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COMPEQ Investor Presentation 2026
52002_rns_2026-04-08_7c2b8a95-2f80-4b14-8caf-a6736e673f68.pdf
Investor Presentation
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Copyright © 2026 Compeq Co., Ltd. All Right Reserved
COMPEQ
One-Stop PCB Service Provider
Disclaimer
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Except for statements regarding historical events, this document contains forward-looking statements. These forward-looking statements involve known and unknown risks, uncertainties, and other factors that may cause the actual performance, financial condition, or operating results of Compeq Manufacturing Co., Ltd. to differ materially from those expressed or implied in such forward-looking statements.
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The financial projections and forward-looking statements contained in this disclaimer are based on the current beliefs and assumptions of Compeq Manufacturing Co., Ltd. as of the date of this document. Compeq Manufacturing Co., Ltd. undertakes no obligation to update these projections or forward-looking statements to reflect events or circumstances occurring after the date hereof.
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Statements regarding historical events may include information that has not been reviewed by independent accountants and may contain certain deficiencies or inaccuracies that fail to faithfully represent the current financial condition or operating results of Compeq Manufacturing Co., Ltd..
Copyright © 2026 Compeq Co., Ltd. All Right Reserved
COMPEQ
COMPEQ continues to provide “One-Stop Service”
Flexible PCB
- Battery module
- LCD module
- Camera module
- Wearable Accessory
Rigid PCB
- Satellite Communication
- Data Center
- Optical transceiver module
- Automotive
- Smart Phone
- PC(DT/NB/Tablet)
- Wearable
SMT Assembly
- Battery module
- Automotive
- Medical
- Accessory
COMPEQ
One-Stop PCB Service Provider
Rigid-Flex PCB
- Battery module
- LCD module
- Camera module
- Wearable
Copyright © 2026 Compeq Co., Ltd. All Right Reserved
COMPEQ
COMPEQ - Worldwide Leading PCB Vendor
In PCB, Worldwide NO.8
US 2,446 million revenue in 2025
7.3% Growth in 2014-2025 CAGR
20,000+ Employees
8 Cost-competitive & High-tech facilities in Taiwan, China and Thailand
Compeq Thailand
Location: AIES Samut Prakan (30KM away from BKK airport)
Land area: 180K SQM
Investment: 300 MUSD
Mass production: Q1'25
Capacity: 400KSF/M
Copyright © 2026 Compeq Co., Ltd. All Right Reserved
COMPEQ
Global Operations
Copyright © 2026 Compeq Co., Ltd. All Right Reserved
COMPEQ
COMPEQ Competitive Advantages
Copyright © 2026 Compeq Co., Ltd. All Right Reserved
COMPEQ
Quality
Compliant worldwide recognized quality standard and certifications. Quality management system prioritized to fulfill customer specifications.
Technology
Leading 20/20 µm line and spacing substrate-like Anylayer with mSAP, Wide range high end hybrid multilayers, unique flex and rigid flex boards.
ESG
Long term commitment to community, employee, suppliers, customers and investors. Focus on labor rights, business ethic, energy saving, and environment protection.
Service
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.
Long term Partnership
Steady growth under the sustainable business philosophy.
COMPEQ Technology Roadmap – High Layer Count
| 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 |
Copyright © 2026 Compeq Co., Ltd. All Right Reserved
COMPEQ
COMPEQ Technology Roadmap – HDI + HLC
| 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 |
Copyright © 2026 Compeq Co., Ltd. All Right Reserved
COMPEQ
Operation Revenue
| 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% |
| --- | --- | --- | --- | --- | --- | --- | --- |
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Compeq confidential
PCB Market Player & Position
| 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 |
Source: Prismark, 2026
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COMPEQ
PCB Market Player & Position - HDI Technology
| 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 |
Source: Prismark, 2026
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COMPEQ
PCB Market Trend
New applications for AI technologies, EV and ADAS drive demand growth quickly. Prismark announced the 2025 PCB market increase 15.8%, and 2026 will increase 12.5%.
The long-range forecast out to 2030 naturally comes with yet more uncertainty. Based on our expectations for electronics systems growth, the total PCB market should grow by 7.7% CAGR.
Copyright © 2026 Compeq Co., Ltd. All Right Reserved
COMPEQ
Copyright © 2026 Compeq Co., Ltd. All Right Reserved
COMPEQ
Thank You For Your Attention