panjitheadquarters sales office r&d sites frond-end china beijing china wuxi / suzhou china...

PANJITInternational Inc

Copyright© 2020 PANJIT International Inc. All rights reserved.1


Aug. 2020 n 關於強茂n 財務資訊n 新技術發展

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關於強茂

Copyright© 2020 PANJIT International Inc. All rights reserved.

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PANJIT Overview


PANJIT International Inc. is a leading global manufacturer dedicating in supplying high

quality semiconductors, serving the consumer, green power, industrial, automotive,

communication and computing segments.

n Capital: $3.3 Billion NTD

n TWSE: 2481 (2001 IPO)

n 2019 Consolidated revenue: $9.1 Billion NTD

n Approximately 2,500 employees worldwide

n 2 front-end fabrication sites

n 2 back-end manufacturing sites

Consumer 33%Green Power

20%

Industrial 15%

Computing 15%

Automotive 12%

Communication 5%

2019 revenue

Market Segments

1986

Establish HQ in Gangshan

l Wuxi factoryl Pynmax (FE)

2000 2005

TS16949 certificated

2018

IATF16949certificated

2019

IBUR&D center in SJ and Hsinchu

Set up PANJIT Korea

2008

Set up Beijing Office

2014

9.1B NTD

PANJIT Group


PANJIT International Inc.Est. 1986.05Product: Discrete Packaging & Testing

PYNMAX Technology Inc.Est. 2000.03Product: Wafer Foundry

Sumnergy Co., Ltd.Est. 2017.06Product: BMS, Battery PackApplication: EV, 3C

PANJIT Global Foot Print

6Copyright© 2020 PANJIT International Inc. All rights reserved.

U.S.APhoenix

MexicoGuadalajara

Headquarters Sales Office R&D Sites Frond-End

ChinaBeijing

ChinaWuxi / Suzhou

ChinaShenzhen / Hong Kong

TaiwanTaipei

South KoreaSuwon

TaiwanHsinchu

IndiaBangalore

GermanyMunich

U.S.ASan Jose

CanadaToronto

BrazilBrasiliaTaiwan

Kaohsiung PYNMAX

TaiwanHeadquartersKaohsiung

ChinaShandong

Back-End

Region Revenue

China67%

TW12%

EU9% NEA

6%SEA4%

America2%

9.1B NTD2019 revenue

Wafer & Assembly Capacity


Package: Small Signal Devices/SMD Bridge

Capacity: 1,700 KK /month

PANJIT Kaohsiung, Taiwan

Package: Power Package Devices

Capacity: 400 KK /month

PANJIT Wuxi, China

PYNMAX Kaohsiung, Taiwan

n 4”/5”/6” EPI Wafer: 70,000 pcs/month

n 5”/6” Schottky Wafer: 50,000 pcs/month

n 6” ESD/TVS Wafer: 3,000 pcs/month

n 6” ZENER Wafer: 3,000 pcs/month

n 8” wafer: In construction

n 4” ESD/TVS Wafer: 25,000 pcs/month

PANJIT Shandong, China

Wafer Capacity Assembly Capacity

Product Blue Print


New Product Focus

MOSFET IGBT

FRED SiC

• SGT MOSFET 60 - 80V


• SJ MOSFET 600 - 650V

• FS Trench IGBT 650 - 750V


• Si FRED 600 - 650V

• Si FRED 1000 - 1200V

•SiC Diode 650 - 1200V

•SiC MOSFET 900 - 1200V

Protection

17.7%

Zener7.7%

TVS6.0%

ESD4.0%

Diode63.2%

Sky

34.3%

Rectifier

21.0%Switc

hing

7.9%

Transistor19.3%

MOSFET

16.9%

BJT 2.4%

Existing Products

9.1B NTD2019 revenue

Global Power Discrete Ranking & Market Share


Ranking 2018 20191 Infineon Infineon2 ON Semiconductor ON Semiconductor3 STMicroelectronics STMicroelectronics4 Mitsubishi Nexperia5 Vishay Rohm6 Nexperia Toshiba7 Rohm Vishay8 Toshiba Mitsubishi9 Renesas Electronics Fuji Electric

10 Diodes Diodes11 Fuji Electric Renesas Electronics12 Littelfuse Microchip13 AOS Littelfuse14 CREE AOS15 Microchip CREE16 PANJIT Denso17 Shindengen Electric Shindengen Electric18 Denso Toyota19 Toyota PANJIT

Source : Gartner

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財務資訊


Results summary 2019 1H vs 2020 1H


2019

1H

Revenues Gross Margin

EBITDA& Margin EPS Cash Flow from

Operating ActivitiesNTD

4.43 Bn 21.3% NTD 797.1 Mn18.0% NTD 0.71 NTD 656.3 Mn

2020 1H

Revenues Gross Margin

EBITDA& Margin EPS Cash Flow from

Operating Activities

NTD 782.2 MnNTD

4.72Bn 22.8% NTD 908.3 Mn19.2% NTD 1.20

YoY 6.6% ⇧ 69.0% ⇧

新技術發展


Key Products and Applications


Power System

• PSU for Network• Server Power• Data Center• PC Power• 5G Telecom Power

Green Energy

• PV Inverter• ESS / BMS

Motor Drive

• 2-wheeler / Drone• Hand drill / Forklift

Automotive

• EV Charging Station• xEV OBC / Inverter

• UPS • Welder • Industrial Motor

Industrial

Consumer

• Home Appliance• Digital TV

MOSFET IGBT

FRED SiC



• SJ MOSFET 600 - 650V



• Si FRED 600 - 650V

• Si FRED 1000 - 1200V

•SiC Diode 650 - 1200V

•SiC MOSFET 900 - 1200V

PANJIT Focus Power Discrete Technologies

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40V – 1.7 kV is PANJIT focus


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Thank You


panjitheadquarters sales office r&d sites frond-end china beijing china wuxi / suzhou china...

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