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. Investor Conference

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

• ACES Group Established in Nov. 1996.

• Over 5,000 employees worldwide

Profile

• Headquarters: Taiwan Taoyuan

• 、 、 、 、

• Factories: Taiwan China (Dongguan Kunshan Suzhou Ningbo)

  • 、 、 Philippines Vietnam

• 、 、 、 、

• Overseas Sales Offices: Japan Singapore Philippines Germany USA

• We are focusing on designing/producing/selling high technique connectors, cables assemblies, dongles, and solution of electronic devices.

• End Product including: Industry 4.0, IPC, Medical, Cloud Computing, Server,

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ACES 集團

宏致集團

龍翰 志展 廣迎新 宏致 CPC Stamping Metal Cable Group Connector Group[Sales Channel] & RF Group Connectors

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 昆山龍翰	ACES PEC Taiwan 台灣精工中心	ACES Dongguan 東莞 宏致	CPC Vietnam 越南	KY Dongguan 東莞 廣迎	台灣創世紀
MECHPT Dongguan 東莞奇翰	ACES Japan 宏致日本辦公室	GALIS Kunshan Plating 昆 山加利斯	CPC Germany 德國辦公室	KY Kunshan 昆山 廣迎	Genesis Ningbo 寧波 吉諾 Genesis Dongguan
MEC Philippnes 龍翰菲律賓	ACES USA 宏致美國辦公室	金屬工藝中心			東莞普利星 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				3 Genesis Dongguan 東莞吉諾

Genesis Dongguan 3 東莞吉諾

MEC Plant Overview 宏致 ACES ACES Proportion : Taiwan 15% / China 85% KY 佔52% 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 R&D Sales Sales R&D Plating Tooling R&D Tooling Molding Tooling Molding Stamping Molding Stamping Connector Stamping Connector and Cable Assembly Assembly Assembly Automotive parts

Plant Overview 宏致 ACES

Proportion : Taiwan 15% / China 85%

Precision Headquarters Engineering Center

Marketing R&D Sales Sales Tooling R&D Molding Tooling Stamping Molding Connector Stamping and Cable Assembly Assembly

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Plant Overview 龍翰 MEC

MEC20%

ACES KY

Proportion : PHIL 45% / KS 40% / DG 15%

龍翰科技

MEC IMEX Inc.

Marketing Sales Product Design High Speed Cable

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龍翰菲律賓
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東莞奇翰

蘇州瀚騰

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MEC Electronics
(Philippines) Corp.
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SUZHOU Hanteng Electronics Tech. Co., Ltd.

MEC Homepride Tech. Inc.

AC/DC Power Cord, Appliance Cable, Industrial Cable

LVDS Cable Dongle Cable, Automotive Data Cable Cable , Wire Appliance Cable Harness,

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Plant Overview 志展 CPC

志展實業 德國宏高 CPC Headquarters CPC Germany

Sales R&D Sales RF Connector Logistic RF Cable Supply Chain

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MEC
KY ACES
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CPC 7%
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志展越南

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Vietnam Plant
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RF Connector RF Cable Zinc Die Casting Aluminum Die Casting Barrel Plating Hanging Plating Lathe / CNC

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Plant Overview 廣迎新KY

Proportion : Taiwan 10% / China 90%

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MEC
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ACES
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廣迎新工業 東莞廣迎 昆山廣迎 KY Taiwan KY Dongguan

Stamping Metal CNC RFI Connector

Stamping Metal

Stamping Metal

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據點概述 Genesis(2021/4 併購))

MEC - 據點概述 Genesis(2021/4 併購)) Genesis 14% ACES KY Proportion : China 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 Connector Sales R&D Sales RF Connector High Speed Connector Logistic Shielding Cable Cable Heat sink

Proportion : China 100%

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Strategic Planning for main market category

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Industry Cloud Automobile UPS, Industrial Computing Transportation & IPC, Medical Communication Server Equipment STB(Set-Top Box) Modem

Automobile Laptop Computer Consumer Transportation Electronics

ICAN

Industry 15%

Industrial & Industry 4.0 / IPC / Medical

Consumer Electronic Cloud Automobil

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 Cable and Connector for Industrial Equipment  Cable and Connector for IPC  Cable and Connector for Medical Equipment

ICAN

Cloud Computing & Communication and Server

Industry Consumer Electronics Automobile

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 High Speed Connector and Cable  High Power Connector  RF connector (Radio Frequency Connector ) and Cable

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PCIe 4.0

High Speed Cable Assembly

 Other Connector and Cable

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ICAN
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Automobile / Transportation

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Industry
Consumer
Electronics
Cloud
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Automobile ,4%

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 Connector & Cable for High Power Connector Advanced Driver Assistance Systems

 Electronic Control Module

Reverse Parking Sensor Connector & Cable Assembly

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• Connector & Cable for Electric Vehicle

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Body Control Module Connector

ICAN

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Laptop Computer / Consumer Electronics

Industry

Consumer Electronics, Cloud 32% Automobile Note Book,29%

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 High technique Connectors & Harness for Note Book and Peripheral products

 High technique Connectors & Harness for Smart Phone

• Connector & Cable for Smart Home

• Dongles

• USB/HDMI/IO Cable

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Slimmate IDC Female
connector0
FPC
Connector
Wafer
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Strategic Planning for main market category

NoteBook& Industry Cloud Automobile Consumer 21% 8% 6% 65% 16% 11% 4% 69% 15% 20% 4% 61% 1-6

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Financial Results

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Last 5 Years Revenue
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Genesis KY CPC MEC ACES
Unit NTD100M
Merger KY
in Jul 2019
Merger CPC
9,000,000 80.6
in Jul 2017 Merger
Genesis
73.1
8,000,000 in Apr 2021
67.1
7,000,000
56.7
6,000,000 50.8
5,000,000
4,000,000
3,000,000
2,000,000 ▲10%
▲9% ▲19% ▲9%
1,000,000
0
2017 2018 2019 2020 2021/1-6
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Last 5 Years Results
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