Thinking Electronic Industrial Co., Ltd. · TWSE:2428
Thinking Electronic Industrial — Investor Presentation (March 2023)
31 slides from Thinking Electronic Industrial's investor presentation, March 2023
Slide 1: Legal Person Briefing Session
THINKING Legal Person Briefing Session 2023.3
Slide 2: Index
Index Financial Status Company Introduction Markets and Customers Competitive Strength Strategy for Growth THINKING ELECTRONICS 2
Slide 3: Operation Overview: Sales Revenue Analysis
Operation Overview: Sales Revenue Analysis In Thousands of New Taiwan Dollars MOM(2023.2vs2023.1) YOY(2023.2vs2022.2) Month Feb-23 Jan-23 Feb-22 Diff % Diff % THINKING 557,138 536,287 547,430 20,851 4% 9,708 2% Accumulated 2023.1~2023.2 2022.1~2022.2 Diff % THINKING 1,093,425 1,227,352 (133,927) -11
Slide 4: Index
Index Financial Status Company Introduction Markets and Customers Competitive Strength Strategy for Growth THINKING ELECTRONICS 4
Slide 5: Corporate Mission
Corporate Mission Mission Statement: Contribute to safety and operation efficiency of electronics We “think” and “are keen” to offer customers “service.” T Think K Keen S Service THINKING ELECTRONICS 5
Slide 6: Company Introduction
Company Introduction Established in 1979 7 factories and 4500 employees 2008-2022 Net Revenue: *USD 267.95 *USD 267.95 * Using an exchange rate of 1 USD =27.99 NTD THINKING ELECTRONICS 6
Slide 7: Milestone
Milestone THINKING ELECTRONICS 7
Slide 8: THINKING All Around the World
THINKING All Around the World Sales Office Distributor Taiwan USA Asia China The Americas Europe Asia 2 2 3 5 12 14 16 THINKING ELECTRONICS 8
Slide 9: Factories of THINKING
Factories of THINKING Yichang Factory Changzhou Factory Yilan Factory Kaohsiung 1st Factory Major Product Major Product Major Product Major Product JiangXi Factory Kaohsiung 2nd Factory Dongguan Factory Front-End Major Product Major Product THINKING ELECTRONICS 9
Slide 10: Total Solution for Customers
Total Solution for Customers Over-Temperature Protection NTC Thermistor PTC Thermistor Temperature Sensor Over-Current Protection NTC ICL PTC Thermistor Polymer PTC Thermistor Over-Voltage Protection Gas Discharge ESD Spark Gap Thyristor Surge Varistor TVS Diode Protector Tube Protection Suppressor
Slide 11: Index
Index Financial Status Company Introduction Markets and Customers Competitive Strength Strategy for Growth THINKING ELECTRONICS 11
Slide 12: Major Markets
Major Markets Information and Automotive and Industrial Communication Technology Telecom Power Supply Automotive Industrial (12%) Medical and Others Consumer Electronics Computer Other Home Appliances and Lighting Medical applications Home Appliances Lighting Distributor THINKING ELECTRONICS 12
Slide 13: Market Positions of THINKING Products
Market Positions of THINKING Products THINKING THINKING THINKING NTC Thermistor Disc Varistor Ceramic PTC Thermistor Note: 1.Data source: Circuit Protection Components: World Markets, Technologies & Opportunities: 2019-2024, Paumanok Publication 2.Fiscal year 2020 calculation of THINKING NTC thermis
Slide 14: Index
Index Financial Status Company Introduction Markets and Customers Competitive Strength Strategy for Growth THINKING ELECTRONICS 14
Slide 15: Core Technology
Core Technology Material Development SMD type product ● ● Laminating & stacking Lead type product ● ● Printing Sensor assembly ● ● Sintering Our know-how of key raw material and ceramic recipes make our products competitive in the market. ● Surface finishing Product Design Our simulation technology
Slide 16: Agency Approval of Product
Agency Approval of Product NTC Thermistor Varistor PTC Thermistor Polymer PTC Thermistor Gas Discharge Tube NTC Temperature Sensor TVS Diode Note: is for UL + cUL THINKING ELECTRONICS 16
Slide 17: 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. THINKING ELECTRONICS 17
Slide 18: Technical Support
Technical Support THINKING AE team provides comprehensive technical support. Technical Consultation: Discussion of technical problems with customers Product Selection Suggestion: Selecting products in accordance with customer’s needs Circuit Design Assistance: Discussion of circuit design for proble
Slide 19: Index
Index Financial Status Company Introduction Markets and Customers Competitive Strength Strategy for Growth THINKING ELECTRONICS 19
Slide 20: Focus Markets Contribution to Human Life in ATIM
Focus Markets Contribution to Human Life in ATIM THINKING ELECTRONICS 20
Slide 21: Growth Strategy – Application Focus
Growth Strategy – Application Focus 2022 Sales by Applications 2025 Sales by Applications Energy Storage EV Car & Solar System THINKING ELECTRONICS 21
Slide 22: EV Applications
EV Applications THINKING ELECTRONICS 22
Slide 23: Growth Strategy – Products Development
Growth Strategy – Products Development 2022 Sales by Products 2025 Sales by Products THINKING ELECTRONICS 23
Slide 24: Growth Strategy – Products Development
Growth Strategy – Products Development Comparison of PPTC and CPTC For PPTC, its faster response time and lower power consumption meet the market trend of energy saving. It also helps customers reduce cost and increase their design flexibility. Therefore, THINKING plans to promote PPTC more. THINK
Slide 25: Growth Strategy – Products Development
Growth Strategy – Products Development THINKING PPTC offers over-current protection, and it is recommended for the following applications. PCB Portable Electronics Notebook Computer DC Power Module USB Port Light Bulb Set Top Box THINKING ELECTRONICS 25
Slide 26: Growth Strategy – Products Development
Growth Strategy – Products Development Comparison of TVS Diode and Other Over-voltage Protection Components TVS diode provides better over-voltage protection because of its accurate varistor tolerance and low residual voltage. Its low capacitance also makes it a recommended ESD suppressor. Consequ
Slide 27: Growth Strategy – Products Development
Growth Strategy – Products Development THINKING TVS diode offers either over-voltage protection or ESD protection, and it is recommended for the following applications. Automotive Electronics 5G Base Station Notebook Computer Set Top Box Mobile Phone THINKING ELECTRONICS 27
Slide 28: Growth Strategy – Regional Market
Growth Strategy – Regional Market 2022 Regional Market 2025 Regional Market THINKING ELECTRONICS 28
Slide 29: THINKING ASEAN Focus Segments
THINKING ASEAN Focus Segments THINKING ELECTRONICS 29
Slide 30: Continuous Expansion Plan
Continuous Expansion Plan Zhongshan Factory Kaohsiung Factory Southern CN: IT & Home appliance, 2024 TW: Automotive: 2023 H2 THINKING ELECTRONICS 30
Slide 31: THANK YOU!
THANK YOU! 5 THINKING Contribute to safety and operation efficiency of electronics THINKING ELECTRONICS
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