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COMPEQ Investor Presentation 2019

Nov 27, 2019

52002_rns_2019-11-27_87b72a9c-3c32-4556-863d-2c794de3679a.pdf

Investor Presentation

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Copyright © 2019 Compeq Co., Ltd. All Right Reserved

Disclaimer

  • Except for statements in respect of historical matters, the statements in this 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 © 2019 Compeq Co., Ltd. All Right Reserved

COMPEQ continues to provide “One-Stop Service”

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HDI PCB

Smart Phone Tablet Ultrabook Wearable Consumer

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COMPEQ One-Stop PCB Service Provider

Flexible PCB

Battery module LCD module Camera module Wearable Accessory

Multilayer PCB

Cloud Data computing 4/5G Telecom system High Performance Networking Automotive

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SMT Assembly

Rigid-Flex PCB Battery module LCD module Camera module Wearable

Battery module Automotive Medical Accessory

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Copyright © 2019 Compeq Co., Ltd. All Right Reserved

COMPEQ - Worldwide Leading High-tech PCB Vendor

#6

#2 In HDI, Worldwide

PCB manufacturer 7 Worldwide

Cost-competitive & high-tech facilities in Taiwan & China

20,337 Employees

11% in 2014 – 2018 CAAGR

NT$50,828 million revenue in 2018

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Copyright © 2019 Compeq Co., Ltd. All Right Reserved

Global Operations

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Chongqing Suzhou Huizhou SMT Huizhou FPC Huizhou Dayuan Luzhu
Y2014 Y2004 Y2012 Y2004 Y1996 Y1998 Y1973
2,243 employees 997 employees 1,684 employees 5,404 employees 5,202 employees 1,200 employees 3,506 employees
40K M2 33K M2 19K M2 190K M2 190K M2 19K M2 60K M2

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Copyright © 2019 Compeq Co., Ltd. All Right Reserved

COMPEQ Competitive Advantages

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Quality
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Technology
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We provide consistency quality level, low DPPM and high reliability product under well designed quality management system.

30/30µm line width/spacing with mSAP process Anylayer thin board 40 layers with 200mil high reliability thick board.

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CSR
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Law-abiding, respecting labor rights, energy saving , and environment protection

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Service
Long term
Partnership
Copyright © 2019 Compeq Co., Ltd. All Right Reserved
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One-Stop Service, provide customers field application support, design for manufacturing solution and after service network to full product line include HDI, RPCB, RFPC, FPC to SMT.

Steady growth under the sustainable business philosophy.

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Operation Revenue – By Application

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Units: MNTD
53,964
50,825
3%
YOY -5.8% 5%
45,515
44,382
4% YOY +18.6% 24%
5%
YOY +2.6%
24% 38,838
12% 20%
33,850 9% 17%
5%
6% YOY +31%
12%
10%
15%
26% 27% 21%
11%
31% 27% 4%
36%
24%
38% 39%
40% 38%
33% 34%
Y2014 Y2015 Y2016 Y2017 Y2018 Y2019Q1~3
Mobile Phone PC related Networking & Telecom System SMT Consumer
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Copyright © 2019 Compeq Co., Ltd. All Right Reserved

PCB Market Player/Position

Rank Country Supplier 2018 Revenue(MUSD)
3,908
2,856
2,847
2,620
1,727
1 TWN Zhen Ding
2 JPN Nippon Mektron
3 USA TTM
4 TWN Unimicron
5 TWN Tripod
6 TWN Compeq 1,686
7 KOR SEMCO 1,346
1,285
1,202
1,186
1,155
1,135
1,083
1,074
968
8 USA M-Flex
9 AUT AT&S
10 TWN PSA
11 JPN Fujikura
12 CHN Shennan
13 JPN Ibiden
14 JPN Meiko
15 TWN WUS

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Source: Prismark, 2019

Copyright © 2019 Compeq Co., Ltd. All Right Reserved

PCB Market Player/Position - HDI Technology

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Rank Country Supplier 2018 Revenue(MUSD)
1 AUT AT&S 838
2 TWN Compeq 779
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3 TWN Unimicron 769
681
472
443
349
276
259
245
4 USA TTM
5 JPN Meiko
6 TWN Tripod
7 TWN Zhen Ding
8 KOR DAP
9 JPN CMK
10 KOR SEMCO

Source: Prismark, 2019

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Copyright © 2019 Compeq Co., Ltd. All Right Reserved

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Thank You For Your Attention

Copyright © 2019 Compeq Co., Ltd. All Right Reserved