Chief Telecom Inc. · TPEX:6561
Chief Telecom — Investor conference (March 2021)
37 slides from Chief Telecom's conference presentation, Mar 4, 2021
Slide 1: Chief Company Introduction
Stock Code：6561 Chief Company Introduction Date: Mar. 4, 2021 https://www.chief.com.tw
Slide 2: Chief Profile
I、Chief Profile Founded in 1991 Capital NT$702,248,810 Major Products: IDC, Data, Voice, Cloud services With Type II Telecom Licenses, including: General Type II：ISP、VPN、Internet Access Special Type II：ISR、070 VoIP、 bandwidth B&S Carrier Neutral IDC：LY、HD、TF buildings, with 30,000 squa
Slide 3: Company History
II、Company History 2019 Year 1991 Year 2004 Year 2011 Year 2017 Year • Localize GCP and Azure service Founded Expand Taiwan First operator in • Provide Oracle OCM cloud in Mar. • Direct connect to Ali cloud in HK China VPN Taiwan to award DB services in May in Apr. • Awarded government cloud network
Slide 4: Company Positioning
III、Company Positioning Best Cloud & Digital Convergence Platform Specialization Sharing Connectivity+ Value+ Collaboration Multi -winners Carrier Neutral 4
Slide 5: Competitive Advantages
IV、Competitive Advantages Neutral IDC TPCX TPIX Global VPN CCX Magnetic Effect Asia Gateway VM+CCIS 5
Slide 6: Tele Market Place (Platform+Connectivity)
V、Tele Market Place (Platform+Connectivity) Global Internet & Network Type I : Int’l Carriers HGC PCCW NTT GCX Type II : Singtel Telstra Submarine Operators Any to Any business chance Type III: Int’l ICP & Google FB Cloud Service Providers AWS CHT FET TFN Type Ⅳ: Domestic Carriers & ISP Domestic Net
Slide 7: TPCX (Taipei Submarine Cable Exchange Center)
VI 、 TPCX (Taipei Submarine Cable Exchange Center) • Private cables (NCC licensed Pacnet/Telstra, TIGC, Reach, GCX) and consortium cables are connected in Chief IDC site, most of fixed network operators in Taiwan all set up PoPs in Chief IDC site for submarine cable interconnection. • Chief TPCX is
Slide 8: TPIX (Taipei Internet Exchange Center)
VII 、 TPIX (Taipei Internet Exchange Center) • TPIX, largest internet Social Network Search Engine CDN Operator (F) (G) (Aki) content provider International exchange center in & domestic Taiwan, provides E-commerce Multimedia Cloud (A) (N) Operator (M) internet traffic exchange service for both inte
Slide 9: CCX (Chief Cloud eXchange Center)
VIII 、 CCX (Chief Cloud eXchange Center) Cross-country、Multi-cloud、Hybrid-cloud Direct Connect Services AWS Direct Connect Google Cloud Interconnect Azure ExpressRoute Chief Global VPN 9 Enterprise(Taipei) Enterprise(Shanghai) Enterprise(HongKong) ISV/Other Carriers
Slide 10: Telecom Hotel
IX 、 Telecom Hotel CSP SaaS, PaaS OTT Government Providers /Academy Cable Target Market& Enterprise Operators Customers Int’l & Domestic Int’l & omestic ICP/CDN VPN Partners Carriers Chief APP Database Applications DDOS/IPS Cloud Service Sharing SaaS Security Chief 070 VoIP UC Service Customer Clust
Slide 11: Clustering Magnetic Attraction Effect
X、 Clustering Magnetic Attraction Effect Chief Telecom is based on carrier neutral position to attract domestic and international carriers, submarine cable operators, content providers and cloud service providers for colocation in Chief IDC buildings. Through platform economy and membership econom
Slide 12: Digital Application Navigator
XI、Digital Application Navigator Chief Telecom services have strong linkages with your daily life and provide ubiquitous service. Digital Content Network Business & Enterprise • Music/Video • Global Internet Access • Cloud/Communication • Gaming/News • Global VPN/MSO • Search Engine/Social Media E-C
Slide 13: Recent Years Finance Performance
XII 、 Recent Years Finance Performance • Revenue & Gross Margin • Net Margin & EPS • Product Service Revenue Percentage • Percentage of Cash Dividends 13
Slide 14: Revenue & Gross Margin
1. Revenue & Gross Margin 3,000,000 50.0% Unit：NT$K 45.0% 2,500,000 40.0% 35.0% 2,000,000 30.0% 1,500,000 25.0% 20.0% 1,000,000 15.0% 10.0% 500,000 5.0% 0 0.0% 2016 2017 2018 2019 2020 Revenue 1,980,472 2,126,329 2,272,362 2,400,002 2,564,649 Gross Margin 31.8% 35.2% 39.3% 42.0% 43.7% 14
Slide 15: Net Margin & EPS
2. Net Margin & EPS Unit：NTD 10 25.0% 9 8 20.0% 7 6 15.0% 5 4 10.0% 3 2 5.0% 1 0 0.0% 2016 2017 2018 2019 2020 EPS 5.29 6.4 7.41 7.83 8.67 Net Margin 16.1% 18.2% 21.4% 22.75% 23.80% 15
Slide 16: Product Service Revenue Percentage
3. Product Service Revenue Percentage 120.0% 100.0% 3.5% 5.5% 8.4% 11.2% 13.5% 15.2% 14.2% 11.9% 11.0% 9.8% 80.0% 60.0% 54.5% 53.9% 52.3% 49.6% 47.6% 40.0% 20.0% 26.8% 26.4% 27.4% 28.2% 29.1% 0.0% 2016 2017 2018 2019 2020 IDC Services Data Services Voice Services Cloud Services 16
Slide 17: Percentage of Cash Dividends
4. Percentage of Cash Dividends NT$ 10 9 8.8 8 8 7.5 7 6 4.97 5 4.5 4 3 2 1 0 2016 2017 2018 2019 2020 Year Note：Year 2018 with Note：Year 2019 with Note：Year 2020 with NT$7.5 cash dividend NT$8 cash dividend NT$8.8 cash dividend including NT$1 additional including NT$1 including NT$1 paid in capital
Slide 18: Product Line Introduction
XIII 、 Product Line Introduction 18
Slide 19: IDC Colocation Services – Carrier Neutral
1. IDC Colocation Services – Carrier Neutral World-class carrier neutral IDC to provide high quality IDC services World-class IDC SLA H.D. Customized design and deployment Building 99.999% power system design Dual-loop UPS system and cooling system Fiber Ring Fire detection and suppressi
Slide 20: Data Service – Global Internet Services
2. Data Service – Global Internet Services • Important Internet service hub in Taiwan with complete Internet resource, including diverse domestic ISP connections and international bandwidth. International Carriers & Submarine Cable TWGate APBT Global Operators ICP / CDN HE HiNet 6939 FET Google CHIE
Slide 21: Global VPN Network
3. Global VPN Network With forward-looking network deployment and complete enterprise solutions to expand global VPN services. Vancouver Northern China Eastern China Beijing/Tianjin Shanghai/Suzhou Wuxi/Nanjing Global VPN Network Qingdao Kunshan/Ningbo Wujiang Central China Chongquing/Wuhan Seoul To
Slide 22: Cloud PBX UC Services
4. 070 Cloud PBX UC Services 070 VoIP: 1st choice for enterprise mobility applications Cross-Operator/Network/Platform/Device NCC E.164 Numbers for worldwide use Support FMC network Support Android、iOS Support PC 、NB、Pad Support mobile、ADSL、 VPN 、 Wi-Fi Management Center Cloud IP-Centrex C
Slide 23: Comprehensive Cloud Application Solutions
5. Comprehensive Cloud Application Solutions IaaS Solutions CCX Cloud Department Store & Hybrid Cloud Solutions Common Cloud Applications Security、syslog analysis and management、email box and audit、e- form 、file storage and sharing、CRM、 HRM Industry Type Cloud Applications Intelligent manufa
Slide 24: Major Customers
6. Major Customers Domestic Carriers International Carriers Enterprise Customers Global Cloud Providers TPIX Members 24
Slide 25: Four Product Lines to Drive Continuous Growth Curve
7. Four Product Lines to Drive Continuous Growth Curve TPIX網際網路交換中心 國際級電信旅館 企業ICT 解決方案 雲端資料交換中心 Carrier Neutral - Local data storage - Multi-cloud/Hybrid TPIX APP Cloud cloud solutions - High speed internet - SaaS applications - Complete ICT solutions 27001 27011 Cloud Center CCX 27017 27018 Global
Slide 26: Future Trends
XIV、Future Trends Future Trends AI、Cloud 、5G Development Trends Taiwan & Global IP Traffic & Growth Trends Global Public Cloud Market Trends 26
Slide 27: AI, Cloud, 5G Development Trends
1. AI、Cloud、5G Development Trends IT Infrastructure Digital Transformation Multi_Cloud Service IS Big Data Edge Computing Machine learning 4G Hybrid Cloud 5G 5G (Speed more than 10 Times with 4G) AI Applications Smart Device Hybrid Cloud Service Internet of Things 27
Slide 28: Taiwan & Global IP Traffic Growth
2. Taiwan & Global IP Traffic Growth Source： TWNIC Taiwan IP Bandwidth Report (2020/1 released) 資料來源： TWNIC 網站-連線頻寬統計報表 OTT/Cloud/5G services will drive the data volume to grow exponentially. 28
Slide 29: Global Public Cloud Market Trends
3. Global Public Cloud Market Trends 2019-2022 CAGR 16％ Up to 2022, Cloud service market CAGR of 16% 18% 5% 6% 32% 5% Source：Gartner Global Public Cloud Revenue Forecast Note 1: Amazon/Microsoft/Google/IBM/Alibaba 5 CSPs occupy 2/3 public cloud market share. Note 2: Up to 2022, Cloud service market
Slide 30: 2021 Business Development Focus
XV、2021 Business Development Focus 2021 Product Development Focus HD Fiber Ring LY TF LY2 Location：Jiuzong Rd., Neihu, Taipei Expected to be in service in 2023 30 ( 7 floors above ground, 2 floors under ground)
Slide 31: 4th New IDC (LY-2)
1. 4th New IDC (LY-2) HD Fiber Ring LY TF LY2 Location：Jiuzong Rd., Neihu, Taipei Expected to be in service in 2023 ( 7 floors above ground, 2 floors under ground) 31
Slide 32: East Asia Telecom Hub
2. East Asia Telecom Hub Planned Extension Service PoP: Vietnam，Philippines，India，Singapore，Thailand，Malaysia Chief Extension Services: IEPL，MPLS VPN/SDWAN，Internet @ Local SZ, China SH, China MPLS VPN HK MPLS VPN PTN/CIX MPLS VPN Internet 120G (2021.03) 210G Taiwan PTN/CIX MPLS VPN 300G 200G (2
Slide 33: Multi / Hybrid Cloud Fast Direct Connect Service
3. Multi / Hybrid Cloud Fast Direct Connect Service Enterprise Cloud End Chief Cloud Computing & Storage Center Redundant/Backup Accelerator Enterprise Local End (on premise) 33
Slide 34: SaaS Cloud Applications
4. SaaS Cloud Applications E-signature/E-approval Forms Cloud File Management Platform Security E-mail System Intelligent Manufacturing Green environmental protection factory cloud Smart Health Cloud Computing Server Farms Warehousing AR/VR Applications Social Media Analytics Management O2O Marketin
Slide 35: Continue to Enlarge Product Portfolio & Target Customers
XVI、 Continue to Enlarge Product Portfolio & Target Customers Vietnam Cloud Data Center Thailand AI IoT Dig Data Smart Health Cloud Business Indonesia Saas AWS Azure GCP IBM Malaysia PaaS TPIX Internet VPN CCX Singapore IaaS IDC / VM Japan China Sales Channels …… 35
Slide 36: Become East Asia Telecom Hub & AI, Cloud Business Application Center
XVII 、Become East Asia Telecom Hub & AI 、 Cloud Business Application Center Taiwan is located in the center of Eastern Asia region, through customer clustering magnetic attraction effect. The company vision of Chief Telecom is to become East Asia Telecom Hub & AI、Cloud Business Application Center in
Slide 37: Thank You
Thank You https://www.chief.com.tw 37