PANJIT — Investor Presentation 2024

Dec 11, 2024

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PANJIT International Inc

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Dec. 2024

• About PANJIT

• Power Discrete & New Technology Focus

• ◼ Automotive

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PANJIT International Inc.

2023 Revenue: NTD$ 12.7 Billion (2481.TW)

Product: IC, MOSFET, SiC, IGBT, Diodes, TVS, ESD, Zener, Bridge, Transistor

Application: Automotive, Medical, Green Energy, High Performance Computing, Consumer, IoT

MILDEX Optical Inc.

2023 Revenue: NTD$ 1.1 Billion (4729.TW) Product: Touch Panel, Display Application: Automotive, IPC, Military

ALLTOP Technology Co., Ltd.

2023 Revenue: NTD$ 2.4 Billion (3526.TW) Product: Connector, F cable, USB-Type C 3.1 Application: Automotive, Medical, Communication, Consumer

Group

Champion Microelectronic Corp.

2023 Revenue: NTD$ 1.1 Billion (3257.TW)

Product: Power Management IC Application: Gaming PC/Adapter, Industrial PC, 5G Power

PANSTAR Semiconductor Co., Ltd

Product: ESD, MOSFET

Application: NB, PC, Automotive, Power Supply, Motor Driver

MetaWells Co., Ltd.

Product: Motor MCU, Power Management IC, Signal Chain IC Application: AI/General computing, Motor Fan, Industrial PC, Consumer, Power Supply

PANJIT Overview IDM Design Capability

PANJIT semiconductor has been providing its comprehensive range of discrete products to global community for over 38 years. With continuous investment in packaging miniaturization, wafer capacity expansion, R&D in advanced high power discrete solution and IC design capability, PANJIT is the brand name that customers can depend on to be life-long partner of discrete semiconductor components and total solution provider.

NTD$ 12.7 B illion Y2023 revenue

• 3 Frontend

• Wafer Sites

5 Worldwide Ranking *From Omdia, 2023: Low Power Si Rectifier, >500mA

• 4 Backend Packaging Sites

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PANJIT Global Footprint at a Glance

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America 2% Japan 1%
China
Shandong SEA
China
Germany 6%
Xuzhou
Munich Korea
China South Korea
9%
Wuxi / Suzhou Yongin
U.S.A
China
San Jose
Shenzhen/ Hong Kong Japan EMEA
9.5B NTD
Tokyo New U.S.A
Taiwan 10%
India Phoenix
Taipei Q1-Q3’ 2024
Bangalore
Pune New Taiwan Revenue
Hsinchu China
Taiwan
Taiwan 58%
14%
Taiwan
Headquarters
Kaohsiung PYNMAX
Kaohsiung
Philippines
New Cabuyao New
Singapore
Headquarters Regional R&D Sites Front-End Back-End
Headquarters
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Wafer Capacity

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6”
4”
Fab 2 Fab 1
Shandong, China Kaohsiung, Taiwan
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EPI: 60,000 pcs/month Schottky: 45,000 pcs/month TVS ESD Array: 5,000 pcs/month Zener: 5,000 pcs/month FRED: 5,000 pcs/month

TVS: 30,000 pcs/month

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8”
Fab 3
Kaohsiung, Taiwan
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MOSFET/ IGBT: 10,500 pcs/month

LVf Rectifier: 5,000 pcs/month

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BRBR IDG EE
SS OD
23B pcs
2023 Shipment
Package Fields
TO-277CTO-277C
SS OT
TO-247TO-247
SMDSMD
TO-220TO-220
DF NN
PLP
TO-247AD-4L
TO-263 7L
TT OL LL
DFNDFN 5 060060
DFN8080
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Assembly Capacity

Kaohsiung, Taiwan Package:

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Small Signal Devices/SMD Bridge Capacity: 2,975 million/month

Wuxi, China Package:

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SMD/Power Package Capacity: 450 million/month

Xuzhou, China Package: Small Signal Device Capacity: 520 million/month

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Cabuyao, Philippines

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Package: SOT-23/DFN3333/DFN5060 Capacity: 55 million/month (MP in 2024 Q4)

Capacity:

Overall

4,000 million/month

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Application Field
Automotive Industrial &
Lighting, Infotainment, Green Energy
Pump, Body & Comfort, PV Inverter, Server fan,
On Board Charger
EV charger, Motor, DC fan,
Robot, Medical
Computing Power Supply
Notebook, Motherboard, PD Charger, Power
SSD, Server, Data center adapter, UPS
DC-DC Brick module,
ATX/Server Power
Consumer Communication
TV, White/Black goods, POE, Mobile, Base station
Game console, Printer,
Smart watch, PC camera
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Market Segment

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By Product
BJT 3% SiC 1% Q1~Q3 , 24
ESD 4%
Switching 6%
Zener 6%
MOSFET 30%
TVS 7%
Schottky 29%
Rectifier 14%
Communication 3% By Market Segment
Q1~Q3, 24
Power Supply 12%
Automotive 30%
Computing 15%
Industrial&Green Energy 19% Consumer 21%
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Innovation for the Future Technology

		2024	2025	2026	2027	2028
	LV MOSFET	SGT Gen.1 N/P-Ch 30/40V Low Ron	SGT Gen.2 N-Ch 30/40V Low RSP	SGT Gen.2 N-Ch 30/40V Line up	SGT Gen.3 N-Ch 40V Low FOM	SGT Gen.3 N-Ch 40V Line up
	MV MOSFET	SGT Gen.1, 2 N-Ch 60/80/150V, 100V	SGT Gen.2 N-Ch 60/80V	SGT Gen.1, 2 N-Ch 200V, 60/80V	SGT Gen.3 N-Ch 80/100V	SGT Gen.2 N-Ch 150/200V
	SJ MOSFET	Gen.2 Easy,FR 650V	Gen.2 Easy,FR 650V Line up	Gen.1 Easy 800V	Gen.3 Easy,FR 650V
FS Trench IGBT		Gen.1 HS 1200V	Gen.1 MS 650/1200V	Gen.2 HS 650/1200V	Gen.2 Voltage Extension
		Gen.1.5	Gen.3	Gen.3	Gen.3, 4(Trench)
	SiC Diode	650/1200V	650/1200V	650/1200V	1700V, 650/1200V
			Gen.1	Gen.1	Gen.2	Gen.2
	SiC MOSFET		1200V	750V	1200V	750V
			Gen.2	Gen.3
	FRED		650/1200V	650/1200V
	Deep	Gen.1	Gen.2	Gen.3
ESD	Snapback	1-28V Low Cj	24-36V Low Cj	48V Low Cj
	High Surge	Gen.2 Uni3-19A/5-45A	Gen.2 Bi3-19A/Uni25-100A	Gen.2 Bi5-45A/Uni25-100A	Gen.2 Bi25-100A
			Gen.2	Gen.2	Gen.2
	TVS		E TypeBi	H TypeUni/Bi	H TypeUni/Bi
			200-600W, TJ150℃	5KW, TJ175℃	5KW, TJ175℃Line up

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Automotive
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Automotive Business 2024 Q1~Q3

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AEC-Q101 parts business trend
YTD Q3
80%
72% YoY
71% +37 %
70%
60%
50%
44%
40%
30%
20%
22%
19%
10%
6%
0%
2017 Y 2018 Y 2019 Y 2020 Y 2021 Y 2022 Y 2023 Y 2024 Y /
Q1-Q3
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Product Offering
2K+ Parts
Shipment
3.55B
Pcs. in 2023
Worldwide
20+ Countries
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Serving over
300+
customers across
the globe
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YOUR COMPONENT OUR PROFESSION

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