Nanya Technology Corporation · TWSE:2408
Nanya Technology — Investor Conference September 7, 2004
8 slides from Nanya Technology's conference presentation, Sep 7, 2004
Slide 1: Nanya Technology Corporation Investor Conference
Nanya Technology Corporation A Member of Formosa Plastics Group Investor Conference Dr. Pei Lin Pai VP & Spokesman September 7th , 2004 September 7th , 2004 Page 1 © 2004 Nanya Technology Corp.
Slide 2: Contents
CONTENTS • Aug. '04 Revenue • Aug. '04 Sales Breakdown by Region • Results Recap • Price Movement • DDR2 Penetration Forecast September 7th , 2004 Page 2 © 2004 Nanya Technology Corp.
Slide 3: August 2004 Revenue
September 7th , 2004 Page 3 © 2004 Nanya Technology Corp.
Slide 4: Sales Breakdown by region in August
Sales Breakdown by region in August September 7th , 2004 Page 4 © 2004 Nanya Technology Corp.
Slide 5: Results Recap
Results Recap § Price • ASP 4% decrease M-to-M in Aug. § Shipment • 12% increase M-to-M in Aug. § Inventory • Nanya inventory level under 10-day September 7th , 2004 Page 5 © 2004 Nanya Technology Corp.
Slide 6: Price Movement
September 7th , 2004 Page 6 © 2004 Nanya Technology Corp.
Slide 7: DDR2 Penetration Forecast
DDR2 Penetration Forecast As of Major PC Suppliers’Demand Source: Nanya Technology 100% 80% 60% 40% 20% 0% 3Q04 4Q04 1Q05 2Q05 3Q05 4Q05 September 7th , 2004 Page 7 © 2004 Nanya Technology Corp.
Slide 8: Q&A
Q&A www. nanya.com September 7th , 2004 Page 8 © 2004 Nanya Technology Corp.
Nanya Technology — Investor Conference September 7, 2004 on 6ix