United Microelectronics Corp. · TWSE:2303

United Microelectronics — Q2 2001 Earnings Presentation

15 slides from United Microelectronics's earnings presentation, Jul 31, 2001

  1. Slide 1: UMC 2001 Q2 Financial Review

    07.31.2001 UMC 2001 Q2 Financial Review

  2. Slide 2: Note Concerning Forward-Looking Statements

    NOTE CONCERNING FORWARD-LOOKING STATEMENTS Except for statements in respect of historical matters, the statements in this release are "forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933 and Section 21E of the U.S. Securities Exchange Act of 1934. Such fo

  3. Slide 3: Income Statement - QoQ

    Income Statement - QoQ Unit: NT M Change Q2-01 % Q1-01 % % Net Operating Revenues 15,003 100.0 23,593 100.0 (36.4) Gross Margin 2,351 15.7 9,603 40.7 (75.5) Operating Expenses 3,121 20.8 2,998 12.8 4.1 Operating Income (Loss) (770) (5.1) 6,605 27.9 - Net Non-operating Income (Loss) (2,283) (15.2) (1

  4. Slide 4: Income Statement - YoY: 6 Months

    Income Statement - YoY: 6 Months Unit: NT M 2001 % 2000 % Change % Net Operating Revenues 38,596 100.0 43,754 100.0 (11.8) Gross Margin 11,954 31.0 20,746 47.4 (42.4) Operating Expenses 6,119 15.9 4,739 10.8 29.1 Operating Income (Loss) 5,835 15.1 16,007 36.6 (63.5) Net Non-operating Income (Loss) (

  5. Slide 5: Gross Margin Trend

    Gross Margin Trend Unit: NT B GM% 20 60% 55.0% 52.0% 18 48.5% 50% 16 40.7% 14 40% 12 10 30% 8 15.7% 20% 6 4 10% 2 0 0% Q2-00 Q3-00 Q4-00 Q1-01 Q2-01

  6. Slide 6: Investment Income

    Investment Income Unit: NT M Q 2-01 Q 1 -01 Q 2-00 UMC re cognize d inve s tm e nt incom e (447 ) 1 40 1 , 7 48 Nip p on F oundry Inc . (NF I) 1 68 1 88 940 Unip ac (37 0) (202) 1 28 WWE I 36 87 19 F araday 28 33 38 O the rs (309) 34 623 Im p airm e nt on long-te rm inve s tm e nt (41 6) - - O the r

  7. Slide 7: Loss Due to Impairment of Assets for Q2'01

    Loss Due to Impairment of Assets for Q2’01 Unit: NT M L os s on valuation of inve ntorie s (1 ,5 86) Im p airm e nt on long-te rm inve s tm e nt (41 6) Ne t e ffe ct on incom e (2,002)

  8. Slide 8: Average Selling Price Trend- 8" Wafer Equivalent

    Average Selling Price Trend- 8” Wafer Equivalent Unit: USD 2,000 1,600 1,200 800 400 0 Q2-00 Q3-00 Q4-00 Q1-01 Q2-01

  9. Slide 9: Balance Sheet Highlight - June 30, 2001

    Balance Sheet Highlight - June 30, 2001 Unit: NT M Cash 60,187 Long-term Investments 71,456 Fixed Assets 163,480 Total Assets 321,378 Current Liabilities 32,594 Long-term Liabilities 46,573 Stockholders' Equity 242,211 Depreciation 15,676

  10. Slide 10: Sales Breakdown by Geography

    Sales Breakdown by Geography 2001 Q2 2001 Q1 Japan Japan Europe 4% 2% 21% Europe 28% North America North 39% America 46% Asia Asia 36% 24%

  11. Slide 11: Sales Breakdown by Customer

    Sales Breakdown by Customer 2001 Q2 2001 Q1 System System 1% 5% IDM IDM 28 % 28 % Fabless Fabless 71% 67%

  12. Slide 12: Sales Breakdown by Application

    Sales Breakdown by Application 2001 Q2 2001 Q1 Other Other 1% 1% Computer Computer 31% 25% Communication Communication 34% 48% Consumer Consumer 34% 26%

  13. Slide 13: Sales Breakdown by Technology

    Sales Breakdown by Technology 2001 Q2 2001 Q1 >0.5u >0.5u 5% 0.18u 14% 0.18u 23% 5% 0.5u 0.5u 17% 19% 0.25u 0.25u 37% 32% 0.35u 0.35u 27% 21%

  14. Slide 14: Sales Breakdown by Device Type

    Sales Breakdown by Device Type 2001 Q2 2001 Q1 SRAM SRAM DRAM DRAM 4% NVM 4% NVM 7% 10% 21% 23% Logic/Mixed Logic/Mixed mode 68% mode 63%

  15. Slide 15: For more information regarding UMC

    For more information regarding UMC www.umc.com For all inquiries, suggestions, and comments ir@umc.com

United Microelectronics — Q2 2001 Earnings Presentation on 6ix