Asmpt Limited · HKEX:522
Asmpt — Q1 2021 Earnings Presentation
16 slides from Asmpt's earnings presentation, Apr 21, 2021
Slide 1: Q1 2021 Earnings Presentation
Q1 2021 EARNINGS PRESENTATION 21st April 2021 1
Slide 2: Disclaimer
Disclaimer The information contained in this presentation is provided for informational purpose only, and should not be relied upon for the These forward-looking statements reflect the Company’s current purpose of making any investment or for any other purpose. expectations, beliefs, hopes, intentio
Slide 3: Agenda
AGENDA Key Highlights Financial Performance Outlook Q&A 3
Slide 4: Key Highlights
ASM & Pacific Technology KEY HIGHLIGHTS
Slide 5: Q1 2021 Group Key Highlights
Q1 2021 Group Key Highlights Revenue and Bookings Surpassing Guidance Sharp Gross Margin Improvement Benefitting from Automotive Recovery and Electrification Trends Superior Execution Amidst Supply Chain Challenges Broadening Customer Base for Advanced Packaging Solutions 5
Slide 6: Financial Performance
FINANCIAL PERFORMANCE 6
Slide 7: Q1 2021 Group Financial Results
Q1 2021 Group Financial Results Record Bookings Backed by Broad-Based Demand US$559m US$1,009m Revenue Bookings Cash and Bank Gross Net Profit Deposits Margin 39.6% HK$528m HK$4,613m 7
Slide 8: Q1-2021 Group Financial Performance
Q1-2021 Group Financial Performance Record Bookings Backed by Broad-Based Demand 1200 1009 1000 800 Group Revenue and Bookings surpassed USD’M 580 542 556 559 600 guidance with Record Backlog and a Book to Bill 383 400 ratio of 1.80 200 0 Q1 2020 Q4 2020 Q1 2021 Higher SEMI revenue mix and initial r
Slide 9: Q1-2021 Semiconductor Solutions Segment Performance
Q1-2021 Semiconductor Solutions Segment Performance Record Bookings and Strong Rebound in Gross Margin 800 685 600 Underpinned by broad based demand across all USD’M 400 310 334 307 349 business units 194 200 0 Q1 2020 Q4 2020 Q1 2021 Strong revenue growth in IC/D and Optoelectronics Bookings Revenu
Slide 10: Q1-2021 SMT Solutions Segment Performance
Q1-2021 SMT Solutions Segment Performance Record Bookings Achieved 400 325 300 271 249 Bookings driven by broad-based demand USD’M 188 208 211 200 across major end-markets 100 0 Q1 2020 Q4 2020 Q1 2021 Continued growth for advanced high-accuracy SiP tools Bookings Revenue driven by wearables and 5G-
Slide 11: Q1-2021 Group Revenue Breakdown by Geography
Q1-2021 Group Revenue Breakdown by Geography Well-Diversified Revenue Stream Europe China 12% 51% Top 5 customers accounted for less than 17% of Group Q1 2021 revenue reflecting Americas high degree of diversity 9% Increased contribution from Taiwan, Korea Taiwan and Thailand 9% Korea 4% Singapore T
Slide 12: Q1-2021 Group Bookings Application Trends
Q1-2021 Group Bookings Application Trends Strong Increase in Demand for Automotive and Industrial Applications Automotive Continued rebound, driven by automotive electrification and general sector recovery In particular, discrete and power management applications from SEMI solutions segment Indu
Slide 13: Outlook
ASM Pacific Technology 13
Slide 14: Positive Outlook
Positive Outlook Q2 2021: US$600m to US$650m Revenue 2H 2021 Revenue to Remain Strong, Supported by Strong Backlog 14
Slide 15: Q&A
ASM & Pacific Technology Q&A
Slide 16: Thank You
& Pacific Technology