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COMPEQ — Investor Presentation 2021
Mar 17, 2021
52002_rns_2021-03-17_8b2ec7b8-daae-4dbd-a8bd-a26c2b43a5a4.pdf
Investor Presentation
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Copyright © 2021 Compeq Co., Ltd. All Right Reserved
免責聲明
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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
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Copyright © 2021 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 Satellite Communication 4/5G Base Station Cloud Data computing High Performance Networking
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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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P1
Copyright © 2021 Compeq Co., Ltd. All Right Reserved
COMPEQ - Worldwide Leading High-tech PCB Vendor
#1
NT$60,517 million revenue in 2020 #6 PCB manufacturer Worldwide
In HDI, Worldwide
7% in 2016 – 2020 CAAGR
20,800 Employees
7 Cost-competitive & high-tech facilities in Taiwan & China
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P2
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Global Operations
| ChongqingII Y2021 600 employees 92K M2 Module 1 Module 2 |
ChongqingII Y2021 600 employees 92K M2 Module 1 Module 2 |
ChongqingII Y2021 600 employees 92K M2 Module 1 Module 2 |
ChongqingII Y2021 600 employees 92K M2 Module 1 Module 2 |
ChongqingII Y2021 600 employees 92K M2 Module 1 Module 2 |
ChongqingII Y2021 600 employees 92K M2 Module 1 Module 2 |
ChongqingII Y2021 600 employees 92K M2 Module 1 Module 2 |
|---|---|---|---|---|---|---|
| Chongqing I | 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 |
| 56K M2 | 42K M2 | 19K M2 | 150K M2 | 151K M2 | 42K M2 | 90K M2 |
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P3
Copyright © 2021 Compeq Co., Ltd. All Right Reserved
COMPEQ Competitive Advantages
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Quality
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Compliant worldwide recognized quality standard and certifications. Quality management system prioritized to fulfill customer specifications.
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Technology
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Leading 25/25µm line and spacing substrate-like Anylayer with mSAP, Wide range high end hybrid multilayers, unique flex and rigid flex boards.
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CSR
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y Long term commitment to community, employee, suppliers, customers and investors. Focus on labor rights, business ethic, energy saving, and environment protection.
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Service
Long term
Partnership
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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.
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P4
Copyright © 2021 Compeq Co., Ltd. All Right Reserved
Operation Revenue – By Application
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60,517
Units: MNTD 56,175
53,964
50,828 YOY +7.7% 22%
45,515 YOY -5.8% YOY +10.5% 22%
44,382 24% 3%
22% 1% 5%
YOY +18.6%
YOY +2.6% 5%
20% 24% 5% 10%
3%
5% 12%
8%
10%
9%
4% 3% 24%
27% 25% 24%
27% 26%
39% 42% 36% 36%
38% 38%
Y2015 Y2016 Y2017 Y2018 Y2019 Y2020
Mobile Phone PC related Consumer Networking & Telecom System Aerospace SMT
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P5
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PCB Market Player/Position
| Rank | Country | Supplier | 2020 Revenue(MUSD) | |||
|---|---|---|---|---|---|---|
| 1 | TWN | Zhen Ding | 4,442 | |||
| 2 | TWN | Unimicron | 3,117 | |||
| 3 | JPN | Nippon Mektron | 2,594 | |||
| 4 | CHN | Dongshan Precision | 2,523 | |||
| 5 | USA | TTM | 2,105 | |||
| 6 | TWN | Compeq | 2,048 | |||
| 7 | TWN | Tripod | 1,891 | |||
| 8 | CHN | Shennan | 1,664 | |||
| 9 | TWN | PSA | 1,557 | |||
| 10 | KOR | SEMCO | 1,504 | |||
| 11 | JPN | Ibiden | 1,444 | |||
| 12 | KOR | Young Poong | 1,408 | |||
| 13 | CHN | Kingboard | 1,356 | |||
| 14 | TWN | Nan Ya | 1,312 | |||
| 15 | AUT | AT&S | 1,290 |
Source: Prismark, 2021
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P6
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PCB Market Player/Position - HDI Technology
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Rank Country Supplier 2019 Revenue(MUSD)
1 TWN Compeq 776
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| 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
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P7
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PCB Market Trend
Prismark expects the PCB industry to grow by 8.6% over 2020. All segments are expected to improve as the electronics industry as a while recovers in 2021, package substrates will continue to be the main driver.
Over the next few years, the 5G, Automotive, Wearable segment will continue to outpace the overall market, Prismark forecast 5.8% growth (CAAGR 2020-2025) in the near future, package substrate and HDI growth above average.
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Units: $Bn 86.3
15.4
70.9
65.2
61.3 13.2
16.2
YOY +8.6%
12.5
12.2
12.2
10.2 13.7
8.1
10.9
10.0
9.0
31.7
26.3
23.9 24.8
8.1 7.8 8.3 9.3
2019 2020 2021(e) 2025(f)
Commodity Multilayer HDI Package Substrate Flex
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Source: Prismark, 2021
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P8
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。
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Thank You For Your Attention
Copyright © 2021 Compeq Co., Ltd. All Right Reserved