Eternal Materials Co., Ltd. · TWSE:1717
Eternal Materials — Investor conference hosted by President Securities Corp. 2018
37 slides from Eternal Materials's conference presentation, Sep 4, 2018
Slide 1: Eternal Materials
ETERNAL MATERIALS
Slide 2: Industrial Application and Globalization of Dry Film Photoresist
dustrial Application and Globalization of Dry Film Photoresist
Slide 3: Company Introduction
ETERNAL MATERIALS CO., LTD.Ge=2i (T) Company Introduction (I) Profile of PM Division Application of Dry Film Photoresist
Slide 4: Company profile: core business, founding, sites
•Core Business：Manufacturing, processing and sales •Founding：in 1964 , Headquarters in Kaohsiung, Taiwan •Year of Listed on Taiwan Stock Exchange：1994 •Chairman： Allen K. L. Kao •Number of Employees： 4,706 1 •Number of Production Sites：25 (3 in Taiwan, 15 in Mainland China, 1 in United States, 1 in
Slide 5: Development Milestones
Development Milestones 1964 1989 2000 2004 2008 2016+ — MATERIALS FOR SOLAR CELL / FLEXIBLE OPTICALFILM _ ELECTRONICS WET EMC CHEMICAL MONOMER op SYTHETIC RESINS OLIGOMER COATING UV COATING ADHESIVE UNSATURATED POLYESTER Resins r Eternal Materials Co. LTD
Slide 6: Core Technology
Core Technology NESS Th Functional Resin Synthesis Precision . Processing” Eternal Materials Co. LTD
Slide 7: Business Divisions
• Copper Clad Laminates Division • Synthetic Resins Business Division • Photoresist Material Business Division • Unsaturated Polyester Resins Division • Specialty Material Division
Slide 8: Global Production Sites: 25
Global Production Sites :25 Northeast •Taiwan ： 3 China (1) North Japan (3) •China ： 15 • Yingkou China (1) •Thailand ： 1 • Ogaki • Kodama •USA ： 1 • Tianjin • Aichi •Japan ： 3 •Malaysia ： 1 •Italy ：1 Southwest China (2) Italy (1) • Chengdu • Chongqing • Milan USA (1) East • Virginia China (7) Malay
Slide 9: Profile of PM Division
ETERNAL MATERIALS CO., LTD.Ge=2i (I) Company Introduction ¢) Profile of PM Division (1) Application of Dry Film Photoresist
Slide 10: PM Division - Global Layout
PM Division-Global Layout Northern East China 2) Eastern China Suzhou - Technical North East Asia (5) Japan » Sales Office: 1 (Tokyo) + Slitting Site: 1 (Ogaki) + R&D Center: 1 (Ogak) + Coating Site: 4 (Ogaki) Korea + Sales Office: 1 + Coating Site: 1 « Slitting Site : 1 + Sales Office: 2 Thailand @
Slide 11: PM Division - Coating Sites
_PM Division-Coating Sites Ge=9 ( i —ttaly Easuern Chine) (u)) USA=Virginia 2. asia SUZHOU (i) 9 Soutien Chine) Taiwan Kaohsiung QRCCCMINGIRE, Gtiing-howr: Coating Research m Plants Eternal Materials Co. LTD
Slide 12: PM Division - Coating Sites (Metal Foils)
PM Division-Coating Sites 2 Cozitine) Linas for Mata) Foils f South China / Talwan — Kaohsiung Guangzhou Coating Research Center ~ — ™ a Copper Foil Aluminum Foil Eternal Materials Co. LTD
Slide 13: China: 9 sites
Northern East China Eastern China Yingkou (2) Suzhou (2) Southern West China China : 9 Southern China Fuling (2) Guangzhou (3)
Slide 14: USA, Japan, Italy, Korea, Thailand, Taiwan sites
USA : 2 Japan : 2 Japan Italy : 2 Korea : 1 Thailand : 2 Taiwan : 3 Italy Ogaki Tokyo USA Taiwan Milan Korea Virginia Thailand Ta-Fa Plant Gyeonggi-do Bangkok Zhongli Office
Slide 15: Photo-Imageable Coverlay (PIC)
Photo-Imageable Coverlay (PIC)
Slide 16: Storage and handling conditions
22±2℃, <60%RH 22± 5±3℃ 20±2℃ -20±
Slide 17: PM Division - Related Certificates
PM Division-Related Certificates Ge ISO 9001 ) sUREAL “iii YS BUREAU VERITAS Certification Fitresc Certification Eternal Materials Co. LTD
Slide 18: Application of Dry Film Photoresist
ETERNAL MATERIALS CO., LTD.Ge=2i (T) Company Introduction (I) Profile of PM Division (1) Application of Dry Film Photoresist |
Slide 19: Dry Film Photoresist
Dry film photoresist (DF) is mainly used in one of the raw materials for image transfer process in printed circuit board (PCB) and various electronic products. Dry Film Photoresist Printed circuit board (PCB) materials are used in the field of electronic products such as information, communication,
Slide 20: Taiwan has the most complete PCB industry supply chain
Taiwan has the most complete PCB industry supply chain in the world, and it is estimated that there are 800 related companies in Taiwan. Source: IEK of ITRI , TPCA (2017/06)
Slide 21: Data Source: TPCA, Eternal & Google Internet
Data Source: TPCA, ETERNAL & Google Internet
Slide 22: PCB applications
Data Source: IEK, EEWORLD, eeToday-E headlines, Ctimes_Google Internet
Slide 23: PCB applications
Data Source: IEK, iPro Tech., HONG SHUO INFORMATION , Honour Glow Trading, CCYP.com, Sil-More Industrial_Google Internet
Slide 24: PCB applications
Data Source: IEK, Sil-More Industrial, Chinese business yellow pages_Google Internet
Slide 25: PCB applications
Data Source: IEK, meethub.bnext, sunarts3d, Youth Daily News_Google Internet
Slide 26: PCB applications
Data Source: IEK, investanchors, Qualcomm, 3elife.net_Google Internet
Slide 27: PCB applications
Data Source: IEK, mengkeji, TechNews_Google Internet
Slide 28: Global PCB market (Prismark)
Source: 2017 Prismark Report and Eternal Market Summary
Slide 29: PCB market (TPCA, IEK)
Source: TPCA, IEK of ITRI (2018/06)
Slide 30: Taiwan PCB production value
Unit: 100 million NTD Source: TPCA ＆ IEK of ITRI (2018/02)
Slide 31: Taiwan PCB production value by manufacturers
Note：The total production value of PCB by all manufacturers in Taiwan Source: TPCA ＆ IEK of ITRI (2018/02)
Slide 32: Dry film market
Source: 2017 Prismark Report and Analysis and Update by Eternal Market Report
Slide 33: Dry film market
Source: 2017 Prismark Report and Analysis and Update by Eternal Market Report
Slide 34: Dry Film Market Share
Dry Film Market Share Global Dry Film Market Distribution in Eternal Southeast Asia 0.4% Other Korea 0.01% 0.1% Eternal Materials Co. LTD
Slide 35: Global Coating Capacity
Global Coating Capacity | chins 5,560 ie =Thousand USA Italy (KSF/Year) Coating Process Capability Thickness 50nm ~ 300um | Materials Co. LTD
Slide 36: Future Perspectives
Future Perspectives Develop in the US, Japan and Korea markets by PCB well-known enterprises strategic alliance to stay ahead in the world. Continuingly expanding the market of Vacuum Laminator in IC/package substrate, passive components, FPC boards and semiconductor...etc. Maintain existing custome
Slide 37: Thank You
Rooted in Taiwan THANK YOU ETERNAL MATERIALS
Eternal Materials — Investor conference hosted by President Securities Corp. 2018 on 6ix