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Transcend Call Transcript 2017

Mar 10, 2017

52092_rns_2017-03-10_1edb34ee-98f3-4e1d-a3d6-5136de27c650.pdf

Call Transcript

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Transcend Information Inc. Investor Conference 2017Q1

Transcend at a Glance

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Top 20 Taiwan Global Brand

For the 10th consecutive year, Transcend is ranked in Interbrand’s BEST TAIWAN GLOBAL BRANDS with a brand value of USD $142 million in 2016

Award Records

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Media 2016 Top Recommendations Consumer Electronics Award in the U.S.

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Global Logistics 14 offices & 2 factories

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United Kingdom Shanghai, Shanghai Beijing, Korea Japan Silicon Valley,
(2005) China Factory China (2008) (1997) USA
(2001) (2006) (2000) (2013)
The Netherlands Maryland,
(1996) USA
(2005)
Germany Shenzhen, Hong Kong Taiwan HQ Taipei Factory LA, USA Miami, USA
(1992) China (2000) (1988) (2011) (1990) (2011)
(2002)
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A Wide Product Portfolio 2,000+ products sold in 140+ countries from consumer electronics products to embedded solutions

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Product Launch(1/5) Industrial Products

Transcend’s SuperMLC NAND greatly boosts speeds, endurance and reliability at lower prices.

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SuperMLC JetFlash 740 USB Flash Drive Cost-effective solution for highend electronic devices

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SuperMLC flash can speed up data access, offering sequential write speed up to twice faster than MLC flash chips.

SuperMLC CFast 2.0 CFX720 Memory Cards Exceptional endurance with valueadded technologies

Product Launch(2/5) Strategic Products

StoreJet® Cloud

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Personal Cloud Storage StoreJet® Cloud 110

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Fast performance up to 110 MB/s of transfer speeds

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Worldwide access

free access to StoreJet Cloud anywhere in the world

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Data sharing

faster than traditional sharing schemes

1-Bay

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Personal Cloud Storage StoreJet® Cloud 210

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Full backup includes auto backup and USB backup

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Media streaming

for entertainment at home and on the road

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Power savings

Eco Mode to save power when idling

2-Bay

Product Launch(3/5) Strategic Products

DrivePro™

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DrivePro 50 Car Video Recorder Built-in WiFi

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DrivePro 520 Car Video Recorder Dual Lens Recording

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DrivePro™ Body

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DrivePro Body 10 Body Camera

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DrivePro Body 20 Body Camera Built-in WiFi

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DrivePro Body 52 Body Camera Separate camera unit

Product Launch(4/5) Strategic Products

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Lightning Smart Reader RDA2 For iOS devices

USB 3.0 External Hard Drive StoreJet® 25C3N Lightweight aluminum casing

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JetDrive™ Go 300 / 500 Lightning/USB 3.1 flash drive expand your iPhone, iPad or iPod® storage

M.2 SSD Enclosure Kit CM42 / CM80 All-in-one upgrade kit

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Product Launch(5/5) Consumer Products

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2.5" SATA III SSD230

Solid State Drive

3D NAND Flash for Upgraded Capacity, Performance, and Reliability

USB 3.0 External SSD ESD220C

Portable SSD providing faster data transfer rates

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M.2 Type2242 SATA III MTS420 Solid State Drive Superior upgrade for mobile devices

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JetFlash 850 OTG Flash Drive Type-C and USB 3.1

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microSDXC/SDHC UHS-I U3M (Ultimate)

Ideal for capturing Full HD, 3D, and 4K videos

2016 Consolidated I/S

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2016/12/31 Consolidated B/S

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2016 Consolidated Cash flow

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Product Portfolio

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2012-2016 EPS by Quarter

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2012-2016 : Avg. Quarterly EPS $1.84 2012-2016 : Avg. Yearly EPS $7.38

Outstanding shares: 2012~2016 431 million shares

EPS 2002-2016 (Ave. EPS: 6.76/year)

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Note:

Outstanding shares: 2002 200 million shares => 2016 431 million shares

Dividend 2012-2016

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Note:

  • (1) Distribution is proposed by Board of Directors and will be discussed at Company’s Annual General Meeting at June 16, 2017. (2) Of which 0.5 was distributed by Additional paid-in capital. (3) Of which 0.25 was distributed by Additional paid-in capital.

Dividend Yield 2012-2016

6.94% (1)(2)

Transcend Taiwan Stock Exchange (3)

Note:

  • (1) Based on average market price

  • (2) Distribution is proposed by Board of Directors and will be discussed at Company’s Annual General Meeting at June 16, 2017. (3) Data from TWSE statistics of securities market

Q & A

Thank You