E-lead Electronic Co., Ltd. · TWSE:2497
E-lead Electronic — H1 2021 Earnings Presentation
25 slides from E-lead Electronic's earnings presentation, Sep 14, 2021
Slide 1: E-LEAD ELECTRONIC CO., LTD.
E-LEAD ELECTRONIC CO., LTD. 1
Slide 2: Safe Harbor Notice
Safe Harbor Notice E-LEAD Electronic’s statement of its current expectations are forward-looking statements which are subject to significant risks and uncertainties. Actual results may differ materially from those contained in any forward-looking statements. The numbers of the presentation are pr
Slide 3: Financial Status – Revenue
Financial Status – Revenue UNIT: NT$ thousand 3
Slide 4: Financial Status – Gross Margin
Financial Status – Gross Margin 4
Slide 5: Financial Status – Operating Expenses
Financial Status – Operating Expenses UNIT: NT$ thousand 5
Slide 6: Financial Status – Operating Profit
Financial Status – Operating Profit UNIT: NT$ thousand 6
Slide 7: Financial Status – Basic EPS
Financial Status – Basic EPS UNIT: NT$ 7
Slide 8: Company Profile
Company Profile TAIWAN CHINA THAILAND Headquarters Changhua Site Chuan-Hsin Site Factory Optical Mirror R&D SMT line X 1 R&D Center SMT line X 2 Assembly line x 12 R&D: Assembly line x 10 Mirror line x 4 HUD Circle Assembly Certificated: ID,ME, EE-1, EE-2 Certificated: • Flat Mirror line x 2 IATF169
Slide 9: 2021 H1 Revenue By BU
2021 Hi Revenue By BU 2021 H1 Revenue By BU E-LEAD Thailand 35% E-LEAD Jiansu 2020 H1 Revenue By BU 38% E-LEAD Thailand 32% E-LEAD Jiansu 39%
Slide 10: Products Development
Products Development Visual electronic Intelligent Smart-Link Reliability 1983 1999 2004 2012 2013 2014 2015~2019 2020 ~ 2025 Tape BT AVN Smart Autotronics Autonomous OE Naked-eye Changer Hand-Free AVN Integration Accessories HUD 3D Tech 10
Slide 11: Corporate Transformation
Corporate Transformation HUD Product line HeadUnit shift to ADAS Infotainment Development timeframe for OEM is longer. OE for OES Customer Type Automakers To focus on mid-term and long-term growth and effectiveness by cooperating and developing parts with automakers. 11
Slide 12: Quality System Certificate
Quality System Certificate Certification(Audit) Category Original Issue Date Unit IATF 16949 May 2018 LRQA (ISO/TS 16949) Oct. 2004 VW 6.3 (POT Analysis) Feb. 2017 VW VDA 6.3 process auditor Jun. 2017 VDA QMC VDA6.5/PSB ISO26262 May 2018 SGS-TUV Saar process certification ISO 17025 Feb. 2018 TAF For
Slide 13: Core Product
Core Product HUD ADAS INFOTAINMENT 13
Slide 14: 2021 H1 Sales Portfolio
ADAS 2021 H1 Sales Profolio 2021 H1 Sales Profolio HUD INFOTAINMENT 2020 H1 Sales Profolio 19% ADAS INFOTAINMENT 26% HUD 14
Slide 15: HUD Product Development
HUD Product Development AM Universal Type OES Customized Reflective/C/W HUD OE Design-in W/AR-HUD Lite Innovative 3D Tech 2012 2015 2016 2021~ 2011 2017~2020 OES OES OES Future AM HUD OE WHUD/AR HUD HUD CHUD WHUD Trend 15
Slide 16: HUD Sales Ranking in China
HUD Sales Ranking in China Nippon Seiki Continental Denso E-LEAD Source：https://mp.weixin.qq.com/s/iV_dFFkAMvF762wJSTPUAA 16
Slide 17: HUD Market Trend
HUD Market Trend Counterpoint Report： The total global embedded HUD shipment will reach 15.6 million by 2025. Expect EVs to drive the HUD market because the adoption rate of other smart features like ADAS, connected car technology, and more, being higher than conventional cars. In fact, once m
Slide 18: HUD Market Trend
HUD Market Trend DATA BRIDGE Report： Automotive HUD market will reach an estimated valuation of USD 5.22 billion by 2027. Semi-automatic and electric vehicles will further create new opportunities for the growth of automotive HUD market in 2020-2027. Source ：https://www.databridgemarketresearch.
Slide 19: HUD Market Trend
HUD Market Trend President Joe Biden took a step toward his goal of slashing greenhouse gas emissions on Thursday with an executive order aimed at making half of all new vehicles sold in 2030 electric, a move made with backing from the biggest U.S. automakers. The 50% target, which is not legally bi
Slide 20: HUD Market Trend
HUD Market Trend Forbes Report： Head-up displays will become more important as the central conveyor of the information that will be most crucial to drivers as the industry heads further into the era of autonomous driving. Head-up displays are going to be the third leg to this stool of autonomous
Slide 21: HUD in China Market
HUD in China Market New energy vehicles have HUD by models in China: Car Model Car Model Car Model Makers Makers Makers 吉利 幾何A 領克 09 北京奔馳 EQA 幾何C ZERO Concept EQB 一汽紅旗 E-HS3 Smart HX11 廣汽本田 皓影 銳․混動e+ 長城汽車 摩卡PHEV HC11 大眾 ID.ROOMZZ 瑪奇朵 奧迪 Q5 e-tron 上汽大眾 ID.3 沙龍 e-tron GT 東風日產 Ariya 拿鐵 RS e-tron GT 凱迪拉
Slide 22: HUD in China Market
HUD in China Market Fuel vehicles have HUD by models in China: Car Model Car Model Car Model Makers Makers Makers 吉利 星瑞 長安汽車 CS55 PLUS 2022款 東風日產 奇駿VC-Turbo 星越L 領克 CS11-A3 東風雪鐵龍 凡爾賽C5X FX11 CX11-A3 豐田 威颯 一汽紅旗 HS5 路特斯 Lambda 廣汽豐田 賽那 H5 長安福特 CD764 一汽豐田 皇冠陸放 H7 CDX706 Harrier H9 U625ICA 起亞 K8 華人運通 VX1
Slide 23: ADAS Product Line
ADAS Product Line Image Warning System Radar Warning System BSD BSD – Blind Spot Detection – Blind Spot Detection FCW FCW – Forward Collision Warning – Forward Collision Warning LDW/LKW LDW/LKW – Lane Departure – Lane Departure Warning/Keep Warning Warning/Keep Warning MOD MOD – Motion Object Detect
Slide 24: INFOTAINMENT Product Line
INFOTAINMENT Product Line RSE HUD Autolink Smart Phone Real time Output NAVI Sync AVM Dual Output Siri/Google VR via TP ADAS or STW TPMS Digital IC CAN Bus MMH DVR LVDS Accessory STW 24
Slide 25: Q & A
Q & A 25