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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
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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.
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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.
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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 |
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|---|---|---|---|---|---|
| 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 |
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| 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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。
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Thank You For Your Attention
Copyright © 2019 Compeq Co., Ltd. All Right Reserved