DFI: A potential growth story
About DFI
DFI Executive -Yen-Chi Lu Founder, CEO & Chairman B.A. Business Administration, Tamsui Oxford University College Procurement Manager, General Instrument Taiwan Over 25 years’ experience in IT industry -Yen-Shing Lu (Andy Lu) Managing Director B.S. EE, Tamkang University VP Manufacturing, DFI, over 25 years Established DFI’s ACP business
Expertise PC Hardware Provider 2001 Revenue peak 5.1B sales 2000 Professional MB Maker and IPO Choke point 1995 Focus on MB business 1986 MB, keyboard, mouse, handy scanner, CD Rom..etc. 1983 ADD-on card designer and maker 1981 Set up time
Transition
Tough MB Business DFI tried to get out of cost-down and beating price warfare…..
New Directions Business Model ACP Over Clocking MB Don’t seek for big sales or high volumes Pursue higher margin, stable and growing business ACP Low volume but better profit Over Clocking MB High end, High price
Computing is Everywhere, ACP Provides Computing Hardware Platform…. What is ACP (ACP)Applied Computing Platform, also known as Industrial PC(IPC) or Embedded PC(EPC) Applied Field Lives Related: POS, ATM, Arcade Game, DVR, Casino Games, Health care, Medical Equipment,… Industrial Related: CNC, Automation, Semiconductor, Panel Industrial Facilities,… High Technology Related: Aerospace, Military,… Computing is Everywhere, ACP Provides Computing Hardware Platform….
Long Term Relationship stable and continuously Grow ACP Business Long Term Relationship stable and continuously Grow Revenue Medical Slot Machine Arcade Game ATM POS,KIOSK Time
Application Distribution
Performance
2007 Achievement Note: 2007 1H audited EPS is $2.94 (after tax).
Peer’s Comparison by Market Position
Peer’s Comparison by Net Margin First 7 months, 2007 actual- 30.1% Source: Company Filing, MOPS
Reasons for DFI to Grow continuously
Why DFI had sharp growth rate in 2005 and 2006… Growth of Customer Base Long life cycle project base Long term relationship with customers Complete customer composition Diversified fields of products
Dividend Policy
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