GEMTEK — Call Transcript 2022

Dec 29, 2022

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Gemtek Earning Call

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１

Agenda

• Opening- The Current & Future of the Industry

2

3

Operation Report

Market Trend

4 Q & A

• Live Demo and Refreshment Time

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5

The Current & Future of the Industry

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Wi-Fi 7 Networking

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5G FWA / Fiber Broadband Communication

Satellite Communication

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Telecom & Internet device market is dividing

Why acquiring enterprise security business with $10.7 billion USD in 2019?

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with $61 billion USD in 2019?

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Internet Service is more than Hardware performance and connectivity.

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Create a Better user experience ✓ Easy to install ✓ Devices/ Network Management ✓ Reliability ✓ Security

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Average number of connected devices residents have access
to in U.S. households
Number of device
Mobile 2.27
Computer 2.12
Smart TV 1.58
Tablet 1.43
Connected TV box 0.91
Video game console 0.89
0.67
Smart speaker
Smartwatch 0.42
0.08
Virtual reality device
Total 10.37
0 2 4 6 8 10 12
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Market cap of Calix 10X growth from 2020 to 2022

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Market cap of Fortinet 10X growth from 2018 to 2022

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Provide networking system software to our customers.

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Operation Report

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Consolidated comprehensive Income (IFRS)

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Product Breakdown By Revenue 1Q-3Q

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9%
14%
5%
17%
55%
Wi Fi Module Connected Home/SMB
Integrated product others
Infrastructure
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Global Footprint
KS & CS, China
Pilsen, Czech
Santa Ana, USA
Hsinchu, Taiwan
Tijuana, Mexico
Hanan, Vietnam
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	Manufacturing Capacity 2022 2023 2022 2023 2022 2023 ≈ 12% ≈ 5% ≈ 38% ≈ 50% ≈ 50% ≈ 45% ≈ 5% ≈ 5% ≈ 45% ≈ 60% ≈ 60% ≈ 30% 5 4 12 15 22 18

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XGS-PON / 10G EPON/ DPoE 2.0

Wi-Fi 7 IEEE802.11be

5G Sub-6 / mmWave

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