Thinking Electronic Industrial Co., Ltd. · TWSE:2428
Thinking Electronic Industrial — Q4 2021 Earnings Presentation
17 slides from Thinking Electronic Industrial's earnings presentation, Apr 26, 2022
Slide 1: Legal Person Briefing Session 2021 Q4
THINKING ELECTRONIC INDUSTRIAL CO., LTD. LEGAL PERSON BRIEFING SESSION 2021 Q4 2022/4/26
Slide 2: Disclaimer
Disclaimer This presentation is prepared according to information available at the time the presentation was made. Financial or other related information may contain forward-looking statements about the company and its subsidiaries. The information is subject to significant risks and uncertainties,
Slide 3: Milestone
Milestone THINKING ELECTRONICS 3
Slide 4: Factories of THINKING
Factories of THINKING Yichang Factory Changzhou Factory Yilan Factory Kaohsiung 1st Factory Major Product Major Product Major Product Major Product JiangXi Factory Kaohsiung 2nd Factory Dongguan Factory Front-End Major Product Major Product THINKING ELECTRONICS 4
Slide 5: THINKING Products
THINKING Products Over-Temperature Protection NTC Thermistor PTC Thermistor Temperature Sensor Over-Current Protection NTC ICL PTC Thermistor Polymer PTC Thermistor Over-Voltage Protection General Primary ESD Spark Gap Thyristor Surge Protection Protection Protection TVS Diode Protector Suppressor T
Slide 6: Major Markets
Major Markets Information and Automotive and Industrial Communication Technology Telecom Power Supply Automotive Industrial (10%) Medical and Others Consumer Electronics Computer Other Home Appliances and Lighting Medical applications Home Appliances Lighting Distributor THINKING ELECTRONICS 6
Slide 7: Core Technology
Core Technology SMD type product ● ● Laminating & stacking Lead type product ● ● Printing ● Sintering Sensor assembly ● ● Surface finishing Material design ● ● Packaging Material processing ● ● Measurement ● Automation THINKING ELECTRONICS 7
Slide 8: Commitment to R&D
Commitment to R&D Focused R&D to capitalize on opportunity in growing markets such as 5G, EV, Medical, Industrial Unit: Million NTD Annual R&D 300 4.5% 4.0% 250 3.5% 200 3.0% 2.5% 150 2.0% 100 1.5% 1.0% 50 0.5% 0 0.0% 2016 2017 2018 2019 2020 2021 R&D % of sales THINKING ELECTRONICS 8
Slide 9: Technical Support
Technical Support THINKING AE team provides comprehensive technical support. Technical Consultation: Discussion of technical problems with customers Product Selection Suggestion: Selecting products in accordance with customer’s needs Circuit Design Assistance: Discussion of circuit design for proble
Slide 10: Operation Overview: Revenue and EPS of Recent Years
Operation Overview: Revenue and EPS of Recent Years THINKING ELECTRONICS 10
Slide 11: Operation Overview: Yearly Consolidated Income Statement
Operation Overview: Yearly Consolidated Income Statement Unit: Million NTD THINKING ELECTRONICS 11
Slide 12: Operation Overview: Gross Margin Improvement
Operation Overview: Gross Margin Improvement Improvement in gross profit margin driven supported by increased R&D spend to enter higher margin, fast growing industries, including EV, 5G, Medical, Industrial. Continuous improvement culture focused on improving efficiency and increasing productivity i
Slide 13: Operation Overview: Consolidated Balance Sheets
Operation Overview: Consolidated Balance Sheets Unit: Million NTD THINKING ELECTRONICS 13
Slide 14: Operation Overview: Analysis of Financial Ratios
Operation Overview: Analysis of Financial Ratios Unit: Million NTD THINKING ELECTRONICS 14
Slide 15: Vision: Contribution to Human Life
Vision Contribution to Human Life in Automotive Telecom Industrial Medical THINKING ELECTRONICS 15
Slide 16: Q&A Mission Statement
Q&A Mission Statement: Contribute to safety and operation efficiency of electronics T Think K Keen S Service THINKING ELECTRONICS 16
Slide 17: THANK YOU!
THANK YOU! 5 THINKING Contribute to safety and operation efficiency of electronics THINKING ELECTRONICS
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