Mpi Corporation · TPEX:6223
Mpi — OTC Investor Conference 2010
13 slides from Mpi's conference presentation, Nov 4, 2010
Slide 1: MPI Corporation OTC Investor Conference / Safe Harbor Notice
MPI Corporation (6223.TT) 1 Confidential – OTC Investor Conference 2010/11/4 Safe Harbor Notice The information herein contains forward-looking statements. We have based these forward-looking statements on our current expectations and projections about future events. Although we believe that these e
Slide 2: Company at a Glance
Company at a Glance No. 155, Chung-Ho St., Chu-Pei, Hsinchu, Address 302 Taiwan, R.O.C. Founded July, 25, 1995 Paid-in Capital NTD$ 777M (2010.09.30-the latest ) No. of Employees 878 (2010.09.30) No. 7, Luke 1st Rd., Luzhu Shiang, Kaohsiung, Southern Taiwan Branch 821 Taiwan, R.O.C. 3 Q3’10 Business
Slide 3: 2 in 1 Machine (Prober + Sorter)
LED 5 Confidential – OTC Investor Conference 2010/11/4 2 in 1 Machine (Prober + Sorter) Specifications Dimension Wafer Size Wide : 1400mm Max 6”(150mm) after expansion Height : 1650mm (for GR6/GR5) (not included signal-tower) Length : 1530mm Bin Area Weight : 1000Kg 60mm X 60mm Loader Pattern Recogn
Slide 4: Auto Sorting Machines and Auto Taping Machine
Auto Sorting Machines PT-380 SORTING Specifications Applicable device: Chip type LED Loader: Parts feeder Number of test station: 1 ( 2: option ) Test method: Side or top surface contact Cycle time: Max0.15 sec/pcs (UPH24K) (Including 90msec test time) Number of bin: 256 bulk bins Vacuum source: Vac
Slide 5: LED Turnkey Solution for Probing and Sorting
LED Turnkey Solution for Probing and Sorting in Chip level and package level Chip Level Package Level Prober Sorter Handler Tapping 2 in 1 (Prober + Sorter) Reduce spacing demand for capex Reduce workforce Process improvement 9 Equipment Shipment 10 5
Slide 6: Geography & Product Mix 3Q'2010
Geography & Product Mix 3Q’ 2010 by Geography by Product Country, PC, % 11 MOCVD - China Source : LEDinside 12 6
Slide 7: Growth Driver – LED lighting / Backlight
Growth Driver – LED lighting 13 Source : LEDinside Growth Driver – Backlight Source : LEDinside 14 7
Slide 8: Probe Card Product Mix
Probe Card 15 Confidential – OTC Investor Conference 2010/11/4 Product Mix 16 8
Slide 9: Pin-Shipment & B/B Ratio, Customers Mix
Pin-Shipment & B/B Ratio 17 Customers Mix 18 9
Slide 10: Foundries Capacity / Growth Driver: IC package unit
Foundries Capacity Source : IEK 19 Growth Driver: IC package unit Source : IEK 20 10
Slide 11: Income Statement and Balance Sheet Highlight
Income Statement Net sales Growth 1Q-3Q’2010 1Q-3Q’2009 YoY(%) 1,200,000 220.0% Net Sales 2,429,118 100.0% 961,359 100.0% 252.7% 195.9% Cost of Goods Sold 1,419,372 58.4% 656,763 68.3% 216.1% 1,000,000 180.0% Gross Profit 1,009,746 41.6% 304,596 31.7% 331.5% 800,000 Operating Expense 548,833 22.6% 3
Slide 12: Corporate Financial Performance
Corporate Financial Performance Revenue VS. Cash Quarter Earning VS. OP Margin Revenue Cash NTD$Million 3,000 1,000 933M 900 2,500 800 2,429M 700 2,000 600 1,500 500 400 1,000 300 200 500 100 - - 2007 2008 2009 2010'Q3 23 Corporate Financial Performance R.O.A R.O.E 1st Time in the MPI History 24 12
Slide 13: Thank You
Thank You http://www.mpi.com.tw 13