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Confidential Page1 Zhen Ding Technology Holding (4958. TW) Annual Investor Conference 2017/11/13

Zhen Ding Technology Holding (4958. TW) Annual Investor … · 2017. 11. 10. · 30 35 40 45 50 55 60 65 70 75 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 Source:Prismark

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Page 1: Zhen Ding Technology Holding (4958. TW) Annual Investor … · 2017. 11. 10. · 30 35 40 45 50 55 60 65 70 75 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 Source:Prismark

Confidential Page1

Zhen Ding Technology Holding

(4958. TW)

Annual Investor Conference

2017/11/13

Page 2: Zhen Ding Technology Holding (4958. TW) Annual Investor … · 2017. 11. 10. · 30 35 40 45 50 55 60 65 70 75 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 Source:Prismark

Confidential Page2

《CW Magazine》2016 China, Taiwan and

Hong Kong Top 1000 Enterprises’ Ranking

2016 China PCB Manufacturers’ Ranking

2016 Global PCB Manufacturers’ Ranking

《CW Magazine》2016 Taiwan Top 2000

Manufacturers’ Ranking

Achievements

Page 3: Zhen Ding Technology Holding (4958. TW) Annual Investor … · 2017. 11. 10. · 30 35 40 45 50 55 60 65 70 75 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 Source:Prismark

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21 21 22 20 20 22

25 29

32 33 36

42

33 31

33

38 41

45 48 48

41

52 55 55 56 57

55 54 56 58 59 60 60

-30%

-20%

-10%

0%

10%

20%

30%

0

10

20

30

40

50

60

70

PCB市場規模 年成長率 Annual Growth Rate PCB Market Size

Year 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006

Value 20,255 19,517 22,288 24,851 28,828 32,287 33,100 36,368 41,570 32,694 30,842 33,311 38,391 40,639 45,143

YoY -6.8% -3.5% 14.2% 11.5% 16.0% 12.0% 2.5% 9.9% 14.3% -21.4% -5.7% 8.0% 15.3% 5.9% 11.1%

Year 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017(F) 2018(F) 2019(F) 2020(F) 2021(F)

Value 47,685 48,342 41,226 52,468 55,409 55,039 56,151 57,437 55,325 54,207 56,353 57,614 58,866 59,939 60,415

YoY 5.6% 1.4% -14.7% 27.3% 5.6% -0.7% 2.0% 2.3% -3.7% -2.0% 4.0% 2.2% 2.2% 1.8% 0.8%

Unit:Billion USD

Unit:Million USD

Source:Prismark(2017/8)

Global PCB Value Growth

Page 4: Zhen Ding Technology Holding (4958. TW) Annual Investor … · 2017. 11. 10. · 30 35 40 45 50 55 60 65 70 75 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 Source:Prismark

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China Becomes Significant in Global PCB

Manufacturing

0

5

10

15

20

25

30

35

40

45

50

55

60

65

70

75

2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020

Source:Prismark (2017/05)

$ 40.6Bn

Growth Drivers: HDI,

Flex, ICS

Historical Growth Rate

1995-2000: 11.1% per year

Americas

Europe

Japan

China

$41.6Bn

Asia(excl. Japan/China)

Greater than six-year

Global recovery period

PCB Production in China

Still Grows Strongly Two year recovery

driven by emerging

economics

Average Growth Rate Forecast

2015-2020: 2.5% per year

31.7% $17.2Bn

50.0% $27.1Bn

9.7% $5.3Bn

3.5% $1.9Bn 5.1% $2.8Bn

$60.4Bn

31.8%

$19.2Bn

53.0%

$32.0n

7.7% $4.6Bn

2.9% $1.7Bn

4.6% $2.8Bn

US$ Bn

-5.8%

1.5%

-7.1%

-0.9% -1.2%

Page 5: Zhen Ding Technology Holding (4958. TW) Annual Investor … · 2017. 11. 10. · 30 35 40 45 50 55 60 65 70 75 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 Source:Prismark

Confidential Page5

Guangdong Shenzhen Plant

Page 6: Zhen Ding Technology Holding (4958. TW) Annual Investor … · 2017. 11. 10. · 30 35 40 45 50 55 60 65 70 75 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 Source:Prismark

Confidential Page6

Guangdong Shenzhen Plant

Page 7: Zhen Ding Technology Holding (4958. TW) Annual Investor … · 2017. 11. 10. · 30 35 40 45 50 55 60 65 70 75 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 Source:Prismark

Confidential Page7

Shenzhen East Road

Chu-hai East Road

Jiangsu Huaian Plant

Page 8: Zhen Ding Technology Holding (4958. TW) Annual Investor … · 2017. 11. 10. · 30 35 40 45 50 55 60 65 70 75 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 Source:Prismark

Confidential Page8

Jiangsu Huaian Plant

Page 9: Zhen Ding Technology Holding (4958. TW) Annual Investor … · 2017. 11. 10. · 30 35 40 45 50 55 60 65 70 75 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 Source:Prismark

Confidential Page9

Hebei Qinhuandao Plant

Page 10: Zhen Ding Technology Holding (4958. TW) Annual Investor … · 2017. 11. 10. · 30 35 40 45 50 55 60 65 70 75 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 Source:Prismark

Confidential Page10

Hebei Qinhuandao Plant

Page 11: Zhen Ding Technology Holding (4958. TW) Annual Investor … · 2017. 11. 10. · 30 35 40 45 50 55 60 65 70 75 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 Source:Prismark

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Jiangsu Huaian Zong Bao Plant

Page 12: Zhen Ding Technology Holding (4958. TW) Annual Investor … · 2017. 11. 10. · 30 35 40 45 50 55 60 65 70 75 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 Source:Prismark

Confidential Page12

Liaoning Yingkou Plant

Page 13: Zhen Ding Technology Holding (4958. TW) Annual Investor … · 2017. 11. 10. · 30 35 40 45 50 55 60 65 70 75 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 Source:Prismark

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Quarterly Revenue Unit:Million NTD

0

5,000

10,000

15,000

20,000

25,000

30,000

35,000

Revenue 30 Dec-2011 to 09-Nov-2017 (Quarterly)

2012 2013 2014 2015 2016 2017

Revenue

Peak in Q3 2017!!

12,136

13,328 17,488

12,321

12,368

16,994

22,800

14,845

15,942

19,214

25,951

17,772

18,667

22,442

26,856

15,398

15,523

22,085

29,387

17,520 15,742

31,451

12,417

Q1 Q2 Q3 Q4

Page 14: Zhen Ding Technology Holding (4958. TW) Annual Investor … · 2017. 11. 10. · 30 35 40 45 50 55 60 65 70 75 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 Source:Prismark

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Monthly Revenue

October revenue reaches

Historical high, 13.2 Billion NTD!

0

2,000

4,000

6,000

8,000

10,000

12,000

14,000

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

2015 2016 2017

Unit:Million NTD

Page 15: Zhen Ding Technology Holding (4958. TW) Annual Investor … · 2017. 11. 10. · 30 35 40 45 50 55 60 65 70 75 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 Source:Prismark

Confidential Page15

Industries’ Prospects

AI & Robots

UAV

Page 16: Zhen Ding Technology Holding (4958. TW) Annual Investor … · 2017. 11. 10. · 30 35 40 45 50 55 60 65 70 75 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 Source:Prismark

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Future Prospects

4. O2O Product Service Platform

1. Strategic Alliance

2. High End Products Expansion

5. Green Enterprise

6. Corporate Social Responsibility

3. Strengthen Automation,

Promote Industrial 4.0

Smart Manufacturing

Page 17: Zhen Ding Technology Holding (4958. TW) Annual Investor … · 2017. 11. 10. · 30 35 40 45 50 55 60 65 70 75 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 Source:Prismark

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1. Support & Trust from Shareholders

2. Comprehensive in market

movement & trend

3. Clear management mindset

4. Comprehensive management strategy (choose right clients,

suitable product mix and high engagement in R&D)

5. Set up complete systems (industrial, quality, manufacturing and operating

management)

6. Build a high quality management team with the

same vision and objectives

Pioneers must have:

1.Unlimited Responsibility

2.Determination for Success

3.Spirit of Entrepreneurship

ZDT Success Elements

Page 18: Zhen Ding Technology Holding (4958. TW) Annual Investor … · 2017. 11. 10. · 30 35 40 45 50 55 60 65 70 75 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 Source:Prismark

Confidential Page18