HON HAI — Call Transcript 2020

Mar 17, 2020

==> picture [230 x 305] intentionally omitted <==

Q1 FY20

==> picture [143 x 33] intentionally omitted <==

1

==> picture [960 x 349] intentionally omitted <==

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

Safe Harbor Notice
n Hon Hai Precision Industry′s statements of its current expectations are
forward looking statements subject to significant risks and uncertainties
and actual results may differ materially from those contained in the
forward-looking statements.
鴻海精密工業股份有限公司著作權所有
n Except as required by law, we undertake no obligation to update any
----- End of picture text -----

2

3

==> picture [960 x 349] intentionally omitted <==

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

Table of Contents
1 4Q19 Performance Review
2 Major Events Update
鴻海精密工業股份有限公司著作權所有 3 1Q20 Business Outlook
4 Recap of Recent Major Statements
----- End of picture text -----

==> picture [754 x 270] intentionally omitted <==

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

Performance Review
4Q19
Components and Others 5%
Computing
18%
Products
2019 Q4 Unaudited
Enterprise 20%
Financial Results Break-Down
Products
Consumer 鴻海精密工業股份有限公司著作權所有 Enterprise Computing
----- End of picture text -----

Consumer 鴻海精密工業股份有限公司著作權所有 Enterprise Computing Components Products Products Products and Others n Smart phone, TV, n Server, Networking n Computer, Tablet n Connector, Mechanical Game Console Better-thanBelow QoQ In-line In-line expected expectations Below YoY In-line In-line In-line expectations

4

==> picture [960 x 349] intentionally omitted <==

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

Major Events Update
n
The safety of our employees is the first priority. We comply with all governments’
regulations and requirements to resume our production step by step.
n
As of today, the production resumption has reached 50% of seasonal required
capacity. Based on the current schedule, we shall be able to reach full seasonal
capacity by the end of March. 鴻海精密工業股份有限公司著作權所有
n
There are still plenty uncertainties which we can not quantify the potential impact
on the full year. However, AI, semiconductor and 5G are still critical catalysts for
----- End of picture text -----

5

1Q20 Business Outlook

==> picture [936 x 423] intentionally omitted <==

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

Consumer Enterprise Computing Components
Products Products Products and others
鴻海精密工業股份有限公司著作權所有
QoQ
YoY
Copyright © HON HAI PRECISION INDUSTRY CO., LTD. . A Al rights reserved. l l rights reserved.
----- End of picture text -----

6

7

==> picture [960 x 349] intentionally omitted <==

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

Recap of Recent Major Statements
n Hon Hai is working with Fiat Chrysler Automobiles (FCA) to explore the possibility
of setting up a joint venture that would focus on manufacturing battery electric
vehicles. （2020/01/16）
鴻海精密工業股份有限公司著作權所有
n Hon Hai is partnering with Yulon Motor Co. (Yulon) to establish a joint venture
company to focus on automobile design, research and the development of open-
platform ecosystems for the automobile industry.（2020/02/07）
----- End of picture text -----

==> picture [843 x 394] intentionally omitted <==

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

Q & A
----- End of picture text -----

8

==> picture [843 x 394] intentionally omitted <==

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

Thank You
----- End of picture text -----

9