Ledtech Electronics Corp. · TWSE:6164
Ledtech Electronics — Q3 2019 Earnings Presentation
30 slides from Ledtech Electronics's earnings presentation, Dec 19, 2019
Slide 1: 2019 Earnings Conference
2019 Earnings Conference 6164 http://www.ledtech.com.tw 2019/12/19
Slide 2: Disclaimer
Disclaimer • Contents of this presentation are based on CPAcertified financial statements prepared in accordance with IFRS. The full content and data are subject to the financial statements. • The presentation may contain statements regarding the future based on current expectations and are subject
Slide 3: Agenda
Agenda I、Company Introduction II、Products Introduction III、Operating Results IV、Future Prospects 2
Slide 4: Company Introduction Locations
Company Introduction Locations LEDTECH ELECTRONICS CORPORATION 5F, No. 542-5, Zhongzheng Rd., Xindian Dist., New Taipei City, Taiwan, R.O.C ENERGYLED CORPORATION 6F, No. 542-4, Zhongzheng Rd., Xindian Dist., New Taipei City, Taiwan, R.O.C LEDTECH ELECTRONICS CORPORATION 2nd Floor, Research and Devel
Slide 5: Milestone (1)
Company Introduction Milestone(1) 1977.09：Ledtech Electronics Corp. was established in Taiwan with an initialcapital of NTD 5 Millions 1980.11：Moved to the current HQ in Xindian District and still possesses the old one on Banqiao District 1992.07：We established the “Zhao Qing Ledtech Electronics Cor
Slide 6: Milestone (2)
Company Introduction Milestone(2) 2002.04：We went public in OTC. 2007.01：We established “Energyled Corp.“ for lighting products. 2007.12：We established the “立曜 ENERGYLED CORPORATION” in China. 2008.10：LEDTECH went public in TWSE. (TWSE: 6164) 2010.10：We established the “立能 ENERGYLED ELECTRONICS CORP
Slide 7: Products Introduction: Industrial Structure
Products Introduction Industrial Structure Ledtech Energyled Brand Channel 上游 Industry upstream ： Epi-Wafer 中游 Industry middlestream ：LED-Chip 下游 Industry downstream： LED package and module(Ledtech) Components：Lamp、Display 、SMD、Back light、High power、Chip on board leds 應用 Applications : Led l
Slide 8: Products Introduction: LED Components Series
Products LED Components Introduction Series LED Lamp SMD LED High Power LED LED Display Chip On Board LED COB NEW LED 7
Slide 9: LED Components Successful Projects
Products LED Components Introduction Successful Projects Sharp Cash Register / Japan Haier Washing Machine / China LG Kimchi Fridge / Korea LG Dios Ref. / Korea M-BENZ / Germany Porsche Cayenne / Germany 8
Slide 10: Commercial Lighting Successful Projects
Products Commercial Lighting Introduction Successful Projects 9
Slide 11: Industrial Lighting: Spot/Flood Light
Products Industrial Lighting Introduction Successful Projects Spot/Flood Light 10
Slide 12: Industrial Lighting: High/Low Bay Light
Products Industrial Lighting High/Low Bay Introduction Successful Projects Light 11
Slide 13: Industrial Lighting: Street Light
Products Industrial Lighting Introduction Successful Projects Street Light 12
Slide 14: Low-temperature Lighting Successful Projects
Products Low-temperature Lighting Introduction Successful Projects 13
Slide 15: Successful Projects In Taiwan
Successful Projects Products Introduction In Taiwan Phase one： Low Temp. Lighting Total 3,541 Stores in Taiwan Phase two： Commercial Lighting Phase three : General Lighting Active partnerships with hotels, convenient stores, supermarkets, Phase four： Signage Lighting food industry, banking and local
Slide 16: Successful Projects In China
Successful Projects Products Introduction In China 15
Slide 17: Successful Projects In China
Successful Projects Products Introduction In China 16
Slide 18: Successful Projects In the Export Area
Successful Projects Products Introduction In the export area 17
Slide 19: 3Q19 Results
Operating Results 3Q19 Results 18
Slide 20: 3Q19YTD Results
Operating Results 3Q19YTD Results 19
Slide 21: Operating Results: Other Incomes/Other Expenses
Other Incomes/Other Operating Results Expenses 20
Slide 22: 3Q19 Revenue Contribution by Product
3Q19 Revenue Contribution Operating Results by Product 3Q19 2Q19 Low- Others Others temperatur 7% 9% e Lighting Successful Projects Low- 13% temperatu LED LED re Lighting Compone Componen Successfu nts Series ts Series l Projects 44% 49% Commerci 30% al Lighting Successful Projects Commerci 31% al L
Slide 23: 3Q19 Revenue by Product
Operating Results 3Q19 Revenue by Product 22
Slide 24: 3Q19YTD Revenue Contribution by Product
3Q19YTD Revenue Contribution Operating Results by Product 3Q19YTD 3Q18YTD Others 8% Others 9% Low- temperatur Low- e Lighting temperatur LED Successful e Lighting LED Componen Projects Successful Componen ts Series 22% Projects ts Series 49% 29% 50% Commerci al Lighting Commercia Successful l Lighti
Slide 25: 3Q19YTD Revenue by Product
Operating Results 3Q19YTD Revenue by Product 24
Slide 26: Operating Results: Balance Sheet
Operating Results Balance Sheet 25
Slide 27: Future Business Opportunities - Category one
Future Business Opportunities - Category one 低溫照明 全球知名的品牌 Low Temp Lighting A Well Know Brand 持續與低溫最大客戶密切合作 A “PLLM” for World Biggest Beverage Brand 拓展到更多的市場及Cooler的製造商，如俄羅 斯，中東及印度地區 Customers: Enter Russia, Middle East and India 除了飲料櫃，還有啤酒櫃及紅白酒櫃 Beverage cooler, Beer Cooler, Wine C
Slide 28: Future Business Opportunities - Category Two
Future Business Opportunities - Category Two 商用及工業照明 Commercial/ Industrial 高端LED T5燈管切入市場 Lighting T5 LED retrofit to replace conventional T5 平板燈的銷售會有兩位數的成長 Flat panel lighting business will be double digits growth 中國教室照明興起換燈潮 All the classrooms in China will need to replace with LED Li
Slide 29: Future Business Opportunities - Category Three
Future Business Opportunities - Category Three 特殊元件及照明 紫外線A LED 的應用 Special Lighting UVA (320-400nm) LED Proliferation 紫外線C LED 的應用 UVC (less than 280 nm) LED Proliferation 高演色性LED元件的機會 High CRI LED components for Cinema/Entertainment Industry and Medical Industry 人因照明及健康照明的先鋒 Human
Slide 30: Thank You
THE END Thank You Q & A 29