Prosperity Dielectrics Co., Ltd. · TPEX:6173
Prosperity Dielectrics — Prosperity Dielectrics Co., Ltd 2020 Investor Conference
20 slides from Prosperity Dielectrics's conference presentation, Aug 25, 2020
Slide 1: Prosperity Dielectrics Co., Ltd 2020 Investor Conference
Prosperity Dielectrics Co., Ltd 2020 Investor Conference (Stock code: 6173) Date:2020.08.25 Investor Relations Contact Person：Summer Lou Email：summer_lou@pdc.com.tw Tel：03-4753355 Copyright © by Prosperity Dielectrics Co., Ltd. | All rights 1 reserved.
Slide 2: Contents
Contents 1. Company Profile 2. Financial Performances 3. Market Outlook 4. Business Focus & Opportunity 2
Slide 3: Contents: Company Profile
Contents 1.Company Profile 2. Financial Performances 3. Market Outlook 4. Business Focus & Opportunity 3
Slide 4: Company Profile
Company Profile Prosperity Dielectrics Corp: eEstablished June, 1990 *Capital NTD 1.72 Billion *Employee 1,203 *Brand PDC, Frontier «Revenue NTD 4.35 Billion/2019 Y (YoY:-24%) NTD 2.4 Billion/2020 H1 (YoY:+1%) Branch Office/ Plant : *Taiwan Taoyuan / Yangmei Plant Wuijiang/ Yongzhou Plant /Shenzhen
Slide 5: Contents: Financial Performances
Contents 1. Company Profile 2.Financial Performances 3. Market Outlook 4. Business Focus & Opportunity 5
Slide 6: Income statement
Income statement In Million NTD Except NTD for Earnings Per Share 2020Q2 } 2020Q1 | QoQ |change(%)\} 2020H1 | 2019H1 | YoY — |change(%) Net Sales 1,080 239 22% 2400 2,380 20 1% Gross Profit 216 84 30% 753 (118)| 16% Gross Profit(%) 25.5%| = 17% 31.6% 5.2% NOP 189 66 35% 566 (123)| -22% N.O.P(*0) 17.
Slide 7: Quarterly Revenue & Gross Margin Trend
Quarterly Revenue & Gross Margin Trend 7
Slide 8: EPS Trend-by Quarter
EPS Trend-by Quarter NTD 3.50 3.00 2.50 2.00 1.50 1.00 0.50 0.00 4 PASSIVE SYSTEM ALLIANCE PROSPERITY DIELECTRICS CO, LTD. Q1/18 Q2/18 Q3/18 04/18 QO1/19 O2/19 Q3/19 Q4/19 Q1/20 Q2/20 =-m=EPS PSA
Slide 9: Contents: Market Outlook
Contents 1. Company Profile 2. Financial Performances 3.Market Outlook 4. Business Focus & Opportunity 9
Slide 10: 2020 H1 Sales Breakdown
2020 H1 Sales Breakdown By Product By Application • Large size/high power passive component products and dielectric ceramic powder are the company's main products. • Product application segments include: Networking(including 5G 、 IOT,etc.), industrial(including AI 、Airspace,etc.), and automotive app
Slide 11: Market opportunities - 5G
Market opportunities - 5G Changes in the major application market in the future will correspondingly change their demand for the company's products. • Business Opportunities in 5G – 5G market is estimated to grow at a rapid rate of 80% compound annual growth rate and facilitate the increase of the p
Slide 12: PDC Product Solutions for 5G
PDC Product Solutions for 5G Automotive/Industrial Big Size Mid-Volt./ High-Volt. MLCC Safety MLCC Mega cap MLCC Power Inductor/ Wire-Wound Chip Resistor Current Sensor Resistor Base Station Communication Big Size Mid-Volt./ High-Volt. MLCC RF Inductor Power Inductor/ Wire-Wound
Slide 13: Market opportunities-Automobile
Market opportunities-Automobile Changes in the major application market in the future will correspondingly change their demand for the company's products. • Automotive business opportunities- Connected cars are expected to grow rapidly at a compound annual growth rate of 22%. The demand for passive
Slide 14: PDC Product Solutions- Automotive
PDC Product Solutions- Automotive Body Electronics RF Inductor Power Inductor Big Size Mid-Volt./ High-Volt. MLCC Common Mode Choke Current Sensing Resistor Ethernet Phy Lighting GPS/DVBT/BT/WiFi/FM/GSM RF Inductor Power Inductor RF Inductor Power Inductor Big Size Mid-Volt./ Hig
Slide 15: Market opportunities-Third-generation semiconductors (GaN, SiC)
Market opportunities-Third-generation semiconductors(GaN、SiC) SiC/GaN More suitable for high voltage/high frequency Comparison Chart Si SiC GaN Energy gap(Ev) 1.1 3.25 3.4 Electron saturation 1x 2x 2.2x The higher the propagation speed, velocity the faster (high frequency) Dielectric constant 11.8 9
Slide 16: Market opportunities-Third-generation semiconductors (GaN, SiC)
Market opportunities-Third-generation semiconductors(GaN、SiC) GaN Market size forecast (2020~2022 Estimated CAGR60%) Changes in the major application market in the future will correspondingly change their demand for the company's products. • The third generation of GaN/SiC SiCMarket size forecast (2
Slide 17: Contents: Business Focus & Opportunity
Contents 1. Company Profile 2. Financial Performances 3. Market Outlook 4.Business Focus &Opportunity 17
Slide 18: Opportunity
Opportunity 5G applications will expeditiously increase the demand for high- power passive components. Automotive business opportunities - The fast-growing connected cars and improved penetration of electric cars increase the consumption of mid to high voltage MLCCs and large-size passive compon
Slide 19: Business Focus
Business Focus MLCC – • In response to future industrial application needs, continue to develop large-size and medium-to-high voltage MLCCs and expand production capacity. • With the ability of independent development of material and process technology, the company is expected to reduce costs and
Slide 20: Thank you!
Thank you! 本資料均屬機密，僅供指定之收件人使用，未經寄件人許可不得揭露、複製或散佈本信件。 This message and any attachments are confidential and may be legally privileged. Any unauthorized review, use or distribution by anyone other than the intended recipient is strictly prohibited. If you are not the intended recipient, please immediat
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