Gigabyte Technology Co., Ltd. · TWSE:2376
Gigabyte Technology — Q3 2023 Earnings Presentation
29 slides from Gigabyte Technology's earnings presentation, Nov 1, 2023
Slide 1: GIGABYTE 2023 Q3 Investor Conference
GIGABYTE 2023 Q3 Investor Conference 2023/11/01
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Giga-byte Technology Co., Ltd. (“Gigabyte”). Any opinions expressed in this presentation are subject to change without notice as a result of using different assumptions and/or different criteria. Gigabyte is under no obligation to update or keep curr
Slide 3: Agenda
Agenda 2023Q2 Financial Results Business Direction Product News ESG Q&A P3
Slide 4: Financial Results
Financial Results GIGABYTE
Slide 5: 2023 Q2 Income Statement
2023 Q2 Income Statement ( in NT$100Mn) 2023Q2 2023Q1 QoQ 2022Q2 YoY Net Revenue 261.30 280.30 -6.78% 226.60 15.31% COGS 230.40 244.80 -5.88% 195.20 18.03% Gross Profit 30.90 35.46 -12.86% 31.43 -1.69% Operating Expenses 21.07 22.66 -7.02% 17.60 19.72% Operating Profit 9.82 12.80 -23.28% 13.82 -28.9
Slide 6: 2023 6/30 Balance Sheet
2023 6/30 Balance Sheet Jun.30,202 in NT$100Mn Jun.30,2023 Mar.31,2023 QoQ YoY 2 Cash & Equivalents 155.50 168.80 -7.88% 103.40 50.39% Accoounts Receivable 123.30 124.40 -0.88% 116.20 6.11% Inventories 222.60 246.80 -9.81% 299.60 -25.70% Current Assets 536.00 570.30 -6.01% 554.20 -3.28% Fixed Assets
Slide 7: 2023 Q2 Revenue by Product Line and Geography
2023 Q2 2023 Q2 Revenue by Product Line Revenue by Geography P7
Slide 8: 2023 Q3 Revenue by Product Line and Geography
2023 Q3 2023 Q3 Revenue by Product Line Revenue by Geography P8
Slide 9: Business Direction
Business Direction GIGABYTE
Slide 10: Business Direction
Business Direction 2023 Q2 Q3 Consumer electronics (MB and VGA) resume sales momentum and expect to keep moving on Effective consumer electronics product mix optimization boost revenue growth Server products demand remain strong with improving supply status, expect to keep momentum P 10
Slide 11: Product News
Product News GIGABYTE
Slide 12: Server: Tailored AI Servers for Scientific Computing and Generative AI
Server Expanding the Range of Tailored AI Servers for Scientific Computing and Generative AI GIGABYTE collaborates closely with semiconductor leaders, ensuring synchronized launches of AI servers compatible with their latest chips. The exceptional performance of generative AI applications motivates
Slide 13: Server: Full-rack AI Servers Sales
Server Full-rack AI Servers Sales: Scalable Computing Solutions for Large Data Centers Product autonomy enables GIGABYTE to implement and introduce a wide variety of server hardware to the market. Not only do we have the widest variety of GPU accelerated computing servers on the market, but we also
Slide 14: Server: Continuous Development of Advanced Cooling
Server Continuous Development of Advanced Cooling: Optimizing Energy Efficiency to Support Customers Achieving Sustainable Operations As one of the first server suppliers to invest in the research and development of advanced cooling technology, GIGABYTE has continued to launch products In recent yea
Slide 15: Server: Optimized Design for Next Generation Dedicated Servers
Server Optimized Design for Next Generation Dedicated Servers GIGABYTE continues to interact with customers, sharing the latest technology and understanding customer needs. Leveraging extensive R&D experience, we continuously refine server designs to suit diverse applications. With the upcoming rele
Slide 16: Motherboard: AORUS Z790 X Gen
Motherboard GIGABYTE announces AORUS Z790 X Gen motherboards for Intel’s 14th Gen processors Gigabyte has launched a new X Gen motherboards for the Z790 chipset, targeting the latest 14th generation Intel processors. These products offer unparalleled performance, excellent cooling design and system
Slide 17: Motherboard: AORUS DDR5 XMP 8000 on AMD Platform
Motherboard AORUS Gaming Motherboards Breakthrough DDR5 XMP 8000 on AMD X670 & B650 Platform Powered by the X670 & B650 series chipset, support for the latest AMD 7000 Series AM5 CPUs, DDR5 memory, and PCIe 5.0 hardware design, offering exceptional performance. GIGABYTE is releasing a new BIOS for t
Slide 18: Graphics Card: NVIDIA RTX and AMD Radeon RX 7000
Graphics Card NVIDIA GeForce RTX 40 series and AMD Radeon RX 7000 series Graphics Cards GIGABYTE Technology continues to release NVIDIA GeForce RTX 40 series graphics cards to meet the needs of a wide range of consumers in gaming and AI computing. In addition, We have also released the latest AMD RX
Slide 19: Notebook: AORUS 17X/15X Gaming Laptops
Notebook AORUS 17X/15X Gaming Laptops Witness the strong combination of the two superpowers in microchips. The new AORUS 17X is equipped with the 13th gen Intel® C ore™ processor and the max TGP NVIDIA® GeForce RTX™ 4090 laptop GPU, providing unbeatable performance, which are crafted for the win. P
Slide 20: Notebook: AERO OLED Creator Laptops
Notebook AERO 14 OLED & AERO 16 OLED Creator Laptops GIGABYTE has offered users to meet the best color-calibrated creator laptops in the world. Every display with X-rite and Pantone dual color calibration, every color counts for the all-new AERO 16 OLED and AERO 14 OLED. Most important of all, every
Slide 21: Notebook: GIGABYTE Gaming G7/G6/G5 Laptops
Notebook GIGABYTE Gaming G7/G6/G5 Laptops GIGABYTE Gaming Laptop brings brand-new gaming elements of future trends, combined with next-gen. powerful performance. This laptop is your trusty sidekick as you weave through different roles, supporting all of your daily battles. P 21
Slide 22: Monitor: 4K Pro Gaming Monitors
Monitor 4K Pro Gaming Monitors Four times the pixels. HDMI 2.1 support. Richer colors and details. Now, GIGABYTE AORUS presents a lineup of 4K gaming monitors that is stronger than ever. From 27 to 55 inch, from VA, IPS, to OLED panels, It’s time for you to pick up the best gear to enjoy 4K experien
Slide 23: Power Supply: UD PG5 series
Power Supply The UD PG5 series fully supports the ATX 3.0 standard GIGABYTE Technology is continuously innovating, delivering a comprehensive range of power supplies that support PCIe Gen 5.0 and ATX 3.0 standards. This series not only leads the industry but also offers a variety of options includin
Slide 24: Environmental Society Governance
Environmental Society Governance P 24
Slide 25: Innovative Technology, Upgrade your life, Sustainable Business and Brand
Innovative Technology, “Upgrade your life”, Sustainable Business and Brand Aim to achieve zero carbon footprint, reduce greenhouse emission by Host education seminars and activities to pass on ▼ 42.99% social and environmental carbon emission intensity awareness for over per revenue 101,420 hours ▲4
Slide 26: Uphold the spirit of ESG Highlights of 2022-2023
Uphold the spirit of ESG Highlights of 2022-2023 GVM CSR Award Role Model Award of IDB 2023 Taiwan 2023 All-Asia Executive Team Electronics Best Taiwan Best-In-Class Best Investor Relations &Technology Industry Global Brands 100 companies Program, Best Investor (advance to finals for 7 (ranked for 2
Slide 27: Low-Carbon Transition along Value Chain
Low-Carbon Transition alone Value Chain 1+N Establish Energy-efficient GHG Database Product Carbon A Large Company 1 Infrastructures of Suppliers Footprint Analysis Leads Small Suppliers GIGABYTE Transit to Low-carbon Manufacturing Low-carbon & Circular Low-carbon Circular Material/Component Solutio
Slide 28: Q&A
Q&A GIGABYTE
Slide 29: GIGABYTE
GIGABYTE™ GIGABYTE