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LOTES Investor Presentation 2026
52339_rns_2026-05-14_25c5386e-a30c-441a-8a8c-2942e0310224.pdf
Investor Presentation
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LOTES
嘉澤端子工業股份有限公司
Ray Tsai
[email protected]
Steven Lee
[email protected]
2026.5.14
Always Connecting
Executive Summary
✓ LOTES specializes in the design and manufacture of inter-connect solutions for Server, PC, Automotive, Industrial and Medical. According to Bishop & associate, LOTES rank no.4 in computer and peripherals and no.18 worldwide.
✓ As world wide top 3 CPU sockets supplier, LOTES is being selected by many customers as their strategic partner. Thus, LOTES has more chance to co-develop the front-end products with them.
✓ Being a connector and socket leading supplier in Server and PC industry, we see more and more opportunities in the upcoming generation.
✓ With world-renowned tier 1 customers in automotive industry, LOTES keep receiving inquiries from various automotive customers. We expect it will contribute more in few years.
經營綜合報告
✓ LOTES為一專業設計及製造連接器/連接線給伺服器、個人電腦、汽車、工控及醫療的廠商。依Bishop統計，在電腦暨週邊連接器廠商中LOTES全球排名第四，不分行業別排名全球排名第十八。
✓ 做為全球前三大中央處理器插座供應商，客戶多會將LOTES選為策略供應商。LOTES也因此得到許多與客戶共同開發新一代產品的機會。
✓ 做為伺服器及個人電腦連接器與插槽的領導廠商，LOTES在新一代的機型上取得很多的機會。
✓ 因打入全球知名汽車一階大廠供應鏈，LOTES持續取得各式車用連接器/連接線的詢單，車用市場將在未來數年內有更顯著的貢獻。
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Agenda
- ☑ Company Profile
- ☑ Business Outlook
- ☑ Financials at Glance
- ☑ Q & A
議程
- ☑ 公司簡介
- ☑ 營運概況
- ☑ 財務概況
- ☑ 問答交流
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公司簡介
COMPANY PROFILE
股票代號：3533.TW
2019.12.6列為台灣中型100指數成份股
2021.3.19列為台灣資訊科技指數成份股
2022.5.18列為特選小資高價30指數成份股
2024.2.27列為MSCI全球指數指數成份股
Stock Symbol : 3533.TW
Inclusion in FTSE TWSE Taiwan Mid-Cap 100 Index on Dec 6th, 2019
Inclusion in FTSE TWSE IT Index on Mar 19th, 2021
Inclusion in TIP Customized Investor Movement Aristocrats 30 Index on May 18th, 2022
Inclusion in MSCI World Index on Feb 27th, 2024
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About LOTES
✓ In 1986, Mr. Ju and Mr. Ho co-founded LOTES. They firmly believes continuous research and development, and non-stop improvement are the foundation of LOTES. With this belief, LOTES has become a world class inter-connect solution provider.
✓ LOTES owns over 4000 patents applied worldwide, top 2 among Taiwan connector makers.
✓ LOTES fully integrated processes in house including design, tooling, Injection, stamping, electro-plating and automation assembly. It render us more flexibility to support our customers.
✓ With ISO17025 certification, LOTES reliability test lab is capable of providing industry standard test reports and also meeting customers' test requirements. Which can shorten the time and lower the expense on product validation.
✓ Certified with ISO 9001, IATF 16949, ISO 13485, AS 9100, ISO 14001, OHSAS 18001, QC 080000, and ISO 14064.
關於 LOTES
✓ 董事長與總經理於1986年成立LOTES，他們深信不斷研究、持續改善是LOTES發展的基石。依著這樣的信念，LOTES已成為世界級連接器/連接線的供應商。
✓ LOTES在全球擁有超過4,000件連接器/連接線專利
✓ LOTES高度製程整合，包括產品設計、模治具及自動化設備開發、射出成型、金屬沖壓、電鍍、組裝等，以使我們能更有彈性的服務客戶。
✓ LOTES有著已取得 ISO 17025 認證的信賴性實驗室，可出具行業標準報告，亦可依客戶規範進行測試，並可縮短產品驗證時間，並降低驗證的費用。
✓ 已取得 ISO 9001, IATF 16949, ISO 13485, AS 9100, ISO 14001, OHSAS 18001, QC 080000 及 ISO 14064 等品質系統認證。
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Geographic profile in China
- Established: 2004 Suzhou蘇州
- Employees: 1000
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Function: Product Design, Tooling, Molding, Stamping, Electro-Plating and Assembly
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Established in 2011
- Employees: 800
- Products: Thunderbolt, Type C, High Speed Cable, Active Optical Cable
- Established: 1993
- Employees: 8000
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Function: R&D, Tooling, Molding, Stamping, Electro-Plating and Assembly
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Established: 1986
- Employees: 100
- Function: R&D, Sales, Finance
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Geographic profile of LOTES 全球佈局
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LOTES VN
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LOTES' Core Competence 核心競爭力
Stamping Die
沖壓模具
Injection Mold
塑膠模具
100% of design and fabrication in house
100% 自行設計及製造
Assembly Jigs
組裝治具
Automation Machines
自動機
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LINTES' Competiveness 嘉基核心競爭力
High Speed Socket Design Capability 高速連接器設計
Precision Micro Lens design capability 高精度光學鏡片設計
High Speed Cable高速線纜 (Optical / Electrical / Active / Passive)
Precision Die/Wire Bond Capability 高精密固晶打線製程
Electrical/Optical Cable HVM 電子/光纖線量產能力
LINTES Technology listed in TWSE with stock symbol 6715 in November 15th, 2018.
High end Docking Cable use in between NB and docking station 40G Thunderbolt Type C
AOC、AEC主動式光纖
ACC 主動式銅線
經營概況
BUSINESS OVERVIEW
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Sales Revenue 營收走勢
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Business Coverage 營收比重
| Revenue share 2023 | 26~27% | 13~14% | 28~29% | 12~13% | 5~6% | 2~3% | 9~10% |
|---|---|---|---|---|---|---|---|
| 2024 | 34.1% | 12.25% | 27.47% | 9.8% | 6.32% | 2.67% | 7.31% |
| 2025 | 39.56% | 10.87% | 25.73% | 8.77% | 7.52% | 2.58% | 4.95% |
| Q1'26(93.57E) | 51.02% | 8.99% | 17.24% | 6.83% | 6.92% | 3.6% | 5.41% |
| Current main product | -CPU Socket -DDR -PCIE | -SODDR -M.2 -I/O -PD Cable | -All types of connectors | -Connectors -Mechanical parts | -Connectors -Wire harness | -Connectors -Wire harness | -High end Docking cable -AOC, AEC |
| Market trend (by Volume) | 15%~20% ↑ | -10% ↓ | -10% ~ -15% ↓ | → or ↑ | → or ↑ | → or ↑ | ↑ |
| 2026 Sales outlook | ↑↑↑↑ | → or ↓ | ↓ | → or ↑ | ↑↑ | ↑↑ | ↑ or ↑↑ |
| Future product plan | -CPU Socket -HSIO & Cable -SOCAMM -QDs | -SODDR5 -M.2 Gen 5.0 -USB4 -CAMM2 | -DDR5 -PCIe 5.0 | -Customized | -Customized | -Customized -Medical | -High Speed Cable |
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Market Update 市場概況
| ODM Average Production Volume | 2022 1.2KK/M | 2022 12.5KK/M | 2022 6.5KK/M |
|---|---|---|---|
| 2023 975K/M | 2023 11.7KKKK/M | 2023 5.5KK/M | |
| 2024 1.18KK/M | 2024 10.6KK/M | 2024 5.5KK/M | |
| 2025 1.32KK/M | 2025 9.89KK/M | 2025 5.57KK/M | |
| Q1'25 : 1.25KK/M | Q1'25 : 9.95KK/M | Q1'25 : 5.4KK/M | |
| Q2'25 : 1.35KK/M | Q2'25 : 10.12KK/M | Q2'25 : 5.8KK/M | |
| Q3'25 : 1.36KK/M | Q3'25 : 10.00KK/M | Q3'25 : 5.8KK/M | |
| Q4'25 : 1.36KK/M | Q4'25 : 9.5KK/M | Q4'25 : 5.3KK/M | |
| Q1'26 : 1.30KK/M | Q1'26 : 8.50KK/M | Q1'26 : 5.06KK/M | |
| Q2'26 : 1.50KK/M (QoQ 15%) | Q2'26 : 8.85KK/M (QoQ 3%) | Q2'26 : 4.48KK/M (QoQ -12%) |
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Product Roadmap 產品Roadmap
LeRain 嘉雨思
PCIE 5.0 Re-Driver
PCIE 6.0 Re-Driver
| Intel Server | LOTES, FIT, TE |
|---|---|
| Intel Desktop | LOTES, FIT, Deren |
| AMD Server | LOTES, FIT (Milan) |
| LOTES, FIT, Amphorel (Genoa) | |
| LOTES, FIT, TE (Venice) | |
| --- | --- |
| AMD Desktop | LOTES, FIT |
*Products with color un-filled are still under-developing or time to market unknown.
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Server CPU Roadmap 伺服器產品 Roadmap
| 2023 | 2024 | 2025 | 2026 | 2027 | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | Q2 | Q3 | Q4 | Q1 | Q2 | Q3 | Q4 | Q1 | Q2 | Q3 | Q4 | Q1 | Q2 | Q3 | Q4 | Q1 | Q2 | Q3 | Q4 |
| Eagle Stream E1(4677) | Birch Stream BR(7529) | Oak Stream DX(9324) | |||||||||||||||||
| DDR5 / PCIe 6.0 | |||||||||||||||||||
| Birch Stream E2(4710) | |||||||||||||||||||
| Genoa SP5(6096) | |||||||||||||||||||
| Zen4 up to 92c | |||||||||||||||||||
| DDR5 / PCIe 5.0 / CXL 1.1 | Venice SP7(7536) | ||||||||||||||||||
| Zen6 up to 256c | |||||||||||||||||||
| DDR5 / PCIe 6.0 / CXL 3.0 | |||||||||||||||||||
| Bergamo SP5(6096) | |||||||||||||||||||
| Zen4 up to 128c | |||||||||||||||||||
| DDR5 / PCIe 5.0 / CXL 1.1 | Turin SP5(6096) | ||||||||||||||||||
| Zen5 up to 192c | |||||||||||||||||||
| DDR5 / PCIe 5.0 / CXL 2.0 | |||||||||||||||||||
| AMD | |||||||||||||||||||
| SENA SP6(4844) | |||||||||||||||||||
| Zen4c up to 64c | |||||||||||||||||||
| DDR5 / PCIe 5.0 / CXL 1.1 | SORANO | ||||||||||||||||||
| Zen5 up to 64c | |||||||||||||||||||
| DDR5 / PCIe 5.0 / CXL 2.0 | Venice SP8(5572) | ||||||||||||||||||
| Zen6 up to 128c | |||||||||||||||||||
| DDR5 / PCIe 6.0 / CXL 3.0 | |||||||||||||||||||
| AMPERE | Altra (4926) | Siryn (5964) | Banshee (7228) |
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FINANCIAL DATA
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Q&A
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