AI assistant
MACHVISION — Investor Presentation 2021
Aug 24, 2021
52345_rns_2021-08-24_950cafa4-1576-4821-b054-3e9b770125d2.pdf
Investor Presentation
Open in viewerOpens in your device viewer
==> picture [174 x 14] intentionally omitted <==
We have made forward-looking statements in the presentation. Our forward-looking statements contain information regarding, among other things, our financial conditions, future expansion plans and business strategies. We have based these forwardlooking statements on our current expectations and projections about future events. Although we believe that these expectations and projections are reasonable, such forwardlooking statements are inherently subject to risks, uncertainties, and assumptions about us. We undertake no obligation to publicly update or revise any forward looking statements whether as a result of new information, future events or otherwise. In light of these risks, uncertainties and assumptions, the forward-looking events might not occur and our actual results could differ materially from those anticipated in these forward-looking statements.
1
==> picture [174 x 14] intentionally omitted <==
MACHVISION Investor Conference (3563 TT)
Collin Wang Chairman Jasper Chen President
2021 / 08 / 24
==> picture [174 x 14] intentionally omitted <==
==> picture [285 x 280] intentionally omitted <==
• 2021 H1 Operating Results
• 2021 H2 Operating Prospect
==> picture [174 x 14] intentionally omitted <==
2021 H1 O eratin Results p g
Revenue and EPS comparison between 2020 and 2021 H1
==> picture [619 x 349] intentionally omitted <==
----- Start of picture text -----
Revenue EPS
23.98 Billion
25
10.35 Billion
20
H2
15.02
15 5.02
14.04 Billion
13.63 Billion
H2
10 10
9.03
Revenue: Billion
EPS: NTD
5 H1 H1 H1 H1
H1 Revenue : Billion
H1EPS: NTD 0
2020 2021 2020 2021
----- End of picture text -----
==> picture [174 x 14] intentionally omitted <==
2021 H1 O eratin Results p g
Gross margin and Net Profit Margin
2020 2020 H1 2021 H1 Gross Margin 63% 66% 62% Net Profit 27% 32% 28% Margin
==> picture [174 x 14] intentionally omitted <==
2021 H1 Net income ratio
Analysis of the difference between 2020 H1 and 2021 H1 net interest rate $4 million
Foreign Exchange Product portfolio Decrease $23 million in gross profit
R&D
$26 million
Loss on decline in Impairment market Loss value
$7 million ($30 million)
==> picture [174 x 14] intentionally omitted <==
2020 Dividend a ment p y
==> picture [540 x 278] intentionally omitted <==
- $3 NTD were distributed on NOV. 5, 2020
$9 NTD were distributed on AUG. 24, 2021 2020 dividend distribution $ 12 NTD
==> picture [174 x 14] intentionally omitted <==
2021 H1 Sales Review
2020 H1 Revenue 2021 H1 Revenue
+3%
==> picture [68 x 190] intentionally omitted <==
► Taiwan(substrate market)
► International
► China
Revenue
==> picture [174 x 14] intentionally omitted <==
Product develo ment p
Product Smart Camera PCB mini LED Wafer Packaging Substrate & SLP INDEX CCD 4W Tester
Schedule Shipment ongoing Shipment ongoing Enhanced 3D function Shipment ongoing Approved Shipment ongoing Verification in progress
==> picture [174 x 14] intentionally omitted <==
2021 H2 ros ect p p
==> picture [267 x 265] intentionally omitted <==
Order Revenue New product
10
==> picture [174 x 14] intentionally omitted <==
Forecast
==> picture [412 x 81] intentionally omitted <==
----- Start of picture text -----
4W Tester
----- End of picture text -----
==> picture [472 x 81] intentionally omitted <==
----- Start of picture text -----
Substrate & SLP
----- End of picture text -----
==> picture [540 x 81] intentionally omitted <==
----- Start of picture text -----
FPCB
----- End of picture text -----
==> picture [610 x 81] intentionally omitted <==
----- Start of picture text -----
Semi Product
----- End of picture text -----
==> picture [678 x 82] intentionally omitted <==
----- Start of picture text -----
Smart Camera
----- End of picture text -----
==> picture [174 x 14] intentionally omitted <==
Q & A
==> picture [206 x 290] intentionally omitted <==
==> picture [444 x 367] intentionally omitted <==