Raydium Semiconductor Corp. · TWSE:3592

Raydium Semiconductor — Q1 2024 Earnings Presentation

21 slides from Raydium Semiconductor's earnings presentation, May 9, 2024

  1. Slide 1: Raydium Semiconductor Corp. 1Q24 Earnings Conference

    3592 TT 瑞鼎科技 Raydium Semiconductor Corp. 1Q24 Earnings Conference 2024/05/09

  2. Slide 2: Disclaimer

    DISCLAIMER • The content mentioned in this presentation is the information obtained by the company based on company information and current situation. If there is further development or adjustment in the future, the company will disclose the information in accordance with the law, but will not updat

  3. Slide 3: Agenda

    Agenda 1 Company Facts 2 1Q24 Financial Result 3 Recent Major Events and Key Messages 4 Q&A Confidential. © Raydium, all rights reserved. 2

  4. Slide 4: Agenda: Company Facts

    1 Company Facts 2 1Q24 Financial Result 3 Recent Major Events and Key Messages 4 Q&A Confidential. © Raydium, all rights reserved. 3

  5. Slide 5: Company Introduction

    Company Introduction Confidential. © Raydium, all rights reserved. 4

  6. Slide 6: Revenue Mix by Product Line

    Revenue Mix by Product Line Large-Sized Small & Medium Display Driver IC Display Driver IC Automotive & LDDI &TCON & PMIC GD Driver IC (SMDDI-AMOLED) TV Mobile/Tablet/NB CID/ICD/HUD Monitor Wearable General Display NB Mobile / Wearable 58%47% 13% 13% 3% 37% 29% Confidential. © Raydium, all rights re

  7. Slide 7: Products for Applications

    Products for Applications LCD AMOLED Confidential. © Raydium, all rights reserved. 6

  8. Slide 8: Consolidated Revenue (2020~1Q 2024)

    Consolidated Revenue (2020~1Q 2024) Unit：NT Billion Q1 Q2 Q3 Q4 30 24.83 25 22.82 6.66 20 4.20 18.35 14.43 3.90 4.92 15 6.74 4.25 7.02 5.02 10 3.83 6.23 6.04 4.75 5 3.04 7.70 5.20 6.04 3.31 3.66 2020 2021 2022 2023 1Q 2024 Confidential. © Raydium, all rights reserved. 7

  9. Slide 9: Agenda: 1Q24 Financial Result

    1 Company Facts 2 1Q24 Financial Result 3 Recent Major Events and Key Messages 4 Q&A Confidential. © Raydium, all rights reserved. 8

  10. Slide 10: Consolidated Income Statement (1Q24 QoQ & YoY)

    Consolidated Income Statement (1Q24 QoQ & YoY) Unit: NTD Million Confidential. © Raydium, all rights reserved. 9

  11. Slide 11: Consolidated Balance Sheets - 2024/3/31

    Consolidated Balance Sheets-2024/3/31 Unit: NTD Million Confidential. © Raydium, all rights reserved. 10

  12. Slide 12: Consolidated Revenue (1Q23~1Q24)

    Consolidated Revenue (1Q23~1Q24) Unit: NT Billion LDDI/TCON/PMIC SMDDI Automotive/GD 9 8 7 6.04 6 5.02 4.92 4.75 5 3.66 4 3 2 1 1Q23 2Q23 3Q23 4Q23 1Q24 Confidential. © Raydium, all rights reserved. 11

  13. Slide 13: Revenue Mix by Product Line (1Q23~1Q24)

    Revenue Mix by Product Line (1Q23~1Q24) LDDI/TCON/PMIC SMDDI Automotive/GD UNIT：% 100% 16% 17% 14% 13% 20% 80% 60% 37% 42% 42% 40% 50% 58% 20% 43% 42% 41% 36% 29% 0% 1Q23 2Q23 3Q23 4Q23 1Q24 Confidential. © Raydium, all rights reserved. 12

  14. Slide 14: Agenda: Recent Major Events and Key Messages

    1 Company Facts 2 1Q24 Financial Result 3 Recent Major Events and Key Messages 與答 4 Q&A Confidential. © Raydium, all rights reserved. 13

  15. Slide 15: Recent Major Events

    Recent Major Events  The dual-mode cholesterol liquid crystal display driver chip and timing control chip (CH-LCD Driver IC/TCON) won the 2024 Display Component Product Technology Award.(Note 1) 1. Achieving energy conservation and carbon reduction goals in accordance with the environmentally frien

  16. Slide 16: Recent Key Messages - 1/3

    Recent Key Messages - 1/3  Review of 1Q24 Operational Highlights  AMOLED smartphone products continue to see increasing demand due to the successive releases of new models by customers, fueling revenue growth momentum.  AMOLED TDDI has become mainstream in the high-end wearable market, adopted by

  17. Slide 17: Recent Key Messages - 2/3

    Recent Key Messages - 2/3  2Q24 Business highlight  After significant revenue growth in the first quarter driven by the launch of new models by customers, the momentum of AMOLED demand is expected to slightly slow down in the second quarter.  With the completion of customer capacity adjustments a

  18. Slide 18: Recent Key Messages - 3/3

    Recent Key Messages - 3/3 Grow drivers  LDDI  PC market recovery  Clientele expansion  AMOLED  Smartphone：a) Higher penetration rate ; b) Foldable smartphone panel increases the usage of AMOLED DDIC; c) Clientele expansion  Wearable: growth in higher-end market  IT : the penetration rates for

  19. Slide 19: Agenda: Q&A

    1 Company Facts 2 1Q24 Financial Result 3 Recent Major Events and Key Messages 與答 4 Q&A Confidential. © Raydium, all rights reserved. 18

  20. Slide 20: Q & A

    Q &A Confidential. © Raydium, all rights reserved.

  21. Slide 21: We Differentiate By Technology

    We Differentiate By Technology

Raydium Semiconductor — Q1 2024 Earnings Presentation on 6ix