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COMPEQ Investor Presentation 2017

Mar 15, 2017

52002_rns_2017-03-15_adeb3cf3-c06b-438a-aafd-06def1307245.pdf

Investor Presentation

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One­Stop PCB Service Provider

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Disclaimer

  • the statements in this

  • Except for statements in respect of historical matters, release are forward-looking statements. Such forward-looking statements involve known and unknown risks, uncertainties and other factors which may cause the actual performance, financial condition or results of operations of Compeq to be materially different from what may be implied by such forward-looking statements.

  • � The financial forecasts and forward looking statements in this release reflect the

  • current belief of Compeq as of the date of this release and Compeq undertakes no obligation to update these forecasts and forward-looking statements for events or .

  • circumstances that occur subsequent to such date

  • The statements in respect of historical matters may contain unaudited information, which may have certain deficiency or weakness so as not to fairly present financial condition or the result of operations of Compeq.

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Copyright © 2017 Compeq Co., Ltd. All Right Reserved

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What We Do

Manufacturing Printed Circuit Boards COMPEQ continues to provide “One-Stop Service” in supplying:

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Multi­layer Regular PCB
High Density Interconnection
High Layer Count PCB
Surface Mount Technology Flexible PCB
­
Assembly Services Rigid Flex PCB
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Copyright © 2017 Compeq Co., Ltd. All Right Reserved

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Company Milestones

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1973 Company established-The oldest PCB supplier in Great China

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1990 Initial Public Offerings on the Taiwan Stock Exchange- 1st in Taiwan PCB industry 1991 Established Taiwan's first ‘Full-Scale’ PCB Waste Water Treatment Facility 1993 ISO- 9001 certified

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1996 Established Compeq Manufacturing(Huizhou) Co., Ltd. to expand global supply 1997 Applied HDI technology – The 1st pioneer in Taiwan PCB industry 1998 Established Dayuan plant as a dedicated manufacturing facility for advanced PCBs. 2000 Successfully deployed lead-free and halogen-free applications on PCBs

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2004 Established Compeq Technology(Huizhou) Co., Ltd. and Compeq SMT Manufacturing (Suzhou) Co., Ltd.

2005 OHSAS 18001 certified

2008 ISO/TS 16949:2002 certified

2009 IECQ QC080000 certified

2011 SA8000 certified, GRI G3.1 “A+” level

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2012 Expanded Compeq's SMT Manufacturing on Huizhou

2013 Annual sales revenue reached US$ 1 Billion

2014 Established Compeq Manufacturing(Chongqing) Co., Ltd.

2016 Silver medal of Taiwan Corporate Sustainability Report Award

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Copyright © 2017 Compeq Co., Ltd. All Right Reserved

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Global Operations

Provide uf ll range PCB so ul tions and Modu e sseml A bly or cusf tomers across the world.

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Facility Chongqing Suzhou Huizhou SMT Huizhou FPC Huizhou Dayuan Luzhu
Facility
Focus
High-end HDI PCB Assembly service Assembly service FPC/RF Production Technical R&D and high
volume HDI manufacturing
center, service local
customers in China
High-end HDI PCB Technical R&D center
High-end HDI PCB
Core
Product
Smart Phone,
Tablet, High end NB
Module Scale
Assembly
Module Scale
Assembly
Samrt Phone Tablet
,
,
NB and Consumer
electronics related
Smart Phone Tablet
,
,
Telecom System and PC
related
Smart Phone Tablet
,
and Consumer
electronics related
Smart Phone Tablet
,
,
Networking & Telecom
System, and PC related
Copyright © 2017 Compeq Co., Ltd. All Right Reserved

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Why Leading Companies Choose COMPEQ

Management Guidelines

  • Better understanding and meet customers’ needs, staying ahead on developing new products and become a good partner with our customer.

  • Stead th with susta nai bl fit y grow e pro

Technology

  • High Density Interconnection12L Anylayer, the dielectric Substrate-like PCB with fine line, Copper fill, Stack via.

  • 5G Material Developing and Product IntegrationHigh Speed, Low Loss Material application & mass production, High Aspect Ratio, HDI+HLC, Embedded Passive, Cu Coin Board.

  • Flex and Rigid-Flex5+2F+5 with Anylayer design, fine line width/spacing 35/35mm

Service

  • On-site servicesRegional offices worldwide (ex: Europe, Singapore, Malaysia, China, India, Japan and United States) to serve our customers.

  • Front-end serviceProvide customers field application support on product design, manufacturing solution, etc.

Quality

  • PrincipleTop and Consistent Quality

  • After serviceResponsible and real time service.

CSR

  • Sustainable EnterpriseWe respect labor rights, conserve energy, and reduce carbon emissions to protect the environment in order to satisfy the expectations of government and customers.

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Copyright © 2017 Compeq Co., Ltd. All Right Reserved

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Operation Revenue – By Application

Units: MNTD

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45,515
44,383
3%
4%
YOY +2.5%
20% 24%
33,850
30,898 5% YOY +31%
10%
9%
6% 12%
26,795 YOY +9.6%
15%
12%
9% YOY +15%
11% 28% 26%
13%
9%
31%
36%
35%
38% 38%
40%
33%
33%
Y2012 Y2013 Y2014 Y2015 Y2016
Others SMT Networking & Telecom System PC related Mobile Phone
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Copyright © 2017 Compeq Co., Ltd. All Right Reserved

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PCB Market Player/Position

Rank Country Supplier 2016 Revenue(MUSD)
1 JPN Nippon Mektron 3,307
2 TWN Zhen Ding 2 558
,
3 USA TTM 2,533
4 TWN Unimicron 2,026
5 TWN Compeq 1,401
6 TWN Tripod 1,351
7 KOR Y
P
oung oong
1 201
,
8 KOR SEMCO 1,140
9 JPN Sumitomo 1,136
10 CN Kingboard 980
11 JPN Ibiden 954
12 TWN N
Y
an a
906
13 AUT AT&S 877
14 TWN PSA 828
Source: Prismark, 2017
15
KOR
Copyright © 2017 Compeq Co., Ltd. All Right Reserved
15 KOR Daeduck 808

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PCB Market Player/Position ­ HDI Technology

2015 Revenue(MUSD) 2015 Revenue(MUSD)
Rank Country Supplier 2015 Revenue(MUSD)
1 TWN Unimicron 775
2 TWN Compeq 679
3 AUT AT&S 595
4 USA TTM 528
5 JPN Ibiden 368
6 TWN Zhen Ding 336
7 TWN Tripod 316
8 TWN Unitech 311
9 KOR SEMCO 296
10 JPN Meiko 251

Source: Prismark, 2016

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Copyright © 2017 Compeq Co., Ltd. All Right Reserved

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Thank You For Your Attention

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Copyright © 2016 Compeq Co., Ltd. All Right Reserved