LD — Investor Presentation 2016

Dec 27, 2016

LEADTRNED Investor Meeting Material 2016.12.27 TSE:3588

Disclaimer

This following pages contain projections & estimates of financial information as well as market and product developments for future periods. These projections & estimates are based on information currently available which we believe to be reliable, but they involve risks and uncertainties.

Our actual results of operations and financial condition may differ significantly from those contained in the projections & estimates. These projections & estimates should not be interpreted as legally binding commitments, but rather as flexible information subject to change occasionally.

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Company Profile

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Company Profile

Founded Date May, 2003 Listing Date Aug, 2009 Paid-in Capital USD 15.15M (Sep, 2016) Workforce 134 (Sep, 2016) AC/DC Power Product Mana ement IC g

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Brand Customer

Note: rank by alphabetical arrangement

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Application

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Smart Phone

Smart Home Controller

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NB

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Smart TV

Set Top Box

Tablet

Leadtrend AC/DC Solution Wi-Fi Router

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Game Console

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Multi-Function Printer

Smart LED Lighting

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Power Tools

Unmanned Flying Vehicles

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Water Purifier

Cordless-Vacuum

iRobot Cleaner

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Financial Results

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Quarterly Revenue Growth

Unit: NT$K

2016Q3 Revenue QoQ +30% 2016Q3 Revenue YoY +31% 2016Q3 Revenue Ytd +19%

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Revenue & GM% Trend

NT$ , thousand

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Net Income and EPS

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2016 Q3 Result Highlights

In NT$ thousand except EPS) Net Sales Gross Margin Operating Expense Operating Net Income Net Income before Tax Net Income EPS	2016Q3	2016Q3		Amount % 282,417 100% 101,402 36% 70,861 25% 30,541 11% 28,288 10% 18,867 7% 0.41 2016Q2	QoQ % 29.5% 24.7% 16.4% 44.0% 37.2% 61.5%	Amount % 278,519 100% 96,894 35% 76,820 28% 20,074 7% 40,783 15% 34,960 13% 0.77 2015Q3	YoY
	Amount 365,740 126,448 82,468 43,980 38,808 30,461 0.66	%		Amount 282,417 101,402 70,861 30,541 28,288 18,867 0.41			%
		100% 35% 23% 12% 11% 8%					31.3% 30.5% 7.4% 119.1% -4.8% -12.9%

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2016 Q1~Q3 Result Highlights

In NT$ thousand except EPS) Net Sales Gross Margin Operating Expense Operating Net Income Net Income before Tax Net Income EPS	2016 Q1~Q3	YoY Amount % % 773,832 100% 19.0% 286,309 37% 14.4% 213,960 28% 2.9% 72,349 9% 48.1% 95,164 12% 4.0% 77,691 10% -5.4% 1.71 2015 Q1~Q3
	Amount % 920,987 100% 327,400 36% 220,218 24% 107,182 12% 98,991 11% 73,526 8% 1.61

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Product Application Trend _Yearly

	45%	2012 2013 2014 2015 2016 Q1~Q3 44% 44% 40% 30% 30% 27% 28% 28% 31% 30% 24% 23% 28% 36% 36% 5% 5% 4% 3% 4% Computer Communication Consumer Other	2012 2013 2014 2015 2016 Q1~Q3 44% 44% 40% 30% 30% 27% 28% 28% 31% 30% 24% 23% 28% 36% 36% 5% 5% 4% 3% 4% Computer Communication Consumer Other	2012 2013 2014 2015 2016 Q1~Q3 44% 44% 40% 30% 30% 27% 28% 28% 31% 30% 24% 23% 28% 36% 36% 5% 5% 4% 3% 4% Computer Communication Consumer Other	2012 2013 2014 2015 2016 Q1~Q3 44% 44% 40% 30% 30% 27% 28% 28% 31% 30% 24% 23% 28% 36% 36% 5% 5% 4% 3% 4% Computer Communication Consumer Other	2012 2013 2014 2015 2016 Q1~Q3 44% 44% 40% 30% 30% 27% 28% 28% 31% 30% 24% 23% 28% 36% 36% 5% 5% 4% 3% 4% Computer Communication Consumer Other
	0% 5% 10% 15% 20% 25% 30% 35% 40%	Compu Commu Consu Other
		2012	2013	2014	2015	2016 Q1~Q3
	Computer	44%	44%	40%	30%	30%
	Communication	27%	28%	28%	31%	30%
	Consumer	24%	23%	28%	36%	36%
	Other	5%	5%	4%	3%	4%

Computer : MNT / NB / Printer / PC Power Communication : NWK / Mobile / Tablet / POS

、 、 Consumer : TV / Lighting / Game / Appliance (Water Purifier Robot Sweeper Vacuum Cleaner...) Others : Industrial / IPC / Power Tool / Others

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Product Application Trend _ Quarterly

	45%	2015 Q1 2015 Q2 2015 Q3 2015 Q4 2016 Q1 2016 Q2 2016 Q3 33% 30% 27% 29% 31% 29% 31% 31% 30% 30% 32% 30% 32% 29% 33% 37% 40% 35% 35% 35% 37% 4% 2% 3% 3% 4% 4% 3% Computer Communication Consumer Other	2015 Q1 2015 Q2 2015 Q3 2015 Q4 2016 Q1 2016 Q2 2016 Q3 33% 30% 27% 29% 31% 29% 31% 31% 30% 30% 32% 30% 32% 29% 33% 37% 40% 35% 35% 35% 37% 4% 2% 3% 3% 4% 4% 3% Computer Communication Consumer Other	2015 Q1 2015 Q2 2015 Q3 2015 Q4 2016 Q1 2016 Q2 2016 Q3 33% 30% 27% 29% 31% 29% 31% 31% 30% 30% 32% 30% 32% 29% 33% 37% 40% 35% 35% 35% 37% 4% 2% 3% 3% 4% 4% 3% Computer Communication Consumer Other	2015 Q1 2015 Q2 2015 Q3 2015 Q4 2016 Q1 2016 Q2 2016 Q3 33% 30% 27% 29% 31% 29% 31% 31% 30% 30% 32% 30% 32% 29% 33% 37% 40% 35% 35% 35% 37% 4% 2% 3% 3% 4% 4% 3% Computer Communication Consumer Other	2015 Q1 2015 Q2 2015 Q3 2015 Q4 2016 Q1 2016 Q2 2016 Q3 33% 30% 27% 29% 31% 29% 31% 31% 30% 30% 32% 30% 32% 29% 33% 37% 40% 35% 35% 35% 37% 4% 2% 3% 3% 4% 4% 3% Computer Communication Consumer Other	2015 Q1 2015 Q2 2015 Q3 2015 Q4 2016 Q1 2016 Q2 2016 Q3 33% 30% 27% 29% 31% 29% 31% 31% 30% 30% 32% 30% 32% 29% 33% 37% 40% 35% 35% 35% 37% 4% 2% 3% 3% 4% 4% 3% Computer Communication Consumer Other	2015 Q1 2015 Q2 2015 Q3 2015 Q4 2016 Q1 2016 Q2 2016 Q3 33% 30% 27% 29% 31% 29% 31% 31% 30% 30% 32% 30% 32% 29% 33% 37% 40% 35% 35% 35% 37% 4% 2% 3% 3% 4% 4% 3% Computer Communication Consumer Other
	0% 5% 10% 15% 20% 25% 30% 35% 40%	Com Com Cons Other
		2015 Q1	2015 Q2	2015 Q3	2015 Q4	2016 Q1	2016 Q2	2016 Q3
	Computer	33%	30%	27%	29%	31%	29%	31%
	Communication	31%	30%	30%	32%	30%	32%	29%
	Consumer	33%	37%	40%	35%	35%	35%	37%
	Other	4%	2%	3%	3%	4%	4%	3%

Computer : MNT / NB / Printer / PC Power Communication : NWK / Mobile / Tablet / POS

、 、 Consumer : TV / Lighting / Game / Appliance (Water Purifier Robot Sweeper Vacuum Cleaner...) Others : Industrial / IPC / Power Tool / Others

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Thank You

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