1. 朋程科技股份有限公司 Actron Technology Corporation (8255 TT)
說明會簡報
Analyst Meeting
朋程科技股份有限公司 Actron Technology Corporation (8255 TT)

2. Company Profile Founded : Nov. 17, 1998 www.actron.com.tw
Capital : USD 24.9Million
Main Business : Automotive Electronic Components Manufacturing
Address : 1F, No.12, Sec. 2, Nan-Kan Rd., Luchu Hsiang, Taoyuan, Taiwan
Telephone :
Fax :
Unified Business No :
Chairman : Michael (M.K.) Lu
President : George Wu
Factory Size : 9,764 m-m.
Employee : 559(As of Jun. 2013)
Main Products : Pressfit diodes, Regulators, Coils
Founded : Nov. 17,
Capital : USD 24.9Million
Main Business : Automotive Electronic Components Manufacturing
Address : 1F, No.12, Sec. 2, Nan-Kan Rd., Luchu Hsiang, Taoyuan, Taiwan
Telephone :
Fax :
Unified Business No :
Chairman : Michael (M.K.) Lu
President : George Wu
Factory Size : 9,764 m-m.
Employee : 559(As of Jun. 2013)
Main Products : Pressfit diodes, Regulators, Coils
Founded : Nov. 17,
Capital : USD 24.9Million
Main Business : Automotive Electronic Components Manufacturing
Address : 1F, No.12, Sec. 2, Nan-Kan Rd., Luchu Hsiang, Taoyuan, Taiwan
Telephone :
Fax :
Unified Business No :
Chairman : Michael (M.K.) Lu
President : George Wu
Factory Size : 9,764 m-m.
Employee : 559(As of Jun. 2013)
Main Products : Pressfit diodes, Regulators, Coils

3. To be the worldwide leading brand of transportation products – Actron Inside

4. Major Customers Major Products Major Customers PressFit Diodes Denso
Remy Inc
Prestolite
WAI / Transpo
Hitachi
Valeo
Regulators
Prestolite
Remy Inc
Coils for ABS
WABCO
----- Customers are listed by alphabet -----

6. Actron Regulator
Mono Chip
Hybrid
Chip Sets

7. Brush Holder 3D Simulation

10. ABS系统由四大機構構成：
車速傳感器 、泵
電磁閥 、控制器

11. Actron Internal Use Only
Actron Coils & Cores
Coil 24V
Coil 12V
Core
Actron Internal Use Only

12. Alternator、 Diodes 、Regulator

13. Diodes & Regulator

14. High Requirements in Key Features
Automobile
Industrial
Capacitance
25-80 ampere
1-15 ampere
Heat Duration
215℃- 225℃
150℃
Reliability
3 Years，100,000 km
Low in comparison
Mechanical
Over 1,000kg weight duration required. Difficult IP
IP needed for Mechanical design & process.
Little concern

15. Difficult to penetrate supply Chain
Tier 2 Supplier
Automotive
Tier 1 Supplier GM
Ford
Toyota
Daimler
-Chrysler
Renault VW
Denso
Bosch
Visteon
Valeo
Remy
OE Supplier
(New Car):
Actron
Key Components
need to be
qualified by
Tier 1 and
Automotive
70%
outsource
USD10 ~ 40 Billion Revenue
6 Global Auto
Features:
There are over 8,000~15,000 components, for better management, only 2~3 suppliers are selected for each components
2. Difficult to acquire accreditation by Int’l Automaker, tight relationship between upper and lower stream.
3. The automotive market is a closed & concentrated market

16. 2014 GLOBAL AUTOMOBILE SALES
M  M  M
EU27
KOREA
-4% / 3%
0% / 1%
USA
JAPAN
CHINA
8% / 7%
-5% / 0%
12% / 7%
INDIA
-9% / 0%
BRAZIL
0% / 0%
Source : Automotive New, Edmunds.com, Moody`s Investor service, 北京商報,盖世汽车网,

17. 2014 Global Automobile Sales Forecast by Countries
2013 Global Automobile Sales Projection: 83.7M
2014 Forecast 87.0M, 4.0% YoY growth
CHINA
USA
JAPAN
INDIA
GERMANY
BRAZIL
RUSSIA UK
FRANCE
ITALY
5,393,992
3,290,641
3,068,320
2,736,910
2,728,933
2,412,965
2,199,520
1,373,838
17,120,000
22,651,900

18. Quarterly Revenue Trade Chart

19. The Results of Operation
EPS4.43
EPS5.51
EPS5.64
EPS 3.80
EPS 7.18 4%
EPS 5.70
23%
EPS –0.35
EPS 6.31
EPS 5.01
EPS 6.36
46%
EPS 3.11
13%
-6%
11%
47%
29%
73%
67%