E-Lead Electronic Co., Ltd. · TWSE:2497
E-Lead Electronic — Investor Conference 2014
20 slides from E-Lead Electronic's conference presentation, Aug 12, 2014
Slide 1: E-LEAD ELECTRONIC CO., LTD.
@ercap E-LEAD ELECTRONIC CoO., LTD. (Corry Leon, é a itll CRN itl ? 1, 1 ae
Slide 2: Safe Harbor Notice
Safe Harbor Notice E-LEAD Electronic’s statement of its current expectations are forward-looking statements which are subject to significant risks and uncertainties. Actual results may differ materially from those contained in any forward-looking statements. The numbers of the presentation are prepa
Slide 3: Company Profile
Company Profile • Taiwan HQ • Su Zhou Plant, China – Capital of NT$ 1.19 billion – Established in 2000 – Established in 1983 • Thailand Plant – Listed on TWSE in 2002 – Established in 2006 江蘇 台灣 研發中心 泰國
Slide 4: Products Development
Products Development 1983- 1999- 2004- Videocassette Adapter Bluetooth Hands-Free Head Unit Infotainment Car Kit / Navigation 2012- 2013- 2014- Smart Telematics System Car Electronics Integration Car Accessory Expand To AM
Slide 5: Marketing Development
Marketing Development Asian European Market Market North American Market Chinese Middle East Market Market Taiwan HQ Central and South American Market ASEAN Market Brazilian South African Market Market Region Market arranged Second phase to Marketing Globalization To achieve Marketing Globalization
Slide 6: Financial Status – Revenue
Financial Status – Revenue UNIT: NT$ thousand 3,500,000 3,000,000 2,500,000 2,000,000 1,500,000 1,000,000 500,000 0 2010 2011 2012 2013 2014 Jan.-Jun. Revenue 1,340,684 2,006,978 2,880,707 3,286,711 1,792,783
Slide 7: 2014 Jan.-Jun. Revenue By BU
2014 Jan.-Jun. Revenue By BU E-LEAD Taiwan E-LEAD Thailand 46.38% 25.66% E-LEAD China 27.96%
Slide 8: 2014 Jan.-Jun. Revenue By Product
2014 Jan.-Jun. Revenue By Product Car Sensor & Multimedia Accessories 2.62% Other Rear Seat 7.24% 2.19% Entertainment 10.03% Head Unit Infotainment / Navigation 77.92%
Slide 9: Financial Status – Gross Margin
Financial Status – Gross Margin 33.00% 32.00% 31.00% 30.00% 29.00% 28.00% 27.00% 26.00% 25.00% 2010 2011 2012 2013 2014 Jan.-Jun. Gross Margin 30.50% 31.53% 28.10% 29.21% 32.59%
Slide 10: Financial Status – Operating Expenses
Financial Status – Operating Expenses UNIT: NT$ thousand 600,000 500,000 400,000 300,000 200,000 100,000 0 2010 2011 2012 2013 2014 Jan.-Jun. Operating Expenses 303,519 442,706 574,683 552,642 281,317
Slide 11: Financial Status – Operating Profit
Financial Status – Operating Profit UNIT: NT$ thousand 450,000 400,000 350,000 300,000 250,000 200,000 150,000 100,000 50,000 0 2010 2011 2012 2013 2014 Jan.-Jun. Operating Profit 105,417 190,075 234,907 407,522 302,906
Slide 12: Financial Status – Basic EPS
Financial Status – Basic EPS UNIT: NT$ 3.50 3.00 2.50 2.00 1.50 1.00 0.50 0.00 2010 2011 2012 2013 2014 Jan.-Jun. Basic EPS 0.79 1.59 1.67 3.01 2.03
Slide 13: Development in the Future
Development in the Future 一、 OE. Constantly deepen car maker projects and develop value added cloud services. More auto-electronics accessories integrate into multi-media (Head Unit / AVN) Push multi-media sales by accessories connected Develop imaging tech , increase driving safety 二、AM: Develop ne
Slide 14: OE: Total Solution Tier 1 Supplier
OE: Total Solution Tier 1 Supplier
Slide 15: AM: New Product - Smart HUD
= (at: > AM: New Product - Smart HUD | (EBA a Fane! yn. Feac ual Look alnaal og
Slide 16: AM: New Product - Smart HUD
Traffic Receiver & Report POI Sharing (3) & Navigation Bluetooth & Internet Music Life Info & Calendar
Slide 17: AM: New Product - Smart HUD
Teatfe P\ Se ane os SNS /tkUID Multi-Operation interface 8 Voice Controlled. support iPhone Siri car play = Smart phone remote controlled Knob controtied HiFi sound quality from car audio speakers = FM transmitter sending music to car audio Driving Information Display = Speedometer # Road speed limi
Slide 18: AM: New Product - TPMS
AM: New Product - TPMS Universal Programmable Blank Sensor
Slide 19: AM: New Product - TPMS
AM: New Product - TPMS Standalone Display Unit Metal Sensor Pocket Switch Display Type Reinforced Rubber Sensor Audio Display Type
Slide 20: Q & A
Q & A