Wnc Corporation · TWSE:6285

Wnc — Wistron NeWeb — Q1 2021 Earnings Presentation

17 slides from Wnc's earnings presentation, May 2021

  1. Slide 1: 2021 Investor Conference

    2021 Investor Conference May, 2021 ■ Normal □ Internal Use □ Confidential □ Restricted Confidential

  2. Slide 2: Disclaimer

    Disclaimer This presentation is being delivered to the recipient. The sole purpose of this presentation is to assist the recipient in understanding Wistron NeWeb Corporation ( WNC ). This presentation is not intended to form the basis of a decision to purchase securities or any other investment deci

  3. Slide 3: 1Q 2021 Income Statement QoQ (Consolidated)

    1Q 2021 Income Statement QoQ (Consolidated) (in NT$ million) 1Q 2021 4Q 2020 QoQ Amount % Amount % % Net Revenue 15,344 100.0 17,059 100.0 -10.2 Realized Gross Profit 1,671 10.9 1,809 10.6 -7.6 Operating Expense 1,402 9.1 1,483 8.7 -5.5 Operating Income 269 1.8 326 1.9 -17.5 Non-operating Income/(Lo

  4. Slide 4: 1Q 2021 Income Statement YoY (Consolidated)

    1Q 2021 Income Statement YoY (Consolidated) (in NT$ million) 1Q 2021 1Q 2020 YoY Amount % Amount % % Net Revenue 15,344 100.0 13,366 100.0 14.8 Realized Gross Profit 1,671 10.9 1,471 11.0 13.6 Operating Expense 1,402 9.1 1,234 9.2 13.6 Operating Income 269 1.8 237 1.8 13.5 Non-operating Income/(Loss

  5. Slide 5: 2021/03/31 Balance Sheet (Consolidated)

    2021/03/31 Balance Sheet (Consolidated) (in NT$ million) 2021/03/31 2020/12/31 QoQ 2020/03/31 YoY Amount % Amount % Amount % Amount % Amount % Cash & ST Investments 5,726 15 6,193 16 (467) -8 4,516 13 1,210 27 A/R 12,358 32 13,342 35 (984) -7 11,355 32 1,003 9 Inventory 10,064 27 8,277 22 1,787 22 9

  6. Slide 6: Agenda

    Agenda  Financial Information  Business Development Update  Summary ■ Normal □ Internal Use □ Confidential □ Restricted Confidential

  7. Slide 7: WNC Product Strategy

    WNC Product Strategy Infrastructure Access Network Infrastructure Edge Edge Infrastructure Automotive Terminal IoT/Sensor Home Client Devices 5G CPE PON IIoT Sensors Camera, Radar Private Network, Switch MEC, RSU Wi-Fi LEO Sat IIoT Modules 4G/5G CPU ORAN and Devices Modules Repeater OTT Camera ■ Nor

  8. Slide 8: Product Category

    Product Category ■ Normal □ Internal Use □ Confidential □ Restricted Confidential 8

  9. Slide 9: WNC Business Highlights

    WNC Business Highlights Service Provider • 4G/5G and MBB CPE devices, Android TV STB • Vertical IoT application devices and smart energy communication hubs • Investment in 5G signal booster and open telecom infrastructure solution Automotive • Strong automotive Wi-Fi, 4G/5G, CPU SiP module, and trac

  10. Slide 10: Strategies to Create Value

    Strategies to Create Value  Elevate to system and S/W ODM based on HW JDM and CM.  Enter strategic markets and products. Grow CN, JP, and EU business to balance utilization at KS site.  Balance scale and margin with fair business model. ■ Normal □ Internal Use □ Confidential □ Restricted Confiden

  11. Slide 11: Revenue by Region

    Revenue by Region ■ Normal □ Internal Use □ Confidential □ Restricted Confidential 11

  12. Slide 12: WNC Global Manufacturing Sites Overview

    WNC Global Manufacturing Sites Overview Wistron NeWeb (Kunshan) WNC (Kunshan) Kunshan, China Bac Ninh, WebCom Communication Vietnam Hsinchu, Taiwan (Kunshan) Brazil Site Ha Nam, (Manufacturing partner) Vietnam S1 Hsinchu Site New Manaus, Brazil Tainan, Taiwan V1 WNC Vietnam V2 Neweb Vietnam S2 Taina

  13. Slide 13: ESG Performance

    ESG Performance  EcoVadis assessment of suppliers’ environmental and social performance for global supply chains 2020 rating: Platinum Medal  TIA (QuEST) assessment of global ICT companies for sustainable supply chains 2020 rating: Silver  CDP ratings in the “climate change” and “supply chain man

  14. Slide 14: Patents & Achievements

    Patents & Achievements  WNC not only focuses on R&D investment but also values sustainability in its long-term operations. R&D  IT World Awards 2019, 2018  CES Innovation Awards 2016  Hsinchu Science Park R&D Accomplishment Award 2020, 2018  Hsinchu Science Park Innovative Product Award 2018, 2

  15. Slide 15: Agenda

    Agenda  Financial Information  Business Development Update  Summary ■ Normal □ Internal Use □ Confidential □ Restricted Confidential

  16. Slide 16: Summary

    Summary ■ Normal □ Internal Use □ Confidential □ Restricted Confidential 16

  17. Slide 17: Thank You

    Thank You

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