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2 Analyst Briefing Integrated Micro-electronics Inc. November 3, 2017 The Tower Club CONFIDENTIAL AND PROPRIETARY Any use or dissemination of this material without the expressed written permission of AC Industrial Technology Holdings Inc. is strictly prohibited.
3 Section Global Economy Our Portfolio Updates Overall Financials Updates per Region I II III IV V 2
4 GLOBAL ECONOMY Source: International Monetary Fund, October
5 OUR PORTFOLIO % 10% 10% 19% 19% 14% 10% 8% 19% 16% 18% 17% Revenue Share by Operating Region (2017 9M) Philippines...25% China. 25% Europe... 25% 42% 45% 41% Mexico...8% VIA.14% M STI..3% Auto Industrial Consumer Telecom Others Source: Integrated Micro-Electronics, Inc.
6 MARKET TRENDS Automotive Electronics 8.5% CAGR ADAS 19.9%, CAGR Head-up-Display 28.5% CAGR Electronic Control Unit 6.6% CAGR Battery Management System 22.17% CAGR Industrial Electronics 4.5% CAGR Electronic access control system 9.3% CAGR IoT 13.2% CAGR Smart electric meter close to 9% CAGR Aerospace/Defense 4.2% CAGR Avionics 6.9% CAGR Remote Satellite Sensing 5.6% CAGR Source: Global Market Insights, Research and Markets, Transport and Market Research, Esticast Research, NVR, Research Nester and Technavio 5
7 MARKET DISRUPTIONS Rise of the EV Age of Industry 4.0 Oil Disruption MOBILITY CONNECTIVITY SMART ENERGY DRIVERLESS CARS 62% CAGR INTERNET of THINGS 17% CAGR % CAGR / Source: 6
8 RIDING MEGATRENDS Electric and/or autonomous vehicle technologies within IMI Next Generation Displays Steering/Braking Gear ECU Modules EV Charging Modules Mirror Technology LED Lighting Sensing Camera Power Converters Power Modules Engine Controls Powertrains Source: Integrated Micro-Electronics, Inc. Battery Management Existing programs New wins ADAS Controls PCBA Sub-assembly Sensors Controller $61.6 M EV and ADAS 20% of Total Automotive Sales YTD Sep 17 7
9 AUTOMOTIVE ELECTRONICS $ KEY TRENDS MARKET DRIVERS FORECAST PERFORMANCE Autonomous driving Connectivity Ride Sharing Electrification Technological advancement Green Energy Implementation of regulations Advanced driver assistance system 19.9% CAGR from YTD Sept revenues at $323M, increased 16% y-o-y Automotive 41% of Total IMI revenues Source: Global Market Insights 8
10 INDUSTRIAL ELECTRONICS $ KEY TREND MARKET DRIVERS FORECAST PERFORMANCE Integration of access control systems Sensor technology and access control as service (ACaaS) Development of applications using smartphones Growing demand for security solutions Technological advancement Adoption of IoT-based systems Rise of Industry 4.0 Electronic access control system 9.3% CAGR YTD Sept revenues at $132M, increased 16% y-o-y Industrial 17% of IMI Total revenues Source: Research and Markets and Technavio 9
11 AEROSPACE $ KEY TREND MARKET DRIVER FORECAST PERFORMANCE Satellite communication systems are becoming more capable User terminals becoming smaller Low-cost satellite communication devices Increase in demand by various end-use industries Remote sensing satellite 5.59% CAGR Aerospace YTD Sep 17 revenue at $13M, 2% of Total IMI revenues Source: Future Market Insights 10
12 YEAR-TO-DATE SEPT WINS $580M 1% 1% New Business Wins by Segment Automotive +217% 8% 6% 84% Industrial Communication $183M Medical Consumer YTD Sep 16 YTD Sep 17 ARP: Annual Revenue Potential Notable Wins (Q3) Segment Manufacturing Site Controls & Sensors Automotive China (JX) Steering/Breaking ECU Automotive Mexico Mirror technology Automotive Bulgaria Power Module Industrial / Automotive Laguna Battery management Industrial / Automotive China (CD) Source: Integrated Micro-Electronics, Inc. 11
13 OVERALL FINANCIAL 12
14 % 10. 0% 8.0 % 6.0 % 4.0 % 2.0 % 0.0 % 3.5 % 3.0 % 2.5 % 2.0 % 1.5 % 1.0 % 0.5 % 0.0 % % 3.0 % 1.0 % -1.0% -3.0% -5.0% 8.0 % 7.0 % 6.0 % 5.0 % 4.0 % 3.0 % 2.0 % 1.0 % 0.0 % Year on Year Profit Growth Gross Profit +24.6% 11.6% 11.2% Operating Income 4.7% +4.1% 3.8% M M Gross Profit GP% M M Operating Income OI% Net Income 3.4% +15.7% 3.0% EBITDA +15.2% 7.7% 6.9% M M Net Income NIAT% M M EBITDA EBITDA% Source: Integrated Micro-Electronics, Inc. 13
15 Capital Structure Long-Term Debt 25% Short-Term Debt 25% Common Shares 50% (US$ s) Sept 2017 Short-term debt Long-term debt Total Bank Debts Cash 62.6 Net Debt Common Equity Key financial ratios Sept 2017 Current ratio 1.22 Bank Debt/Equity 1.00 Book value/share ($) Return on common equity (TTM) 12.6% P/E Source: Integrated Micro-Electronics, Inc. 14
16 Disciplined Capital Investments $46M M M Philippines China Europe Mexico PSI VIA STI Others Machinery & equipment..55% Construction in progress..27% Furniture & fixtures % Buildings & improvements. 4% PPE - Others...7% Source: International Monetary Fund, October
17 UPDATE BY REGION Source: 16
18 PHILIPPINES REVENUE $ % $197 Growth fueled by industrial / automotive applications Start of Power Module mass production to drive further growth Received Excellence Awards from IMI customer of security products Recommended to IATF16949:2016; Passed ISO9001:2015 $9.6 CAPEX $8.7 AUTOMOTIVE YTD Sep 16 YTD Sep 17 NEW WINS 4 $1 ARP M MAJOR PROJECTS ADAS Body Control Anti Fogging 2016 YTD Sep 2017 Source: Integrated Micro-Electronics, Inc. 17
19 CHINA REVENUE $ % $198 5G pilot rollout to start slow in late 2017 Government push to increase adoption in EV On-going transfer of Liantang plant to Pingshan in Shenzhen NEW WINS ARP AUTOMOTIVE MAJOR PROJECTS $17.6 CAPEX $14.3 ADAS Power Train YTD Sep 16 YTD Sep $20 M Control and Sensors Body Control 2016 YTD Sep Lightings 2017 Ignition Control Source: Integrated Micro-Electronics, Inc. 18
20 EUROPE REVENUE $ % $201 Strong demand by Top 3 automotive customers in Europe IMI (BG) recognized as 2 nd Most Profitable Company in the Machines Sector of Bulgaria On going construction of Serbia facility $10.6 CAPEX $10.4 AUTOMOTIVE YTD Sep 16 YTD Sep 17 NEW WINS ARP 10 $20 M MAJOR PROJECTS ADAS Body Control Lightings 2016 YTD Sep 2017 Engine Control Source: Integrated Micro-Electronics, Inc. 19
21 MEXICO REVENUE $ % $63 Start mass production in industrial segments to complement automotive growth New Product Introduction Automotive plastic molds for headrest and central console Nano Ignition Coils, Body Controls and Oil pumps IMI (MX) won the 2017 National Exportation Award $11 CAPEX $9.8 YTD Sep 16 YTD Sep 17 NEW WINS 3 $13 ARP AUTOMOTIVE MAJOR PROJECTS M Body Control Steering/Braking 2016 YTD Sep 2017 Source: Integrated Micro-Electronics, Inc. 20
22 VIA REVENUE YTD Sep 17 Optical bonding Touch capabilities Display head assembly Automotive CAPEX YTD Sep 17 $115 Industrial & Commercial Consumer $ full year level already reached for the 1H of 2017 Top 2 customers in consumer segment performed the highest production volume in 2017 Added 4 new customers in automotive display with ARP of $8M Source: Integrated Micro-Electronics, Inc. 21
23 STI REVENUE YTD Sep 17 Satellite Communications Wireless Technologies Aerospace & Defense CAPEX YTD Sep 17 $21 Industrial & Commercial Research & Development $0.2 New quotations ongoing for electric car chargers New business won for Smart Metering Large automotive opportunity for Electronic Logging Device (ELD) Program Ongoing integration with IMI Source: Integrated Micro-Electronics, Inc. 22
24 THANK YOU CONFIDENTIAL AND PROPRIETARY Any use or dissemination of this material without the expressed written permission of AC Industrial Technology Holdings Inc. is strictly prohibited.
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