Fiti — Investor Presentation 2015

Dec 10, 2015

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Foxsemicon Overview Presenter：Stanley Lu

Dec 10,2015

� We have made forward-looking statements in the presentation. Our forward-looking statements contain information regarding, among other things, our financial conditions, future expansion plans and business strategies. We have based these forward-looking statements on our current expectations and projection are reasonable, such forward-looking statements are inherently subject to risk, uncertainties, and assumptions about us.

� We undertake no obligation to publicly update or revise any forward-looking statements whether as a result of new information, future events or otherwise. In light of these risk, uncertainties and assumptions, the forward-looking events in the conference might not occur and our actual results could differ materially from those anticipated in these forwardlooking statements.

Dec 10, 2015

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03 04 05

Company Profile

Competitive Advantage Industrial Distribution Operation Strategies Operation Performance

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Dec 10, 2015

01 Company Profile 02 Competitive Advantage 03 Industrial Distribution 04 Operation Strategies 05 Operation Performance

Dec 10, 2015

Company Name：Foxsemicon Integrated Technology Inc. Established：2001/04/26 Capital：NT$ 680 million Chairman：Yin-Kuang,Liu President：Yin-Kuang,Liu Business：Research and Development, manufacturing and sale of critical parts, module assembly and automation equipment in semiconductors, energy and LCD industries .

TAIWAN(2001)

USA(2002)

CHINA(2005)

Foxsemicon Integrated Technology Inc Hsinchu Science Park, Chunan Township, Miaoli County

Foxsemicon Integrated Technology Inc. San Jose, Austin

Foxsemicon Integrated Technology (Shanghai) Inc. SongJiang Industrial Park, Shanghai

Dec 10, 2015

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History
2003-05 2005-07 2013-07
Hsinchu Science Foxsemicon Song- Foxsemicon officially 2015-07
Park Headquarters Jiang factory changes its Chinese To be Listed on
opened opened company name to 「 TWSE
2002-02 Foxsemicon
2001-04
U.S. office opened
Integrated Technology
Foxsemicon was 2004-12
Inc」
founded in Chunan, Became a emerging
Taiwan stock listed company
2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
2014-07
2005-08
Certificated ISO
Received the Award
for International 2013-12 13485 into medical
2004-10
Trade in 2004 as No. Approved by equipment industry
Received the 12th 2007-05
Award of Industrial 9 in terms of export Ranking No. 578 world‘s leading
growth rate from the equipment supplier
2002-04 Technology among top 1,000
Approved by Advancement from Ministry of Economic manufacturing as a qualified and
Affairs, R.O.C. delivery on time
world's leading the Ministry of enterprises and No. 57
equipment supplier Economic Affairs, in semiconductor supplier
as a qualified R.O.C. industry in year 2006
supplier by Common Wealth
Magazine in Taiwan
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Dec 10, 2015

Title	Name	Education	Experience	Years
President	Ying-Kuang,Liu	Hwa Hsia University of Technology	Senior Vice President , Hon Hai Precision IND. CO., LTD	30
Senior Vice President of Sales Dept.	Jackson Huang	Ph.D., UT. Austin Chemistry Master, SWUT. San Marcos Computer Science BA, National Taiwan University	Chairman, Prosys Technology Integration, Inc. Vice President ,Sales department of ASYST/PST	25
Vice President of R&D Dept.	Cheng-Tsu Fu	Ph.D., National Tsing Hua University	Director ,SIMPLO TCHNOLOGY CO.,LTD. Associate Professor, National United University	25
Executive Assistant to Chairman	Frank Chen	EMBA, National Taiwan University EMBA,University of Central Missouri	CFO,Promise Technology, Inc. Vice President ,Foxsemicon Integrated Technology Inc. Controller, Applied Materials Taiwan	30
Senior assistant director of Sales Dept.	Kevin Chiu	University of Nevada, Las Vegas EE	Manager of Prosys Technology Integration, Inc. Manager of Sales department of ASYST/PST	18
Senior Manager of Financial Control Division	Stanley Lu	EMBA, Chinese University of Hong Kong EMBA, National Sun Yat-sen University	Senior Deputy Manager, FIH Mobile Limited Deputy Manager, Foxconn Technology Co.,LTD.	19
Manager of Account Dept.	Deborah Chung	BA, Chung Hua University	Foxsemicon Integrated Technology Inc.	15

Dec 10, 2015

World Semiconductor Equipment Market

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Sources：VLSI Research(2015/01);工研院IEK(2015/04 )
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Sources：VLSI Research(2015/01);工研院IEK(2015/04 )
2015/12/10
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World Semiconductor Equipment Market by Region

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Sources ： SEMI(2014/12)
Million NT$
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Taiwan Semiconductor Equipment Output Value
Taiwan Semiconductor Equipment Market Size
500,000
404,147 414,293
383,166 385,753
400,000
300,000
200,000
100,000 56,041 55,706 51,249 56,374
-
2014 2015(f) 2016(f) 2017(f)
Sources：工研院IEK(2015/04 )
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2013~2020 World technology market and Factory Automation market size

Billion US$ Billion US$

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Technology Field Devices
350 350
302
300 276 300
254
250 233 250 27%
216 27%
199
200 171 185 200 28% 28%
28%
28%
150 150 29% 29%
100 100 73% 73%
72%
50 50 71% 71% 72% 72% 72%
0 -
2013 2014 2015 2016 2017 2018 2019 2020 2013 2014 2015 2016 2017 2018 2019 2020
Sources：Marketandmarkets(2014/10) Sources：Marketandmarkets(2014/10)
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2015/12/10

� Focus on semiconductor front-end process equipment

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Upstream Midstream Downstream
IC Manufacturing IC Packaging & IC
(Foudry/Memory) Testing Module
IP
Design IC
/IC Design
Design Production Production
OEM Processes Processes
Chemic Subst Lead
& Mask als & rate Frame IC
Inspection Inspection Channel
equipment equipment
� Focus on automation Fab
output
Layer 5
:Business
Layer 4:
Factory
Layer 3:System
Layer 2:Machining
Layer 1:Component
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Dec 10, 2015
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Company Profile 02 Competitive Advantage 03 Industrial Distribution 04 Operation Strategies 05 Operation Performance

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Vertical Integration Capability
System Testing
and calibration
System
Integration
Machine
Sub-system
Module
Integration
Frame
Sheetmetal
Surface
Treatment
Precision
machining parts
Product
development
engineering
analysis
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Leading capacity of semiconductor equipment vertically integrated manufacturing

Complete management system of engineering design, manufacturing, quality and supply chain

Have key manufacturing technology and pass professional • 與全球第一大半導體設備商長期合作，建立完整製造及研發管理體系 process certificates

Semiconductor Fab automation and high-performance cleaner technology

Fields-crossed RD and integrated capacity of optics , machinery, electronics control, software and process

System integration of Fab automation and Fab output technology

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Company Profile Competitive Advantage Industrial Distribution Operation Strategies Operation Performance

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Dec 10, 2015

Film equipment(CVD, PVD) Etching equipment(Etch) Chemical mechanical polishing equipment(CMP) Testing Equipment(Metrology) Fab automation equipment pollution control equipment

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Laser cutting equipment Wafer cutting equipment Laser repair equipment Plasma deposition equipment Automatic optical inspection equipment Cell chip automatic transmission Check probe lighting equipment equipment Panel automation equipment transport Solar cell module production line Panel transport vehicles LED bulb automatic production

Semiconductor Factory Automation Industrial Automation Robot Application Mobile phone production automation equipment Factory Planning

e-Care car action cloud computing Health Station(KIOSK) Key components of medical equipment

Environmental equipment automation control Wastewater automated control systems Supervisory control data acquisition system

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Company Profile 02 Competitive Advantage 03 Industrial Distribution 04 Operation Strategies 05 Operation Performance

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Operation Strategies
System Testing Factory
and calibration Planning
System
Integration AOI
Machine
Sub-system Module Advanced
Integration laser process
Optical Vision
Frame
Integration
Sheetmetal
al g orithm
Surface Electromechanical Industry waste
Automation Software water treatment
Treatment
Integration and AC Cloud
Product I ntegrate ES
Precision development Equip. and AC
machining parts engineering analysis Cloud
Peripheral
Development
Medical critical
assembly parts
depth
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Company Profile 02 Competitive Advantage 03 Industrial Distribution 04 Operation Strategies 05 Operation Performance

Dec 10, 2015

Item	2013	2014	2014Q1-Q3	2015Q1-Q3
Net Sales	2,468,753	4,602,925	3,482,929	3,577,868
Gross Profit%	13.10%	12.05%	13.32%	18.10%
Operating Profit	65,592	153,110	158,398	329,341
Operating Profit %	2.66%	3.33%	4.55%	9.20%
Income before tax from continuing operations	136,235	212,968	193,039	378,559
Income before tax from continuing operations margin	5.52%	4.63%	5.54%	10.58%
Net Income(note1)	42,871	323,079	298,987	346,298
Net income from continuing operations	125,224	206,059	189,089	346,298
Income (loss) from discontinued operations	(82,353)	117,020	109,898	-
Earnings per share
Net income from continuing operations	4.79	3.43	3.15	5.59
Net income(loss) from discontinued operations	(3.15)	1.95	1.83	-
Total	1.64	5.38	4.98	5.59

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Consolidated Revenue Trend
Unit:NT$Million
1,600
2014Q1-Q3 $3,483M 2015Q1-Q3 $3,578M
(YOY +2.73% ) 1,411
1,400
4%
1,304
+7% +21%
1,214 2%
1,165
1,200
-26% 1,120 -
+16% 30%
+17% 3% -11% 11%
9% 1,002
965
1,000 41% -
41% 5% 9%
23%
800 32%
28%
41%
9% 13%
600
66%
400
66%
50% 44% 56% 63%
54%
200
-
14Q1 14Q2 14Q3 14Q4 15Q1 15Q2 15Q3
Semiconductor critical assembly parts module and equipment Automation equipment and system integration
Energy processing equipment and critical parts Others Consolidated Revenue
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Dec 10, 2015

2014Q1-Q3

2015Q1-Q3

Semiconductor critical assembly parts module and equipment Automation equipment and system integration Energy processing equipment and critical parts

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Semiconductor critical assembly parts module and equipment
Semiconductor critical assembly parts module and equipment
Automation equipment and system integration
Automation equipment and system integration
Energy processing equipment and critical parts Energy processing equipment and critical parts
Others Others
2%
8% [0%]
30%
27%
49%
65%
19%
NT$Mil
NT$Mil NT$Mil
2,500 2,323 1,200
+36% 1,000 +44% 969 1,025
2,000 1,000
1,704 800 -73%
674 800
1,500
600
600
1,000 400
400
274
500 200 200
0 0 0
2014Q1-Q3 2015Q1-Q3 2014Q1-Q3 2015Q1-Q3 2014Q1-Q3 2015Q1-Q3
Semiconductor critical assembly parts Automation equipment and system Energy processing equipment and
module and equipment integration critical parts
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Dec 10, 2015

2014Q3

2015Q3

Semiconductor critical assembly parts module and equipment Automation equipment and system integration Energy processing equipment and critical parts

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Semiconductor critical assembly parts module and equipment
Semiconductor critical assembly parts module and equipment
Automation equipment and system integration
Automation equipment and system integration
Energy processing equipment and critical parts
Energy processing equipment and critical parts
Others
Others
5% 0% 1%
3%
30%
41%
54%
66%
NT$Mil NT$Mil NT$Mil
500 +8%
1,000 927 428 50
+78% 44
398
400
800 40 +2100%
300
600 524 30
200
400 20
200 100 10
2
0 0 0
14Q3 15Q3 143Q3 15Q3 14Q3 15Q3
Semiconductor critical assembly parts Automation equipment and system Energy processing equipment and
integration critical parts
module and equipment
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Dec 10, 2015

Unit:NT$ Million

Jan-Oct NT$ 3,815 Million

Jan-Oct NT$4,156 Million +8.94YOY

Dec 10, 2015

. Thanks for your attention

Foxsemicon Integrated Technology, Inc. Your Best Partner For SEMI/FPD Equipment Contract Manufacturing Service

Dec 10, 2015