Slide 1: Nuvoton Technology Corporation 2Q'22 Investor Conference
Nuvoton Technology Corporation 2Q’22 Investor Conference August 5, 2022 1
Slide 2: Agenda
Agenda Nuvoton Financial Results Nuvoton 2Q’22 Business Update Q&A 2
Slide 3: Safe Harbor Notice
Safe Harbor Notice We have made forward-looking statements in this presentation. Our forward-looking statements contain information regarding, among other things, our financial condition, future expansion plans and business strategies. We have based these forward-looking statements on our current
Slide 4: Nuvoton Financial Results
Toy of innovation Pa UVvoTOon Nuvoton Financial Results
Slide 5: Statement of Comprehensive Income - Consolidated
Statement of Comprehensive Income - Consolidated 2Q’22 1Q’22 2Q’21 Unit: NT$ M Amount % Amount % Amount % Net Revenue 11,181 100 10,722 100 10,615 100 Gross Profit 4,689 42 4,702 44 4,342 41 Operating Income 1,300 11 1,442 13 916 8 Non-Operating Income 424 4 10 0 191 2 Income before Income Tax 1,724
Slide 6: Balance Sheet - Consolidated
Balance Sheet - Consolidated June 30 ’22 March 31 ’22 Dec 31 ’21 Unit: NT$ M Amount % Amount % Amount % Cash & Cash Equivalents 11,350 31 10,409 29 9,699 28 Accounts Receivable 4,907 14 4,327 11 4,171 12 Other Receivable 735 2 1,067 3 931 3 Inventories 7,407 20 7,612 21 6,859 20 Long-Term Investment
Slide 7: Statement of Cash Flows - Consolidated
Statement of Cash Flows - Consolidated 2Q’22 1Q’22 4Q’21 Unit: NT$ M Amount Amount Amount Cash Flows from Operating Activities 1,658 875 2,162 Cash Flows from Investing Activities (574) (567) (265) Cash Flows from Financing Activities (87) 398 1,564 Cash & Cash Equivalents 11,350 10,409 9,699 7
Slide 8: Revenue and GM Trend - Consolidated
Revenue and GM Trend - Consolidated Revenue/Gross Profit (NT$ M) Gross Margin 15,000 50.0% 43.9% 41.2% 40.9% 41.1% 41.7% 41.9% 38.9% 36.9% 35.8% 11,180 40.0% 10,615 10,380 10,389 10,722 10,072 10,000 9,869 Revenue 30.0% Gross Profit GM% 5,605 4,702 20.0% 5,000 4,342 4,266 4,328 4,689 3,534 3,920 213
Slide 9: Nuvoton 2Q'22 Business Update
Nuvoton 2Q’22 Business Update 9
Slide 10: 2Q'22 Revenue by 4C Applications
2Q’22 Revenue by 4C Applications Automotive& Q2’22 BMC BM-IC Industrial 20% EC HMI Q1’22 MCU IC Card 19% Computer Super IO MCU 37% 36% TPM 22% 22% Audio IC Communication & 23% HDMI IC MCU Others MCU 21% Consumer MOSFET 10 Note: NTC Foundry revenue was not included in the numbers .
Slide 11: Overall Highlight
Overall Highlight Demand of Nuvoton MCU from industrial applications remained stable while consumer demand in China was turning weak The demand of data center and automotive-related products remained steady The continued component shortage caused the YoY decrease of global vehicle production whil
Slide 12: Nuvoton 2Q'22 Business Update (1)
Nuvoton 2Q’22 Business Update (1) Automotive & Industrial (1) Design-win of HMI applied for e-mirror and head up display to the new customers in Japan and Taiwan Design-win of smart lock with 3D sensing technology for automotive application Keep developing and launching new generation BM-IC with
Slide 13: Nuvoton 2Q'22 Business Update (2)
Nuvoton 2Q’22 Business Update (2) Automotive & Industrial (2) Announcement of NUC980 Chili platform providing an out-of-band (OOB) solution for remote monitoring and control of edge computing Development of new Arm Cortex M7 based MCU for server digital power supply Development of high voltage FA
Slide 14: Nuvoton 2Q'22 Business Update (3)
Nuvoton 2Q’22 Business Update (3) Communication Design-win of the world's lowest on-resistance CSP MOSFET for smartphone Computer BMC engagements with new data-center customers are well progressing 6” - Fab Foundry Start executing multiple year LTAs for customers 14
Slide 15: Questions & Answers
Questions & Answers Nuvoton Company Website: www.nuvoton.com 15