ACES — Investor Presentation 2021

Aug 25, 2021

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宏致電子股份有限公司 股票代號 3605 ACES Electronics Co., Ltd.

AUG 25 , 2021

‧ ‧ 知識 視野 價值 態度 承諾 執行力

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Knowledge·Vision·Value·Attitude·Commitment·Execution

基本資料

• ACES集團成立於1996年11月份

• 全球員工人數超過5,000人

• 集團總部: 台灣/桃園

• 工廠分佈: 台灣 、 中國大陸 (東莞、昆山、蘇州、寧波)、菲律賓、越南

• 海外辦事處: 日本、新加坡、菲律賓、德國、美國

• 本公司致力於設計/ 生產/ 銷售高端連接器、連接線，並提供電子設備解決方案

• 終端產品產業包含: 工業設備, 雲端通訊, 伺服器,汽車電子及 筆記型電腦, 消費 性電子產品。

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ACES 集團

宏致集團

龍翰 志展 廣迎新 宏致 CPC 連接線事業群 連接器事業群 通路暨射頻事業群 沖壓金屬事業群 創世紀事業群

MEC Taiwan ACES Taiwan ACES Kunshan CPC Taiwan KY Taiwan Genesis USA 台北龍翰 台灣宏致(總部) 昆山宏致 台北志展 廣迎新 桃園 美國創世紀 Genesis Taiwan MEC Kunshan ACES PEC Taiwan ACES Dongguan CPC Vietnam KY Dongguan 台灣創世紀 昆山龍翰 台灣精工中心 東莞 宏致 越南 東莞 廣迎 Genesis Ningbo MECHPT ACES Japan GALIS Kunshan CPC Germany KY Kunshan 寧波吉諾 Dongguan 宏致日本辦公室 Plating 德國辦公室 昆山 廣迎 東莞奇翰 昆山加利斯 Genesis Dongguan 金屬工藝中心 東莞普利星 MEC Philippnes ACES USA 龍翰菲律賓 宏致美國辦公室 Genesis Guizhou 貴州凡享 MEC USA ACES Singapore 龍翰美國辦公室 宏致新加坡辦公室 Genesis Dongguan

Genesis Dongguan 3 東莞吉諾

據點概述 宏致ACES

佔整體宏致產能 : 台灣 15% / 中國大陸 85%

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龍翰
宏致
廣迎新
佔52%
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總部 精工中心 東莞宏致 昆山宏致 加利斯金屬工藝 Precision Dongguan Plant Kunshan Plant Galis Plating Engineering Center

Headquarters

• • • 銷售研發 電鍍 銷售研發 • • 組裝 組裝 • • 成形沖壓 成形沖壓 • 連接線組件 • 連接器 • 汽車電子連接器

• 行銷 • 研發

• 銷售 • 成形沖壓

• 連接器

• 連接線組件

• 電子系統解決 方案

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龍翰佔20%
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據點概述 龍翰 MEC (2015/10併購)

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宏致
廣迎新
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佔整體龍翰產能 : 菲律賓 45% / 昆山 40% / 東莞 15%

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龍翰菲律賓
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龍翰科技

昆山龍翰

東莞奇翰

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MEC Electronics
(Philippines) Corp.
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MEC SUZHOU ELECTRONICS CO., LTD.

MEC Homepride Tech. Inc.

MEC IMEX Inc.

• AC / DC電源線

• •

• 筆記型電腦內接線 多媒體傳輸線

• •

• 連接器組 外接電子線組

• 銷售研發

• 設備電源線

• 外接電子線組

• 高速連接線

• 工業用電源線

• 車用電子線組

• 工業用電源線

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據點概述 志展 CPC (2017/7併購)

志展實業 德國宏高 CPC Headquarters CPC Germany

• 銷售

• 銷售研發

• 物流管理

• 無線射頻連接器線組

• 供應鏈管理

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宏致
廣迎新
7%
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志展佔7%

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Vietnam Plant
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• 射頻連接器線組

• 射頻電纜

• 鋅壓鑄件鋁壓鑄件

• 滾鍍掛鍍

• CNC車床加工

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據點概述 廣迎新KY (2019/7 併購)

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宏致
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廣迎新佔7%

佔整體廣迎新產能 : 台灣 10% / 中國大陸90%

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昆山廣迎
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廣迎新工業 東莞廣迎 KY Taiwan KY Dongguan

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KY Kunshan
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• 沖壓金屬

• 沖壓金屬

• 沖壓金屬

• 射頻干擾連接器

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-
據點概述 Genesis(2021/4 併購)
創世紀佔
14%
宏致
廣迎新
佔整體創世紀產能 : 中國大陸 100%
總部/美國 台北/土城 寧波吉諾 東莞普利星 貴州凡享 東莞吉諾
GUSA GTW GTN PLX GTG GICC
• 營運項目 :
• 營運項目 : • 營運項目 : • 營運項目 : • 營運項目 : • 營運項目 :
連接器
銷售 / 研發 / 物流 / 銷售 射頻連接 連接器 高速線
( 線 )
制樣 中心 / 外購 器 / 遮蔽罩 /
散熱片
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產業佈局方向 Strategic Planning for main market category

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工業產業 雲端通訊 不斷電系統 伺服器 智能工業設備 網路設備 工業電腦 無線射頻 醫療精密設備 機上盒 數據機

汽車產業

電腦周邊 消費性電子產品

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ICAN
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工業產業

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I- 產業佔 15%
不斷電系統、工業用及智能生產相關
N- 消費
工業用電腦及醫療精密設備
C 產業
A 產業
Industrial & Industry 4.0 /
IPC / Medical N-NB
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• 工業設備用線束及連接器 Cable and Connector for Industrial Equipment

• 工業電腦用線束及連接器 Cable and Connector for IPC

• 醫療設備用線束及連接器 Cable and Connector for Medical Equipment

ICAN

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I 產業
N- 消費
C- 產業 20%
A 產業
N-NB
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雲端通訊產業

伺服器、網路設備、無線射頻、 機上盒、數據機 Cloud Computing & Communication and Server

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PCIe 4.0
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• 高頻連接器及高速傳輸線 High Speed Connector and Cable

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• 高功率連接器 High Power Connector

• RF connector

• 無線射頻連接器及連接線 (Radio Frequency Connector )and Cable

High Speed

• 其他連接器及連接線 Other Connector and Cable

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ICAN
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汽車產業
Automobile /
Transportation
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I 產業
N- 消
費
C 產業
A- 產業 ,4%
N-NB
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Reverse Parking Sensor Connector & Cable Assembly

• 智能輔助系統用連接器及線 Connector & Cable for Advanced Driver Assistance Systems

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High Power Connector
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• 電子控制板 Electronic Control Module

• 新能源車用連接器及線 Connector & Cable for Electric Vehicle

Body Control Module Connector

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• 影音系統、車燈、電子鑰匙等連接器 及高壓連接線

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ICAN
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電腦周邊 消費性電子產品 Laptop Computer / Consumer Electronics

I 產業 N- 消費 , 32% C 產業 A 產業 N-NB,29%

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 筆記型電腦用高階精密連接器及線 High technique Connectors & Harness for Note Book and Peripheral products

• Connector

• 智慧家庭用連接器及線 & Cable for Smart Home

• 影音資訊轉換器 Dongles

• 外部連接線 USB/HDMI/IO Cable

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Slimmate
IDC Female
connector
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FPC
Connector
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Wafer
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產業佈局方向 Strategic Planning for main market category

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電腦週邊/
工業產業 雲端通訊/伺服器 汽車產業 消費性電子
2019
21% 8% 6% 65%
2020
16% 11% 4% 69%
2021
15% 20% 4% 61%
1-6
2021
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財務報告

15

Genesis KY CPC MEC ACES

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2019/7
購併廣迎
2017/6 80.6 億 2021/4
購併志展
購併創世紀
73.1 億
67.1 億
56.7 億
50.8 億
▲ 9% ▲ 19% ▲ 9% ▲ 10%
2017 2018 2019 2020 2021/1-6
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單位新台幣億元

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最近五年度經營結果
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