Making Fabrication and Testing Outsource Manufacturing 21

  22. Slide 22: Awards & Achievements

    Awards & Achievements ❖ World-leading market share for electronic shelf labels (ESL) applications ❖ Ranked 1st in global market share for PMOLED applications for consecutive years Hong Kong Awards for Industries – EE Awards Asia China Semiconductor Innovative Products Technological Achievement Award

  23. Slide 23: International Partnership

    International Partnership Solomon Systech’s customers include many international labels: Brand Owners Display Module Makers 23

  24. Slide 24: Patents

    Patents ❖ Close to 660 IC design patents from China, US, Europe and other Asia regions ❖ PMOLED ❖ Developed world’s first PMOLED TDDI ❖ Patented driving architecture in US and China ❖ ePaper ❖ Patent on fully automated panel defeat detection method which benefits IoT application ❖ Mini-LED/ Micro-LE

  25. Slide 25: Thank You

    solomon-systech.com Thank You

  26. Slide 26: Disclaimer

    Disclaimer This presentation does not constitute an offer or solicitation to anyone in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation or is unlawful without compliance with any registration, filing or

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