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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