Scientech — Investor Presentation 2021

Nov 4, 2021

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(3583)

2021/10/21

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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.

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Scientech Corp (3583: TT)

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

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Organization

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Scientech
Equipment M’fg
General Admin.
Wafer Reclaim
New Projects
Semi / Opto / Biotech
Taiwan Offices China Offices USA Office Europe Office
Japan Agent Korea Agent S’pore Agent
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CONFIDENTIAL

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Business Overview

Products

Corporate Governance

Future Prospect

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Business Overview

Income Statement

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Units：NT $ M	2016	2017	2018	2019	2020	2021/H1
Revenues	3,495	3,539	3,988	3,949	3,580	1,958
Gross Profit	1,178	1,251	1,448	1,384	1,456	663
Operating Expenses	835	829	935	997	991	472
Operating Income	343	423	514	387	465	191
Other Income and Expenses	21	(8)	26	16	(76)	16
Income Before Tax	363	415	540	403	389	207
Net Income	292	328	418	323	305	167
EPS	3.60	4.05	5.16	4.02	3.80	2.08
Gross Margin	34%	35%	36%	35%	41%	34%
Operating Margin	10%	12%	13%	10%	13%	10%
Income Before Tax margin	10%	12%	14%	10%	11%	6 11%

Business Overview

Products Mix

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Units：%	2015	2016	2017	2018	2019	2020	Gross Margin
Trading	59	51	54	57	59	58	Below Average
Manufacturing	41	49	46	43	41	42	Above Average
0% 20% 40% 60% 80% 100% 2015 2016 2017 2018 2019 2020 59 51 54 57 59 52 41 49 46 43 41 48 代理 製造

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Business Overview

R&D Expenses

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Units：NT $ M	2016	2017	2018	2019	2020	2021/H1
R&D Expenses	226	228	246	246	248	126
Expenses as % of Revenue	6.5%	6.4%	6.2%	6.2%	6.9%	6.4%

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R & D
300 10.0%
250
9.0%
200
8.0%
150
6.9%
6.5% 6.4% 6.4% 7.0%
100 6.2% 6.2%
6.0%
50
0 5.0%
2016 2017 2018 2019 2020 2021/H1
研發費用 研發費用佔營業收入比重
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Products

What We Do

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 Industries which we serve:

• Semiconductor (Front-End and Advanced Packaging)

• Compound Semiconductor

• LED / Mini LED / Micro LED

• Flat Panel Display (TFT-LCD, AMOLED, Touch Panel)

• Solar Cell / Battery

• Biotech / Chemistry Analysis / Scientific Instrument,…

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CONFIDENTIAL

Products

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Product and Technology

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•
•
Equipment •
Design
M’fg
Wafer Reclaim
Representative
Service
/ Distributor
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• Wet-Process Tools

• Semiconductor

• Wafer Temporary Bonding Debonding System

• Compound SEMI

• LED / Micro LED

• SEMI / Compound / LED

• Flat Panel Display

• Solar Cell / Battery

• Biotech

• Scientific Inst.

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•
12” Si Wafer
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•
6” SiC Wafer
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CONFIDENTIAL

Products

Wafer Reclaim Service

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 Scientech Corp.

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• 12” Wafer Reclaim

• Capacity: 120K / Month

• Cu and Non-Cu Process

• SiC Post Slicing Process and Reclaim

• Capacity: 3K / Month

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CONFIDENTIAL

Products

Wet Process Equipment

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 Scientech Corp.

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• Wet-Bench / Single-Wafer Wet Process Equipment

• Applications:

• Advanced Packaging Process

• Semiconductor Front-End Process

• Compound Semiconductor

• Microelectromechanical Systems (MEMS)

• High-End LED Fully-Automatic Advanced Process

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12 CONFIDENTIAL
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Products

Temporary Bonding Debonding System

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 Scientech Corp.

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 Temporary Bonding Debonding System (TBDB)

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• Application: IGBT Power Device, Advanced Packaging for Semiconductor and LED

• Temporary Bonding System

• Temporary Debonding System

• Release Layer Formation System

• Carrier (Glass) Recycling System

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CONFIDENTIAL

Products

Trading (Agent/Distributor)

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Exclusive
Multi
Application Agency
Supply Chain
Partnership
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Corporate Governance

ISO Certifications

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Issue 4. Certified since 2010/3/24 Initial Certification Valid Date ： 2014/5/27 2019/4/30 ~ 2022/4/30 Valid Date ： 2020/5/28 ~ 2023/5/27

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Issue 3. Certified since 2019/4/30 Valid Date ： 2019/4/30 ~ 2022/4/30

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ISO45001

Issue 1. Certified since 2019/11/20 Valid Date ： 2019/11/20 ~ 2022/11/19

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ISO27001

Information Security

Issue 1. Certified since 2021/09/29 Valid Date ： 2021/09/29 ~ 2024/09/28

ISO22301 BCM

ISO14001

ISO9001

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Corporate Governance

Intellectual Property Management – (TIPS AA ）

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Future Prospect

The Growing Market

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• In the next 10-20 years, the overall semiconductor industry will grow 5%-6% (CAGR) which is over than the global GDP growth rate 2.5%-3%

• The continuous development of 12” semiconductor advanced process

• Front-End : 5nm 、 3nm 、 2nm 、 1nm 、

• Advanced Packaging : Fan-Out 、 CoWoS (2.5D) 、 SoIC(3D) 、 etc.

• The continuous expansion of China semiconductor fabs in recent years

• The demand of 8” semiconductor fab is higher than the supplying capacity

• Compound semiconductor :

• The investments of electrical car and 5G are growing tremendously

• The third generation of semiconductor arises. The demand of high power and high frequency semiconductor are growing rapidly.

• The new application of Mini LED & Micro LED starts and it will lead the LED industry .

• grows again

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Q & A

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!
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Thank You!