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FST Interim / Quarterly Report 2017

Sep 20, 2017

52338_rns_2017-09-20_3203c270-e5f8-498e-8682-6d447b00beaf.pdf

Interim / Quarterly Report

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Results for Second Quarter of FY2017

台塑勝高科技股份有限公司

FORMOSA SUMCO TECHNOLOGY CORPORATION

(Code:3532)

Sep. 21, 2017

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Notes Re ardin the Forecasts g g

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本資料僅提供給股東及投資者參考用使用，並不構成本公司
在任何國家或地區之證券要約或招攬目的。
本資料是依照特定的假設及目前可獲得之資訊 (包含我們的
主觀判斷)去評估、預測及對未來之資訊之推估而成，而實際
的財務表現及營運結果可能會因為未來國內外的經濟情況、
半導體市場的趨勢變化及匯率變動等風險而有顯著不同。

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Contents

Company Overview (公司概況)

Financial Overview (財務概況)

Silicon Wafer Market Environment (矽晶圓市場環境) Q&A

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3

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Company Overview (公司概況)

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1-1 Mana ement Philoso h g p y

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Chairman / Jason Lin 董事長 / 林健男

Diligence & Frugality 

(勤勞樸實)
  • Search For Root Causes 
(追根究柢)

Fast Service & Reputation First

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(服務迅速及信譽第一)
  • High Quality

(高品質)Reasonable Management (合理化管理)

President / Takashi Fukushima 總經理 / 福島隆

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1-2 Milestone

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1995.11 1996.12 2005.8 2007.1 2007.12

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1-3 Company Profile

  • Established : Nov.21, 1995 ( 民國 84 年 11 月 21 日 )

  • Capital : NT$ 7,756 million ( 新台幣 77.56 億元 )

Shareholders : SUMCO TECHXIV Corporation 48.3% Formosa Plastics Corporation 29.1% ( 台塑公司 ) Asia-Pacific Investment Corporation 14.0%

亞太投資公司 )

Others 8.6%

  • Employee : 1,261 Persons(2017/8) ( 民國 106 年 8 月 1,261 人 )

  • Product : 200mm&300mm Silicon Wafer (8 吋及 12 吋矽晶圓 )

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1-4 Or anization g

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----- Start of picture text -----

股東會
董事會 監察人
薪酬委員會
董事長 稽核室
總經理
總經理室
生產廠 營業 總經理室 總經理室
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1-5 Location

Taipei Office (台北辦公室) Hwa Ya Technology Park Hsinchu (Taoyuan) Office (華亞科學園區) (新竹辦公室) Hsinchu Science Park (竹科) Mai-Liao Central Taiwan Factory Science Park (麥寮工廠) (中科) Southern Taiwan Science Park (南科)

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1-6 Applications & Customers

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Financial Overview (財務概況)

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2-1 Anal is of Chan in Business Results ys ges

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(NT$ millions) 2Q-2017 versus 1Q-2017 versus 1Q-2017
3,500
0
700
1,400
2,100
2,800
Net Revenue
Operating Income
Income Before		 Net Income
Income Tax
(In NT$ thousands)
2Q-2017 Consolidated Business Results 2Q-2017 Actual 1Q-2017 Actual Change
Net Revenue 3,134,829 2,984,109 5.1%
Operating Income 616,141 448,679 37.3%
Income Before Income Tax 640,191 341,167 87.6%
Net Income 537,305 294,761 82.3%

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(NT$ millions) 2Q-2017 versus 2Q-2016 4,000 3,000 2,000 1,000 0 Net Revenue Operating Income Income Before Net Income Income Tax

(In NT$ thousands)

2Q-2017 Consolidated Business Results 2Q-2017 Actual 2Q-2016 Actual
 Change
Net Revenue
Operating Income
Income Before Income Tax
Net Income		 3,134,829
616,141
640,191
537,305		 2,669,105
242,748
325,543
242,715
17.4%
153.8%
96.7%
121.4%

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(NT$ millions) 1H-2017 versus 1H-2016 8,000 6,000 4,000 2,000

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0 Net Revenue Operating Income Income Before Net Income Income Tax

(In NT$ thousands)

1H-2017 Consolidated Business Results
1H-2017 Actual
1H-2016 Actual
Change
Net Revenue
6,118,938
5,205,022
17.6%
Operating Income
1,064,820
424,234
151.0%
Income Before Income Tax
981,358
490,018
100.3%
Net Income
832,066
378,208
120.0%		 1H-2017 Consolidated Business Results 1H-2017 Actual
1H-2016 Actual		 Change
Net Revenue
Operating Income
Income Before Income Tax
Net Income		 6,118,938
1,064,820
981,358
832,066
5,205,022

424,234

490,018

378,208		 17.6%
151.0%
100.3%
120.0%

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2-2 Summar of Consolidated Business Results y

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Revenue

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Profitability

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Profit Margin

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2-3 EPS(NT$)

EPS-in the Past Five Years

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EPS-Quarterly

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2-4 EPS & Dividend Payout

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EPS versus Dividend Payout in the Past Five Years

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2-5 Quarterl Trend-EBITDA y

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(NT$millions)

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Note ： EBITDA=Operating Income + Depreciation + Amortization EBITDA Margin=EBITDA/Net Revenue

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2-6 Summary of Consolidated Business Results

(In NT$ thousands)

2013 2014 2015 2016 2Q17 1H17
Net Revenue 9,862,583
11,147,014		 10,487,897 10,794,340 3,134,829 6,118,938
Gross Profit 853,773
1,550,616		 1,875,002 1,364,550 755,885
1,336,318
Gross Margin 8.66%
13.91%
17.88%
12.64%
24.11%
21.84%
Operating Income 570,985
1,227,049		 1,489,440 961,122 616,141
1,064,820
Operating Margin 5.79%
11.01%
14.20%
8.90%
19.65%
17.40%
Non-Operating Income and Expenses (17,863)
58,441
45,652
(55,795)
24,050
(83,462)
Income Before Income Tax 553,122
1,285,490		 1,535,092 905,327 640,191
981,358
Net Income 314,077
1,086,935		 1,278,051 730,390 537,305
832,066
Net Profit Margin 3.18%
9.75%
12.19%
6.77%
17.14%
13.60%
EPS(NT Dollar) 0.40
1.40		 1.65 0.94 0.69 1.07
ROE 1.68%
5.66%
6.43%
3.64%
2.65%
4.13%
Depreciation 1,967,518
2,025,554		 2,039,012 2,092,538 524,002
1,047,148
EBITDA 2,650,922
3,331,756		 3,599,965 3,095,790 1,141,078 2,122,115

Note: EBITDA=Operating Income + Depreciation + Amortization

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2-7 Consolidated Balance Sheet

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(In NT$ thousands)

2013
2014
2015
2016
1H17
Cash and cash equivalents
72,017
2,245,067
2,787,512
4,400,8956,041,266
Trade receivable
1,577,796
1,635,271
1,422,400
1,602,3461,762,845
Inventories
2,038,786
1,743,834
2,286,752
2,065,5422,112,018
Property, plant and equipment
17,321,344
15,481,904
14,797,376
13,225,80612,238,464
Other assets
894,684
864,554
863,992
431,105368,965
Total assets
21,904,627
21,970,630
22,158,032
21,725,694 22,523,558
Short-term borrowings
605,400
-
-
-
-
Trade payables
700,688
691,397
633,804
623,138624,141
Long-term borrowings
690,916
345,458
-
-
-
Other payables
426,373
506,550
865,142
608,0401,138,852
Other liabilities
700,516
790,925
529,677
493,275453,192
Total liabilities
3,123,893
2,334,330
2,028,623
1,724,453 2,216,185
Share capital
7,756,966
7,756,966
7,756,966
7,756,9667,756,966
Capital surplus
5,739,080
5,739,080
5,739,080
5,739,0805,739,080
Retained earnings
5,284,460
6,140,069
6,608,606
6,479,6246,791,973
Other equity
228
185
24,757
25,57119,354
Total equity
18,780,734
19,636,300
20,129,409
20,001,241 20,307,373
2

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2-8 Consolidated Cash Flow

(In NT$ thousands) (In NT$ thousands) (In NT$ thousands)
2013 2014 2015 2016 1H17
Income before income tax 553,122
1,285,490
1,535,092
905,327
981,358
Total adjustments to reconcile profit (loss) 2,063,777
2,085,270
2,094,662		 2,096,663 1,057,849
Changes in operating assets and liabilities 159,087
433,266
(282,800)
162,974		 (231,667)
Other cash inflow and outflow (67,528)
(86,098)
(147,593)		 (181,423) (125,864)
Net cash generated from operating activities 2,708,458
3,717,928
3,199,361		 2,983,541 1,681,676
Net cash used in investing activities (352,534)
(364,508)		 (1,218,305) (572,789)
(66,916)
Net cash used in financing activities (2,600,177) (1,179,204) (1,460,768) (845,284)
4,068
Effects of exchange rate (4,929)
(1,166)
22,157
47,915
21,543
Net increase(decrease) in cash and cash equivalents (249,182)
2,173,050
542,445		 1,613,383 1,640,371

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Silicon Wafer Market Environment (矽晶圓市場環境)

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(through July 2017) 3-1 Worldwide Silicon Wafer Shipment

(K wafers/Month)

Si Area (MSI/Month)

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*” Silicon Area” included 300mm, 200mm and ≦ 150mm.

、 (Source: SUMCO FST estimation)

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3-2 300mm Demand Based on PPP-GDP

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(Source: SUMCO estimation)

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- 3 3 300mm Demand Forecast

Global Capacity 、 (Source: SUMCO FST estimation)

25

3-4 300mm Demand Forecast b Devices y

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(Source: SUMCO estimation)

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3-5 Expansion Plans of China 300mm Customers
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Customer Location 2017 2018 2019 2020 2025
Intel Dalian 60 60 60 70 70
SMIC Beijing 80 105 110 120 120
Samsung Xi'an 120 120 120 200 200
TSMC Nanjing 0 20 25 35 50
Shanghai Huali Shanghai 30 35 40 50 75
SMIC Shanghai 25 35 50 70 80
SK Hynix Wuxi 150 150 155 160 160
Innotron Hefei 0 3 60 100 120
Nexchip Hefei 5 10 20 40 50
XMC Wuhan 12 45 100 200 300
JHICC(Fujian) Jinjiang 0 10 30 30 30
UMC Xiamen 20 30 30 50 50
SMIC Shenzhen 5 5 10 36 36
Total(Kpcs/M) 507 628 810 1,161 1,341
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(Source: FST estimation)

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- 3 6 200mm Demand Forecast

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Indus
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Indus
S
Ot		 Autom
Indus
S
Ot		 Autom
Indus
S
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Indus
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Indus
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Indus
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Forecast→

(Source: SUMCO estimation)

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3-7 Summary

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■

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  • ・

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Q&A

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Thank you Have a nice day

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