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SINBON Electronics — Investor Presentation 2016
Dec 14, 2016
52256_rns_2016-12-14_0a4ace24-4069-43b1-80cf-d363773bd4ab.pdf
Investor Presentation
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2016 SINBON Investors Conference
From Tiny to Giant
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From Tiny to Giant
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， Nowadays ， SINBON + Innovative provide
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System Integration Box Build Box Build PCB Assembly PCB Assembly Cable Assembly Cable Assembly Cable Assembly Distributor Distributor Distributor 1999 2009
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2016
1989
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From iMAGIC to MAGIC[+]
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| Medical | Automotive Electronics | Wind Energy | Industrial Control | Mobile |
|---|---|---|---|---|
| Fitness | Electric Vehicle | Solar Energy | Transportation | Smart Home |
| Leisure | Car Rear View System | Solar PV System | Data Capture | RF Applications |
| Telemedicine | ADAS | Smart Lighting | Automation | Communication |
| Wearable Devices | Aviation | Smart Energy | High Precision | Smart Wearable |
| Equipment | Devices | |||
| Robotics |
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From Tiny to Giant – All-round Service
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Connectors Cables PCB Quality R&D
Assembly
Innovative
Components Customization Service
Box-
build
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From Tiny to Giant – Smart Medical
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HV Cable
± 75kV
DC
High Voltage Passed 16 Certification UL Certification
Tests (GB/T 10151-2008 (Only few companies
IEC 60601 were approved)
NEMA XR-7)
RoHS
RoHS Standard Others : SINBON :
Patened
Umbrella Design Mushroom Design
- Durable、stable & elastics
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From Tiny to Giant – Smart Medical
Sleeping Monitor Bluetooth Homecare
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Biocompatibility Easy to clean
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Motherboard Cable
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From Tiny to Giant – Aviation
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Aircraft
Cable
SPEC
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Raychem Small & High Temp. Low Smoke &
Materials Light Corrosive Gas
Generation
Rugged Chemical Heat-shrinkage
Resistant Tubing
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From Tiny to Giant – Smart Transportation
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EV Charging
Cable
AC/DC
AC/DC Overmold Ergonomics
Strength
(Patented)
Soft IP67 Low-heating
(Patented)
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From Tiny to Giant – Smart Transportation
EV Charging Station
Touch Remote Wireless Wired Screen Control (GPRS) (RS485、Ethernet) Emergency Safe Modular Button Design
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From Tiny to Giant – Smart Energy
Micro inverter
Cooperation with
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SINBON will co-deign with Enphase of next generation products, with a 10 million sets of contracts in the following 4 years. UL Certification North America 1st UL 9540 M250 S290 Home Energy Storage System (2015 & 2016) (2017) Respect of SINBON within Enphase Engineering and Leadership is exceptional
- Enphase
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From Tiny to Giant – Smart Energy
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Solar
Monitoring
System
Individual Real-time Aging & Risk Danger Alarm
Module Monitoring Anticipatory
Monitoring
Gateway
Cloud
DC Optimizer
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From Tiny to Giant – Smart Energy
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Solar PV
System
BIPV
Microinverter Tendering BIPV O&M
20 Years
Warranty
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From Tiny to Giant – Smart Security
Passport Scanner Modules Identification
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Tiny Ultra-fast Low Power Consumption
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Reliable
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From Tiny to Giant – Smart Navigation
Agriculture Application Navigation Equipment Reliable High Temp. High Rugged Humidity IP67 Oil Resistant
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From Tiny to Giant – Smart Manufacturing
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High Precision
Equipment
Cable
High Tech Precision Interconnection
Cleaningless Reliable
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From Tiny to Giant – Smart Manufacturing & Logistics
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Automated
Factory/
Warehouse
Remote Automated Automated Tracking
Control Manufacturing Logistics
Power Cable Smart Logistics Tablet Bluetooth Adapter
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From Tiny to Giant – Smart Wearable Devices
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Smart
Wearable
Devices
GPS Pet Tracker Smart Tracking Alarm
Antenna Monitoring Notification
Fitness Monitoring Smart Data Transfer Charging
& Tracking Devices Monitoring
Charger
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From Tiny to Giant – Smart Living
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Electric
Fireplaces
Touch Energy Remote Humidify
Screen Saving Control
Customization Residential Commercial Electric
Fireplaces
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Never Stop Growing
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Never Stop Growing – Revenue
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2010-2016 Q3
NTD Million
14,000
12,111
11,643
?
12,000
10,012 [ 10,555 ] 9,979
8,922
10,000
8,347
8,000
6,000
4,000
2,000
-
2010 2011 2012 2013 2014 2015 2016
Q1-Q3
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Never Stop Growing – Gross Profit 2010-2016 Q3
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NTD Million
Gross Profit(%)
25.00% 24.33%
24.00%
22.48%
23.00%
21.73%
21.50% 21.49%
22.00% 21.36% 21.30%
21.00%
20.00%
19.00%
18.00%
17.00%
16.00%
15.00%
2010 2011 2012 2013 2014 2015 2016
Q1-Q3
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Never Stop Growing – Net Income
2010-2016 Q3
9.13%
Net Income
970
8.01%
NTD Million
?
1000 911
6.82%
900
793
6.28%
800 5.48%
663
5.01%
700
548
600
447
500 403
400
300
200
100
0
2010 2011 2012 2013 2014 2015 2016
Q1-Q3
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Never Stop Growing – Dividend Policy 2010-2015
| 2011 | 2012 | 2013 | 2014 | 2015 | |
|---|---|---|---|---|---|
| EPS(NT$) | 2.49 | 2.92 | 3.2 | 3.82 | 4.53 |
| Cash Dividend(NT$) | 1.70 | 2.00 | 2.50 | 2.80 | 3.10 |
| Stock Dividend(NT$) | 0.00 | 0.00 | 0.00 | 0.20 | 0.30 |
| SUM | 1.70 | 2.00 | 2.50 | 3.00 | 3.40 |
| Payout Ratio | 68% | 68% | 78% | 79% | 75% |
| Annual Avg. Stock Price | 21.28 | 24.08 | 30.52 | 48.9 | 53.82 |
| Yield | 7.99% | 8.31% | 8.19% | 6.13% | 6.32% |
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5
4.53
3.82
4
3.2
2.92 3.1
2.49 2.8
3 2.5 EPS(NT$)
2
2 1.7 Cash Dividend(NT$)
Stock Dividend(NT$)
1
0.3
0.2
0 0 0
0
2011 2012 2013 2014 2015
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– Never Stop Growing 2016 Q1-Q3 5 Business Segment Share
NTD Million
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MEDICAL HEALTH
10%
COMMUNICATION (985.9) AUTOMOTIVE & AVIATION
9%
32%
(910.1)
(3,217)
21%
(2,086)
GREEN ENERGY
INDUSTRIAL
APPLICATION
28%
(2,780)
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Never Stop Growing – Risk Diversification 2016 Q1-Q3 Top 20 Client (Total Revenue Share: 55.06% )
| Rank | Client | Shares | Rank | Client | Shares | 6 |
|---|---|---|---|---|---|---|
| 1 | G* | 7.38% | 11 | Q* | 2.09% | |
| 2 | G* | 5.62% | 12 | N** | 1.99% | |
| 3 | H**** | 4.24% | 13 | A* | 1.94% | |
| 4 | V* | 4.03% | 14 | B** | 1.76% | |
| 5 | Z**** | 3.63% | 15 | H** | 1.59% | |
| 6 | D** | 3.20% | 16 | H** | 1.55% | |
| 7 | G* | 3.14% | 17 | E* | 1.52% | |
| 8 | T** | 3.05% | 18 | B** | 1.27% | |
| 9 | E** | 2.63% | 19 | 同*** | 1.19% | |
| 10 | S** | 2.10% | 20 | D**** | 1.14% 2 |
Ignite the World
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Ignite the World – SINBON Everywhere
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Ignite the World – Awards
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ASML GE Renewable Energy Supplier Quality 2016 Excellence in Customer Centricity Award 2016
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MedAccred
First Company in Asia to Achieve Accreditation
Goldwind
2015 Excellent Quality Management Award 2015 Quality Excellent Award
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Ignite the World – Exhibitions
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Malaysia Defense Services Asia Singapore Aircraft Interiors Expo Asia
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Shanghai EVSE
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Taiwan SEMICON
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Germany Electronica
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Ignite the World – Share · Love
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Music Foundation for The Blind
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Taiwan Fund for Children and Families
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Hope Primary School
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United Way Support Non-toxic Farming of Taiwan
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Huashan Social Welfare Foundation
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Miaoli Light Pole
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2016 SINBON Investors Conference
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