Gallant Micro Machining Co. Ltd. · TPEX:6640
Gallant Micro Machining — Investor Conference (March 2025)
13 slides from Gallant Micro Machining's conference presentation, Mar 27, 2025
Slide 1: Investor Conference
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Slide 2: Disclaimer
免責聲明 Disclaimer This presentation contains some forward-looking statements that are subject to substantial risks and uncertainties. Typically, these statements contain words such as “anticipate” , “believe”, “could”, “estimate”, “expect”, “intend”, “plan” , “forecast” ,”project”, “predict”, “potenti
Slide 3: GMM equipment portfolio
CSUNSE Thermal AOI (88) Die Attach (#8) GPM259 Rae |) GMMI5 S38 Bonder (24) ; am 2 Lamination (4) Metrology (#7) Chip Sorter (4) Peeling (it) Grinding (##) Auto Jig Saw (uti) UV/Plasma (%/3%) Polishing (0%)
Slide 4: GMM Overview
GMM Overview Company Established in 2010 History 2018 IPO (Stock Code：6640) Main Advanced Packaging Pick & Place Products Chip Sorter Die Bonder Tucheng HQ Business Taichung Hsinchu Locations Kaohsiung Suzhou
Slide 5: Product Sales Analysis
Product Sales Analysis 2024 2023 TNF/AM 6% Automation SP/SERVICE SP/SERVICE 5% AUTOMATION LASER 6% 4% 7% 4% LASER 8% BONDER 10% SORTER SORTER 40% 64% BONDER TNF/AM 15% 16%
Slide 6: Key Value Technology
Key Value Technology AI Sorter for Known Good Die 6S Inspection Chip Sorter 0.1um LF/FPC/ PCB Punch Auto-Molding Trim & Form Precision P & P Photonics Integration Precision Machinery Automation AOI Marking Substrate / Wafer Laser Application/AOI Die Attach Die Bonder for Fan-out/ InFO/ CoWoS/ FOPLP
Slide 7: Operating Results
Operating Results in TWD 千元 Year 2024 2023 2022 2021 2020 Accumulated Amount % Amount % Amount % Amount % Amount % Revenue-Consolidated 2,441,879 1,187,852 1,482,663 1,482,315 877,331 COGS 1,518,370 62.2% 776,443 65.4% 886,296 59.8% 978,554 66.0% 616,404 70.3% Gross Margin 923,509 37.8% 411,409 34.6
Slide 8: Revenue & ROE
Revenue & ROE 30.00% 3,000,000 27.31% 25.00% 2,500,000 20.81% 20.00% 2,000,000 16.06% 15.00% 1,500,000 10.00% 8.06% 1,000,000 5.00% 4.76% 500,000 Revenue 877,331 1,482,315 1,482,663 1,187,852 2,441,879 ROE 0.00% - 2020 2021 2022 2023 2024
Slide 9: Operating Results
Operating Results Unit: NTD thousands Year 2024 2023 YoY Revenue-Consolidated 2,441,879 1,187,852 106% Gross Margin 923,509 411,409 124% Gross Margin % 37.82% 34.63% 3% Operating Expense 481,719 292,573 65% Operating Expense % 19.73% 24.63% -5% Operating Income 441,790 118,836 272% Operating Income
Slide 10: Global Semiconductor Equipment
Global Semiconductor Equipment Global Semiconductor Equipment Market Million USD WSTS；IEK
Slide 11: Product Development Evolution
Product Development Evolution AOI Value-Added Sorter LEGO-like Modular Design → Maximizing Market Share for Sorters Bonder/ Sorter Integration of Inline Machines Complementary Core Load/ Unload Module Bonder EFEM Technologies AOI Core Technologies Driving New Jig Saw Product Hybrid B
Slide 12: 2025 Outlook
2025 Outlook Based on current business assumptions, Yole Group projects that by 2025, the market share of advanced packaging will exceed that of traditional packaging, reaching 51.03%. The leading foundry and advanced packaging providers anticipate that growing demand for artificial intelligence (AI
Slide 13: www.gmmcorp.com.tw
GMM Gec+ T STRATEGY ALLIANCE ‘www.gmmcorp.com.tw 240! CSUNEE
Gallant Micro. Machining — Investor Conference (March 2025) on 6ix