AI assistant
COMPEQ — Investor Presentation 2020
May 26, 2020
52002_rns_2020-05-26_dc455788-6742-40e4-a31e-5c153ecfb557.pdf
Investor Presentation
Open in viewerOpens in your device viewer
==> picture [148 x 142] intentionally omitted <==
==> picture [557 x 100] intentionally omitted <==
Copyright © 2020 Compeq Co., Ltd. All Right Reserved
免責聲明
-
於法人說明會中，應注意預測性營業收入或獲利資訊之發言，且會中所揭露資訊 （含簡報檔及口頭說明），不得有誇耀性或類似廣告宣傳之文字，不應任意發布 尚未確定之消息或公開與事實不符之資料等，敬請落實轉達貴公司高層發言人員， 以免違反本公司「對有價證券上市公司重大訊息之查證暨公開處理程序」第15條 第1項第2款及第3款規定，或「對上市公司應公開完整式財務預測之認定標準」 規定，致有編製財務預測之虞。 -
除歷史事件之陳述外，本文件均為前瞻性敘述。該前瞻性敘述包括已知及未知風 險、不確定性及其他可能導致華通電腦股份有限公司之實際表現、財務狀況或營 運結果與該前瞻性敘述所包含者產生重大差別之因素。 -
本免責聲明中之財務預測及前瞻性敘述為目前華通電腦股份有限公司截至本文件 之日之信念所編製。華通電腦股份有限公司不負責更新這些預測及前瞻性敘述以 反映此日期後所發生之事件或情況。 -
歷史事件的陳述可能包括未經會計師審閱之資訊，其可能有某些不足或缺陷而無 法忠實呈現目前華通電腦股份有限公司之財務狀況或營運結果
==> picture [133 x 33] intentionally omitted <==
Copyright © 2020 Compeq Co., Ltd. All Right Reserved
COMPEQ continues to provide “One-Stop Service”
==> picture [133 x 117] intentionally omitted <==
HDI PCB
Smart Phone Tablet Ultrabook Wearable Consumer
==> picture [140 x 124] intentionally omitted <==
==> picture [134 x 117] intentionally omitted <==
COMPEQ One-Stop PCB Service Provider
Flexible PCB Battery module LCD module Camera module Wearable Accessory
Multilayer PCB
Satellite Communication 4/5G Base Station Cloud Data computing High Performance Networking
==> picture [222 x 123] intentionally omitted <==
SMT Assembly
Rigid-Flex PCB
Battery module Automotive Medical Accessory
Battery module LCD module Camera module Wearable
==> picture [133 x 33] intentionally omitted <==
P1
Copyright © 2020 Compeq Co., Ltd. All Right Reserved
COMPEQ - Worldwide Leading High-tech PCB Vendor
US$1,822 million revenue in 2019 #6 PCB manufacturer Worldwide #1
In HDI, Worldwide
6% in 2015 – 2019 CAAGR
20,200 Employees
7 Cost-competitive & high-tech facilities in Taiwan & China
==> picture [133 x 33] intentionally omitted <==
P2
Copyright © 2020 Compeq Co., Ltd. All Right Reserved
Global Operations
| Chongqing New Factory Y2021 80K M2 |
Chongqing New Factory Y2021 80K M2 |
Chongqing New Factory Y2021 80K M2 |
Chongqing New Factory Y2021 80K M2 |
Chongqing New Factory Y2021 80K M2 |
Chongqing New Factory Y2021 80K M2 |
Chongqing New Factory Y2021 80K M2 |
|---|---|---|---|---|---|---|
| Chongqing | Suzhou | Huizhou SMT | Huizhou FPC | Huizhou | Dayuan | Luzhu |
| Y2014 | Y2004 | Y2012 | Y2004 | Y1996 | Y1998 | Y1973 |
| 2,200 employees | 1,000 employees | 1,700 employees | 5,400 employees | 5,200 employees | 1,200 employees | 3,500 employees |
| 80K M2 | 33K M2 | 19K M2 | 190K M2 | 190K M2 | 19K M2 | 60K M2 |
==> picture [133 x 33] intentionally omitted <==
P3
Copyright © 2020 Compeq Co., Ltd. All Right Reserved
COMPEQ Competitive Advantages
==> picture [98 x 89] intentionally omitted <==
----- Start of picture text -----
Technology
----- End of picture text -----
Quality
Compliant worldwide recognized quality standard and certifications. Quality management system prioritized to fulfill customer specifications.
Leading 25/25µm line and spacing substrate-like Anylayer with mSAP, Wide range high end hybrid multilayers, unique flex and rigid flex boards.
==> picture [97 x 90] intentionally omitted <==
----- Start of picture text -----
CSR
----- End of picture text -----
y Long term commitment to community, employee, suppliers, customers and investors. Focus on labor rights, business ethic, energy saving, and environment protection.
==> picture [189 x 169] intentionally omitted <==
----- Start of picture text -----
Service
Long term
Partnership
----- End of picture text -----
One-Stop Service, from design-for-manufacturing solution to field application support, worldwide service network to full product line include HDI, RPCB, RFPC, FPC to SMT.
Steady growth under the sustainable business philosophy.
==> picture [133 x 33] intentionally omitted <==
P4
Copyright © 2020 Compeq Co., Ltd. All Right Reserved
Operation Revenue – By Application
==> picture [632 x 372] intentionally omitted <==
----- Start of picture text -----
Units in MUSD
1,822
1,772
1,686
22%
YOY -4.9% YOY +8.1%
1,415 24%
1,396
22%
YOY +25.2%
YOY +1.4% 6%
20% 24% 5%
3%
5% 12%
8%
10%
9%
4% 3%
27%
25%
24%
27% 26%
401
39% 42% 37% 22%
38% 38% 12% 6%
22%
38%
Y2015 Y2016 Y2017 Y2018 Y2019 2020'Q1
Mobile Phone PC related Consumer Networking & Telecom System SMT
----- End of picture text -----
==> picture [133 x 33] intentionally omitted <==
P5
Copyright © 2020 Compeq Co., Ltd. All Right Reserved
PCB Market Player/Position
| Rank | Country | Supplier | 2019 Revenue(MUSD) | |||
|---|---|---|---|---|---|---|
| 1 | TWN | Zhen Ding | 3,889 | |||
| 2 | TWN | Unimicron | 2,781 | |||
| 3 | USA | TTM | 2,689 | |||
| 4 | JPN | Nippon Mektron | 2,555 | |||
| 5 | CHN | Dongshan Precision | 2,140 | |||
| 6 | TWN | Compeq | 1,820 | |||
| 7 | TWN | Tripod | 1,763 | |||
| 8 | CHN | Shennan | 1,517 | |||
| 9 | TWN | PSA | 1,396 | |||
| 10 | KOR | SEMCO | 1,336 | |||
| 11 | KOR | Young Poong | 1,302 | |||
| 12 | CHN | Kingboard | 1,235 | |||
| 13 | TWN | WUS | 1,158 | |||
| 14 | JPN | Ibiden | 1,156 | |||
| 15 | AUT | AT&S | 1,110 |
Source: Prismark, 2020
==> picture [133 x 33] intentionally omitted <==
P6
Copyright © 2020 Compeq Co., Ltd. All Right Reserved
PCB Market Player/Position - HDI Technology
==> picture [609 x 66] intentionally omitted <==
----- Start of picture text -----
Rank Country Supplier 2019 Revenue(MUSD)
1 TWN Compeq 776
----- End of picture text -----
| 2 | AUT | AT&S | 736 716 706 508 461 428 226 222 220 |
|
|---|---|---|---|---|
| 3 | USA | TTM | ||
| 4 | TWN | Unimicron | ||
| 5 | TWN | Tripod | ||
| 6 | JPN | Meiko | ||
| 7 | TWN | Zhen Ding | ||
| 8 | KOR | Young Poong | ||
| 9 | CHN | Founder | ||
| 10 | JPN | CMK |
Source: Prismark, 2020
==> picture [133 x 33] intentionally omitted <==
P7
Copyright © 2020 Compeq Co., Ltd. All Right Reserved
PCB Market Trend
Due to trade war and local protectionism, the annual PCB industry growth for 2019 reduced 1.7% compare to 2018, and Prismark forecast 4.3% growth (CAAGR 2019-2024) in the near future. Over the next five years, the 5G, Wearable, Automotive segment will continue to outpace the overall market
==> picture [500 x 382] intentionally omitted <==
----- Start of picture text -----
Units: $Bn 75.8
3.2
4.9
62.4 61.3
10.1
2.6
2.6
4.1
4.1
7.6 7.5 11.8
9.6 9.4
24.2
20.2 19.9
21.5
18.2 17.9
2018 2019(e) 2024(f)
Computing Communication Consumer
Automotive Industrial/Medical Military/Aerospace
Source: Prismark, 2020
----- End of picture text -----
==> picture [133 x 33] intentionally omitted <==
P8
Copyright © 2020 Compeq Co., Ltd. All Right Reserved
==> picture [148 x 142] intentionally omitted <==
==> picture [557 x 100] intentionally omitted <==
----- Start of picture text -----
。
----- End of picture text -----
Thank You For Your Attention
Copyright © 2020 Compeq Co., Ltd. All Right Reserved