Pan Jit International Inc. · TWSE:2481

Pan Jit International — Investor Forum by UBS Securities (October 2022)

21 slides from Pan Jit International's conference presentation, Oct 20, 2022

  1. Slide 1: PANJIT International Inc Power Semiconductor

    PANJIT International Inc Power Semiconductor ! Copyright© 2022 PANJIT International Inc. All rights reserved.

  2. Slide 2: About PANJIT; Power Discrete & New Technology Focus; Automotive

    !"#$%% &'&& n About PANJIT n Power Discrete & New Technology Focus n Automotive " Copyright© 2022 PANJIT International Inc. All rights reserved.

  3. Slide 3: About PANJIT

    About PANJIT Copyright© 2022 PANJIT International Inc. All rights reserved.

  4. Slide 4: PANJIT Group

    PANJIT Group We are IDM company in Semi-conductor at Power segment. We cover wafer design, manufacturing and packaging with PANJIT Brand. We evolve in R&D innovation, MES automation, optimize manufacturing Quality. PANJIT have been targeting in Automotive, EV, wind power, solar power, UPS and energy

  5. Slide 5: PANJIT Global Foot Print

    PANJIT Global Foot Print Meridian Marketing Aurora 0+/ ,0 Rendell .+/ Chicago #( "( JLT #( Canada China Allied Shandong Michigan +, Canada Germany China Toronto -( Munich South Korea Xuzhou CSI Suwon !"#$%!"# China Campbell U.S.A Synergistic )* Wuxi / Suzhou Nashua San Jose Rep Inc. !#( !!"#$" Taiwa

  6. Slide 6: Wafer Capacity

    Wafer Capacity Fab 1 Location n 6” EPI Wafer: 60,000 pcs/month n 6” Schottky Wafer: 45,000 pcs/month Kaohsiung, Taiwan n 6” ESD/TVS Wafer: 5,000 pcs/month n 6” ZENER Wafer: 5,000 pcs/month Fab 2 Location n 4” TVS Wafer: 25,000 pcs/month Shandong, China Fab 3 Location n 8” SJ MOSFET/IGBT wafer: 10,50

  7. Slide 7: Assembly Capacity

    Assembly Capacity KK/Month 6,000 Gangshan, Taiwan 33% Package: Small Signal Devices/SMD Bridge 5,000 Capacity: 3,030 KK /month 42% Total 4,000 4,000 Wuxi, China 450 Total 3,000 Package: SMD/Power Package 3,000 Capacity: 300 Total 2,110 450 KK /month 3,550 2,000 260 2,700 Xuzhou, China 1,850 Package:

  8. Slide 8: Financial Info

    Financial Info Copyright© 2022 PANJIT International Inc. All rights reserved.

  9. Slide 9: 22' 1H Financial Key Index

    22’ 1H Financial Key Index !"#$%&%'"%()* +, -, --.%+/ !"#$$%&'"()* +,-"'.)*(%&'"()* /"#0).%&'"()*% 0121"31 456- 4578 65-9 32.5% 32.1% 31.7% :;<==%>;<?#$% +5+D +5+4 -54+ @%AB;C#" 4+56E 4-5FE 4-5+E GH1;B$#"C%>;<?#$ 95I+ 95F+ +5+- @%AB;C#" +I57E +756E +F5IE 16.7% 16.4% 15.9% 16.3% 15.6% 14.7% (1$%>;<?#

  10. Slide 10: New Team

    New Team Copyright© 2022 PANJIT International Inc. All rights reserved.

  11. Slide 11: PANJIT Group

    PANJIT Group Shareholders Board of Directors Chairman Compensation Committee Audit Office Audit Committee President Jeff Fang Mgmt. Decision Committee President Office ESG Corporate Sustainability Committee Group Functional BU Semiconductor Business Group MBU5 Fab Business Group Innovation BU • Fina

  12. Slide 12: Power Device New Product & Technology Focus

    Power Device New Product & Technology Focus !" Copyright© 2022 PANJIT International Inc. All rights reserved.

  13. Slide 13: Power Device Total Addressable Market

    Power Device Total Addressable Market q Power Device TAM ($23.7B USD) qDiode TAM: $2.7B USD q MOSFET and IGBT TAM: $13B USD 11% of TAM 55% of TAM Small Signal Biopolar/Other TR 8% 9% MOSFET Diode 33% 11% Rectifier 17% IGBT 22% !2 Copyright© 2022 PANJIT International Inc. All rights reserved.

  14. Slide 14: 2022 1H Rev breakdown by product Application

    2022 1H Rev breakdown by product Application +0= #( ;7: &( 74 )< Automotive &( 0 345 !&( 15% Consumer ? 0> 678 BJT ( 23% 22 695 3 % : !"#$%.)= !"#$%.)= "G""I!HI Diode "G"" !HI Industrial 4 55% 9F65 :F @7J7:K7 25% @7J7:K7 ) 4E ( "' Computing T SFE 20% MO % 26 Power Supply @7 1( 12% 869 ! A97 0B968C9:

  15. Slide 15: MOSFET Focus Applications

    MOSFET Focus Applications 14%!-*%3 14%!-*%5%6%578 PV Inverter EV Charging Station HV 5G PSU Adaptor TV PC PSU Server PSU 650V 600V 1!2%!-*%5 1!2%!-*%3 Motor 5G PSU Brick 48V DC-DC $&'()*+,-. !"# DC/DC (Hybrid) /0123 Converter EV MV 150V Current Focus Applications 4&.)%567) $%&'%($%)* !"# $!% ~ !'58-

  16. Slide 16: HV Product (SiC Diode & SiC MOS) Focus Applications

    HV Product (SiC Diode & SiC MOS) Focus Applications 1)9%:)#;-%!-*%5 1)9%:)#;-%!-*%3%6%!-*%< Server PSU EV Charging pole 1)9%&+1%!-*%5%6%!-*3 OBC 1200V Motor Welding PV Inverter ESS UPS ~ 1000V DC/DC Converter Home Appliance DC/AC Inverter PC PSU %56@-.,-.()A6@-.,-. 650V n M<"=3N1;%@%M<NH3$#"C 600V n

  17. Slide 17: HV Product (IGBT & FRED) Focus Applications

    HV Product (IGBT & FRED) Focus Applications =>?:%!-*%5%6%!-*%3 @!A2%!-*%5 Welding OBC Server PSU EV Charging pole Motor PV Inverter ESS UPS 1200V DC/DC Converter 900V Home Appliance DC/AC Inverter PC PSU %56@-.,-.()A6@-.,-. 650V 600V n M<"=3N1;%@%M<NH3$#"C n O"P3=$;#BQ n R3$<N<$#21 2020 EFGB)9-6);).

  18. Slide 18: Automotive focus

    Automotive focus !L Copyright© 2022 PANJIT International Inc. All rights reserved.

  19. Slide 19: Automotive 1H Breakdown 22' 1H

    Automotive 1H Breakdown Sensor Region Function 2% Motor 4% SEA General Other Others TW 3% 9% xEV 7% 11% 5% US 7% 4% SKY Body & Comfort ADAS 32% 15% 4% 22’ 1H KR & JP GC Powertrain 19% 50% MOSFET 7% Zener breakdown 8% 33% Infotainment/Instrum TVS/ESD ent 8% 17% Lighting EU 22% TVS 17% 16% !' Copyrigh

  20. Slide 20: 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

  21. Slide 21: Thank You

    Thank You "! Copyright© 2022 PANJIT International Inc. All rights reserved.

PANJIT International — Investor Forum by UBS Securities (October 2022) on 6ix