GEMTEK — Call Transcript 2020

Nov 16, 2020

Investor Cfc20

Technolgy

mbr

17, 20

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dalk Co n Phed trb

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H
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• The folwingprstamycd

loking staem

regadin, mothsufclxp plans dbuietrgocx projectins abufv.Alhgw expctaions drjbl,uhfw

staemn rihlyubjcok,dp.

• The companyudrtksbligv

forwad

loking staemwhruf,

evnts orhwi.Taculdfmy contaied hsfrw

loking staem.

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Agenda
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Welcom

3Q20 FinaclResut

Key Msag

and

201 Outlok

Howard Chen Howard Chen Kevin Yag

Live DmoandRfrshtT

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The ImpactofUS China ofrt

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�China TrdeW

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Technolgy Cfrtai

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Finacl Wr

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Capcity Plng

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Manufctrig Cpy
Taiwn Vietnam
Hsinchu,Taiwn Nam,Vietn Kunsha & Changsu
Capcity �14% �32%
(by productin)
Capcity 5% 40% 50%
(by revnu)
Product Pilot Run Wi LTEFi Product Wi LTEFi Product
, GPONtewy , GPONtewy
, Sip
, Sip
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Chalengs dOportui

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Chalengs
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Worsen

Tarif

Manufctrig

Condit f

China

COVID 19

Curency

Shortage

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Oportunies
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Transfe OdEct

Clean Ntwork

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Decling
Competivns f
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China
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Finacl Resut

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20 RevnuIcras
Gemtk Rvnus
80
70
60
50
40
2019
67.5
30
54.9 6.
43.8 5.
20
26.3
10
Q1 Q2 Q3
Quarte
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20 Q3ProductBeakwn(byv)
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lcom
Infce tu
ne ctd 10%
Home
America
15 20%
25 30%
Europe
50
Wi Fi Module
15 20%
Cloud & grad
Asia
Others Product
20 25%
5% 60%
America Europe
as tu om Inf Pouc te
Cloud &Others -F Module
ctd Hm
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20 Sumary
1H20 2H0
Productin hasbe
WFH bringsewu
imped utoshragf
oprtunies
labor ndmteis
Spin of Ampak , increas
Defrd shipmnto2Q0
no operating cm
Company erti
WFH trendfomCOVID 19 getin br
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Outlok

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201 Outlok
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New Tchnolgy New Customr New Aplicatons

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Market Tnds

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20 US

�China ofrt

2018

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The US

China TecWrIsGtgF

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Chalengs dOportui
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Chalengs

Oportunies

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Tarifs ndctoy

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Transfe odct

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Clean twork

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Policy mahngetfur

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Decling Comptvsf China

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5G
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e: Qa.m ourc

5G FrequncyBadCompis

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Telcom Infrastu
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Base Stion

Smal Ce

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Mobile Trmna
Equipment
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Fixed Trmnal
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Equipment
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MERC
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Switch
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Telcom Infrastu

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5G
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t: M

Globa 5G CPEshipmentforca

Globa smetinrkfoca

nit: KRs

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Source:MIC

New Tchnolgy

�Wi Fi 6

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Source: Wi iance

Fi

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Wi Fi 6E
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Wi Fi 6
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Source:

Radiotech

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THANK YOU

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Q &A

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