Advanced Ceramic X Corporation · TPEX:3152

Advanced Ceramic X — Q4 2020 Earnings Presentation

16 slides from Advanced Ceramic X's earnings presentation, Mar 16, 2021

1. Slide 1: Advanced Ceramic X Corporation Wireless SiP Solutions

   ACX Advanced Ceramic X Corporation Wireless SiP Solutions 無線通訊整合元件與模組專家 Mar. 16th, 2021 1

2. Slide 2: RF Frontend (RFFE) Solutions

   ACX RF Frontend (RFFE) Solutions * Founded in 1998, and listed on stock market in 2008 * No. 1 producer of LTCC devices in the greater China region * Floor area: 15,000m2, increased to 45,000m2 in 2020 * Customers: Arcadyan, Foxconn, Lite-on, Sercomm, WNC, Cisco, Intel, Microsoft, Huaqin, LongCheer,

3. Slide 3: ACX Revenue

   ACX Revenue QOQ=+14.5% YOY=+45.4% 636 600 555 500 437 400 300 200 100 (M NTD) 0 4Q19 3Q20 4Q20 3

4. Slide 4: ACX Revenue

   ACX Revenue YOY=+28.4% 2,193 2,000 1,708 1,500 1,000 500 (M NTD) 0 2019 2020 4

5. Slide 5: ACX Gross Margin

   ACX Gross Margin QOQ=+1.9% YOY=+0.4% 80 70 59.5% 58.0% 59.9% 60 50 40 30 20 10 (%) 0 4Q19 3Q20 4Q20 5

6. Slide 6: ACX Gross Margin

   ACX Gross Margin YOY=-0.6% 80 70 59.6% 59.0% 60 50 40 30 20 10 (%) 0 2019 2020 6

7. Slide 7: ACX Operating Margin

   ACX Operating Margin QOQ=+4.0% YOY=+2.8% 60 50.5% 47.7% 46.5% 50 40 30 20 10 (%) 0 4Q19 3Q20 4Q20 7

8. Slide 8: ACX Operating Margin

   ACX Operating Margin YOY=+1.1% 60 46.5% 47.6% 50 40 30 20 10 (%) 0 2019 2020 8

9. Slide 9: ACX Net Profit Margin

   ACX Net Profit Margin QOQ=+2.7% YOY=+3.5% 50 39.1% 40 35.6% 36.4% 30 20 10 (%) 0 4Q19 3Q20 4Q20 9

10. Slide 10: ACX Net Profit Margin

    ACX Net Profit Margin YOY=+0% 50 37.9% 37.9% 40 30 20 10 (%) 0 2019 2020 10

11. Slide 11: ACX EPS

    ACX EPS QOQ=+0.67 YOY=+1.34 4 3.60 2.93 3 2.26 2 1 (NTD) 0 4Q19 3Q20 4Q20 11

12. Slide 12: ACX EPS

    ACX EPS YOY=+2.65 12.02 12 9.37 10 8 6 4 2 (NTD) 0 2019 2020 12

13. Slide 13: Revenue by Applications

    ACX ACX Inside Revenue by Applications 其他寬頻 Rest 26% 手機+藍芽 無線區域網路 Handset+BT WLAN 32% 42% Year: 2020 13

14. Slide 14: Revenue by Applications

    ACX ACX Inside Revenue by Applications 其他寬頻 Rest 其他寬頻 26% Rest 33% 手機+藍芽 無線區域網路 Handset+BT 無線區域網路 手機+藍芽 WLAN WLAN 32% Handset+BT 42% 38% 29% Year: 2020 Year: 2019 14

15. Slide 15: Revenue by Areas

    ACX ACX Inside Revenue by Areas Taiwan 21% OBM Asia OBM/ OBM 56% ODM/ America&EU OEM 23% Year: 2020 15

16. Slide 16: Choose Wireless, Choose ACX

    ACX Choose Wireless, Choose ACX Stock Code: 3152 TW http://www.acxc.com.tw 16

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