Pan Jit International Inc. · TWSE:2481

Pan Jit International — 1st Quarter Investor Forum by KGI Securities 2021

18 slides from Pan Jit International's conference presentation, Mar 19, 2021

  1. Slide 1: PANJIT International Inc

    PANJIT International Inc Copyright© 2020 PANJIT International Inc. All rights reserved. !

  2. Slide 2: About PANJIT, Financial Info, New Technology Focus

    !"#$%%&'&' n n About PANJIT Financial Info n New Technology Focus " Copyright© 2020 PANJIT International Inc. All rights reserved.

  3. Slide 3: About PANJIT

    About PANJIT Copyright© 2020 PANJIT International Inc. All rights reserved.

  4. Slide 4: PANJIT Group

    PANJIT Group 345,)6/0 7-28'9:;2 !"#$%&'%()*+(,)-.(,/'%(01 !"#$%&'()*+,-.-/0'1,*2 !"#$%&'78$'9 $%&'(!)*+',- !"#$%&'''$'( )*+,-.#/%:;<=%:1##3*6%)1.> ./0123&4(56%3/7&7(.8398:6;:(<(=7%&6;: )*+,-.#/%0123*%4+-5,*6 ?@@AB.1#B+5/%!C=%(D # Copyright© 2020 PANJIT International Inc. All rights reserved.

  5. Slide 5: Wafer & Assembly Capacity

    Wafer & Assembly Capacity Wafer Capacity Assembly Capacity PYNMAX Kaohsiung, Taiwan PANJIT Kaohsiung, Taiwan n 4”/5”/6” EPI Wafer: 70,000 pcs/month Package: n 5”/6” Schottky Wafer: 50,000 pcs/month Small Signal Devices/SMD Bridge n 6” ESD/TVS Wafer: 3,000 pcs/month Capacity: n 6” ZENER Wafer: 3,000

  6. Slide 6: PANJIT Overview

    PANJIT Overview PANJIT International Inc. is a leading global manufacturer dedicating in supplying high quality semiconductors, serving the consumer, green power, industrial, automotive, Market Segments communication and computing segments. Computing Automotive Communication n Capital: $3.3 Billion

  7. Slide 7: PANJIT Global Foot Print

    PANJIT Global Foot Print Region Revenue China TW Shandong EU 12% 9% Germany NEA SEA Munich China South Korea Beijing 6% 4% Suwon U.S.A Canada 9.1B China Toronto Wuxi / Suzhou San Jose America NTD U.S.A 2019 revenue 2% Taiwan India Taipei Phoenix Bangalore Taiwan Mexico Hsinchu Guadalajara China Chin

  8. Slide 8: Global Power Discrete Ranking

    Global Power Discrete Ranking Ranking 2018 2019 1 Infineon Infineon 2 ON Semiconductor ON Semiconductor 3 STMicroelectronics STMicroelectronics 4 Mitsubishi Nexperia 5 Vishay Rohm 6 Nexperia Toshiba 7 Rohm Vishay 8 Toshiba Mitsubishi 9 Renesas Electronics Fuji Electric 10 Diodes Diodes 11 Fuji Elect

  9. Slide 9: 2019 Rev breakdown by product & Product Blue Print

    2019 Rev breakdown by product & Product Blue Print New Product Focus $B5 #',? =A +', B @7 ? >' ;7/ >? ./ >'>? 0&7 MOSFET IGBT C ! B9 ? 3&6 BJT 'D D# 0; 2 .4% • SGT MOSFET 60 - 80V • FS Trench IGBT 650 - 750V • SGT MOSFET 100 - 150V • FS Trench IGBT 950 - 1200V =/8;%6%&0 !)'D? / 9.1B 2019 revenue NTD

  10. Slide 10: Financial Info

    Financial Info Copyright© 2020 PANJIT International Inc. All rights reserved.

  11. Slide 11: Key Financial Index 2019 YTD Q3 vs 2020 YTD Q3

    Key Financial Index 2019 YTD Q3 vs 2020 YTD Q3 Gross Profit EBITDA Cash Flow from Rev EPS YTD Q3 & Margin & Margin Operating Activities 2019 NTD 1,417 Mn NTD 1,148 Mn NTD 6.78 Bn NTD 1.02 NTD 894 Mn 20.9% 16.9% Gross Profit EBITDA Cash Flow from Rev EPS YTD Q3 & Margin & Margin Operating Activities

  12. Slide 12: Power Discrete Market Trend & New Technology Focus

    Power Discrete Market Trend ＆ New Technology Focus Copyright© 2020 PANJIT International Inc. All rights reserved.

  13. Slide 13: PANJIT Mainly Focus Technology in Power Discrete

    PANJIT Mainly Focus Technology in Power Discrete !"#$% &'($)#$*+$,-./01$2345+ !D Copyright© 2020 PANJIT International Inc. All rights reserved.

  14. Slide 14: 2022 Power Discrete TAM

    2022 Power Discrete TAM Diodes/ MOSFETs/ IGBTs in different Application Market • "2).3.)-4*'-5')6*'7-88*5)'3,+9*)'5*83*()':.+';.<*+'=-50+*)*1 • !.<*+'52;;/>',;;/-0,)-.('-('%(?25)+-,/@'=,),';+.0*55-(8@'A.(523*+' 3,+9*)'5*83*()'-5')6*'3,B.+'3,+9*)':.+'!.<*+'=-50+*)* S*&#TUAVUSO0 2,500 2,000 =>4?*2*>@+

  15. Slide 15: Power Discrete Trend - Application

    Power Discrete Trend - Application Discrete 2023 Total MarketPower Semiconductors USD $17.95 B by Application 20000 18000 16000 Revenue ($m) 14000 12000 10000 8000 6000 4000 2000 CAGR 0 2016 2017 2018 2019 2020 2021 2022 2023 19-23 Wireless Communications 765 847 926 940 968 1025 1071 1111 3% Wired

  16. Slide 16: SiC and GaN Power Discrete Market Trend

    The overall SiC & GaN power semiconductor market SiC and GaN Power Discrete Market Trend 2025 market up to USD $3.7B, SiC 84% & GaN 16% O$"-2(aU)bOUMQGH !+ Copyright© 2020 PANJIT International Inc. All rights reserved.

  17. Slide 17: SiC device in each application market trend

    SiC device in each application market trend More than 50% market share for Automotive application in SiC device O$"-2(aUc$/( MQMQ !> Copyright© 2020 PANJIT International Inc. All rights reserved.

  18. Slide 18: Thank You

    Thank You 李學寒 /G+F>@ K>>$ 李侑華 7>C K>> M3@F3@G?>$MN*>2$:?@G?>OP$922*4>@ 0CL>+?3@$=>DG?*3C+$ -++*+?GC?$?3$M:9 AB>CD>>EFGCH*?'43I'?J !* Copyright© 2020 PANJIT International Inc. All rights reserved.

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