Slide 1: Nuvoton Technology Corporation 2Q'25 Investor Conference
Nuvoton Technology Corporation 2Q’25 Investor Conference Aug 5, 2025
Slide 2: Agenda
Agenda Nuvoton Financial Results Nuvoton 2Q’25 Business Update Automotive Market and Solutions Q&A
Slide 3: Safe Harbor Notice
Safe Harbor Notice ❖ We have made forward-looking statements in this presentation. Our forward-looking statements contain information regarding, among other things, our financial condition, future expansion plans and business strategies. We have based these forward-looking statements on our current
Slide 4: Nuvoton Financial Results
Toy of innovation Pa UVvoTOon Nuvoton Financial Results
Slide 5: Statement of Comprehensive Income - Consolidated
Statement of Comprehensive Income - Consolidated 2Q’25 1Q’25 QoQ Unit: NT$ M Amount % Amount % Amount % Net Revenue 7,816 100 8,364 100 (548) - Gross Profit 2,728 34.9 3,451 41.3 (723) (6.4) Operating Income (302) (4) 273 3 (575) (7) Non-Operating Income (343) (4) 59 1 (402) (5) Income before Income
Slide 6: Balance Sheet - Consolidated
Balance Sheet - Consolidated June 30 ’25 March 31 ’25 QoQ Unit: NT$ M Amount % Amount % Amount % Cash & Cash Equivalents 9,685 29 10,436 28 (751) 1 Accounts Receivable 4,353 13 4,983 14 (630) (1) Other Receivable 565 2 438 1 127 1 Inventories 6,537 19 7,281 20 (744) (1) Long-Term Investments 2,636 7
Slide 7: Statement of Cash Flows - Consolidated
Statement of Cash Flows - Consolidated 2Q’25 1Q’25 4Q’24 Unit: NT$ M Amount Amount Amount Cash Flows from Operating Activities 202 (898) (358) Cash Flows from Investing Activities (254) (437) (229) Cash Flows from Financing Activities 217 5,679 1,060 Cash & Cash Equivalents 9,685 10,436 5,704
Slide 8: Revenue and GM Trend - Consolidated
Revenue and GM Trend - Consolidated Revenue/Gross Profit (NT$ M) Gross Margin 40% 42% 42% 41% 40% 38% 40% 10,000 34% 37% 8,953 8,970 35% 8,470 8,468 8,228 8,364 7,957 7,816 7,270 30% 7,500 5,000 20% 3,622 3,756 3,534 3,451 3,354 2,821 2,972 2,769 2,728 2,500 10% - 0% 2Q'23 3Q'23 4Q'23 1Q'24 2Q'24 3Q
Slide 9: Nuvoton 2Q'25 Business Update
Nuvoton 2Q’25 Business Update
Slide 10: 2Q'25 Revenue by 4C Applications
2Q’25 Revenue by 4C Applications Automotive& 2Q’25 Industrial Computer BMC BM-IC EC HMI 1Q’25 26% Super IO IC Card TPM MCU 27% 38% HSIF 43% 14% Consumer 15% Communication & Audio IC Others 16% HSIF MCU MCU MOSFET 21% Note: Foundry revenue was not included in the numbers .
Slide 11: Nuvoton 2Q'25 Business Update (1)
Nuvoton 2Q’25 Business Update (1) Automotive & Industrial ❖ Mass production of 4th-generation Gerda automotive HMI display IC series, featuring image processing technology, security, and display safety functions, applicable to E-mirrors, AR-HUDs, and cluster meters to enhance driving safety and user
Slide 12: Nuvoton 2Q'25 Business Update (2)
Nuvoton 2Q’25 Business Update (2) ❖ Launched the “NuML Toolkit,” a high-efficiency AI deployment tool optimized for the NuMicro® M55M1 MCU platform to accelerate embedded AI implementation, already widely adopted in applications such as smart desk lamps, posture recognition, sound recognition, and i
Slide 13: Nuvoton 2Q'25 Business Update (3)
Nuvoton 2Q’25 Business Update (3) Consumer ❖ Introduced excellent SNR, filter-free 18W class-D audio amplifier, tailored for Bluetooth Speakers, Wireless Doorbells, Outdoor Surveillance Systems, and Handheld Game Consoles ❖ Nuvoton’s AI MCU M55M1 enabled a smart desk lamp application that supports h
Slide 14: Automotive Market and Solutions
Automotive Market and Solutions Nuvoton Company Website: www.nuvoton.com
Slide 15: Automotive Market Trends
Automotive Market Trends ➢ Vehicle Production; Million units ➢ Global Automotive Market ✓ Vehicle sales are expected to continue growing • However, some OEMs and supply chains are still adjusting inventory in the short term. ✓ EV penetration will keep increasing, though the growth rate is less optim
Slide 16: Innovative Automotive Solutions by Nuvoton
Innovative Automotive Solutions by Nuvoton Our efforts are centered on two strategic domains: in-cabin systems and powertrain solutions.
Slide 17: Gerda (HMI) Series Overview
Gerda (HMI) Series Overview Gerda is an automotive HMI display IC developed by Nuvoton. It enables HMI solutions that enhance vehicle safety, security and comfort, while maintaining system-level cost efficiency. Gerda’s applications in cabin The features and value Gerda provide Meter Rear-Mirror ✓ F
Slide 18: Enabling Features for HUD Systems
Enabling Features for HUD Systems By keeping critical information within the driver’s natural line of sight, the HUD helps create a safer and more comfortable driving environment.
Slide 19: Nuvoton Automotive HMI Product overview
Nuvoton Automotive HMI Product overview The Gerda lineup Integrates image processing, security, and safety features to meet the diverse needs of HMI applications. ✓ Gerda-4M: Equipped with advanced image processing engines and supports Full-HD resolution for high-performance displays. ✓ Gerda-4L: Fe
Slide 20: Automotive Battery Management System (BMS)
Automotive Battery Management System (BMS) The BMS continuously monitors battery voltage, current, and temperature to prevent hazardous conditions such as overcharging and over-discharging. It primarily consists of a battery monitoring IC (BM-IC), a control microcontroller (BMU), and dedicated softw
Slide 21: Nuvoton's Progress and Roadmap in BM-IC
Nuvoton’s Progress and Roadmap in BM-IC Nuvoton BM-IC history & roadmap Success stories From the early stages of the EV market, Nuvoton has been at the forefront Trusted by over 10 major global OEMs, of developing advanced solutions that prioritize safety and energy Nuvoton powers HEV, BEV, and PHEV
Slide 22: Nuvoton BM-IC Features and Product Lineup
Nuvoton BM-IC Features and Product Lineup Nuvoton technologies & features BM-IC lineup 1 Simplifying BMS Battery monitoring IC ✓ One IC manages up to 25 in-series battery cells (Industry's highest level) ⚫ KA84950UA(25ch) ⚫ KA84930UA(20ch) 2 Safety and reliability ✓ Redundant measurement system ✓ Im
Slide 23: Future Development: Enabling a Circular Economy
Future Development: Enabling a Circular Economy The safe and efficient circular use of batteries—central to the energy value chain—is essential for realizing a sustainable future. Semiconductor manufacturers also play a critical role in this effort by enabling accurate battery measurement, diagnosti
Slide 24: Questions & Answers
Questions & Answers Nuvoton Company Website: www.nuvoton.com