Pan Jit International Inc. · TWSE:2481

Pan Jit International — 4th Quarter 2018 Cathay Greater China Investor Forum

38 slides from Pan Jit International's conference presentation, Dec 13, 2018

Slide 1: PANJIT International Inc. Investor Relations Presentation
PANJIT International Inc. Investor Relations Presentation
Slide 2: Agenda
Chief Strategy Officer Jasper Lee Dec 2018 • About PANJIT • Worldwide Discrete Market • Consumer Electronic • Industrial Electronic • Communication Electronic • Automotive Electronic • IGBT
Slide 3: PANJIT Product
PANJIT Product Schottky Rectifier MOSFET Bridge BJT Diode Transistor ESD IGBT TVS Zener Your Component Our Profession 3 Copyright© 2018 PANJIT International Inc. All rights reserved.
Slide 5: PANJIT & PYNMAX
PANJIT ＆ PYNMAX 5”6”Schottky Wafer Discrete Package / test 4”5”6”外延片 Epitaxial Wafer Diodes 4”Rectifier Diode Wafer Transistors SMD 貼片 4” TVS Wafer TO 外掛程式 4”Zener Wafer Bridge 橋堆 Axial 軸式 Glass 玻封 Your Component Our Profession 5 Copyright© 2018 PANJIT International Inc. All rights reserved.
Slide 6: PANJIT Group
PANJIT Group 強茂股份有限公司 PANJIT Est. May 1986 Product: Discrete Packaging & Testing PANJIT 璟茂科技股份有限公司 PYNMAX GROUP Est. Mar 2000 Product: Wafer Foundry 無錫至極動能科技有限公司 Sumnergy Est. Jun 2017 Product: BMS, Battery Pack Your Component Our Profession 6 Copyright© 2018 PANJIT International Inc. All rights res
Slide 9: Global Diode Ranking
Global Diode Ranking No. 2016 2017 1 Vishay 10% Vishay 11% 2 Rohm 9% Rohm 10% 3 ON Semiconductor 7% ON Semiconductor 8% 4 Microsemi 7% Infineon Technologies 7% 5 Infineon Technologies 7% Microsemi 7% 6 NXP 6% Diodes 6% 7 STMicroelectronics 6% PANJIT 5% • Global Diode Sales Ranking: #7 8 Diodes 6% ST
Slide 10: Global Discrete Ranking
Global Discrete Ranking Ｎo. 2016 2017 1 Infineon Technologies 13% Infineon Technologies 14% 2 ON Semiconductor 8% ON Semiconductor 10% 3 NXP 8% Mitsubishi 6% 4 Mitsubishi 6% Nexperia 6% 5 STMicroelectronics 6% Rohm 6% 6 Vishay 5% Toshiba 5% 7 Toshiba 5% Vishay 5% 8 Rohm 5% STMicroelectronics 5% 9 Re
Slide 12: Worldwide Discrete Market - Application
Worldwide Discrete Market - Application Automotive Industrial Green Power • ADAS • Powertrain • Solar Junction Box • Body • Sensor • EV Charging station • LED Lighting • Infotainment • xEV • Quick charger • Robotic • Lighting • Battery module • Medical Equipment • Motor • UPS • Motor Consumer Commun
Slide 13: WW Foundry Quarterly Capacity, Shipments and Utilization Rate
WW Foundry Quarterly Capacity, Shipments and Utilization Rate Worldwide Foundry Quarterly Capacity, Shipments, and Utilization Rate 25,000 88% 86% 20,000 84% 15,000 82% 80% 10,000 78% 5,000 76% - 74% 1Q17 2Q17 3Q17 4Q17 1Q18 2Q18 3Q18 4Q18 1Q19 2Q19 3Q19 4Q19 Capacity 8-Inch Equivalents (Thousands)
Slide 14: WW Discrete Semiconductor Forecast
WW Discrete Semiconductor Forecast 2017-2022 CAGRS • The major demand Automotive Elec. 9.93% side of the discrete Industrial Elec. 9.77% semiconductor will still 0% 2% 4% 6% 8% 10% 12% be the Asia-Pacific region, Its market size Unit: M’ USD account for nearly US 50% US 22% 20% • By application revi
Slide 15: 2018 Electronica in Munich
2018 Electronica in Munich Location : New Munich fair Center, Germany Munich Electronica founded 1964, the largest electronic component exhibition biennial In the Exhibition, it was easily can find the Au customer come to ask and discuss about our MOS plan in the future Your Component Our Profession
Slide 17: HA – Global Players v.s. PJ Customers
HA – Global Players v.s. PJ Customers Global Consumer Appliances Player by Revenue FY 2015, US$ Bn 23.0 22.0 21.8 • The market for major household appliances is expected to reach $28.1 15.8 billion by 2021. (Home 15.7 15.7 14.7 14.4 Improvement Research Institute) Your Component Our Profession 17 Co
Slide 18: Panel - 4% Growth in 2018
Panel - 4% Growth in 2018 TV Global Shipment Forecast (Units M) Monitor Global Shipment Forecast (Units M) Growth rate: 4% 300 180 236 243 250 225 224 222 220 229 150 134 126 124 123 123 124 123 200 120 150 90 100 60 50 30 0 0 2014 2015 2016 2017 2018(F) 2019(F) 2020(F) 2014 2015 2016 2017 2018(F) 2
Slide 19: Server Major Player
Server Major Player Unit：K WW server shipment (OEM) 8,000 6,000 4,000 2,000 0 2015 2016 2017 Dell 2,001 2,247 2,321 HP 2,297 2,097 2,147 Lenovo 597 648 618 Huawei 400 500 600 Inspur 332 402 493 Cisco 290 299 299 Oracle 300 295 220 IBM 398 250 204 Sugon 115 121 126 Your Component Our Profession 19 Co
Slide 20: Server MB TW Major Players v.s. PJ Customers
Server MB TW Major Players v.s. PJ Customers Unit：K Server MB shipment (EMS) 3,500 3,000 2,500 2,000 1,500 1,000 500 0 2015 2016 2017 2018(e) 緯創 wistron 1,972 2,374 2,570 2,914 英業達 Inventec 2,226 2,425 2,649 2,800 鴻海 Foxconn 2,021 1,655 1,637 1,850 廣達 Quanta 1,065 1,165 1,280 1,400 神達 MiTAC 806 890
Slide 21: Shipment Forecast Consumer Electronics
u DaSbo JbUnTc Yn :E mabkUd Ø Aecd lYkU ac -+,3' dXU cXYpmUnd oV dbaTYdYonal G: Xac RU VobUSacdUT cdYll TUSbUacYnW Yn Consumer Electronics dXU VedebU) Shipment Forecast Ø Fbom -+,4 do -+--' dXU odXUb :E WooTc' ac JLc' E9c anT GXonU' gXYSX cXYpmUnd WbogdX badU Zecd SoelT RU onU ob dgo pUbSUndaWU) :on
Slide 22: TV shipment forecast by brand: 2018 v.s. 2019 (F)
TV shipment forecast by brand: 2018 v.s. 2019 (F) :oncemUb ElUSdbonYSc l JLc Unit: Million units JL cXYpmUnd VobSUcd Ri RbanT5 -+,3 f)c) -+,4(F$ enYd5 enYdc mYllYom -+,3(F$ -+,4(F$ /+ .3 -4 -3)- ,2 ,1)- ,/ ,.)0 ,- ,+)0 ,,)2 ,, 4),,+ 43)0 1 2 0)31). 1 1 1),0)3 0)-0)- Your Component Our Profession 22
Slide 24: Industrial Electronics
InTecdbYal ElUSdbonYSc Industrial u Electronics HUfYUg dXU pacc dgo iUabc' G8EAIJ'c UhYcdYnW SecdomUbc pebSXacUT TYcSbUdU TUfYSU applYUT on YnTecdbYal To RU YnSbUacYnW) DYcSbUdU GebSXacYnW J8D Vob dXU Jop FED*FDD*EDI :ompanYU 5 InTecdbYal DabkUd enYd5 $ D --. -+,2O -+,1O -+4 ,4- ,3. ,12 ,00 ,/- ,.+
Slide 25: Industrial Electronics - Robots
u InTecdbYal HoRodc gYll RU VobUSacd WbogdX badU mobU dXan ,/ on afUbaWU pUb iUab) Industrial Electronics - Robots Ø DaYn TbYfUbc oV dXU WbogdX -+,25 aMtomotDv@, @E@ctroGDcs, m@taE Jop maneVaSdebUb5 899 BKB8 F8EK: (發那科$ O8IB8M8 (vy電機$ IoebSU5 FSdoRUb•-+,3'Industrial IFH Robots will be forecast growt
Slide 27: Communication Electronics - 5G
menYSadYon ElUSdbonYSc Communication Electronics - 5G WX IoJ' dXUbU abU anT mobU dXU adYon VYUlT oV 8I Sd 0>) B • Through IoT, there are more and more the application field of AI connect5G Copyright© 2018 PANJIT International Inc. All rights reserved. Your Component Our Profession 27 Source: Aug. 20
Slide 28: Communication Electronics
:ommenYSadYon ElUSdbonYSc Communication Electronics u 8c IFJ&8I&0> TUfUlopYnW' comU oV dXU bUladUT nUg TUcYWn gYll RU mobU Yn TUpUnT dXU moTelU' Yn obTUb do TUSbUacU Socd anT paT laioed) oebSU5 8eWecd -+,3' IEB • As IoT+AI+5G developing, some of the related new design will be more in depend the modu
Slide 31: New Trends in Driver Information
u BUi JbUnTc Yn DbYfUb InVobmadYon Ø 8DGBE@in Infotainment DGt@Brat@d AutomotiveE19 pogUbYnW all SoSkpYd UlUSdbonYSc YncdUaT oV meldYplU TYcSbUdU E:Kc IoebSU5 IUpdUmRUb -+,3' LYcdUon • Key Trends in Driver Information Copyright© 2018 PANJIT International Inc. All rights reserved. Ø Single integrated
Slide 32: Infotainment in Automotive
u 8edomodYfU InVodaYnmUnd GboTeSd anT JUSXnoloWi IdbadUWi Infotainment in Automotive Ø 8ll(TYWYdal TYcplai(RacUT YncdbemUnd SlecdUbc bUplaSU dbaTYdYonal analoW SlecdUbc Ø IoVdgabU pladVobmc UnaRlU RboaTUcd pboTeSd pobdVolYo Yn aedomodYfU UlUSdbonYSc G8EAIJ coledYon5 JLI' EID pbodUSdYon DFIFEJc ISXod
Slide 34: IGBT – Global Players
IGBT – Global Players IGBT Manufacturers Ranking by Voltage Range No.1 No.2 No.3 No.4 No.5 PANJIT 400V and Less PKB15N60C PKP15N60C 600-650V PKZ15N60C PKZ160N65F • The IGBT device industry is PKZ25N120N PKZ50N120F about to change. With a growing 1200V PKZ25N120C electric vehicle market, the PHZ20N13
Slide 35: China IGBT Market Ranking
China IGBT Market Ranking China Total IGBT - Based Module Supplier Market Share Estimates (US ＄ Revenue) 2015 2014 2015 Manufacturer Change Rank Share Share 1 Infineon Technologies* 29.2% 23.4% -5.8% 2 Mitsubishi(inc. Powerex) 19.9% 19.0% -0.9% 3 Fuji Electric 13.2% 15.5% 2.3% 4 Semikron 9.3% 11.8%
Slide 36: IGBT Application
IGBT Application Application Segment Home Appliance Industry Lighting Consumer Goods Automotive Induction Cooking UPS Electrical Ballast Digital Camera Car Ignition Inverter Home Motor Control Dimmer Server Driver Appliances Air conditioners Refrigerators High Speed Washing Machines Wind/Solar Power
Slide 37: Major Product Development Trends & Future Applications
Major Product Development Trends & Future Applications Your Component Our Profession 37 Copyright© 2018 PANJIT International Inc. All rights reserved.

PANJIT International — 4th Quarter 2018 Cathay Greater China Investor Forum on 6ix

Pan Jit International — 4th Quarter 2018 Cathay Greater China Investor Forum

Slide 1: PANJIT International Inc. Investor Relations Presentation

Slide 2: Agenda

Slide 3: PANJIT Product

Slide 4: Where are Discrete?

Slide 5: PANJIT & PYNMAX

Slide 6: PANJIT Group

Slide 7: PANJIT Location

Slide 8: PANJIT Location

Slide 9: Global Diode Ranking

Slide 10: Global Discrete Ranking

Slide 11: Worldwide Discrete Market

Slide 12: Worldwide Discrete Market - Application

Slide 13: WW Foundry Quarterly Capacity, Shipments and Utilization Rate

Slide 14: WW Discrete Semiconductor Forecast

Slide 15: 2018 Electronica in Munich

Slide 16: Consumer Electronic

Slide 17: HA – Global Players v.s. PJ Customers

Slide 18: Panel - 4% Growth in 2018

Slide 19: Server Major Player

Slide 20: Server MB TW Major Players v.s. PJ Customers

Slide 21: Shipment Forecast Consumer Electronics

Slide 22: TV shipment forecast by brand: 2018 v.s. 2019 (F)

Slide 23: Industrial Electronic

Slide 24: Industrial Electronics

Slide 25: Industrial Electronics - Robots

Slide 26: Communication Electronic

Slide 27: Communication Electronics - 5G

Slide 28: Communication Electronics

Slide 29: Automotive

Slide 30: Automotive Application

Slide 31: New Trends in Driver Information

Slide 32: Infotainment in Automotive

Slide 33: IGBT

Slide 34: IGBT – Global Players

Slide 35: China IGBT Market Ranking

Slide 36: IGBT Application

Slide 37: Major Product Development Trends & Future Applications

Slide 38: Thank you