Thinking Electronic Industrial Co., Ltd. · TWSE:2428
Thinking Electronic Industrial — Investor Presentation (March 2024)
22 slides from Thinking Electronic Industrial's investor presentation, Mar 22, 2024
Slide 1: THINKING Investor Conference
THINKING Investor Conference
Slide 2: Corporate Introduction
Corporate Introduction 45 years of experience in protective component industry 7 manufacturing sites with continuous expansion 4200 employees in THINKING Electronic Group 10 product categories for overall circuit protection 26 countries of sales support for global service 2 THINKING ELECTRONIC INDUS
Slide 3: Company Introduction: 2008-2023 Consolidated Net Revenue
Company Introduction 2008-2023 Consolidated Net Revenue 9,000 7,500 7,463 7,077 8,000 5,920 7,000 5,408 NTD (Million) 6,000 4,123 5,000 3,211 4,000 3,000 2,000 1,000 +28% +31% +9% +27% -0.5% -5% - 2008 2012 2016 2020 2021 2022 2023 * Using an exchange rate of 1 USD = 30.77 NTD 3 THINKING ELECTRONIC
Slide 4: Milestone
Milestone 4 THINKING ELECTRONIC INDUSTRIAL CO., LTD.
Slide 5: THINKING Factories
THINKING Factories Yichang Factory Changzhou Factory Yilan Factory Front-End Dongguan Factory Kaohsiung Factory Kaohsiung 2nd Factory Jiangxi Factory 5 THINKING ELECTRONIC INDUSTRIAL CO., LTD.
Slide 6: THINKING Products
THINKING Products 6 THINKING ELECTRONIC INDUSTRIAL CO., LTD.
Slide 7: Quarterly Consolidated Income Statement
Quarterly Consolidated Income Statement Operation Overview：Quarterly Consolidated Income Statement NT$ Thousand 7 THINKING ELECTRONIC INDUSTRIAL CO., LTD.
Slide 8: Yearly Consolidated Income Statement
Yearly Consolidated Income Statement Operation Overview：Yearly Consolidated Income Statement NT$ Thousand 8 THINKING ELECTRONIC INDUSTRIAL CO., LTD.
Slide 9: Analysis of Operating Expenses
Analysis of Operating Expenses Operation Overview： Analysis of Operating Expenses NT$ million 94 新台幣百萬元 81 85 80 80 212 217 274 178 營業淨利 OPM 204 銷管費用 SG&A 433 225 394 359 研發費用 R&D 348 4Q 22 1Q 23 2Q 23 3Q 23 4Q 23 研發費用 R&D 4.3% 4.6% 4.7% 4.5% 5.3% 銷管費用 SG&A 14.6% 10.3% 11.7% 11.7% 12.2% 總營業費用 OPEX 1
Slide 10: Markets
Tics THINKING MARKETS
Slide 11: Major Markets
Major Markets Information and Medical and Others Communication Technology 43% Telecom Power Supply Consumer Electronics 18% Medical Other Applications Distributor Industrial 11% 16% Automotive 12% Home Appliances and Lighting Home Appliances Lighting 11 THINKING ELECTRONIC INDUSTRIAL CO., LTD.
Slide 12: Management Systems
Sw Is THINKING MANAGEMENT SYSTEMS
Slide 13: Certification of Management System
Certification of Management System 13 THINKING ELECTRONIC INDUSTRIAL CO., LTD.
Slide 14: Agency Approval of Product
Agency Approval of Product Note: is for UL + cUL 14 THINKING ELECTRONIC INDUSTRIAL CO., LTD.
Slide 15: THINKING ESG
THINKING ESG ENVIRONMENTAL SOCIAL 3084.4 kWp • Support the promotional events cumulative solar panel of reading and e-bookstore capacity installed at projects of Kaohsiung City THINKING sites • Employees participate in beach 7% reduction in clean-up and tree-planting GHG emissions initiatives to con
Slide 16: Competitive Strength
THINKING COMPETITIVE STRENGTH BO| 5592 -2.896 6.057 \\ AX ‘S. ae BNE 1.020 } | \ \ NY AE Re (Sk srs S Hl | \\ ANN Se ‘
Slide 17: Core Technology
Core Technology Material Development ● Laminating & stacking SMD type product ● ● Printing Lead type product ● ● Sintering Sensor assembly ● Our know-how of key raw material and ceramic recipes make our products competitive in the market ● Surface finishing Product Design Our simulation technology e
Slide 18: UL and TUV Certified Laboratories
UL and TUV Certified Laboratories Laboratories of THINKING passed the CTDP (Client Test Data Program) of UL and witness testing qualification of TUV, and they provide the following advantages. ⚫ International laboratory management is based on ISO 17025 ⚫ Testing equipment and technicians are aligned
Slide 19: Technical Support
Technical Support TECHNICAL CONSULTATION EXPERT DESIGN CONSULTATION THINKING AE discusses technical AE discusses circuit design with problems and shares application customers experience with customers COMPREHENSIVE TECHNICAL SUPPORT application examples PRODUCT SELECTION TESTING AND VALIDATION • AE
Slide 20: Vision
Vision Contribution to Human Life in 20 THINKING ELECTRONIC INDUSTRIAL CO., LTD.
Slide 21: Continuous Expansion
Continuous Expansion Vietnam Factory Zhongshan Factory Estimated Time of Expansion Plan Location Area Major Product Mass Production Hai Phong, ⚫ SMD components Vietnam Factory N/A Q3 of 2025 Vietnam ⚫ Temperature sensors Guangdong, ⚫ Protective components Zhongshan Factory 151,300m2 Q2 of 2025 China
Slide 22: THINKING
THINKING Contribute to safety and operation efficiency of electronics
THINKING Electronic Industrial — Investor Presentation (March 2024) on 6ix