Pan Jit International Inc. · TWSE:2481

Pan Jit International — Investor Conference by Cathay Securities Corporation (February 2020)

22 slides from Pan Jit International's conference presentation, Feb 25, 2020

Slide 4: PANJIT Overview
PANJIT Overview PANJIT International Inc. is a leading global manufacturer dedicating in supplying high quality semiconductors, serving the consumer, green power, industrial, automotive, communication and computing segments. n Capital: $111 Million USD n TWSE: 2481 (2001 IPO) n Approximately 2,500 e
Slide 5: PANJIT Group
PANJIT Group Sumnergy Co., Ltd. PANJIT International Inc. PYNMAX Technology Inc. Est. 2017.06 Est. 1986.05 Est. 2000.03 Product: BMS, Battery Pack Product: Discrete Packaging & Testing Product: Wafer Foundry Application: EV, 3C 5 Copyright© 2020 PANJIT International Inc. All rights reserved.
Slide 6: PANJIT Global Foot Print
PANJIT Global Foot Print China Shandong Germany Munich China South Korea Beijing Suwon U.S.A Canada China San Jose Toronto Wuxi / Suzhou Taiwan U.S.A India Taipei Phoenix Bangalore Taiwan Mexico Hsinchu Guadalajara China Shenzhen / Hong Kong Taiwan Headquarters Brazil Taiwan Brasilia Kaohsiung Kaohs
Slide 7: Wafer Capability
Wafer Capability 璟茂科技 n 4”/5”/6” EPI Wafer: 70,000 pcs/month n 5”/6” Schottky Wafer: 50,000 pcs/month n 6” ESD/TVS Wafer: 3,000 pcs/month n 6” ZENER Wafer: 3,000 pcs/month n 8” wafer: In construction PANJIT Shandong n 4” ESD/TVS Wafer: 25,000 pcs/month 7 Copyright© 2020 PANJIT International Inc. All
Slide 8: Assembly Capability
Assembly Capability Kangshan, Taiwan Package: Small Signal Devices/SMD Bridge Capacity: 1,700 KK /month Wuxi, China Package: Power Package Devices Capacity: 400 KK /month 8 Copyright© 2020 PANJIT International Inc. All rights reserved.
Slide 10: Global Diode Ranking & Market Share
Global Diode Ranking & Market Share Unit : M’ USD 2018 2017 Global Diode Market 6,393 5,903 10.8%10.8% 10.2% 9.7% 9.0% 8.5% 7.8% 7.1% 5.9% 5.9% 5.6% 5.2% 4.9% 4.9% 4.4% 4.3% 3.9% 3.2% 3.2% Vishay ON Semi Rohm Nexperia Diodes STMicro Infineon PANJIT Microchip Shindengen 10 Copyright© 2020 PANJIT Inte
Slide 11: Global Discrete Ranking & Market Share
Global Discrete Ranking & Market Share 16% 14.4% Unit : M’ USD 2018 2017 14% Global Discrete Market 22,731 20,448 12% 10.0% 10% 8% 13.7% 5.9% 6% 5.6% 5.4% 5.3% 5.2% 5.0% 10.4% 4% 3.3% 2.9% 2.9% 6.2% 5.7% 2.4% 5.4% 5.6% 5.4% 1.5% 4.9% 2% 1.6% 1.6% 1.5% 1.6% 1.4% 1.4% 3.6% 2.8% 3.0% 1.1% 1.6% 0.9% 0.2
Slide 13: Application Segment
Application Segment Automotive Industrial Power • Body • Solar Junction Box • xEV • LED Lighting • Quick charger • ADAS • Robotic • Battery module • Infotainment • Medical Equipment • UPS • Motor • Motor Consumer Communication Computing • UHD TV • Networking • Desktop PC • Set Top Boxes • PoE • Note
Slide 17: MV/HV MOSFET application
MV/HV MOSFET application Power rating [W] •10W A 150W 1KW 5KW Telecom power • 600V/650V SJ MOSFET • 40V~200V MV MOSFET LED Lighting • 600V~800V SJ MOSFET Server power • 100V~250V MV MOSFET • 600V/650V SJ MOSFET • 40V~80V MV MOSFET Display • 600V~800V SJ MOSFET • 40V~60V MV MOSFET Adaptor & Charger •
Slide 19: IGBT Target Technology to Applications
IGBT Target Technology to Applications 2012 – 2022 Ultrathin devices, < 50um 400 V Rooftop Solar Inverters New market Ultra narrow mesa based Solar, UPS, Motor Control 650 V leading edge PIM, IPM, Discretes performance High/Med/Low Speed, RC SCR for Automotive High Power Modules 750 V Dual Side Cool
Slide 21: SiC Diode Market - Application Specific
SiC Diode Market - Application Specific Gen.1 Target Gen.2 Target IT & Consumer Automo/ve Industry Power Distribu/on PFC / Power Converter / DC/AC DC/DC Supplies Inverter Inverter Converter Rail Transporta/on Photovoltaic Wind Electronic Appliances UPS Motor Hybrid Automo/ve UPS Turbines & Compu/ng

PANJIT International — Investor Conference by Cathay Securities Corporation (February 2020) on 6ix

Pan Jit International — Investor Conference by Cathay Securities Corporation (February 2020)

Slide 1: PANJIT International Inc

Slide 2: Feb. 2020 Agenda

Slide 3: About PANJIT

Slide 4: PANJIT Overview

Slide 5: PANJIT Group

Slide 6: PANJIT Global Foot Print

Slide 7: Wafer Capability

Slide 8: Assembly Capability

Slide 9: PANJIT Product Function

Slide 10: Global Diode Ranking & Market Share

Slide 11: Global Discrete Ranking & Market Share

Slide 12: Application and market Trend

Slide 13: Application Segment

Slide 14: New Technologies focus

Slide 15: PanJit Focus Power Discrete Technologies

Slide 16: MOSFET

Slide 17: MV/HV MOSFET application

Slide 18: IGBT/FRD

Slide 19: IGBT Target Technology to Applications

Slide 20: SiC

Slide 21: SiC Diode Market - Application Specific

Slide 22: Thank You