Actions Technology Co., Ltd. Class A · SSE:688049
Actions Technology Co., Ltd. Class A — Actions Semiconductor — Investor Presentation (September 2007)
12 slides from Actions Technology Co., Ltd. Class A's investor presentation, September 2007
Slide 1: Investor Presentation
Investor Presentation September 2007
Slide 2: Safe Harbor Statement
Safe Harbor Statement Statements contained in this release that are not historical facts are forward-looking statements, as that term is defined in the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements, including financial projections and forecasts, involve risks and
Slide 3: The worldwide PMP market is still growing strongly
The worldwide PMP market is still growing strongly Key drivers for future growth Digital music is now an accepted medium for content distribution All helping to drive market growth PMP Projected Unit Sales to 2009 (millions) 300 % Proliferation of advanced applications is helping 21 250 GR to drive
Slide 4: Actions dominates PMP SoCs market
Actions dominates PMP SoCs market Enables it to deliver exceptional results • Dominant market share • Great margins with great cost control Actions’ unique mix of strengths • 46.8+% gross margin in 2Q07 • Solid Operating Margins • Great chip design • Strongly cash-generative • Provide a development
Slide 5: “Actions Alliance”: the essence of a value chain in China
“Actions Alliance”: the essence of a value chain in China Manufacturing Software VARs Manufacturers Customers Foundry Design z Hejian Houses z 30+ China z 100’s of z Global & Technology Based China-based Regional resellers players OEMs z Dozens of – Newman Assembly & China- Test Based z 900+ – Lenov
Slide 6: Leading Solutions Provider to “Shenzhen Inc.” Consumer Electronics Industrial Cluster
Leading Solutions Provider to “Shenzhen Inc.” Consumer Electronics Industrial Cluster Value Added Distributors z The Consumer Electronics manufacturing in Shenzhen industrial cluster that we call “Shenzhen z Power Radio Inc.” is located in Pearl Delta Region - the heart of China electronics manufact
Slide 7: Continue to incorporate new functionality onto PMP Platform to drive growth
Continue to incorporate new functionality onto PMP Platform to drive growth DMB Performance required Wireless Gaming PMP Other Consumer Embedded PAP (e.g. Translators) (e.g. Toys) Benefiting from new consumer electronics opportunities 6
Slide 8: Actions’ Roadmap: from product to complete platform
Actions’ Roadmap: from product to complete platform Series 13 family PMP MP4 Next segment 13 13+ Gen 13 Series 9 family Possible additional PMP Color 93 0.16um Color display support market applications display cost Video playback (2.0”- 97 down version 2.4”) (AMV format) GPS Photoframe 0.16um Low en
Slide 9: Income statement
Income statement 2Q’07 1Q’07 2Q’06 (US$ million) Revenue 27.0 30.3 39.3 Gross profit 12.6 15.9 23.3 Gross margin 46.8% 52.7% 59.3% Net profit 9.8 12.7 18.1 Net margin 42.0% 42.0% 41.6% Earnings per ADS 0.11 0.15 0.21 8
Slide 10: Balance sheet
Balance sheet (US$ million) At 30 Jun 07 At 31 Mar 07 Total assets 249.6 247.5 Shareholders’ funds 231.5 221.8 Net cash * 207.6 211.8 Shareholders’ funds per share 2.69 2.58 Net cash per share * 2.42 2.46 * Includes cash & cash equivalents, timed deposits, restricted cash, and marketable securities
Slide 11: Recent Events
Recent Events z Actions’ technology featured in Samsung’s new NAND flash software – ATJ213X chipset specially created for high performance multimedia applications designed into Samsung's 16Gb NAND flash software. System easily adapted to mobile applications with large storage needs such as PMP and v
Slide 12: Summary for 2Q07
Summary for 2Q07 z Revenues of US$27.0 million – Gross margin 46.8%, net margin 42.0% z Consolidate our dominant position in PMP SoC – Enlarge product mix to serve broader range of PMP market – Ramping with 2 new ‘Actions-exclusive’ distributors (GMI, WPIG) z Continue product innovation – Series 13
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