Linkgenesis Co. Ltd. · KRX:219420
Linkgenesis — Investor Presentation (November 2017)
35 slides from Linkgenesis's investor presentation, November 2017
Slide 1: 2017 Linkgenesis Investor Relations
2017 LINKGENESIS INVESTOR RELATIONS We create values from Information Technology Qiiiccenesis www.linkgenesis.co.kr
Slide 2: Disclaimer
J Picseneas — Disclaimer = ARE 7/2 Bet SASS ASOLE SLE Presentation2| BH WSS SALE SSAAMLAlAO] oy S-As]Rouy, OU St SHO OO] HS, SAP SES WT SAS SAYSRLCH m iijo = Azo] Bel FS AAT AY Sol FS SHS SHSAAUAIAS| HA AS WSs ACH SZ AOL} Segoe A LHe ols AO|7p Bets + QISLIC. AtHL| ZOE lof BIS ZAOl] HOPo] SAPS 1 Of S
Slide 3: Table of Contents
Investor Relations 2017 Table of Contents @ Chapter 1. Company Overview @ Chapter 2. Market Analysis 1, BIE A] C|AS a0] BAS] AEE Swi OF 2. 4S ASS} EOF @ Chapter 3. Business Outcome & Plan Qiinccenesis
Slide 4: Company Overview
Company Overview 01. S|Af 742 02. F2 AY 03. ANH Of9| 7/S SY ~ Picseneas
Slide 5: Company overview
Investor Relations 2017 S|At FHA J INKGENESIS SA RIALAILIAIA THEO|AF 12 age 200314 1281 1621 aS 212,730,000 4 > YLEM, OLED, CA Baio, SOLAR ASS} AIAG MIE 7h OL ALA ° MES AS ASS SSM He GL ALE Fs OSA WA, MELA, 7H, ADLER S) Ho a “a =At BE LFA] SOMP AIGICHS 401, HBA ELISA 319 + BR) HSAMLAL* CHEEO|AE + QA
Slide 6: Company history
Investor Relations 2017 FR aq Qipcacncacs EOF7| (2015 ~ Sai) Bet7| 2008 ~ 2014 az7| ) (2003 ~ 2007) 2015'4 * [SSS] Wr HASS Aage fe] oer Ala ZA), O|B SHS Oy IAS 20044 + OBZ 7/2) 1S ASS} ALAS I ete + ltrs oe + (SSS) W2SSS SU 4 VE G7 atSwal ez) 200914 GUI AAS ASS AAG A ate + BIA SS GATIDA Ol) + dae7isi
Slide 7: Business areas and products
Investor Relations 2017 AFG = OFQ| 7|= EAM Picseneas BLE A] BAF ZH] OA] (Ab: Test handler / 3: CVD) BE A]-ClAZaio] Bat atel asl I @
Slide 8: Market Analysis
~ Picseneas Market Analysis 01, HEE A-ClASeO] Watery] SARE Sw SOF 1) 71S 2) #2 MEY MwA 3) FQ WAL 4) AZ 7/3/29) SAS As 6) AIS Lf 4A
Slide 9: 7a AB
Investor Relations 2017 7a AB Z Picseneas Aly AAS ABS} - BEAC|AS AO] Wat SH] SABE Stl SWS Ht RAE MES - ABO MEAL! 9X] asp - SSAA, SKopo|E|* S Al 4] 4)a1 FEL| S8zel0] [2
Slide 10: Products and solutions
Investor Relations 2017 #2 HS YW MYA AULEM EA] TAS lst chore EB rte Al oH SECS Driver CoM PRO SECS Driver GEM Driver GEM PRO GEM Driver - XGem / XGem Pro - XGem300 / XGem300 Pro GEM 7t+3 3} & XGeM PLC - SECS 7|Ht SA! BE SA 7|Et El Server Monitoring Solution RTM RTMS Solution g | - Real-Time Monitori
Slide 11: Customers
Investor Relations 2017 FR i172H At PRriccenesis (— >) ea asci4zao) «SAMSUNG gf xes0 SEMES @.L_Gos22°9) JUSUnNG SK hynix “TORAY’ — TEL. toxvoctectron Kc TecH samics TOPTEC XComPro XGem / XGem300 - HLY2| 3000] 7 Ail / S 21,000 Copy O]4f =A EHO - SL! 1000] 74 Bail / S 5,000 Copy 0] +A EHO
Slide 12: Display industry investment trends
Investor Relations 2017 Al a 7 | 3 2 9l Qipcacncacs SU SES 7/NO] Hts Ste Alo] SB Aol “ASAE BEE A] MH|S AE 24.525 WA" SSC|ABry0O], SICH 10222! OLED FAt AEE @ SSAAL| SoH SHEA] SALT} ACH AICHA|S 7| @ HSCABAO|7} Soy 1022 COR ote] = = #7/FSCl0|2 SOLED) SH] FAS... 201707 AI JIAt Sl 201707 cares 1A 24 ASC|
Slide 13: Market size charts
(단위: 억원) (단위: 억원) CAGR 5.2% CAGR 5.7% 448,492 4,742,615 4,835,003 410,832 413,114 4,506,511 389,149 359,478 3,941,914 4,019,474 2015년 2016년 E 2017년 E 2018년 E 2019년 E 2015년 2016년 E 2017년 E 2018년 E 2019년 E 자료: HIS 마켓 (2015.06) 자료: Gartner (2015.06) 13
Slide 14: LCD and OLED market
(단위: 백만 달러) LCD OLED (단위: 억원) 32,400 113,700 113,600 113,100 112,500 1,287,274 1,292,980 110,700 27,500 1,253,038 22,500 17,300 1,201,684 14,700 12,800 104,700 1,136,635 2015년 2016년 E 2017년 E 2018년 E 2019년 E 2015 2016 2017(E) 2018(E) 2019(E) 2020(E) 자료: IHS, 한국수출입은행 인용, 2016.09.07 자료: IHS 2016 2
Slide 15: Equipment suppliers ranking
AAS APS A=7/H Top 20 Investor Relations 2017 AU BAI OP AIZAH| Bal] S 65%0ll SS ~ Picseneas SEMI 3] H1Af LH a17HAt HIS OF 45% (J) maaauals ayat BIAS FHSS 1 EEE RHEAL - FPD SEMI ; = os Su SIG 3 SFA Engineering re A] - FPD & 26971 4) 4 K.C Tech YER - FPD ia = 5 AP System BSA - FPD 6 EO Technics FPD 7 C
Slide 16: Market Analysis
S ~ LINKGENESIS Market Analysis 02. 4S ASS} HOF 1) 71s Bas 2) 7|eae 5) AIS 7/222 6) AS AS DAS Ul SAl
Slide 17: Software quality issues and recalls
Investor Relations 2017 7|32I Hea Da a @ ATLE|7| 3B APSA Ap} ABE GO @ SELF AUL} SHES Bt 7IEt SSAA} BALL E7 HEe|Set (20164 9B) Les SAt Sct ALE (2009, 201044) - BNA] BS ke OF 2sORHH Wet PA MB! GI SIE ALA| -HASZY| AT Eso] Wow lst wat Set Use wales 20) 88 MOT? SAMSUNG Galaxy Note7 OF 22281 ZAI ol At EQe
Slide 18: Automotive electronics trends
Investor Relations 2017 7| #2Q| z 2a Picseneas © Wz 2z=90} ws] 1454S 2A MNASAOA ALES HS S7t (SA7|7| 52.7%, AbSAE 52%, SS 54%) @ SH2| SHcClS ALES Ato] AISA AA (AllAl 3.5%, AL 6.7%) @ AZEMO Fl 37] 201344 7 SZ! 104 S7t, 2023'4 O[LH 10041 S7t FB (ARSAE 1HHGt 2fOl, SCHER SE 7HRSt ApOl F357] 1ASHH St af O
Slide 19: Machine Auto Tester
Investor Relations 2017 7| = ost Picseneas MAT (Machine Auto Tester) = ASAL, GEA, SHS, 7A, SSlAtel, lol Ss BES 7A AS t aicia Ve "AS ASSt SEM arict Wsweeae 340 FSS Baa Als MAT FR =z zQ oi AZ7|7| —— 1. AS etalel XS8t 2. EU Eatol| ZA S10] CHOFSt sw All ow —_— S amma | jg 3ANSARREA BAIS Vision Camera AA
Slide 20: Customers
Investor Relations 2017 FR i124 At Da a HYUNDAI HYUNDAI @xyunort = MOBIS AutoEver MinSOFT we SAMSUNG @ Hanwha Techwin @ LG Electronics HUMAX LI G Nex] AUTOMOTIVE SK Pclecom SKB yniv sia Glleh G i sansuncso. gga» A fe DOOSAN COMMAM — © pnesunc evtec CD) rer velopment focosan| Infracore - BICHALSAt Is
Slide 21: R&D
© APMICH AZ XHSSt 71a HSE Investor Relations 2017 USAS 7/S R&D ~ Picseneas “AEEA EI GOP] AA Hal o|'d 7H] AS ASS ls Ro Be = AJAE 2 ok A = A T = |=" XN a SAMSUNG GP HYUNDAI @ LG Electronics HE HY Go| AS Hay - IB HAS ABBE MARSA Sar AE ARE + BIAS AF + ASAe1 9a wg us Weel AS sels B + BIAS ayeHzla| _— ~)
Slide 22: R&D project
Investor Relations 2017 ol SA = 7| = R&D Picseneas BAS AICS T7 SATE) ES AB 2F7|SAPAE (ATC) AAG @a any als 2016. 102 ~ 2021. 092 (60712) “ABNEY AAZ QOH HAE St + ol m2} s/w HAS ASS} Bel 71a 521 sf Boeietlem 38.46% 2 (84 Ses 65%) 22
Slide 23: Ala 7|s|29! Picseneas
Investor Relations 2017 Ala 7|s|29! Picseneas H=4| 804 SAS FA SARS ADEA WS ALS (sieae) 1864(13%) ew ANE} NE — ABET — F202 1029(0%) 542 452: 629 336,34) 240 2015 2020 2025 RADIET| ME=AME| SAAS EBA 2 aas sae Needsa
Slide 24: WINDOWS, LINUX, UNIX
WINDOWS, LINUX, UNIX WINDOWS, LINUX, UNIX 24
Slide 25: Software testing market
(단위: 백만 달러) (단위: 백만 달러) 12,992 404 CAGR 4.8% CAGR 4.8% 12,402 386 11,849 369 11,157 10,763 347 335 2015 2016 2017(E) 2018(E) 2019(E) 2015 2016 2017(E) 2018(E) 2019(E) 자료: 자료: IT조선 기사, "소프트웨어 테스팅 시장 뜨는데...자동화 길은 멀어", 기사 응용 추론 25
Slide 26: Business Outcome & Plan
~ Picseneas Business Outcome & Plan 01. 2S9i} 02. R&D Als 03. SHAS] 3! HEF 26
Slide 27: Business results
Investor Relations 2017 BSsit AAO OH IB BEE A] YAH] ABO] SS MA SOO] St SF AAl 7/S9| BEd A145 Sch @ nNe4 CHOI al @ Saoo tel: 4 a —_ —_— CAGR 25.3% CAGR 61.4% — — 102 10 61 51 7 2013 2014 2015 2016 2013 2014 2015 2016 Picseneas @ 2710/2 912 2 CAGR 44.2% 13 10 5 2013 2014 2015 2016 27
Slide 28: R&D
Investor Relations 2017 R&D & Gal A Qipcacncacs ~ eae = HA US 71S APS Sot A AS 719] FS USAS 71S2| AP 7 Sat AF 71S2l SHS AS Ata CZs} SHA OEE 213} A77|s2| HA Ae AA 12 S R&D O24 HS PF 90% SalsS 71S R&D Bre A] Arey] AZ ASS} A! AFSACl R&D SAS ST SH Stet - 20164 108 247|SAPAE(ATC) APA A AEDAMS HAH] WA SAC
Slide 29: Overseas expansion
Investor Relations 2017 AMAA SI OL o1x 12k PRriccenesis 22a SY FS UTES BOS Sst 49] zroH Sey BW ALB So] gal Sas ofAlor a =o] a Sz, VE, Ht S SHOpAOP Hol] Chet =x}2 Sal a4 TEL AF Ss Cimetrixit2t2| AIFS Set SU Al SAE 7| Yap SOAS AS 2 SAA St OpRHE, 57 AEA ALS AS meu Nelo mecia gee Be! zoids 494 SLIOpAlOH
Slide 30: AMES] QL MEE whe A WAH] SHS SW HOF — Winncenesis
Investor Relations 2017 AMES] QL MEE whe A WAH] SHS SW HOF — Winncenesis = Z24 TEL ajefo| THEL4 23S Sot ao] SU=t SCH - Ala DEL At ata EAI H - SS}: EVERISLAND(CH2H) - BE Al | A|At Bel FAI a - $0] 2: Cimetrix (013) 30
Slide 31: AMES] QL MEE whe A WAH] SHS SW HOF — Winncenesis
Investor Relations 2017 AMES] QL MEE whe A WAH] SHS SW HOF — Winncenesis ARTIFICI INTELLIN AYAL Bhs] CHEE Of] 47 MAACO] FAO! Se - A[Z2] Needs= 7|HtO= St REDZ AZ| gad Sn - MAE SAB Set SAt Ale Line-Up US} - R&D 7|SS HYPO St Al} BSAE 7/3!
Slide 32: SSAlS SHE AS ASS} EOF Giiniccenesis
Investor Relations 2017 SSAlS SHE AS ASS} EOF Giiniccenesis AA] AS Atel @ BAIS: SAt @ HEME: tea Marge] Mo] AAG AS NS $4 eta ae - 20174 108 7/5 H&S - 20174 121 SF BSAE HOt oA Bh A] ASH] y HA EE SwWHOF . 72 Meteors 10d Oo] HA BS Dt POpos 7|HrOm St WAAtH|O| AS SHA AS WAM - BH] AA THOR AS ASS} SAE Str P
Slide 33: MBAS] YW Het AS z}SS} So} Cite =
Investor Relations 2017 MBAS] YW Het AS z}SS} So} Cite = 201714 32 ‘op Rb Ol== 2tee ASMAS| AAA 7SSt 21894 ApS alo oP AMelcsg HyA] —— HEMGSSS Hr 71H set asain HEAL! ela SAMSUNG ARE = a AI A us 4% vem Bowe (8 mF 2S 128) -EAIIEL Al o33700%8 eI 1,000 UHH2BE weMIEA — ecle 206 5H CIMA M(OS HBO ABBAS ela H
Slide 34: lal
oO) lal =| m Aol Investor Relations 2017 AAAS HH BSS Sot 7/Z Aly Sey 71S AS FS ASA FL 7S aaa v2x ADASHIAL il SAS 2 OG BA OAL DO7E UA 2 AS AEN, WHBE, Cl, D7 § AY, WT, 195, AIAN B FOBENG SHa4, 8H4 RE, UE! & Ate: SHAS AL SA BS Z Picseneas a ADLE 7} AQ AS FS / AOE 7} BS 71S RAD F2 R&D @ ya 7s - 7raet Se
Slide 35: Thank you
HANK YOU = At » BAaALAA : B7|& teal Sets A GICHE 401 SHALES 154} 3195 = Ho Ol Al: wwwlinkgenesis.co.kr CH # A Sf: 031-422-3581 b> 08 Qiinccenesis