Lemtech Holdings Co., Limited · TWSE:4912
Lemtech — 2020Q2 Jih Sun Investor Conference (September 2020)
26 slides from Lemtech's conference presentation, Sep 3, 2020
Slide 1: Lemtech Holdings Co., Limited
Lemtech Holdings Co., Limited Leading Engineering & Manufacturing Technology Sep 2020
Slide 2: Briefing Outline
Briefing Outline Corporate Profile Core Business Activities Our Valued Customers Financial performance and status
Slide 3: Corporate Profile
Corporate Profile 提供的產品及服務包含～ 精密模具、金屬沖壓、散熱模組、鉸鏈、伺服器、滑軌 、消費型電子產品、汽車零件及模組、建築材料等。 營業額突破 營業額約1.4億 2億美元 建立滑軌 美元(YOY+32%) 聯德控股 自有品牌 於交易所上市掛牌 營業額突破 切入伺服器 1億美元 聯德控股 散熱模組 於櫃檯中心掛牌 聯德控股 成立 2009 2011 2013 2014 2015 2016 2017 2018
Slide 4: Lemtech Holdings Co., Limited global sites
Lemtech Holdings Co., Limited USA San Jose,CA CHINA Kunshan HONG KONG Dongguan CZECH REPUBLIC TAIWAN Jihlava Taipei Taichung THAILAND Ayutthaya PHILIPPINES 7% > v 9 Manufacturing Sites/Offices ~Total Floor Space: 80,000 sqm
Slide 5: Lemtech Kunshan, Thailand, Taiwan, Czech Republic plants
•Lemtech Kunshan •Lemtech Taiwan •Lemtech Thailand •Lemtech Czech Republic Lemtech Confidential 5
Slide 6: Coming Up in 2019
Coming Up in 2019….. •Lemtech Philippines– New Site Start Up in Laguna Technopark, •~ For Heat sink Assembly ; Mechanical Assembly & Heat sink Servicing
Slide 7: Initial Start Up – Plant Image
Initial Start Up – Plant Image
Slide 8: Core Businesses
Core Businesses •Tooling, Stamping •Racks & •Thermal •Slide Rails & & Mech Assy Cabinets Solutions •Hinges Kits Hinges
Slide 9: Stamping Parts/Modules for Automotive
Stamping Parts/Modules for Automotive •Door Hinges • Steering Columns •Seat •Air Belts Bags
Slide 10: Automotive parts: air bags, steering columns, sun roofs, seat belts
•Air Bags • Steering Columns •Sun Roofs •Seat Belts 10
Slide 11: Mechanical Sub Assemblies
Mechanical Sub Assemblies CMT Welding Robotic Welding
Slide 12: Custom Cabinets (floor and wall-mountable)
Custom Cabinets (floor and wall-mountable)
Slide 13: Stamping Parts for SmartPhones/ IP Phones
Stamping Parts for SmartPhones/ IP Phones Speaker Grills/Bezels/Hinges for IP Phones EMI Shield Cans/Fences
Slide 14: Hinges for VOIP Phones and Laptop
•Hinges for VOIP •VOIP Phones Phones •Hinges for LaptopLemtech Confidential 14
Slide 15: Stamping Parts for Smart Phones
Stamping Parts for Smart Phones Lemtech Confidential 15
Slide 16: Thermal Simulation
Thermal Simulation Using Flowtherm for thermal simulation as a service and support Air flow path & flow impedance analysis Temperature profile analysis Software : FloTHERM V10.1
Slide 17: Thermal Modules
Thermal Modules • Thermal Module for Client Computing • Thermal Module for Enterprise Computing
Slide 18: Thermal Modules
Thermal Modules • Thermal Module for Gaming Set • Thermal Module for LED
Slide 19: Stamping Parts / Modules for Cloud Computing
Stamping Parts / Modules for Cloud Computing •Heat Sinks / Thermal Modules •Slide Rail Kits Lemtech Confidential •Server 19 Enclosures
Slide 20: Lemtech Holdings Co., Limited
Lemtech Holdings Co., Limited 201 95F ini = oo-f2 5S 25 I YOUR STRONGEST
Slide 21: Our Valued Customers
Our Valued Customers Our 3C Customers
Slide 22: Our Automotive Customers
Lemtech Holdings Co., Limited Our Automotive Customers pS BorgWarner ... > ( Edscha Autoliv DRAXLMAIER Fehrer FIAMM |kiekert| Follm=anmn Pioneer SIEMENS (AN Vole >| am thyssenkrupp
Slide 23: 毛利、EPS及營收趨勢(2016~2020Q2)
營收、毛利、稅後淨利及每股盈餘 單位：新台幣仟元 2016 2017 2018 2019 2020Q2 合併營收 3,197,375 4,255,549 6,043,090 5,042,657 2,041,918 銷貨毛利 761,428 872,771 1,286,070 1,031,009 478,264 營業淨利 319,948 340,548 605,959 393,883 206,065 稅後淨利 100,013 314,516 405,403 262,339 139,383 每股盈餘 1.71 7.55 8.06 5.47 2.88 毛利、EPS及營收趨勢(2016~2020Q2)
Slide 24: Financial performance and status
Financial performance and status 簡明資產負債表 2016 2017 2018 2019 2020Q2 流動資產 2,301,156 3,320,411 3,805,114 3,949,666 3,337,791 不動產、廠房及設備 680,583 970,751 1,230,891 2,041,406 1,967,432 其他資產 259,457 425,767 362,422 234,935 219,777 資產總額 3,241,196 4,716,929 5,398,427 6,226,007 5,525,000 流動負債 1,485,819 2,956,
Slide 25: 產品類別比重
產品類別比重 單位：新台幣仟元；％ 2016 2017 2018 2019 2020Q2 主要產品 銷值 ％ 銷值 ％ 銷值 ％ 銷值 % 銷值 ％ 3C電子類 1,776,136 55.55 2,377,270 55.86 3,871,686 64.07 2,845,323 56.43 1,067,746 52.29 汽車零件類 1,172,908 36.68 1,484,569 34.89 1,705,041 28.21 1,749,079 34.69 640,182 31.35 建築建材類 108,732 3.40 92,352 2.17 76,076 1.26 76,140 1.51
Slide 26: Thank You
Thank You LEMTECH …Your Trusted Partner in Business www.lemtech.com
Lemtech Holdings — 2020Q2 Jih Sun Investor Conference (September 2020) on 6ix