GEMTEK — Investor Presentation 2017

Jun 7, 2017

Gemtek Technology Co., Ltd. 正文科技股份有限公司

Safe Harbor Notice

The following presentation may contain forward-looking statements regarding, among other things, our financial condition, future expansion plans and business strategies based on our current expectations and projections about future events. Although we believe that these expectations and projections are reasonable, such forward-looking statements are inherently subject to risks, uncertainties and assumptions.

The company undertakes no obligation to publicly update or revise any forward-looking statements whether as a result of new information, future events or otherwise. The actual results could differ materially from those contained in these forward-looking statements.

2017 Q1 Financial Results

3

2017 Q1 Income Statement

Units: NT$ Thousands; Consolidated

			2016 Q1	2016 Q1	2016 Q1
	2017 Q1		2016 Q1
	Amount %		Amount %
Sales Revenue (k)-	3,882,939	100%	3,084,276	100%
Gross Profit(K)	638,031	17%	468,649	15%
Operating Income	225,517	6%	9,517	-
Non-Operating income and expense	13,173	-	44,097	1%
Net Profit After Tax (k)	189,506	5%	46,486	1%
EPS after tax	0.63		0.16

Business model

5

Gemtek Business Model

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OEM/ODM /JDM (Core Business Development)

• Design ,Development, and manufacturing

• • Wireless Networking Products for Telco

• • businesses

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Cloud Foundry (One stop solution)

• Integrated devices for customer

• • System solution

• Run the operational cloud services

Product Line

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Telecom Infrastructure

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Integrated Products

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Wireless Module

Telecom Infrastructure

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LTE CPE

• Outstanding R&D capability of 4G LTE products.

• Successfully develop first Cat 9/Cat 12 outdoor CPE in the world with Huawei.

• Awarded Joint Innovation Award from Huawei.

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LTE Cat 9/12 Outdoor CPE

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Features

• 3GPP Rel. 12

• LTE UE Cat 9/12 Carrier Aggregation & 4x4 MIMO

• LTE 3/7/20/38/40/41/42/43

• Wi-Fi: 802.11 ac/b/g/n 2x2 MIMO (60 users)

• External Antenna Support

• RJ-45 10/100/1000 Ethernet

• RJ-11 for voice

LTE Small Cell Architecture

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Integrated Products

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Integrated Products- IPSTB

n The shipment of IPSTB is adjusted because of changes in market demand and the trend of product life cycle. n Low end IPSTB shipments in turning into High end IPSTB as home entertainment is upgrading to a new form.

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Enterprise AP Router

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High End Access Point

Gemtek 802.11ac wave 2 Router, that delivers up to 1750Mbps wireless and Ethernet connectivity from 100Mbps to 1Gbps, provides multi-functional capabilities, particularly the high-performance throughput and high-quality security to propose an integrated, thorough SOHO solution.

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Smart AP Gateway

Wi-Fi 2x2 11b/g/n

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Next Generation Wifi Evolution

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User Behaviour
•Gathering
•Analysis
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Push Ad
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Enterprise
Filtering
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Parental 17
Control
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Cloud Foundry

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Home Automation

Cloud Foundry – Smart Home

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Lighting
•
Lighting Switch
Cloud
Monitor
HVAC
•
With HA Coordinator
• Motion Leak Detector Sensor
FunctionTemperature/
•
Window/Door Sensor
•
Humidity SensorMotion
•
Temperature/Humidity
Sensor
Sensor
Smart Energy Thermostat
Gateway
OTT Box
• Sprinkler Coordinator
Light Smart-Plug
• ht Switch IP Cam
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Smart Home Gateway & Sensors

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Wi-Fi 2x2 11b/g/n

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Support Mobile Device Apps

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Plug+Light PIR SOS Temperature
Ctrl.
(Motion) Button
Humidity
ZigBee
Lock
Door/
Smoke MORE…
Window
CO Sensor Fire Sensor
Sensor
Sensor
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GIoT

What is GIoT?

• GIoT: Green IoT

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• GIoT is an end to end with cost effective IoT (Internet of Things) services/solutions

• GIoT is a LPWAN using LoRaWAN standard and solution developed by Gemtek

• GIoT Services is a Cloud Foundry model enabling IoT service providers focusing in IoT market with robust infrastructure and operation support

GloT Public Network Architecture

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GloT Private Network Architecture

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GIoT Products

GIoT End-to End System Solution

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Network
Module Device Gateway
Server
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GIoT Module

Features

4cm

1.5cm

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• General purpose LoRa module

• High sensitivity: up to -142 dBm

• Design to quick integration of sensors to LPWAN

• Wide range support from 868MHz to 902-928MHz

• Industrial Grade

• SMT module with castellation edge

• Support for AT commands, UART and generic GPIOs, Modbus interface (optional)

• Advanced report mode available for automatically collecting sensors’ data without software porting

• NCC, FCC, CE certified

GIoT SiP Module

Features

• The world’s smallest LoRa+MCU solution SiP module

1.3cm

1.1cm

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Front

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Back

• High sensitivity: up to -142 dBm

• Design to quick integration of sensors to LPWAN

• Wide range support from 868MHz to 902-928MHz

• • Industrial Grade

• Support for AT commands, UART and generic GPIOs, Modbus interface (optional)

• Advanced report mode available for automatically collecting sensors’ data without software porting

• NCC, FCC, CE certified (pending)

Outdoor AP Gateway

Features

• Over 15 kilometers radius

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6.8cm
23cm
16-channel
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• Up to 16/64 concurrent channels

• Thousands to millions devices depending on data model

• Repeater mode for last mile coverage

• Full redundancy coverage

• Easy deployment

• Cost effective

• IP67 water proof

• NCC, FCC, SRRC, IDA certified

Indoor AP Gateway

Features

• 1 WAN port(10/100) + 2 LAN ports(10/100)

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3.5cm

• WiFi AP/Client mode available

• Up to 16 concurrent channels

• Various internet connection: Ethernet, Wireless bridge, 3G/4G dongle (via USB port)

• Support repeater mode for last mile coverage

• Cloud service for gateway health monitor and control

• Web UI for router

• Support OTA and USB upgrade

• NCC, FCC certified (pending)

Market Place

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Water-Level Detector

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PM2.5/Temp
Smoke Detector
CO/CO2 Data Logger
Parking Sensor
Man-hole
NEMA Controller GPS Node Smart Meter
Detector
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Thank You