acbel polytech inc.790326...compal notebook pc arcadyan wifi new kinpo group established:1973...

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1 ACBEL POLYTECH INC. Mar 2017

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Page 1: ACBEL POLYTECH INC.790326...COMPAL Notebook PC ARCADYAN WiFi New Kinpo Group Established:1973 Major Business: Electronic Components ;Communication Services;PC, NB, Mobile Phone

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ACBEL POLYTECH INC.

Mar 2017

Page 2: ACBEL POLYTECH INC.790326...COMPAL Notebook PC ARCADYAN WiFi New Kinpo Group Established:1973 Major Business: Electronic Components ;Communication Services;PC, NB, Mobile Phone

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Agenda

Company Profile

&

Future Prospect

Financial Results

Page 3: ACBEL POLYTECH INC.790326...COMPAL Notebook PC ARCADYAN WiFi New Kinpo Group Established:1973 Major Business: Electronic Components ;Communication Services;PC, NB, Mobile Phone

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Company Profile

&

Future Prospect

Page 4: ACBEL POLYTECH INC.790326...COMPAL Notebook PC ARCADYAN WiFi New Kinpo Group Established:1973 Major Business: Electronic Components ;Communication Services;PC, NB, Mobile Phone

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ACCL

PCB

Group Overview

KINPO Consumer

PC Peripheral

ACBEL

Power

Supply

CAL-COMP

EMS Communication

COMPAL Notebook

PC

ARCADYAN

WiFi

New Kinpo Group

Established:1973

Major Business:

Electronic Components

Manufacturing;Communication

Services;PC, NB, Mobile Phone

Printer Assembly

Revenue:2015 US$33.5 Billion

2016 US$36.5 Billion (f)

Total Employees:114,845

AcBel Employees: 7,900

Production Sites:72 Public Listed Company:AcBel, Kinpo, Compal, Cal-Comp,

Arcadyan, ACCL

*Only listed affiliates

Page 5: ACBEL POLYTECH INC.790326...COMPAL Notebook PC ARCADYAN WiFi New Kinpo Group Established:1973 Major Business: Electronic Components ;Communication Services;PC, NB, Mobile Phone

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• The largest shareholder is Kinpo Electronics Inc., holding 22.58% shares.

• AcBel’s Board of Directors consist of three Independent Directors, strength

corporate governance.

Shareholders

1st Corporate Governance ranking top 5%

12th Taiwan listed companies information transparency and disclosure

highest ranking A++

(Date:2016.9.6)

Page 6: ACBEL POLYTECH INC.790326...COMPAL Notebook PC ARCADYAN WiFi New Kinpo Group Established:1973 Major Business: Electronic Components ;Communication Services;PC, NB, Mobile Phone

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History 1981- AcBel were founded in July, named Leadtorn Industrial

Inc.

1985- AcBel obtain power supply orders from IBM.

1996- AcBel acquire a business division from Vidar-SMS and

change official name to API Technology Co., Ltd.

1998- AcBel announce new CIS and change English name to

AcBel Polytech Inc.

2003- AcBel IPO on Taiwan Stock Exchange (ticker 6282).

2009- AcBel launch intelligence LED street light products.

2010- AcBel and Bloomenergy strategic alliance to launch fuel cell products.

2013- AcBel ship smart grids products to Taipower.

2015- AcBel ship smart grids products to Penghu and LED

street light to Keelung.

2016- AcBel receive SER Award from HP (The Best Supplier)

and 2016 China Environmental Social Responsibility

Enterprise Award.

Page 7: ACBEL POLYTECH INC.790326...COMPAL Notebook PC ARCADYAN WiFi New Kinpo Group Established:1973 Major Business: Electronic Components ;Communication Services;PC, NB, Mobile Phone

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“提供完整的解決方案,

成為尖端環保能源的最佳夥伴”

“Providing total solution to be your

leading edge green power partner.”

Company Vision

Page 8: ACBEL POLYTECH INC.790326...COMPAL Notebook PC ARCADYAN WiFi New Kinpo Group Established:1973 Major Business: Electronic Components ;Communication Services;PC, NB, Mobile Phone

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Consumer Power Supply

Consumer(IT) • Personal Computer (DT, AIO, NB) • Smart Phone • Tablet • Entry-Level Server

Consumer(Others) • Set-Top-Box • Water Filter & Air Purifier • Printer (Inkjet, Laser, 3D) • Unmanned Aircraft • Surveillance

Page 9: ACBEL POLYTECH INC.790326...COMPAL Notebook PC ARCADYAN WiFi New Kinpo Group Established:1973 Major Business: Electronic Components ;Communication Services;PC, NB, Mobile Phone

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Industrial Power Supply (1)

Networking • PSU • Super Router

Data Center Equipment • Main Frame • Storage • Server

Page 10: ACBEL POLYTECH INC.790326...COMPAL Notebook PC ARCADYAN WiFi New Kinpo Group Established:1973 Major Business: Electronic Components ;Communication Services;PC, NB, Mobile Phone

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Industrial Power Supply (2)

Telecom • DC-DC module • Telecom Power + Cabinet • SMR (Switching Mode Rectifier)

Medical • MRI • Ultrasound • Respirator • AED

Page 11: ACBEL POLYTECH INC.790326...COMPAL Notebook PC ARCADYAN WiFi New Kinpo Group Established:1973 Major Business: Electronic Components ;Communication Services;PC, NB, Mobile Phone

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Industrial Power Supply (3)

Electric Vehicle LED Lighting

Smart Grids Fuel Cell

Page 12: ACBEL POLYTECH INC.790326...COMPAL Notebook PC ARCADYAN WiFi New Kinpo Group Established:1973 Major Business: Electronic Components ;Communication Services;PC, NB, Mobile Phone

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2010~2016

Phase 1 2015~2020

Phase 3

2011~2014

Phase 1

2014~2018 Phase 2

2015~2020

Phase 3 2015~2020

Phase 3

Smart City Strategy

Page 13: ACBEL POLYTECH INC.790326...COMPAL Notebook PC ARCADYAN WiFi New Kinpo Group Established:1973 Major Business: Electronic Components ;Communication Services;PC, NB, Mobile Phone

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Balanced Customers Portfolio AMWAY

ARRIS

ASUS

BLOOM ENERGY

CALCOMP

CANON

CELESTICA

CHT

CISCO

COMPAL

DELL

DELL EMC

DIEBOLD NIXDORF

DJI

DOTHILL

E.ON

FOXCONN

FUJITSU

GOOGLE

HIKVISION

HITACHI

HP

IBM

JUNIPER

KINPO

LENOVO

MTI

NCR

NEC

NOKIA

PEGATRON

PHILIPS

QUANTA

SCHNEIDER

SHARP

SUGON

SUPERMICRO

TAIPOWER

TECHNICOLOR

TOSHIBA

WISTRON

ZT *in alphabetic order

Page 14: ACBEL POLYTECH INC.790326...COMPAL Notebook PC ARCADYAN WiFi New Kinpo Group Established:1973 Major Business: Electronic Components ;Communication Services;PC, NB, Mobile Phone

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Global Logistics

EUROPE

ASIA

NORTH

AMERICA

SOUTH

AMERICA

AUSTRALIA

AFRICA

Manufacturing : 5

Technical Support & After Service : 8

Warehouse : 24

Office : 11

Kingston,NY Sunnyvale,CA

Rochester,MN

Raleigh,NC

Cranston,RI

Jalisco,Mexico

Boston,MA

Scotland

Ireland

Budapest,HU

Taiwan

Philippines

Dongguan

Shanghai

Japan

Wuhan

Beijing

Xiamen

Chongqing

Nashville,TN

Austin,TX

Santa Teresa,NM

Sao Paulo, Brazil

Singapore

Pardubice,CZ

El Paso, TX

Plainfield,IN

Nansha

Manaus, Brazil

Lodz,PL

Page 15: ACBEL POLYTECH INC.790326...COMPAL Notebook PC ARCADYAN WiFi New Kinpo Group Established:1973 Major Business: Electronic Components ;Communication Services;PC, NB, Mobile Phone

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Dongguan,China Taiwan

Plant Info (1)

Page 16: ACBEL POLYTECH INC.790326...COMPAL Notebook PC ARCADYAN WiFi New Kinpo Group Established:1973 Major Business: Electronic Components ;Communication Services;PC, NB, Mobile Phone

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Wuhan,China

Manaus, Brazil

Plant Info (2)

Laguna,Philippines

Page 17: ACBEL POLYTECH INC.790326...COMPAL Notebook PC ARCADYAN WiFi New Kinpo Group Established:1973 Major Business: Electronic Components ;Communication Services;PC, NB, Mobile Phone

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• From 2013, the financial numbers are based on

International Financial Reporting Standards (IFRS)

Financial Results

Page 18: ACBEL POLYTECH INC.790326...COMPAL Notebook PC ARCADYAN WiFi New Kinpo Group Established:1973 Major Business: Electronic Components ;Communication Services;PC, NB, Mobile Phone

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Consolidated Revenue

Unit: NT$ billion

24.39 24.59 24.08 20.84 19.75

2012 2013 2014 2015 2016

Page 19: ACBEL POLYTECH INC.790326...COMPAL Notebook PC ARCADYAN WiFi New Kinpo Group Established:1973 Major Business: Electronic Components ;Communication Services;PC, NB, Mobile Phone

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Net Income After Tax

Unit: NT$ billion & % of revenue

1.05

1.25 1.10

0.67

0.52 4.3%

5.1%

4.6%

3.2% 2.6%

2012 2013 2014 2015 2016

Page 20: ACBEL POLYTECH INC.790326...COMPAL Notebook PC ARCADYAN WiFi New Kinpo Group Established:1973 Major Business: Electronic Components ;Communication Services;PC, NB, Mobile Phone

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Earnings Per Share

Unit: NT$

2012 2013 2014 2015 2016

2.04

2.42

2.11

1.29

1.01

Page 21: ACBEL POLYTECH INC.790326...COMPAL Notebook PC ARCADYAN WiFi New Kinpo Group Established:1973 Major Business: Electronic Components ;Communication Services;PC, NB, Mobile Phone

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Dividend Policy

*Cash dividend distributed from capital surplus.

**The price for calculating yield rate is the day before the meeting of Board of Directors in the following year.

High payout ratio.

High cash yield.

Debt ratio maintain

50% for long time,

operating on healthy

Balance Sheet.

Dividend Year 2012 2013 2014 2015 2016

Earnings Per Share 2.04 2.42 2.11 1.29 1.01

Cash Dividend Per Share 1.50 1.80 1.60 1.1+0.4* 0.9+0.5*

Dividend Payout Ratio 73.53% 74.38% 75.83% 116.28% 138.61%

Yield Rate 6.28% 5.06% 4.22% 6.55% 5.75%

Page 22: ACBEL POLYTECH INC.790326...COMPAL Notebook PC ARCADYAN WiFi New Kinpo Group Established:1973 Major Business: Electronic Components ;Communication Services;PC, NB, Mobile Phone

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THANK YOU!