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COMPEQ Investor Presentation 2026

Apr 8, 2026

Investor Presentation

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COMPEQ
One-Stop PCB Service Provider

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。

COMPEQ

1

Items	Current	2027	2028
Min. Core Thickness	50 μm	50 μm	50 μm
Buried Capacitance	25 μm	12.5 μm	12.5 μm
Min. Outer layer Line Width / Space	75 / 75 μm	75 / 75 μm	62.5 / 62.5 μm
Min. Inner layer Line Width / Space	50 / 50 μm	50 / 50 μm	50 / 50 μm
Min. Drill Size for Thru-Hole	150 μm	150 μm	150 μm
Min. PTH Drill Pad Size	350 μm	300 μm	300 μm
Max. Board Thickness	6 mm	7 mm	8 mm
Max. Layer Count	52	56	60
Max. Plating Aspect Ratio	30 : 1	33 : 1	33 : 1
Back Drill Size	Drill + 150 μm	Drill + 100 μm	Drill + 75 μm
Back Drill Stub Length	100 ± 50 μm	75 ± 50 μm	< 100 μm
Material Trend	Low CTE; Low Dk/Df; Hybrid; Capacitance

Items	Current	2027	2028
Stack up	8-N-8	10-N-10	11-N-11
Max. Layer Count	48	48	56
Max. Micro-Via size	125 μm	150 μm	150 μm
Max. Skip Via size	15 mil	15 mil	16 mil
Max. Skip Via Aspect Ratio	1.0	1.0	1.0
Micro-Via to Pad Alignment	Drill + 150 μm	Drill + 125 μm	Drill + 100 μm
Line Width/Spacing (Build up)	30 / 40 μm	30 / 40 μm	30 / 40 μm
Max. Board Thickness	5 mm	5 mm	6 mm
Max. Plating Aspect Ratio	30 : 1	33 : 1	33 : 1

	Mobile Phone	PC	Data Center / Networking	RF+FPC	SMT	Aerospace	Consumer & Others
2025 Q1	19%	15%	3%	22%	16%	23%	3%
2025 Q2	16%	16%	4%	25%	14%	22%	4%
2025 Q3	18%	13%	5%	28%	16%	17%	4%
2025 Q4	22%	10%	6%	26%	15%	17%	4%
	Mobile Phone	PC	Data Center / Networking	RF+FPC	SMT	Aerospace	Consumer & Others
---	---	---	---	---	---	---	---
2021	26%	23%	2%	21%	21%	3%	4%
2022	20%	26%	1%	23%	20%	7%	3%
2023	21%	20%	2%	23%	21%	9%	4%
2024	19%	15%	2%	25%	17%	18%	4%
2025	19%	13%	4%	26%	15%	20%	4%
2025 vs. 2024
Rev. Growth	4%	-6%	95%	8%	-9%	13%	3%
---	---	---	---	---	---	---	---

Rank	Country	Supplier	2025 Revenue (M USD)
1	TWN	Zhen Ding	$5,869
2	TWN	Unimicron	$4,225
3	CHN	Dongshan Precision	$3,605
4	CHN	Shennan	$3,255
5	USA	TTM	$2,906
6	CHN	WUS Group	$2,760
7	CHN	Victory Giant	$2,688
8	TWN	Compeq	$2,446
9	TWN	Tripod	$2,361
10	JPN	Mektec	$2,273
11	CHN	Kinwong	$2,100
12	AUT	AT&S	$1,933
13	TWN	Gold Circuit	$1,928
14	TWN	Hannstar	$1,848
15	CHN	Kingboard Group	$1,732

Rank	Country	Supplier	2025 Revenue (M USD)
1	TWN	Compeq	$1,381
2	CHN	WUS Group	$1,179
3	TWN	Unimicron	$1,144
4	CHN	Victory Giant	$1,117
5	TWN	Zhen Ding	$967
6	AUT	AT&S	$956
7	USA	TTM	$907
8	TWN	Tripod	$834
9	JPN	Meiko	$697
10	CHN	AKM Meadville	$628