Weikeng Industrial Co., Ltd. · TWSE:3033

Weikeng Industrial — Q3 2017 Earnings Presentation

13 slides from Weikeng Industrial's earnings presentation, 2017

  1. Slide 1: Weikeng Industrial Co., Ltd.

    © 2017 Weikeng Industrial Co., Ltd.

  2. Slide 2: Agenda

    Agenda Welcome Company Introduction Fama Chou Spokesman 3rd Q17 Financial Results Opportunities, Solutions and Competitive Advantages Stan Chi Group Chief Operating Officer Tom Chen Executive Vice President Q&A Kevin Hsieh Senior Vice President Fama Chou Spokesman © 2017 Weikeng Industrial Co., Ltd.

  3. Slide 3: Safe Harbor Notice

    Safe Harbor Notice  WEIKENG’s statements of its current expectations are forward-looking statements subject to significant risks and uncertainties and actual results may differ materially from those contained in the forward-looking statements.  Information as to those factors that could cause actu

  4. Slide 4: Company Introduction--Brief Facts

    Company Introduction--Brief Facts  Established in 1977  As of 2017/9/30, 1,057 employees  2016 consolidated sales: NT$ 43.7B  2017 1Q~3Q consolidated sales: NT$ 37.1B (unaudited) Weikeng Industrial Weikeng Industrial Weikeng International Weikeng Tech (Taiwan/ Greater China) (HK/China) (Sin/SEA)

  5. Slide 5: Company Introduction–Revenues, 2012~2017 3Q

    Company Introduction–Revenues, 2012~2017 3Q  2012~2016 CAGR of revenues :10.53%; 2017(1Q~3Q) YoY：18.81%  Diversified, broad-based accounts--top 10 customers 15.74% of revenue(2017 Q1~Q3) (NT$ Billions) CAGR=10.53% 50 43.74 45 39.93 38.84 YoY=18.81% 40 37.11 35 33.30 29.31 30 Taiwan 25 China 20 SEA

  6. Slide 6: Company Introduction–Revenue by Applications segment

    Company Introduction–Revenue by Applications segment Consumer 26% Industrial 32% Smart Speaker, VR, IoT Devices, WiFi/BT module, IPC, UPS, ADAS, TPMS, BMS, Motor Control, Smart/feature phone, eReader, Tablet, PND, LED Charging Stations/Piles, Drone, POS, VF Pump, TV, STB, Game Console, Media Player,

  7. Slide 7: Company Introduction–Line card

    Company Introduction–Line card © 2017 Weikeng Industrial Co., Ltd. Weikeng Confidential 7

  8. Slide 8: Consolidated Statements of Comprehensive Income

    Consolidated Statements of Comprehensive Income Selected Items from Consolidated 3Q 3Q17 3Q17 1Q~3Q17 1Q~3Q 2Q 3Q Statements of Comprehensive Income 2017 Over Over Over (In NT$ Millions) 2017 2017 2016 (Unaudited) 2Q17 3Q16 1Q~3Q16 Net Revenue 14,460 37,127 11,765 11,669 22.90% 23.90% 18.81% 770 2,0

  9. Slide 9: Balance Sheets and Key Indices

    Balance Sheets and Key Indices Selected Items from Balance Sheets Sep 30, 2017(unaudited) Jun 30, 2017 Sep 30, 2016 (In NT$ Millions) $ % $ % $ % Cash and Cash Equivalents 2,072 9 2,445 11 2,183 12 Notes and Accounts Receivable, net 8,365 37 7,687 36 7,065 40 Inventories, net 10,976 49 10,137 47 7,6

  10. Slide 10: Opportunities, Solutions and Competitive Advantages

    Opportunities, Solutions and Competitive Advantages  Server / Datacenter  White Box / SI / OEM / ODM: AMD CPU( EPYC) / GPU / IFX / Lattice / WDC  AI / Mining machine : AMD CPU, GPU, Memory, Chipset  Automotive / Electric Vehicle (EV) ：NXP / Infineon / Vishay / Microchip / Cypress  ADAS, TPMS, M

  11. Slide 11: Opportunities, Solutions and Competitive Advantages, Continued

    Opportunities, Solutions and Competitive Advantages, Continued  Long–term solid relationship with key suppliers：AMD / Cypress / Infineon / Microchip / NXP / Lattice / Vishay  70% of ICs revenue from demand creation activities, backed by high technical staff to sales ratio  Taiwan：2 to 3  China：1

  12. Slide 12: © 2017 Weikeng Industrial Co., Ltd. Weikeng Confidential

    © 2017 Weikeng Industrial Co., Ltd. Weikeng Confidential 12

  13. Slide 13: Thank You

    Thank You http://www.weikeng.com.tw/investor/conference.php?lan=en © 2017 Weikeng Industrial Co., Ltd. Weikeng Confidential 13

Weikeng Industrial — Q3 2017 Earnings Presentation on 6ix