SINBON Electronics — Investor Presentation 2025

Nov 10, 2025

Joseph Wang Chairman / CEO

SINBON ELECTRONICS INVESTORS CONFERENCE

2025 SINBON Electronics Investors Conference

Toward Lucidity

is SINBON's answer to global changes. A clear direction always comes from well-considered choices.

AI is reshaping future life scenarios and industrial landscapes SINBON is committed to being a key partner in promoting the implementation of AI applications and creating a clear path amidst the chaotic changes.

BUILDING RESILIENT SUSTAINABILITY

carbon reduction by 2030.

Taiwan factory awarded RBA* Silver Certificate, with expansion to other sites underway to address human rights concerns.

Investment in R&D increased by 22% compared to the previous year, totaling

NT\$1.24 billion.

* RBA (Responsible Business Alliance) - currently the largest corporate social responsibility alliance in the global industrial supply chain,

dedicated to improving the sustainability and social responsibility of the global supply chain.

CFO Matthew Chang

STEADY PROGRESS

2025 Financial Performance

REVENUE 2019 - 2025

2019-2024 CAGR 10.8%

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MAGIC 5 SEGMENTS SHARE 2024 & 2025 Q1-Q3

15% Automotive YoY 2.2% 24% Communication YoY 9.8% 21% Green Energy YoY -28.8% 31% Industrial Application YoY 0.9% 9% Medical Health YoY 0.3%

GROSS MARGIN 2019-2025 Q1-Q3

NET INCOME & NET MARGIN 2019-2025 Q1-Q3

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GLOBAL SALES SHARE 2025 Q1 - Q3

DIVIDEND POLICY 2019 - 2024

DISPERSION OF TOP 20 CUSTOMERS 2025 Q1 - Q3

Ranking	Industry	Customer	Percentage	Ranking	Industry	Customer	Percentage
1	G	E**	8.55%	11	C	A****	2.38%
2	M&G	G*	4.48%	12	A	N**	2.16%
3	I	A***	3.67%	13	M	U**	1.88%
4	C	L*	3.33%	14	I	Z****	1.62%
5	I	L**	2.81%	15	G	S**	1.42%
6	C	M****	2.80%	16	G	E*	1.41%
7	A	S***	2.74%	17	A	D****	1.40%
8	I	A*	2.64%	18	C	G**	1.25%
9	I	S**	2.61%	19	C	D**	1.25%
10	I	T**	2.45%	20	A	C****	1.21%

2025 TOP 20 accounts for 52.07% of total revenue

SUSTAINABLE REVENUE 2019 - 2025 Q1 - Q3

Sustainable Revenue Share of Overall Revenue (%)				Sustainable Revenue
	44%		44%	47%	48%		In NTD Million	2019	2020	2021	2022	2023	2024	2025 Q1-Q3
36%		40%				46%	Sustainable Industry Revenue	6,443	9,673	10,225	13,443	15,388	15,844	10,785
							Group Revenue	17,886	21,798	25,531	30,575	32,762	33,088	23,446
2019	2020	2021	2022	2023	2024	2025 Q1-Q3	Percentage	36%	44%	40%	44%	47%	48%	46%

* Sustainable Industry Revenue: Income from related products and services such as promoting renewable energy, improving energy efficiency, and supporting

the treatment of major diseases is included in sustainable industry revenue.

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President Mite Liarng

CLEAR STRATEGY AMID CHANGING DYNAMICS

Strategic Progress in 2025

A TURBULENT SITUATION

• Trade Barriers

Global tariff changes are increasing cross-border expansion costs and market entry hurdles.

• Geopolitics

U.S.–China tech rivalry, tensions in the Middle East, and the Russia–Ukraine war create uncertainty in technology collaboration and energy supply.

• Supply Chain Reshaping Rising demand for "Made in USA" drives capacity shifts to the U.S., Mexico, and beyond.

EXPANDING STEADILY FOR RELIABLE SUPPLY

New Sites	New Capacity
• Laos • Thailand • Malaysia • Vietnam • Singapore • Italy	• Mexico New factory starts on Aug 12, 2025 • USA Expansion starts on Aug 18, 2025 • Taiwan New factory in Tongluo Science Park (planning)

SEIZING THE AI WAVE

Global Sales VP Jesse Huang

SUSTAINABILITY ENGINE FOR INTELLIGENT GROWTH

The Driving Force for Continued Growth

ADVANCING TOWARD SYSTEM INTEGRATION

AI Core Engine: Semiconductors

New Developments in the Semiconductor Industry

• Customer Expansion: Global semiconductor customers increased from 2 to 6.
• Product Breakthroughs:

Component supply → System assembly Small cabinet → Large cabinet (upgraded size, supporting higher power and data capacity)

Future Strategies

Surging AI training and inference demand accelerates semiconductor system integration. To meet rising demand for cabinets and harnesses, SINBON is expanding its semiconductor production base with a new factory in Tongluo Science Park.

POWERING AI GROWTH

AI Infrastructure: Power Systems

New Developments in the Power Systems

• Customer Expansion: Global leading power equipment manufacturers
• Product Solutions: High-voltage / high-current connectors and harnesses, busbar connections, sensing and communication cables, distribution and switch cabinets, among others

Future Strategies

With advanced flexible and complex cabling, SINBON has become a key data center partner and continues to strengthen its power system design and manufacturing capabilities.

DRIVING SUSTAINABLE IMPACT

AI Infrastructure: A Strategic Partner for Power Systems

SINBON actively seeks new business models in the power system field, forming strategic partnerships with key players to create new opportunities, enhance market influence, and build a resilient foundation for future growth.

Cooperation Model

SINBON has been a member of the EU's SBMC (Swappable Batteries Motorcycle Consortium) for years, contributing to industry standard development and achieving the following progress:

• Formed strategic alliances with key EU partners
• Expanding future opportunities through pilot cities

EXPANDING DIVERSE FRONTIERS

AI Application: Smart Transportation - Electric Vehicles

New Developments in the EV Industry

• Product Innovation: SINBON's DC fast-charging liquid-cooling system earned the world's first UL certification.
• Market Expansion: Charging and high-voltage harness solutions adopted by top EV makers in Japan, Korea, and Taiwan.
• Application Breakthrough: From passenger cars to two / three-wheel EVs, pickups, trucks, and off-road vehicles.

Future Strategies

SINBON continues to strengthen R&D in high-current and high-voltage connectors, harnesses, and system integration, partnering with global leaders in charging infrastructure and smart mobility to accelerate charging connection solutions and intelligent transportation.

EMERGING INDUSTRY EXPANSION

AI Application: Smart Transportation - eVTOL Air Taxi

Low-Altitude Economy

"New infrastructure + New mobility + New services" in the sky

Extending urban mobility into the air creates new industry opportunities-similar to "new energy vehicles" but in the sky.

Air taxis offer a solution to metropolitan traffic congestion, with higher safety than traditional helicopters.

SINBON's harness products will be used by the designated air mobility manufacturer for athletes at the 2028 Olympic Games. SINBON will also continue to develop more air taxi manufacturers.

ROBOTICS BREAKTHROUGH JOURNEY

AI Application: Robotics

BRIDGING LABOR GAPS WITH INTELLIGENCE

AI Applications: Humanoid Robots

New Developments in AI Exploration

• Product Innovation: From single to full-body harnesses
• Product Development: End-to-End Robotics Solutions (customized connectors, high-speed data harnesses, charging harnesses), and form strategic alliances with key component suppliers.
• Customer Breakthrough: Expanded from North America to global markets.

Future Strategies

SINBON will expand from its US-based customers to the global market and provide high value-added engineering services. US-based customers are expected to gradually enter mass production starting in 2026.

ALLIANCES FOR SMART ECOSYSTEM

Strategic Alliance

SINBON carefully selects high-quality component manufacturers and builds strategic alliances to integrate resources and leverage complementary strengths, helping customers and partners stay competitive in a rapidly changing market.

SINBON Strategic Alliance Development Areas

• Connectors for industrial / Automotive / Medical applications
• Power system
• Semiconductor cabinet
• RV / Harmonic / Planetary reducers

With an open and co-creative mindset, SINBON is working with more forwardlooking technology partners to build a cross-industry smart alliance ecosystem.