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COMPEQ Investor Presentation 2026
52002_rns_2026-05-29_1d6d620c-5954-4284-85ef-3e1953698988.pdf
Investor Presentation
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COMPEQ
One-Stop PCB Service Provider
華通電腦股份有限公司
COMPEQ MANUFACTURING CO., LTD.
May. 2026
( 2313.TW )
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
COMPÉQ
COMPEQ
Providing One-Stop Solutions for All Product Needs
Rigid PCB
- Satellite Communication
- Data Center
- Optical transceiver
- Automotive
- Smart Phone
- PC (DT/NB/Tablet)
- Wearable
Flexible PCB
- Battery module
- LCD module
- Camera module
- Wearable
- Accessory
Rigid-Flex PCB
- Wearable
- Camera module
- LCD module
- Battery module
SMT Assembly
- Battery module
- Automotive
- Optical transceiver
- Medical
- Accessory
Copyright © 2026 Compeq Co., Ltd. All Right Reserved
COMPEQ
PCB Future Market and Strategy
AI DATA CENTER
- HLC + HDI
- HLC
- mSAP
OAM, UBB, Optical Transceiver, Switch, CPO ...
CONSUMER ELECTRONICS
- HDI
- RF + FPC
AI Phone, AI PC,
AI Glasses, Advanced display-TCON ...
LEO Satellite
- HLC + HDI
- HLC
Satellite, Ground Equipment, User Terminals, Orbital Data Center ...
Copyright © 2026 Compeq Co., Ltd. All Right Reserved
Others : Humanoid, Automotive, Quantum computing
COMPÉQ
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
Facilities
Regional Office
Chongqing II
Y2021
900 employees
92,000 M²
Thailand
Y2024
1,500 employees
66,000 M²
| Chongqing I | Suzhou | Huizhou SMT | Huizhou FPC | Huizhou | Dayuan | Luzhu |
|---|---|---|---|---|---|---|
| Y2014 | Y2004 | Y2012 | Y2004 | Y1996 | Y1998 | Y1973 |
| 2,600 employees | 700 employees | 3,500 employees | 4,700 employees | 3,300 employees | 1,200 employees | 3,300 employees |
| 56,000 M² | 42,000 M² | 60,000 M² | 150,000 M² | 151,000 M² | 42,000 M² | 90,000 M² |
Copyright © 2026 Compeq Co., Ltd. All Right Reserved
COMPEQ
COMPEQ Competitive Advantages
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.
Copyright © 2026 Compeq Co., Ltd. All Right Reserved
COMPEQ
Revenue and Gross Margin Trends
Compeq Revenue and Gross Margin from 2022 to 2026Q1
Unit: Bn TWD
Gross Margin
26Q1 18.0%
Copyright © 2026 Compeq Co., Ltd. All Right Reserved
COMPEQ
Revenue Composition
| Mobile Phone | PC | Data Center | 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% |
| 2026 Q1 | 16% | 14% | 7% | 24% | 14% | 21% | 4% |
| 2026Q1 | |||||||
| YoY | +1% | +12% | +225% | +27% | +5% | +4% | +46% |
| --- | --- | --- | --- | --- | --- | --- | --- |
Total +17%
Copyright © 2026 Compeq Co., Ltd. All Right Reserved
COMPEQ
HDI PCB Market Player & Compeq Position
| 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
Copyright © 2026 Compeq Co., Ltd. All Right Reserved
COMPEQ
Industry Trends : LEO Satellites
According to public data, the Global Top 5 LEO operators conducted a total of 146 rocket launches and deployed 3,422 satellites in 2025. In Q1 2026, 37 launches and 916 satellite deployments were completed, indicating a continuous growth trend in overall launch frequency and deployment scale.
Top 5 LEO Operators: Rocket Launches & Satellite deployed
Aggregated Data from the Top 5 LEO Satellite Operators
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COMPEQ
Industry Trends: Optical Transceivers
Optical transceivers are experiencing significant market growth driven by the rapidly increasing demand for high-bandwidth networking required by AI computing. Demand for 400G and above optical transceivers is accelerating, further driving demand for high-end PCB solutions.
Compeq has been deeply engaged in mSAP substrate-like PCB for optical transceivers for nearly a decade. We has continuously invested in fine line/space processes and high-speed material technologies, while actively expanding the high-speed networking market.
Global Shipment Forecast for 400G+ Optical Transceivers
Source: Market reports and Compeq internal data
Copyright © 2026 Compeq Co., Ltd. All Right Reserved
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, the total PCB market should grow by 7.7% CAAGR.
Copyright © 2026 Compeq Co., Ltd. All Right Reserved
Source: Prismark, 2026
COMPEQ
14
Thanks For Your Attention
COMPEQ