NTC - Interim / Quarterly Report 2025

新唐科技股份有限公司

2Q’25 法人說明會

2025年8月5號

Agenda

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新唐合併財務數字新唐2Q’25 營運概況更新車用市場及解決方案 Q&A

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免責聲明

❖ 本簡報中所提及之預測性資訊包括營運展望、財務狀況以及業務預測等內容，乃是建立在本公
司從內部與外部來源所取得的資訊基礎。
❖ 本公司未來實際所可能發生的營運結果、財務狀況以及業務成果，可能與這些明示或暗示的預測性資訊有所差異。其原因可能來自於各種因素，包括但不限於市場風險、供應鏈、市場需求，以及本公司持續推出高品質產品能力等因素。
❖ 本簡報中對未來的展望，反應本公司截至目前為止對於未來的看法。對於這些看法，未來若有
任何變更或調整時，本公司並不負責隨時再度提醒或更新。

新唐合併財務數字

新唐合併綜合損益表

	2Q’25		1Q’25		QoQ
Unit: NT$ M	Amount	%	Amount	%	Amount	%
Net Revenue	7,816	100	8,364	100	(548)	-
Gross Profit	2,728	34.9	3,451	41.3	(723)	(6.4)
Operating Income	(302)	(4)	273	3	(575)	(7)
Non-Operating Income	(343)	(4)	59	1	(402)	(5)
Income before Income Tax	(645)	(8)	333	4	(978)	(12)
Net Income (Loss)	(675)	(8)	217	2	(892)	(10)
EPS (NTD)	(1.61)		0.52		(2.13)

新唐合併資產負債表

	June 30	’25	March 31 ’25	March 31 ’25	QoQ
Unit: NT$ M	Amount	%	Amount	%	Amount	%
Cash & Cash Equivalents	9,685	29	10,436	28	(751)	1
Accounts Receivable	4,353	13	4,983	14	(630)	(1)
Other Receivable	565	2	438	1	127	1
Inventories	6,537	19	7,281	20	(744)	(1)
Long-Term Investments	2,636	7	3,054	8	(418)	(1)
Property, Plant, Equipment and R.O.U	7,766	24	8,441	23	(675)	1
Others	2,021	6	1,930	6	91	-
Total Assets	33,563	100	36,563	100	(3,000)	-
Current Liabilities	11,037	33	11,889	33	(852)	-
Non-Current Liabilities	8,462	25	8,775	24	(313)	1
Total Liabilities	19,499	58	20,664	57	(1,165)	1
Total Equity	14,064	42	15,899	43	(1,835)	(1)
Debt/Equity Ratio	1.4		1.3

新唐合併現金流量表

	2Q’25	1Q’25	4Q’24
Unit: NT$ M	Amount	Amount	Amount
Cash Flows from Operating Activities	202	(898)	(358)
Cash Flows from Investing Activities	(254)	(437)	(229)
Cash Flows from Financing Activities	217	5,679	1,060
Cash & Cash Equivalents	9,685	10,436	5,704

新唐合併營業收入與毛利

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Revenue/Gross Profit (NT$ M)
Gross Margin
42% 42%
40% 41%
40%
38% 40%
37%
10,000 34%
8,953 8,970
35%
8,470 8,468 8,228 8,364
7,957
7,816
7,270 30%
7,500
20%
5,000
3,622 3,756 3,354 3,534 3,451
2,972
2,821 2,769 2,728
10%
2,500
- 0%
2Q'23 3Q'23 4Q'23 1Q'24 2Q'24 3Q'24 4Q'24 1Q'25 2Q'25
Revenue Gross Profit GM%
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新唐 2Q’25 營運概況更新

2Q’25銷售分析- 4C應用

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Automotive&
2Q’25
Computer BMC
Industrial
BM-IC
EC
HMI
1Q’25
26% Super IO
IC Card
TPM
MCU 27%
HSIF
38%
43%
Consumer
14%
15%
Communication & Audio IC
16%
Others HSIF
MCU
MCU
MOSFET
21%
Note: Foundry revenue was not included in the numbers .
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新唐 2Q’25 營運概況更新(1)

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Automotive & Industrial
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❖第4代 Gerda 車用HMI顯示晶片，已在本季開始量產，這個系列整合了影像處理技
術、安全防護和顯示安全等功能，可應用於電子後視鏡、AR抬頭顯示器及電子儀表板上，進一步提升駕駛安全及使用體驗
❖可應用於風扇馬達驅動、且內建MCU之低功耗、高效率的48伏馬達驅動 IC，於本季開始量產
❖TOF 感測器於本季取得了ASIL-B (“Automotive Safety Integrity Level”)的車用功能安全認證，未來將可支援更多車內感測的應用

新唐 2Q’25 營運概況更新(2)

❖ 針對新唐 M55M1 微控制器平台最佳化，推出高效 AI MCU 部署工具 NuML Toolkit，加速AI 應用的落地與實現，目前已被多元應用於智慧檯燈、姿勢辨識、聲音辨識、影像偵測等多種場景

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Computer
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❖ NPCM8mnx BMC 晶片通過 OCP S.A.F.E. 安全認證 Enablement)，已被多家市場領先的平台整合商採用
(Security Appraisal Framework and

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Communication
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❖ 持續積極拓展 CSP MOSFET 在非手機應用的布局，並已導入美系領導客戶的AI智慧眼鏡上

新唐 2Q’25 營運概況更新(3)

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Consumer
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❖推出具備優異訊躁比、免濾波器的 18 瓦類音頻放大器，適用於藍芽音箱、無線門鈴、戶外監視系統及掌上型遊戲機等應用場景
❖新唐M55M1 AI微控制器驅動的智能檯燈應用方案，支援人體感測，可依據用戶進出位置與距離即時調整光源亮度與方向，獲得經濟部 2025「智慧創新大賞」入圍肯定

車用市場及解決方案

Nuvoton Company Website: www.nuvoton.com

車用市場趨勢

➢ Million units Vehicle Production;

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⚫ Data Source: MarkLines – June 2025
⚫ xEVs: BEV (Battery Electric Vehicle),

PHEV (Plug-in Hybrid), FHEV (Full Hybrid) ⚫ 2024 Production by region: China: 30Mu, Western Europe: 10Mu, USA: 10Mu, Japan: 8Mu, India: 6Mu

➢ Global Automotive Market

✓ Vehicle sales are expected to continue growing

However, some OEMs and supply chains are still adjusting inventory in the short term.
✓ EV penetration will keep increasing, though the growth rate is less optimistic than before
Subsidy policies have been adjusted.

✓ Competition in the China market remains intense

China has expanded that competition globally
Impacting the pace of product iteration, pricing, market share, etc.
These developments have affected the entire supply chain, including Nuvoton and our customers.
Global OEMs have also started to respond.
Some countries are introducing protectionist measures → aimed at supporting local suppliers.

新唐創新汽車解決方案

Our efforts are centered on two strategic domains: in-cabin systems and powertrain solutions.

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車用HMI顯示晶片Gerda Series 概況

Gerda is an automotive HMI display IC developed by Nuvoton. It enables HMI solutions that enhance vehicle safety, security and comfort, while maintaining system-level cost efficiency.

Gerda’s applications in cabin

The features and value Gerda provide

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Safety
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-
Rear Mirror
Meter
HUD Display Audio
Information -
Side Mirror
Motorcycle Meter
HVAC
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Security
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Comfort
able
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✓ Fast Boot：Displayed within 0.5s ✓ : Improved visibility of images Super resolution /Contrast correction

✓ Security：Program tampering prevention ✓ Failure diagnosis：Anomaly detection of telltale display

✓ High quality graphics：2.5D Graphics Engine
✓ Audio enhanced ： Music playback

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HAVC: Heating, Ventilation, and Air Conditioning
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車用抬頭顯示器HUD - 發展趨勢及特色

By keeping critical information within the driver’s natural line of sight, the HUD helps create a safer and more comfortable driving environment.

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新唐車用人機介面產品概況 (HMI)

The Gerda lineup

Integrates image processing, security, and safety features to meet the diverse needs of HMI applications.
✓ Gerda-4M: Equipped with advanced image processing engines and supports Full-HD resolution for high-performance displays.
✓ Gerda-4L: Features an image compression engine that enables high-quality image rendering without external DRAM.
✓ Gerda-4C : Delivers 2.5D graphics capabilities, functional safety, and robust security features—all with a focus on cost efficiency. The Gerda-4 series support the functional safety level ASIL-B.

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車用電池管理系統 (BMS)

The BMS continuously monitors battery voltage, current, and temperature to prevent hazardous conditions such as overcharging and over-discharging. It primarily consists of a battery monitoring IC (BM-IC), a control microcontroller (BMU), and dedicated software.

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新唐電池監控進展與藍圖 IC (BM-IC)

Nuvoton BM-IC history & roadmap

Success stories

From the early stages of the EV market, Nuvoton has been at the forefront of developing advanced solutions that prioritize safety and energy efficiency.

Trusted by over 10 major global OEMs, Nuvoton powers HEV, BEV, and PHEV vehicles operating worldwide.

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R&D started
2010 2013 2015 2021 2024
Automotive
1 [st] 2 [nd] 3 [rd] 4 [th]
generation generation generation generation
2012 2016 2020 2024
Infrastructure
✓ Server BBU Backup Battery Unit
4 [th] Gen.
1 [st] Gen. 2 [nd] 3 [rd] ✓ ESS Energy Storage System
New safety
for Industrial Generation Generation
standards ✓ LSEV Low-Speed Electric Vehicle
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新唐電池監控特色及產品線 IC (BM-IC)

Nuvoton technologies & features

BM-IC lineup

1 Simplifying BMS

✓ One IC manages up to 25 in-series battery cells (Industry's highest level)

2 Safety and reliability

Battery monitoring IC

⚫ KA84950UA(25ch)
⚫ KA84930UA(20ch)
✓ Redundant measurement system
✓ Improving communication robustness

Pack monitoring IC

3 Safety monitoring while the car is parked

✓ Stand-alone functional block detecting battery abnormalities and alarming
⚫ KA84917UA

Communication IC

4 Estimation of SOC and SOH

✓ Synchronized current and voltage measurement within 10us (10[-6 ] second; Industry's fastest level)
✓ High-accuracy estimation of SOH
⚫ KA84922UA

Note:

✓SOC: State of Charge

✓SOH: State of Health

未來發展: 實現循環經濟

The safe and efficient circular use of batteries—central to the energy value chain—is essential for realizing a sustainable future. Semiconductor manufacturers also play a critical role in this effort by enabling accurate battery measurement, diagnostics, and data integration.

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Questions & Answers