Thinking Electronic Industrial Co., Ltd. · TWSE:2428
Thinking Electronic Industrial — Investor Presentation (May 2025)
21 slides from Thinking Electronic Industrial's investor presentation, May 2025
Slide 1: Investor Conference
THINKING Investor Conference
Slide 2: Corporate Introduction
Corporate Introduction Think MISSION STATEMENT Contribute to safety and 46 Keen Service operation efficiency of years electronics of experience in protective We “think” and “are keen” to component industry offer customers “service.” 10 7 4200 25 product categories manufacturing sites employees count
Slide 3: 2008-2025 Consolidated Net Revenue
Company Introduction 2008-2025 Consolidated Net Revenue NTD (Million) 3 THINKING ELECTRONIC INDUSTRIAL CO., LTD.
Slide 4: Milestone
Milestone 2019–2023 Factory Expansion • Kaohsiung 2016 • Yichang Kaohsiung 2014 2nd Factory Jiangxi 2024 Factory • MOV & GDT 2007 Factory Establishment 2000 Yichang 2018 Integrated 1996 1997 THINKING Factory Temperature Protector Yilan went public 2016 • Changzhou TVS Sensor for EV • Temperature & 1
Slide 5: THINKING Factories
THINKING Factories Major Major Major Product Product Product Yichang Factory Changzhou Factory Yilan Factory Major Major Major Front-End Major Product Product Product Processing Product Kaohsiung Factory Kaohsiung 2nd Factory Jiangxi Factory Dongguan Factory THINKING ELECTRONIC INDUSTRIAL CO., LTD.
Slide 6: THINKING Products
THINKING Products Over-Temperature Temperature Sensor Temperature Sensor Temperature Sensor Temperature & Pressure Protection NTC Thermistor PTC Thermistor for General Purpose for Electric Vehicle for Home Appliance Integrated Sensor Over-Current PTC Thermistor Polymer PTC Protection NTC ICL PTC ICL
Slide 7: Quarterly Consolidated Income Statement
Quarterly Consolidated Income Statement Operation Overview:Quarterly Consolidated Income Statement NT$ Thousand 7 THINKING ELECTRONIC INDUSTRIAL CO., LTD.
Slide 8: Yearly Balance Sheet
Yearly Balance Sheet NT$ Thousand 9 THINKING ELECTRONIC INDUSTRIAL CO., LTD.
Slide 9: Analysis of Operating Expenses
Analysis of Operating Expenses Operation Overview: Analysis of Operating Expenses 10 THINKING ELECTRONIC INDUSTRIAL CO., LTD.
Slide 10: Markets
Tics THINKING MARKETS
Slide 11: Major Markets
Major Markets Information and Home Appliances Communication Technology 38% Power Consumer 17% Telecom Home Appliances Lighting Supply Electronics Medical and Others 14% 16% Industrial 15% Other Medical Applications Distributor Automotive Quantity: 34% Growth 12 THINKING ELECTRONIC INDUSTRIAL CO., LT
Slide 12: Management Systems
Sw Is THINKING MANAGEMENT SYSTEMS
Slide 13: Certification of Management System
Certification of Management System 14 THINKING ELECTRONIC INDUSTRIAL CO., LTD.
Slide 14: Agency Approval of Product
Agency Approval of Product NTC Polymer Gas NTC PTC Temperature PTC Varistor TVS Diode Discharge Thermistor Sensor Thermistor Thermistor Tube Note: is for UL + cUL 15 THINKING ELECTRONIC INDUSTRIAL CO., LTD.
Slide 15: THINKING ESG
THINKING ESG ENVIRONMENTAL SOCIAL GOVERNANCE • Support the promotional events of • Green product reading and e-bookstore projects of Adhering to the RBA code of conduct, we • Green production Kaohsiung City uphold labor rights, ensure health and safety, protect the environment, conduct • Green suppl
Slide 16: Competitive Strength
THINKING COMPETITIVE STRENGTH BO| 5592 -2.896 6.057 \\ AX ‘S. ae BNE 1.020 } | \ \ NY AE Re (Sk srs S Hl | \\ ANN Se ‘
Slide 17: Core Technology
Core Technology Material Development ● Laminating & stacking SMD type product ● ● Printing Lead type product ● ● Sintering Sensor assembly ● Our know-how of key raw material and ceramic recipes Product Front-end ● Surface finishing make our products competitive in the market Design Processing Produc
Slide 18: UL and TUV Certified Laboratories
UL and TUV Certified Laboratories Laboratories of THINKING passed the CTDP (Client Test Data Program) of UL and witness testing qualification of TUV, and they provide the following advantages. ⚫ International laboratory management is based on ISO 17025 ⚫ Testing equipment and technicians are aligned
Slide 19: Technical Support
Technical Support TECHNICAL CONSULTATION EXPERT DESIGN CONSULTATION THINKING AE discusses technical AE discusses circuit design with problems and shares application customers experience with customers COMPREHENSIVE TECHNICAL application examples SUPPORT PRODUCT SELECTION TESTING AND VALIDATION • AE
Slide 20: Vision
Vision Contribution to Human Life in 21 THINKING ELECTRONIC INDUSTRIAL CO., LTD.
Slide 21: THINKING
THINKING Contribute to safety and operation efficiency of electronics
Thinking Electronic Industrial — Investor Presentation (May 2025) on 6ix