Pan Jit International Inc. · TWSE:2481
Pan Jit International — Online Investor Conference by Macquarie Securities (May 2022)
14 slides from Pan Jit International's conference presentation, May 11, 2022
Slide 1: PANJIT International Inc Power Semiconductor
PANJIT International Inc Power Semiconductor 1 Copyright© 2022 PANJIT International Inc. All rights reserved.
Slide 2: May 2022 Agenda
May. 2022 ◼ About PANJIT ◼ Power Discrete TAM & New Technology Focus ◼ Automotive 2 Copyright© 2022 PANJIT International Inc. All rights reserved.
Slide 3: About PANJIT
About PANJIT 3 Copyright© 2022 PANJIT International Inc. All rights reserved.
Slide 4: Global Ranking
Global Ranking Global Diode Ranking Global Discrete Ranking 10.0% 16.0% 9.0% 14.0% 8.0% 12.0% 7.0% 10.0% 6.0% 5.0% 8.0% 4.0% 6.0% 3.0% 4.0% 2.0% 2.0% 1.0% 0.0% 0.0% #8 #18 2019 2020 2019 2020 4 Copyright© 2022 PANJIT International Inc. All rights reserved.
Slide 5: Global Foot Print
Global Foot Print China Rendell JLT Shandong Chicago Canada Germany Allied Munich China South Korea Michigan Xuzhou CSI Suwon China Campbell Canada Wuxi / Suzhou U.S.A Toronto San Jose Rep INC Taiwan U.S.A India South East Taipei Phoenix Bangalore Hill and Company Taiwan LatinRep Missouri Hsinchu Me
Slide 6: Wafer Capacity
Wafer Capacity Fab 1 Location ◼ 6” EPI Wafer: 60,000 pcs/month ◼ 6” Schottky Wafer: 45,000 pcs/month Kaohsiung, Taiwan ◼ 6” ESD/TVS Wafer: 5,000 pcs/month ◼ 6” ZENER Wafer: 5,000 pcs/month Fab 2 Location ◼ 4” TVS Wafer: 25,000 pcs/month Shandong, China Fab 3 Location ◼ 8” SJ MOSFET/IGBT wafer: 10,50
Slide 7: Assembly Capacity
Assembly Capacity KK/Month 6,000 Gangshan, Taiwan 33% Package: Small Signal Devices/SMD Bridge 5,000 Capacity: 3,010 KK /month 42% Total 3,980 4,000 Wuxi, China 450 Total 3,000 Package: 3,000 Power Package Devices 300 Capacity: Total 2,110 450 KK /month 3,530 2,000 260 2,700 Xuzhou, China 1,850 Pack
Slide 8: Package Technology Roadmap
Package Technology Roadmap Power Package SMAF-C M4/M8 DXK GBJS GBL DFN1210 Schottky Bridge Bridge Bridge DFN5060 DFN5060S DFN8080 TO-LL MX-247-3L D2PAK-7L TO-247-4L DFN3333 DFN3333S SiC Diode MOSFET MOSFET MOSFET MOSFET MOSFET MOSFET IGBT SiC MOS SiC MOS/IGBT Small Signal Package DFN1010 pDSN1006 DF
Slide 9: New Team
New Team 9 Copyright© 2022 PANJIT International Inc. All rights reserved.
Slide 10: PANJIT Group Leadership
PANJIT Group Leadership Shareholders Board of Directors Chairman Compensation Committee Audit Office Audit Committee President Jeff Fang Mgmt. Decision Committee President Office ESG Corporate Sustainability Committee Group Functional BU Semiconductor Business Group MBU5 Fab Business Group Innovatio
Slide 11: Power Device TAM New Product & Technology Focus
Power Device TAM New Product & Technology Focus 11 Copyright© 2022 PANJIT International Inc. All rights reserved.
Slide 12: Power Device Total Addressable Market
Power Device Total Addressable Market ❑ Power Device TAM ($23.7B USD) ❑Diode TAM: $2.7B USD ❑ MOSFET and IGBT TAM: $13B USD 11% of TAM 55% of TAM Small Signal Biopolar/Other TR 8% 9% MOSFET Diode 33% 11% Rectifier 17% IGBT 22% 12 Copyright© 2022 PANJIT International Inc. All rights reserved.
Slide 13: Power Discrete Technology development
Power Discrete Technology development 40V – 1.7 kV is PANJIT’s focus 13 Copyright© 2022 PANJIT International Inc. All rights reserved.
Slide 14: Thank You
Thank You 14 Copyright© 2022 PANJIT International Inc. All rights reserved.
PANJIT International — Online Investor Conference by Macquarie Securities (May 2022) on 6ix