Tainergy Tech Co., Ltd. · TWSE:4934
Tainergy Tech — Investor Presentation (November 2021)
28 slides from Tainergy Tech's investor presentation, Nov 17, 2021
Slide 1: 4934 Tainergy Report 2021
TAIMERGY 4934 : ic | oo 4934 Tainergy Report -2021 a ne /
Slide 2: Safe Harbor Notice
Safe Harbor Notice The information provided in this presentation contains forward-looking statements. This forward-looking statement will be affected by risks, uncertainties and inferences, some beyond our control, and actual results may differ materially from these forward-looking statements. As a
Slide 3: Outline
Outline 1. Company Profile & Financial Report 2. Products 3. Market Strategy 4. Our sic advantage 5. Deep Discussion 3
Slide 4: Outline
Outline 1. Company Profile & Financial Report 2. Products 3. Market Strategy 4. Our sic advantage 5. Deep Discussion 4
Slide 5: Investment structure
Investment structure Tainergy(4934) NTD2.25 bill. Zhongli, Taiwan 55.4% 35.7% Equity Method Taisic Tainergy Vinergy Star Solar NTD0.43 bill. Samoa USD46.5 mill. NTD 5 mill. Zhongli, Taiwan USD70 mill. Hanoi, Vietnam Zhongli, Taiwan Tainergy (Kunshan ) USD70 mill. Kunshan SENSIC Kunshan RMB4.5 mill.
Slide 6: Company Profile
Company Profile ： SIC A.Self-made long-crystalline SiC wafers 55.4% and seeds B. 4”and 6”SI type for 5G communication applications Tainergy C. 4”and 6”N type for In-vehicle, POWER application A.Solar mono/poly c cell D.Self-developed equipment B. 3rd-generation semiconductor material SIC Solar Cell
Slide 7: Company Profile - Tainergy
Company Profile -Tainergy ①TAINERGY TECH CO.,LTD ②Founded in ：2007/5 ③Capital：NTD 2.25 bill. ④President：Frank ,HSIEH ⑤Ownership structure：Kenmec 27.20% ⑥Employees : About 600
Slide 8: Company Profile - Taisic
Company Profile -Taisic ①TAISIC MATERIALS CORP. ②Founded in ：2020/６ ③Capital：NTD0.43 bill. ④President：Kevin ,HSIEH ⑤Ownership structure Tainergy55.4%, Kenmec 8.6%, Group staff 24%
Slide 9: 2021 Q3 Income Statement
2021 Q3 Income Statement rarérer SiC Unit: NT$ million EPS NT$ dollar Ql Q2 Q3 Q1~Q3 Accounting Title Amount | Amount} Amount | Amount | % Net Sales 414 514 273 1,201! 100 cost of sales 456 580 346 1,382| 115 Gross profit 43f (6 (72) (180)| (15) Operating Profit e7f (79)F (146) (421)| (35) Profit Be
Slide 10: 2021 Q3 Cash Flows
2021 Q3 Cash Flows Unit: NT$ million Accounting Title 1/1-3/31 1/1-6/30 1/1-9/30 cash from operating activities (221) (323) (486) cashfrom investing activities (410) (417) (646) cash from financing activities 641 1,052 1,518 others 0 4 4 net cash flow 10 315 389 beginning balance 523 523 523 ending
Slide 11: Outline
Outline 1. Company Profile & Financial Report 2. Products 3. Market Strategy 4. Our sic advantage 5. Deep Discussion 11
Slide 12: TAINERGY-Solar Cell
TAINERGY-Solar Cell Bifacial Mono PERC Cells Bifacial Mono PERC Cells 166mm (M6) 9BB Half-cut 158.75mm (G1) 5BB Half-cut 12
Slide 13: TAISIC-SiC Ingot
TAICIS-SIC INGOT 4” SiC Ingot 6” SiC Boule 6” SiC Ingot Diameter: 100.2 mm Diameter: 155.4 mm Diameter: 150.2 mm Thickness: 12 mm Thickness: 18 mm Thickness: 18.6 mm 13
Slide 14: TAISIC-SiC Wafer
TAICIS-SIC WAFER SI TYPE WAFER N TYPE WAFER 14
Slide 15: Outline
Outline 1. Company Profile & Financial Report 2. Products 3. Market Strategy 4. Our sic advantage 5. Deep Discussion 15
Slide 16: Solar optimization equipment-Vietnam
Solar optimization equipment-Vietnam 16
Slide 17: Advantages of SiC Devices
Advantages of SiC Devices High Power Applications Ultra High Working Voltage Ultra High Frequencies More Stable at High Temp. Excellent Radiation Resistance Smaller Module Size 17
Slide 18: SiC product portfolio and applications
SIC product portfolio and applications Size Product Application Automotive Electronics Renewable Energy Industrial Server 5G / Base Station Satellite Aerospace 18
Slide 19: Outline
Outline 1. Company Profile & Financial Report 2. Products 3. Market Strategy 4. Our sic advantage 5. Deep Discussion 19
Slide 20: Taisic Mass production technology advantages
Taisic Mass production technology advantages Twin crystal ingot Only a few companies in the world can sell both N- manufacturing process SiC and SI-SiC wafers at the same time. Shengxin will rank first in Taiwan and top 5 in the world. Develop materials, configurations, and process technologies Rapi
Slide 21: Self-developed SiC crystal growth furnace + AI Information Center
Self-developed SiC crystal growth furnace+ AI Information Center=unmanned factory 21
Slide 22: Core competitiveness: four cores and 18 patents
Core competitiveness: four cores and 18 patents 22
Slide 23: Market share of major global SiC wafer suppliers
Market share of major global SiC wafer suppliers Global SiC wafer market share Global SI SiC wafer market share Ref . SICC Public prospectus Ref. CASAResearch 23
Slide 24: U.S. and China confront the 3rd-generation semiconductor supply chain
The U.S. and China confront the 3rd- generation semiconductor supply chain with clear barriers 3rd place supply chain European and American Supply Chain China Supply Chain 1. Si SiC in Europe and the US is an important strategic material and is prohibited from 1. China is aware of the being sold to
Slide 25: Taiwan's current situation in the SiC compound semiconductor industry
Taiwan's current situation in the SIC compound semiconductor industry
Slide 26: Global SiC upstream and downstream supply chain
Global SiC upstream and downstream supply chain 原料 晶圓 磊晶 Material Wafer Epitax Desig Manufacture Element y n 8121 ACME Cree、Rohm (SiCrystal) 1301 FPC Infineon、STMicro、ON-Semi、Mitsubishi Ⅱ-Ⅵ 1723 CSCC Qorvo、Skyworks、Broadcom、Sumitomo Electric、 Murata WINGTECH、Yangjie、Global Power Tech、Dynax Equipment
Slide 27: Outline
Outline 1. Company Profile & Financial Report 2. Products 3. Market Strategy 4. Our sic advantage 5. Deep Discussion 27
Slide 28: Tainergy 4934
Tainergy 4934 Entering a new century of carbon-neutral renewable energy/next-generation semiconductors
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