Pan Jit International Inc. · TWSE:2481

Pan Jit International — Nomura Securities Investor Conference 2023

16 slides from Pan Jit International's conference presentation, Jun 5, 2023

Slide 4: PANJIT Overview
PANJIT Overview IDM Design Capability NTD$ 13.2 Billion Y2022 consolidated PANJIT semiconductor has been providing its comprehensive revenue range of discrete products to global community for over 37 years. With continuous investment in packaging miniaturization, wafer 6 Worldwide Ranking capacity e
Slide 5: Global Ranking
Global Ranking Global Diode Ranking Global Discrete Ranking 10.0% 16.0% 2021 TAM : 7.6B USD 2021 TAM : 30B USD 9.0% 14.0% 8.0% 12.0% 7.0% 10.0% 6.0% 5.0% 8.0% 4.0% 6.0% 3.0% 4.0% 2.0% 2.0% 1.0% 0.0% 0.0% Microchip PANJIT CR Micro ONsemi Diodes AOS Mitsubishi Littelfuse Nexperia Rohm NXP Toshiba Vish
Slide 6: PANJIT Global Footprint at a Glance
US PANJIT Global Footprint at a Glance 3% NEA 6% SEA GC 5% 13.2B NTD 63% EMEA 22 FY China Shandong Revenue 10% Germany Munich China Xuzhou South Korea TW Suwon China 13% Wuxi / Suzhou U.S.A Japan San Jose Shin-Yokohama Taiwan U.S.A India Phoenix US Bangalore Taipei 3% Taiwan Hsinchu China Shenzhen /
Slide 7: Wafer Capacity
Wafer Capacity 4” 6” 8” Fab 2 Fab 1 Fab 3 Shandong, China Kaohsiung, Taiwan Kaohsiung, Taiwan TVS Wafer: 25,000 pcs/month EPI Wafer: 60,000 pcs/month MOSFET/IGBT wafer: 10,500 Schottky Wafer: 45,000 pcs/month pcs/month ESD/TVS Wafer: 5,000 pcs/month ZENER Wafer: 5,000 pcs/month 7
Slide 8: Assembly Capacity
Assembly Capacity BRIDGE SOD Kaohsiung, Taiwan 26B pcs 2022 Shipment 01 Package: Small Signal Devices/SMD Bridge Package Fields Capacity: TO-277C 3,030 million/month SOT Wuxi, China 02 Package: SMD/Power Package TO-247 SMD Capacity: 450 million/month TO-220 DFN Xuzhou, China 03 Package: Small Signal
Slide 9: Market Segment
Market Segment Application Field By Product 22’FY 23’Q1 BJT 2% SiC 1% ESD 4% BJT 3% ESD 4% Switching Switching 7% 6% Automotive Industrial & Lighting, Body & Comfort, Green Energy TVS 6% Schottky TVS 7% Schottky 33% 34% Infotainment, Pump, PV Inverter, DC fan, Robot, ZENER 6% On Board Charger Zener
Slide 11: Innovation for the Future Technology
Innovation for the Future Technology 2022 2023 2024 2025 2026 STD Trench SGT Gen.1 SGT Gen.2 SGT Gen.2 LV MOSFET N-CH/P-CH 20V-100V N-CH 30V/40V N-CH 40V P-CH 40V SGT Gen.2 SGT Gen.2 SGT Gen.2 SGT Gen.2 P-CH 60V SGT Gen.2 P-CH 100V MV MOSFET N-CH 100V N-CH 60V/80V N-CH 40V/120V SGT Gen.3 N-CH 100V S
Slide 12: Power Device Total Addressable Market
Power Device Total Addressable Market Biopolar/Other 8% Small Signal TR 9% q Power Device TAM : $33.6B USD MOSFET Diode 33% 11% q Diode TAM: $3.7B USD 11% of TAM Rectifier 17% IGBT 22% q MOSFET and IGBT TAM: $18.5B USD 55% of TAM 12 Copyright© 2023 PANJIT International Inc. All rights reserved.
Slide 13: Power Semiconductor Technology Positioning
Power Semiconductor Technology Positioning Focus on High Power • EV relative applications(OBC, DC/DC Converter/ Traction Inverter/ Charging Pile) • Solar PV Inverter Focus on Small Power • Consumer Adaptor (PD Charger) (Yole Development, November 2021) 13 Copyright© 2023 PANJIT International Inc. Al
Slide 15: Key Applications by xEV types
Key Applications by xEV types Mild Hybrid Full Hybrid PHEV BEV DC/DC Converter (48V - 12V) MV MOSFET 48V ISG MV MOSFET HV ISG IGBT + FRED (Optional) / SiC MOSFET DC/DC Converter HV MOSFET + MV MOSFET (HV - LV) / SiC MOSFET + MV MOSFET Traction Inverter IGBT + FRED (DC/DC + Inverter) / SiC MOSFET + S

PANJIT International — Nomura Securities Investor Conference 2023 on 6ix

Pan Jit International — Nomura Securities Investor Conference 2023

Slide 1: PANJIT International Inc

Slide 2: May 2023 Agenda

Slide 3: About PANJIT

Slide 4: PANJIT Overview

Slide 5: Global Ranking

Slide 6: PANJIT Global Footprint at a Glance

Slide 7: Wafer Capacity

Slide 8: Assembly Capacity

Slide 9: Market Segment

Slide 10: Power Discrete New Product & Technology Focus

Slide 11: Innovation for the Future Technology

Slide 12: Power Device Total Addressable Market

Slide 13: Power Semiconductor Technology Positioning

Slide 14: Automotive focus

Slide 15: Key Applications by xEV types

Slide 16: Thank You