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宏致電子股份有限公司股票代號 3605
ACES Electronics Co., Ltd.
Investor Conference
Nov 22, 2019
• ACES Group Established in Nov. 1996.
• Over 5,000 employees worldwide
• Headquarters: Taiwan Taoyuan
• Factories: Taiwan、China (Dongguan、Kunshan、Suzhou)、Philippines、Vietnam
• Overseas Sales Offices: Japan、Singapore、Philippines、Germany、USA
• We are focusing on designing/producing/selling high technique connectors,
cables assemblies, dongles, and solution of electronic devices.
• End Product including: Industry 4.0, IPC, Medical, Cloud Computing, Server,
Automotive, Transportation, Laptop Computing, Consumer Electronics
Profile
CPC
ACES GROUP
ACES 集團
龍翰Cable Group Connector Group
Sales Channel& RF Group
宏致 志展 廣迎Stamping Metal
Connectors
MEC Taiwan台北龍翰
MEC HT Suzhou 蘇州瀚騰
MECHPT Dongguan東莞奇翰
MEC Philippnes龍翰菲律賓
MEC USA龍翰美國辦公室
CPC Taiwan台北志展
CPC Germany德國辦公室
CPC Vietnam越南
ACES PEC Taiwan台灣精工中心
ACES Dongguan 東莞 宏致
ACES Kunshan昆山宏致
GALIS KunshanPlating
昆山加利金屬工藝中心
ACES Japan宏致日本辦公室
ACES USA宏致美國辦公室
ACES Singapore 宏致 加坡辦公室
ACES Taiwan台灣宏致(總部)
KY Taiwan廣迎 桃園
KY Dongguan 東莞 廣迎
KY Suzhou 蘇州 廣迎
3
Marketing
Sales
總部
R&DToolingMoldingStampingConnector and Cable Assembly
精工中心
Sales
R&D
Tooling
Molding
Stamping
Assembly
東莞宏致
Sales R&D
Tooling
Molding
Stamping
Connector
Assembly
Automotive parts
昆山宏致 加利 金屬工藝
Plating
Plant Overview-宏致 ACES
HeadquartersPrecision
Engineering CenterDongguan Plant Kunshan Plant Galis Plating
KY
CPC
MEC ACES55%
Proportion : Taiwan 11% / China 89%
Marketing
Sales
Product Design
High Speed
Cable
龍翰科
Dongle Cable,
Data Cable
Appliance Cable
東莞奇翰
LVDS Cable
Automotive
Cable , Wire
Harness,
蘇州瀚騰
AC/DC Power Cord,
Appliance Cable,
Industrial Cable
龍翰菲律賓
Plant Overview-龍翰 MEC
MEC IMEX Inc. MEC Homepride Tech. Inc.
SUZHOU Hanteng Electronics Tech. Co., Ltd.
MEC Electronics (Philippines) Corp.
KY
CPCACES
MEC23%
Proportion : PHIL 46% / SZ 45% / DG 9%
Sales R&D
RF Connector
RF Cable
Supply Chain
志展實業
Sales
Logistic
德國宏高
RF Connector
RF Cable
Zinc Die Casting
Aluminum Die Casting
Barrel Plating
Hanging Plating
Lathe / CNC
志展越南
Plant Overview- 志展 CPC
CPC Headquarters CPC Germany Vietnam Plant
CPY
MEC
ACESCPC 12%
廣迎 工業
Stamping Metal
東莞廣迎 蘇州廣迎
Plant Overview-廣迎 KY
KY Taiwan KY Dongguan KY SUZHOU
Stamping Metal
CPC
MEC
ACES
KY 10%
志展
龍翰
宏致
Stamping Metal
CNCRFI Connector
Cloud
40%Consumer Electronics
60%
• Yearly Revenue about USD 30 Million
• Established:1991
• HQ : New Taipei City, Taiwan
• Capital:USD 9 Million
• Products/Services:• Stamping Metal • Connector & Accessory• Electroplating Service• Tooling Parts
Plant Overview-廣迎 KY
ASUS-RT-AC5300
TP-LINK Talon
AD7200
TP-LINK Archer C3150
ASUS-RT-
N18U
USB RFI
USB RFI
RFI (Radio Frequency Interference)
EMI interference
problem caused
seriously on these band segments
Strategic Planning for main market category
Industry
UPS, Industrial &
IPC, Medical
Equipment
Cloud
Computing
Communication
Server
Automobile
Transportation
Laptop Computer
Consumer
Electronics
Industrial & Industry 4.0 /
IPC / Medical
ICAN
� Cable and Connector for Industrial Equipment
� Cable and Connector for IPC
� Cable and Connector for Medical Equipment
Cloud
N-NB
Consumer
Electronic
Automobil
Industry 21%
Cloud Computing &
Communication and Server
ICAN
� High Speed Connector and Cable
� High Power Connector
� RF connector (Radio Frequency
Connector ) and Cable
� Other Connector and Cable
Industry
N-NB
Consumer
Electronics
Automobile
Cloud,8%
PCIe 4.0High Speed Cable Assembly
Automobile /
Transportation
ICAN
� Connector & Cable for
Advanced Driver
Assistance Systems
� Electronic Control
Module
� Connector & Cable for
Electric Vehicle
Cloud
N-NB
Automobile,6%
Consumer
Electronics
Body Control Module Connector
Reverse Parking Sensor Connector & Cable Assembly
High Power Connector
Industry
Laptop Computer /
Consumer
Electronics
ICAN
� High technique Connectors & Harness for
Note Book and Peripheral products
� High technique Connectors & Harness for
Smart Phone
� Connector & Cable for Smart Home
� Dongles
� USB/HDMI/IO Cable
Cloud
IndustryConsumerElectronics,
34%
Note Book,31%Automobile
FPC ConnectorWafer
IDC FemaleSlimmateconnector0
Cloud AutomobileNoteBook& Consumer
25%
Strategic Planning for main market category
Industry
21%
5%
8%
8%
6%
62%
65%
2018
2019
2020
18
Financial Results
19
31%
9%
19%
9%
0%
5%
10%
15%
20%
25%
30%
35%
0
1,000,000
2,000,000
3,000,000
4,000,000
5,000,000
6,000,000
7,000,000
8,000,000
2015 2016 2017 2018 2019
KY CPC MEC ACES YOY
Last 5 Years Revenue
Merger MEC in Oct 2015
39.7億
單位 新台幣億元
51.8億
Merger KY in Jul 2019
56.7億
67.1億
Merger CPC in Jul 2017
20
ACES
Margin %
SG&A %
Operating
Income %
33%
22%
11%
Revenue $1,187
MEC
9%
12%
-3%
$468
KY
18%
19%
-1%
$203
Group
25%
19%
6%
$2,058
CPC
15%
15%
~0%
$240
NTD Million
Consolidated Income Statement-3Q’19
21
29%
22%
7%
$3,129
MEC
8%
13%
-5%
$1,336
KY
18%
19%
-1%
$591
Group
22%
19%
3%
$5,240
CPC
15%
16%
-1%
$690
Consolidated Income Statement-2019 YTM
ACESNTD Million
Margin %
SG&A %
Operating
Income %
Revenue
22
Consolidated Income Statement-Quarter
24
Consolidated Income Statement
25
Last 5 Years Results
26