Jentech Precision Industrial Co., Ltd · TWSE:3653
Jentech Precision Industrial — Investor Presentation (November 2023)
27 slides from Jentech Precision Industrial's investor presentation, Nov 30, 2023
Slide 1: Jentech Precision Industrial Investor Conference
Stock Code:3653 Jentech Precision Industrial Co.,Ltd. Investor Conference November 30, 2023
Slide 2: Safe Harbor Notice
Safe Harbor Notice ■This document and relevant information herein may contain internal and external forward-looking information and constitute forward-looking statement. ■This document and relevant information may contain certain forward-looking statements. Such forward-looking statement is not actu
Slide 3: Content
Content Corporation Overview Core Products Performance & Outlook Financial Information
Slide 4: Corporation Overview
Corporation Overview Founded： 1987/June Certificate of Registration : ISO 9001, ISO 14000, IATF16949 Number of Employees Taiwan: 1,945 / China Wuxi: 670 Worldwide Operational Location: Taiwan: Huaya plant & Dayuan plant 1 ,2&3 China: Wuxi plant 1 &2 USA: Arizona office (Chandler) Jap
Slide 5: Jentech Taiwan
Jentech Taiwan Huaya Plant (Headquarter) Land size : 5,950 m2 Factory size : 14,876 m2 Dayuan Plant 1 Dayuan Plant 2 Land size : 8,264 m2 Land size : 6,612 m2 Factory size : 14,876 m2 Factory size : 19,504 m2 Confidential –Do not duplicate, distribute or edit without Jentech permission
Slide 6: Jentech Wuxi
Jentech Wuxi Jentech Plant 1 Jentech Plant 2 Land size: 7,934 m2 Land size: 34,711 m2 Factory size: 12,231 m2 Factory size: 29,091 m2 Confidential –Do not duplicate, distribute or edit without Jentech permission
Slide 7: Dayuan Plant 3 Taoyuan Aerotropolis Expansion Plan
Dayuan Plant 3 Taoyuan Aerotropolis Expansion Plan Taoyuan Aerotropolis Plant Land size : 30,876 m2 Factory size : 69,702 m2 The current factory size in Taiwan is 49,256 m2 , in Wuxi is 41,322 m2 ( Totaling 90,578 m2 ). Confidential –Do not duplicate, distribute or edit without Jentech permission
Slide 8: Products Development In Aerotropolis New Plant
Products Development In Aerotropolis New Plant Heat Spreader Phase 1 Timeline Jan./2024~Q4/2025 Phase 2 Cooling Baseplate Sever Loading Mechanism Phase 3 Confidential –Do not duplicate, distribute or edit without Jentech permission
Slide 9: Aerotropolis. Another Success
Dayuan Plant 1 & 2 Huaya Headqurter Aerotropolis Plan 23 KM 5KM Base Aerotropolis Plant Aerotropolis．Another Success 9 Confidential –Do not duplicate, distribute or edit without Jentech permission
Slide 10: Core Products
Core Products
Slide 11: Core Products are applied in Server and Electric vehicle
Core Products are applied Cloud in Server and Electric vehicle Computing 5G/6G Edge Server AI Server
Slide 12: Performance & Outlook
Performance & Outlook
Slide 13: 3Q23 / 3Q22 Share of Revenue
3Q23 / 3Q22 Share of Revenue YOY: 7% Thermal Heat Spreader 66%- 3Q23 YOY: 31% Others Lead Frame 8%- 3Q23 18%- 3Q23 YOY: 9 % YOY: -19 % Electronic Communication Components Connectors 5%- 3Q23 3%- 3Q23 YOY: - 58 % YOY: 30% Confidential –Do not duplicate, distribute or edit without Jentech permission
Slide 14: Heat Spreader Outlook
Heat Spreader Outlook Application：Laptop, Desktop, AI Server, Server, MCU for vehicle and Gaming machine Jentech 3Q23 /3Q22 YOY ：about 21 % Jentech growth forecast in 2024： Thermal Solutions Confidential –Do not duplicate, distribute or edit without Jentech permission
Slide 15: Liquid Cooling Module for Automobile Outlook
Liquid Cooling Module for Automobile Outlook Application：Electric vehicle and Hybrid electric vehicle Jentech 3Q23 /3Q22 YOY ： about 132% Jentech growth forecast in 2024 ： EMC Lead Frame Confidential –Do not duplicate, distribute or edit without Jentech permission
Slide 16: Server ILM Outlook
Sever ILM Outlook Jentech 3Q23 /3Q22 YOY ： about -65% Jentech growth forecast in 2024 ： Confidential –Do not duplicate, distribute or edit without Jentech permission
Slide 17: Lead Frame Outlook
Lead Frame Outlook Application：auto diode lead frame , sensor, lighting , 5G signal amplifier components Jentech 3Q23 /3Q22 YOY ： about -19% Jentech growth forecast in 2024 ： EMC Lead Frame Confidential –Do not duplicate, distribute or edit without Jentech permission
Slide 18: Competitive Advantage
Competitive Advantage Heat Sink Design & System Module Development GPU / CPU CPU Processor Cold Plate Tooling Carrier Clip Molding Fabrication CPU Heat Packaging Spreader Jentech Bolster Plating Machining Component Back Plate Stamping Pic ref : HPE / Intel web site, ref # : DNP40420
Slide 19: Financial Information
Financial Information
Slide 20: Condensed Balance Sheet (Jentech Taiwan and Wuxi)
Condensed Balance Sheet (Jentech Taiwan and Wuxi) Unit: NT$ thousand Confidential –Do not duplicate, distribute or edit without Jentech permission
Slide 21: Aging Analysis of Accounts Receivable and Loss Allowance
Aging Analysis of Accounts Receivable and Loss Allowance on 2023/09/30 (Jentech Taiwan and Wuxi) Unit: NT$ thousand Note：The weighted average duration of non-overdue accounts are 70 days and 77days on 2022/12/31 and 2023/9/30. Confidential –Do not duplicate, distribute or edit without Jentech permis
Slide 22: Allowance for Inventory Valuation and Obsolescence Status
Allowance for Inventory Valuation and Obsolescence Status on 2023/9/30 (Jentech Taiwan and Wuxi) Unit: NT$ thousand Allowance for Allowance for Allowance for Allowance Amount Inventory Inventory Inventory for Inventory Net Amount Category % (A) Obsolescence Obsolescence% Valuation Valuation% (A+B+C)
Slide 23: Property, Plant and Equipment
Property, Plant and Equipment (Jentech Taiwan and Wuxi) Unit: NT$ thousand Note: ￭ 2023 projected depreciation expense will be NT$ 400 million which is increase NT$ 50 million compare to 2022 NT$ 350 million. ￭ 2022 capital expenditure is NT$460 million. ￭ The capital expenditures budget is about NT
Slide 24: 2022Q1-2023Q3 Condensed Income Statement
2022Q1-2023Q3 Condensed Income Statement (Jentech Taiwan and Wuxi) Unit: NT$ thousand Confidential –Do not duplicate, distribute or edit without Jentech permission
Slide 25: Revenue, Gross Margin and Operating Margin
Revenue, Gross Margin and Operating Margin (Jentech Taiwan and Wuxi) Unit: NT$ 100 Million Confidential –Do not duplicate, distribute or edit without Jentech permission
Slide 26: Revenue by Product
Revenue by Product (Jentech Taiwan and Wuxi) Confidential –Do not duplicate, distribute or edit without Jentech permission
Slide 27: Thank You
Stock code: 3653 Thank You Q＆A
Jentech Precision Industrial — Investor Presentation (November 2023) on 6ix