Pan Jit International Inc. · TWSE:2481

Pan Jit International — Investor Conference by Taishin Securities Co., Ltd. 2021

17 slides from Pan Jit International's conference presentation, Apr 16, 2021

  1. Slide 1: PANJIT International Inc Power Semiconductor

    PANJIT International Inc Power Semiconductor ! Copyright© 2021 PANJIT International Inc. All rights reserved.

  2. Slide 2: About PANJIT, New Team, Financial Info, New Technology

    !"#$%% &'&( n n About PANJIT New Team n Financial Info n New Technology " Copyright© 2021 PANJIT International Inc. All rights reserved.

  3. Slide 3: About PANJIT

    About PANJIT 3 Copyright© 2021 PANJIT International Inc. All rights reserved.

  4. Slide 4: PANJIT Group

    PANJIT Group PANJIT International Inc. PYNMAX Technology Inc. MILDEX Optoelectronics Inc. Est. 1986.05 Est. 2000.03 Est. 2005.05 Product: Discrete Packaging & Testing Product: Wafer Foundry Product: Touch Screen # Copyright© 2021 PANJIT International Inc. All rights reserved.

  5. Slide 5: Wafer & Assembly Capacity

    Wafer & Assembly Capacity Wafer Capacity Assembly Capacity PYNMAX Kaohsiung, Taiwan PANJIT Kaohsiung, Taiwan n 4”/5”/6” EPI Wafer: 70,000 pcs/month Package: n 5”/6” Schottky Wafer: 50,000 pcs/month Small Signal Devices/SMD Bridge n 6” ESD/TVS Wafer: 3,000 pcs/month Capacity: n 6” ZENER Wafer: 3,000

  6. Slide 6: PANJIT Overview

    PANJIT Overview PANJIT International Inc. is a leading global manufacturer dedicating in supplying high Market Segments quality semiconductors, serving the consumer, green power, industrial, automotive, communication and computing segments. Automotive 12% n Capital : NTD $3.3 Billion Consumer Indust

  7. Slide 7: PANJIT Global Foot Print

    PANJIT Global Foot Print Region Revenue +, 0.1 China !-* ./ %* Shandong Germany &* 2.1 Munich China South Korea Beijing Suwon #* U.S.A Canada !"#$%&!"# China San Jose Toronto Wuxi / Suzhou /2 Taiwan U.S.A !"!"#$%&%'(% India Phoenix !* Taipei Bangalore Taiwan Mexico Hsinchu Guadalajara '( China Shenz

  8. Slide 8: Global Power Discrete Ranking

    Global Power Discrete Ranking Ranking 2018 2019 1 Infineon Infineon 2 ON Semiconductor ON Semiconductor 3 STMicroelectronics STMicroelectronics 4 Mitsubishi Nexperia 5 Vishay Rohm 6 Nexperia Toshiba 7 Rohm Vishay 8 Toshiba Mitsubishi 9 Renesas Electronics Fuji Electric 10 Diodes Diodes 11 Fuji Elect

  9. Slide 9: 2020 Rev breakdown by product & Product Blue Print

    2020 Rev breakdown by product & Product Blue Print New Product Focus .2> #* += %* 2 <8 ; &* 85 45 !&* 678 MOSFET IGBT @ 2? 97 : BJT * -# 6; 3 % • FS Trench IGBT 650 - 750V • SGT MOSFET 60 - 80V • SGT MOSFET 100 - 150V • FS Trench IGBT 950 - 1200V :G765 10.5B NTD • SJ MOSFET 600 - 650V +5F;G 2020 rev

  10. Slide 10: Financial Info

    Financial Info 10 Copyright© 2021 PANJIT International Inc. All rights reserved.

  11. Slide 11: Financial Key Index 2019 vs 2020

    Financial Key Index 2019 vs 2020 Gross Profit EBITDA Cash Flow from Revenue EPS & Margin & Margin Operating Activities 2019 FY NTD 1.9 Bn NTD 1.5 Bn NTD 9.1 Bn NTD 1.50 NTD 0.7 Bn 21.0% 16.8% Gross Profit EBITDA Cash Flow from Revenue EPS & Margin & Margin Operating Activities 2020 FY NTD 2.4 Mn NTD

  12. Slide 12: Power Semi Market Trend & PANJIT New Technology development

    Power Semi Market Trend ＆ PANJIT New Technology development 12 Copyright© 2021 PANJIT International Inc. All rights reserved.

  13. Slide 13: PANJIT Technology development

    PANJIT Technology development !"#$% &'($)#$*+$,-./01$2345+ !- Copyright© 2021 PANJIT International Inc. All rights reserved.

  14. Slide 14: Power Discrete 2022 TAM

    Power Discrete2022 TAM Diodes/ MOSFETs/ IGBTs in each application market • !"#$%$#&'()&*)#+(),&--(*#)%./0(#)*(-%(1#)2$/)3$4(/)5&*6/(#(7 • 8$4(/)*"339:).339&6.#&$1)&1);1<"*#/&.9=)5.#.)3/$6(**&1-=)>$1*"%(/)%./0(#)*(-%(1#)&*)#+()%.?$/)%./0(#)2$/) 8$4(/)5&*6/(#( T'-*U#DV#TQ4 2,500 2,000 =>4?*2*>@+ 1,500

  15. Slide 15: Trend SiC and GaN

    SiCThe overall and GaN PowerSiC Semi& GaNTrend Market power semiconductor market 2025 up to USD $3.7B SiC in 84% & GaN in 16% Q+(16%Y#.ZQ#!"JK !$ Copyright© 2021 PANJIT International Inc. All rights reserved.

  16. Slide 16: SiC Device market trend - application

    SiC Device market trend - application Automotive application has over 50% market share in SiC device Q+(16%Y#[+3% !"!" !% Copyright© 2021 PANJIT International Inc. All rights reserved.

  17. Slide 17: Thank You

    Thank You 李學寒 /E+G>@ B>>$ 李侑華 7>A B>> F3@G3@E?>$FH*>2$:?@E?>IJ$922*4>@ 0AC>+?3@$=>DE?*3A+$ -++*+?EA?$?3$F:9 KL>AD>>MGEAN*?'43O'?P !& Copyright© 2021 PANJIT International Inc. All rights reserved.

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