Walsin Technology Corporation · TWSE:2492
Walsin Technology — Cathay Securities Investment Forum Q2 2019
14 slides from Walsin Technology's conference presentation, Jun 20, 2019
Slide 1: Cathay Securities Investment Forum Q2 2019
Cathay Securities Investment Forum Q2 2019 Walsin Technology Corporation (Stock code: 2492.TW) June. 20, 2019 Copyright © by Walsin Technology Corporation | All rights reserved. 0
Slide 2: Contents
Contents 1. Walsin Technology Financial Performances 2. Walsin Technology Sales Breakdowns 3. Passive Components Market Outlook 4. Business Focus in Corresponding to the Market Outlook 1
Slide 3: WTC Quarterly Financial Result of 2016~2019.Q1
WTC Quarterly Financial Result of 2016~2019.Q1 In Million NTD Except NTD for Earnings Per Share Note: 1. The weighted average number of outstanding shares applicable for Y2016 to Y2019 when calculating EPS are 545,469,744 shares and 506,173,297 shares and 483,500,120 shares and 483,583,495 shares, r
Slide 4: 2018 vs. 1Q 2019 Walsin Sales Breakdown by Region
2018 vs. 1Q 2019 Walsin Sales Breakdown by Region 2018 Revenues Breakdown by Region Q1 2019 Revenues Breakdown by Region 3
Slide 5: 2018 vs. 1Q 2019 Walsin Sales Breakdown by Channel
2018 vs. 1Q 2019 Walsin Sales Breakdown by Channel 2018 Revenues Breakdown by Channel 1Q 2019 Revenues Breakdown by Channel 4
Slide 6: 2018 vs. 1Q 2019 Walsin Sales Breakdown by Segments
2018 vs. 1Q 2019 Walsin Sales Breakdown by Segments 2018 Sales by Segments 1Q 2019 Sales by Segments 5
Slide 7: Passive Component Market Outlook
Passive Component Market Outlook Passive component demand trend for automotive applications will remain due to the continuous growth of connected cars 5G networking devices and its peripheral applications will drive component consumption Limited capable MLCC suppliers that can provide wide pro
Slide 8: Impact minimized and dispersed with our broad and diversified customer base
Impact minimized and dispersed with our broad and diversified customer base Q1 2019 WTC Sales Breakdown by Segment • Over 600+ direct and diversified customer base • Top 10 clients in combined contribute 20.3% of Walsin Technology’s total Sales • Regional or industrial impact minimized 7
Slide 9: To Aim for the Module Demand in 5G Smartphones
To Aim for the Module Demand in 5G Smartphones 5G mmW • Total market size for RF DIFEM Module Dual Band GPS devices (namely antenna, amplifier, and 4G LTE 5G mmW filter) is expected to be PAMID 3 folds of the 4G LTE. Module 5G NR LFEM FEMID HB n41 Module 5G NR • To improve Module 5G mmW performance
Slide 10: Automotive Grade Chip Resistor Demand Trend
Automotive Grade Chip Resistor Demand Trend 600,000 500,000 Chip Resistor Demand in Million Pcs 400,000 300,000 200,000 100,000 - 2017 2018 2019 2020 2021 2022 2023 2024 2025 Automotive Chip Resistor Demand 204,020 228,160 257,770 289,350 320,620 355,720 400,150 442,470 491,600 Data source: Passive
Slide 11: To Keep up with the Demand for Automotive Chip Resistor with a Dedicated Manufacturing Line
To Keep up with the Demand for Automotive Chip Resistor with a Dedicated Manufacturing Line Ipoh Plant, Malaysia • Built in July, 2018 • Comply with VDA6.3 and AEC-Q200 conformed • IATF16949 certified • One of the few suppliers with volume capacity for automotive grade MLCC and Chip Resistor 10
Slide 12: To Further Penetrate Japan Market via Local Sales Platform
To Further Penetrate Japan Market via Local Sales Platform Leverage WTC’s sales Q12017 ~ Q12019 Sales Contribution from Japan customers platform in Japan and 1,600,000 proactively focus on Japan 1,400,000 Key Account penetration 1,200,000 Unit in K NTD 1,000,000 800,000 600,000 400,000 200,000 - 17-
Slide 13: Self-Reliant Ceramic Powder - Highly Competitive Product
Self-Reliant Ceramic Powder - Highly Competitive Product • Stable supply of ceramic powder • Improved competitiveness of the finished goods • Raw material characteristics altered and perfected based on product & application requirement 12
Slide 14: Thank you
Thank you 本資料均屬機密，僅供指定之收件人使用，未經寄件人許可不得揭露、複製或散佈本信件。 This message and any attachments are confidential and may be legally privileged. Any unauthorized review, use or distribution by anyone other than the intended recipient is strictly prohibited. If you are not the intended recipient, please immediate
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