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Scientech Investor Presentation 2019

Jun 11, 2019

52347_rns_2019-06-11_f236f948-9574-4fd8-982b-3a94b7b31c2e.pdf

Investor Presentation

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(3583)

2019/6/13

1

Safe Harbor Statement

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  • This Presentation contains certain forward-looking statements that are based on current expectations and are subject to known and unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements.

  • Except as required by law, we undertake no obligation to update any forward –looking statements, whether as a result of new information, future events or otherwise.

2

Scientech Corp (3583: TT)

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|||
|---|---|
|Company|
|Establishment|1979/10/17|
|IPO|2013/3/12|
|Capital|NT$ 811 Million|
|Chairman|H.L. Hsieh|
|President|M.T. Hus|
|、|、|
|Equipment Manufacturing|Wafer Reclaim|
|Products|
|Trading(Agent/Distributor)|

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3

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Business Overvies Products

Future Prospect

4

Business Overview

Income Statement

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UnitsNT $ M 2014 2015 2016 2017 2018 1Q19
Revenues 2,717 2,942 3,495 3,539 3,988 1,048
Gross Profit 970 903 1,178 1,251 1,448 353
Operating Expenses 673 779 835 829 935 227
Operating Income 297 124 343 423 514 126
Other Income and
Expenses
20 (6) 21 (8) 26 3
Income Before Tax 317 119 363 415 540 129
Net Income 246 86 292 328 418 95
EPS 3.04 1.06 3.60 4.05 5.16 1.18
Gross Margin 35.71% 30.69% 33.71% 35.36% 36.32% 33.63%
Operating Margin 10.93% 4.23% 9.80% 11.95% 12.89% 11.98%
Income Before Tax
margin
11.68% 4.03% 10.40% 11.72% 13.54% 12.32%

5

Business Overview

Products Mix

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Units% 2014 2015 2016 2017 2018 Gross
Margin
Trading 50 59 51 54 57 Below
Average
Manufacturing 50 41 49 46 43 Above
Average

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6

Business Overview

R&D Expenses

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UnitsNT $ M 2014 2015 2016 2017 2018
R&D Expenses 160 196 226 228 246
Expenses as %
of Revenue
5.89% 6.66% 6.48% 6.44% 6.18%

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7

Products

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Wet Process
Equipment
Equipment
Manufacturing
Trading
Wafer
(Agent/Distr
Reclaim
ibutor)
Semiconductor and 12” Wafer
Optoelectronics
Reclaim
Process Equipment
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Products

Equipment Manufacturing

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Wet process equipmentSingle wafer/ Batch type

  • 8”/12’ Advanced packaging

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、 、 (Fan-out Solder Bump 、 、 Copper Pillow Bumping 、 、 Gold Bump RDL TSV …ect)

  • 6”/ 8”/12” Front-end special

  • process (IoT Sensor Power IC 、 、

  • FP sensor RF CMOS Touch 、

  • Controller MEMS)

  • HB LED fully-automatic process

  • MEMS

  • III-V

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Products Si Wafer Reclaim

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Advanced clean technology
Complete particle inspection
20nm/ 16nm Particle
• (SP1-DLS & SP2)
Low trace metal (<5E9)

 12” Wafer Reclaim
Cleaning Etching

Capacity: 120K / month

Separated Cu & Non Cu
Line
Full Process
Optimization
Polishing Grinding
Complete polishing process Super flatness
Single side polish • (GBIR<0.5 m m)
Double side polish

Final Haze polish 10

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Products

Trading (Agent/Distributor)

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Multi
Exclusive
applicati
Agency
on
Supply Chain
Partnership
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11

Future Product-based Extension Prospect

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Wet Process Equipment ------------------- Front-end Wet Process Equipment Wafer Support System Mass Spectrometer

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Equipment
Manufacturing
Trading
Wafer
(Agent/Distr
Reclaim
ibutor)
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Semiconductor and Optoelectronics Process Equipment

12” Wafer Reclaim ------------------- SiC Wafer Reclaim


AMOLED Advanced Process Miniaturization

12

Q & A

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Thank You!

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