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Wiwynn Introduction 2019.01.16

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Page 1: Wiwynn Introduction€¦ · Market Share by Vendor Revenue. Wiwynn 6%. WW Cloud IT Infrastructure Market by Model. Wiwynn 29.5% . Among ODM Direct* Dell, Inc. 16%. HPE/H3C. 9%. Cisco

Wiwynn Introduction

2019.01.16

Page 2: Wiwynn Introduction€¦ · Market Share by Vendor Revenue. Wiwynn 6%. WW Cloud IT Infrastructure Market by Model. Wiwynn 29.5% . Among ODM Direct* Dell, Inc. 16%. HPE/H3C. 9%. Cisco

Disclaimer• This presentation is prepared by Wiwynn and is private and confidential. This presentation may not be disclosed without the

prior permission of Wiwynn Corporation (“Wiwynn”).

• This presentation is being delivered to the recipient and is for general reference only. This presentation is not intended toform the basis of a decision to purchase securities or any other investment decision and does not constitute an offer, invitation or recommendation for the sale or purchase of securities. Any decision to purchase securities in any offering of Wiwynn should be made solely on the basis of the information contained in a prospectus which may be published or distributed in due course in connection with such offering, if any.

• This presentation does not purport to be comprehensive or to contain all the information about Wiwynn, its business, its current or historical operating results or its future business prospects. The information contained herein is based on publicly available information and sources, which we believe to be reliable, but we do not represent it is accurate or complete. The recipient of this presentation must make its own investigation and assessment of the ideas and concepts presented herein. No representation, warranty or undertaking, express or implied, is or will be made or given and no responsibility or liability is or will be accepted by Wiwynn or by any of its directors, officers, employees, agents or advisers, in relation to the accuracy or completeness of this presentation or any other written or oral information made available in connection with the ideas and concepts presented herein. Any responsibility or liability for any such information is expressly disclaimed.

• In furnishing this presentation, Wiwynn undertakes no obligation to provide the recipient with access to any additional information, or to update, or to correct any inaccuracies which may become apparent in, this presentation or any other information made available in connection with the ideas and concepts presented herein.

• This presentation contains certain statements that may be deemed “forward-looking statements”. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. The recipient of this presentation are cautioned that any such statements are not guarantees of future performance and that actual results or developments may differ materially from those projected in forward-looking statements.

Page 3: Wiwynn Introduction€¦ · Market Share by Vendor Revenue. Wiwynn 6%. WW Cloud IT Infrastructure Market by Model. Wiwynn 29.5% . Among ODM Direct* Dell, Inc. 16%. HPE/H3C. 9%. Cisco

Born for the New Business Model

3

The decline of PC market and the

rise of cloud computing have made

Wistron determined to become a TSP

CSPs such as FB and MSFT approached

Taiwanese ODMs for hyperscale data

center optimized IT solutions

New Business

Model Brand customersthreatened to stopplacing new orders

Opportunity

Challenge

Page 4: Wiwynn Introduction€¦ · Market Share by Vendor Revenue. Wiwynn 6%. WW Cloud IT Infrastructure Market by Model. Wiwynn 29.5% . Among ODM Direct* Dell, Inc. 16%. HPE/H3C. 9%. Cisco

4

Established on April 2, 2012 Listed on the Taiwan Emerging Stock on Nov. 13, 2017

Cloud Service

A Value Partner for Customersin Cloud Service Business

Page 5: Wiwynn Introduction€¦ · Market Share by Vendor Revenue. Wiwynn 6%. WW Cloud IT Infrastructure Market by Model. Wiwynn 29.5% . Among ODM Direct* Dell, Inc. 16%. HPE/H3C. 9%. Cisco

Workload PerformanceTotal Cost of Ownership=Customer

Value

Page 6: Wiwynn Introduction€¦ · Market Share by Vendor Revenue. Wiwynn 6%. WW Cloud IT Infrastructure Market by Model. Wiwynn 29.5% . Among ODM Direct* Dell, Inc. 16%. HPE/H3C. 9%. Cisco

Workload PerformanceTotal Cost of Ownership=

Mission

CustomerValue“Provide Data Centers with Workload-

Optimized IT Solutions and the Best TCO”

Page 7: Wiwynn Introduction€¦ · Market Share by Vendor Revenue. Wiwynn 6%. WW Cloud IT Infrastructure Market by Model. Wiwynn 29.5% . Among ODM Direct* Dell, Inc. 16%. HPE/H3C. 9%. Cisco

7

258BMobile App

Downloads*1

28.5BNetworked Devices*2

396EBIP Traffic per

Month*2

137EB+Data Stored in Data

Centers*3

Source 1: App Annie, https://www.appannie.com/en/insights/market-data/app-annie-2017-2022-forecast/

Source 2: Cisco, https://www.cisco.com/c/en/us/solutions/collateral/service-provider/visual-networking-index-vni/white-paper-c11-741490.html

Source 3: Cisco (until 2021), https://www.cisco.com/c/en/us/solutions/collateral/service-provider/global-cloud-index-gci/white-paper-c11-738085.html

Page 8: Wiwynn Introduction€¦ · Market Share by Vendor Revenue. Wiwynn 6%. WW Cloud IT Infrastructure Market by Model. Wiwynn 29.5% . Among ODM Direct* Dell, Inc. 16%. HPE/H3C. 9%. Cisco

8

Vigorously Growing Demands on Data Centers

Page 9: Wiwynn Introduction€¦ · Market Share by Vendor Revenue. Wiwynn 6%. WW Cloud IT Infrastructure Market by Model. Wiwynn 29.5% . Among ODM Direct* Dell, Inc. 16%. HPE/H3C. 9%. Cisco

WW Cloud IT Infrastructure Market Forecast by Deployment Type (USD)

9Source: IDC Quarterly Cloud Infrastructure Tracker, Sep. 2018

2017: $111.6B

9%

On Premises Traditional IT

49%

8%

Off Premises Cloud 33%

Serv

ice

prov

ider

da

ta c

ente

r:42

%C

usto

mer

dat

a ce

nter

:58%

Off

prem

ises

-Tr

aditi

onal

IT

On

Prem

ises

C

loud

Serv

ice

prov

ider

dat

a ce

nter

:50

%C

usto

mer

dat

a ce

nter

:50

%

7%

Off Premises Cloud 44%

12%

On Premises Traditional IT

37%

2022: $148.1B

Off

prem

ises

-Tr

aditi

onal

IT

On

Prem

ises

C

loud

$47.4B $83B

Page 10: Wiwynn Introduction€¦ · Market Share by Vendor Revenue. Wiwynn 6%. WW Cloud IT Infrastructure Market by Model. Wiwynn 29.5% . Among ODM Direct* Dell, Inc. 16%. HPE/H3C. 9%. Cisco

Traditional ODM

ODM Direct

ODM Direct – New Business Model Enabled by Cloud SP

Cloud Service

Enter-prise

Solution + ServiceODM ChannelBrand ProductProduct

Solution + ServiceValue Added Partner

Technology + Platform

Technology + Platform + Service Cloud SP

HPCE-Commerce

HostingGaming

Users

Page 11: Wiwynn Introduction€¦ · Market Share by Vendor Revenue. Wiwynn 6%. WW Cloud IT Infrastructure Market by Model. Wiwynn 29.5% . Among ODM Direct* Dell, Inc. 16%. HPE/H3C. 9%. Cisco

ODM Direct

Cloud Service

Solution + ServiceValue Added Partner

Technology + Platform

Technology + Platform + Service Cloud SP

HPCE-Commerce

HostingGaming

Users

ODM Direct – New Business Model Enabled by Cloud SP

Workload-Optimized IT Solutions and the Best TCO

Energy Time

+

Page 12: Wiwynn Introduction€¦ · Market Share by Vendor Revenue. Wiwynn 6%. WW Cloud IT Infrastructure Market by Model. Wiwynn 29.5% . Among ODM Direct* Dell, Inc. 16%. HPE/H3C. 9%. Cisco

Target Customer Segments

12

Top 7 CSPNext Wave

Social Media

E-Commerce Biz

Target

Telco

CloudService

Page 13: Wiwynn Introduction€¦ · Market Share by Vendor Revenue. Wiwynn 6%. WW Cloud IT Infrastructure Market by Model. Wiwynn 29.5% . Among ODM Direct* Dell, Inc. 16%. HPE/H3C. 9%. Cisco

Wiwynn Racks - Optimized for Various Workloads

…. various workloadsCompute Intensive

I/O Intensive AI Training

Storage Intensive Balanced

Open Compute Project 12V

Open Compute Project 48V

Project Olympus

EIA 19” Rack Series

Proof of Concept (Hack)

Rack Infrastructures

Page 14: Wiwynn Introduction€¦ · Market Share by Vendor Revenue. Wiwynn 6%. WW Cloud IT Infrastructure Market by Model. Wiwynn 29.5% . Among ODM Direct* Dell, Inc. 16%. HPE/H3C. 9%. Cisco

Wiwynn Product LinesCompute Server

Multi-Purpose & Storage Server

04

0201

03

JBOx —HDD, All Flash, GPU

Edge & Front-End Server

Page 15: Wiwynn Introduction€¦ · Market Share by Vendor Revenue. Wiwynn 6%. WW Cloud IT Infrastructure Market by Model. Wiwynn 29.5% . Among ODM Direct* Dell, Inc. 16%. HPE/H3C. 9%. Cisco

Our Core Technologies

Various Evolving Applications

APPLICATIONS

Build Blocks & IT Gears on Advanced Technologies

INFRASTRUCTUREFundamental Demands

For Various Applications

DEMANDS

Thermal Solution

High Power Efficiency

High Speed

ReliabilityServiceability

Wiwynn technologies are focused on developing high power, high speed and thermal technologies to meet the needs of future data centers

Page 16: Wiwynn Introduction€¦ · Market Share by Vendor Revenue. Wiwynn 6%. WW Cloud IT Infrastructure Market by Model. Wiwynn 29.5% . Among ODM Direct* Dell, Inc. 16%. HPE/H3C. 9%. Cisco

IndustryExhibitions

External Relationship

(foundations, research firms, media)

Online Activities

Branding

Branding Trilogy

Page 17: Wiwynn Introduction€¦ · Market Share by Vendor Revenue. Wiwynn 6%. WW Cloud IT Infrastructure Market by Model. Wiwynn 29.5% . Among ODM Direct* Dell, Inc. 16%. HPE/H3C. 9%. Cisco

IndustryExhibitions

External Relationship

(foundations, research firms, media)

Online Activities

Achievements in 2018

MediaVoice

Enlarge Media Voice• 7 PR (2018)• Increased media exposure &

social media interaction• 1,200+ WP clicks & downloads

Potential Customers

Reach Potential Customers• US: OCP Summit、Techday• EU: OCP Summit、CloudFest• AP: Computex、Techday• 3 remote labs in US, EU & AP

Tech.Image

Build Tech. Leader Image• 5 engineering workshops• 8+ technical whitepapers (2018)

• 7+ tech. partners for joint PR

Branding

Page 18: Wiwynn Introduction€¦ · Market Share by Vendor Revenue. Wiwynn 6%. WW Cloud IT Infrastructure Market by Model. Wiwynn 29.5% . Among ODM Direct* Dell, Inc. 16%. HPE/H3C. 9%. Cisco

Key Player in Data Center Market

Source: IDC (Sep. ‘18)

64.5 71.2 67.5 66.2 65.2 65.1

31.042.4 44.9 48.6 51.0 54.8

16.5

19.8 21.2 23.8 26.1 28.2

0.0

40.0

80.0

120.0

160.0

2017 2018 2019 2020 2021 2022

Traditional IT Public Cloud Private Cloud

($B)

47.4B

1H18 WW Cloud IT Infrastructure Market Share by Vendor Revenue

Wiwynn 6%

WW Cloud IT Infrastructure Market by Model

Wiwynn 29.5% Among ODM Direct*

Dell, Inc16%

HPE/H3C9%Cisco

Lenovo

Inspur

Others25%

ODM Direct35%

*Wiwynn market share among ODM Direct is estimated by Wiwynn based on 1H18 revenue and IDC data

Page 19: Wiwynn Introduction€¦ · Market Share by Vendor Revenue. Wiwynn 6%. WW Cloud IT Infrastructure Market by Model. Wiwynn 29.5% . Among ODM Direct* Dell, Inc. 16%. HPE/H3C. 9%. Cisco

Outpace General Market Growth

2018

181BNT$

Page 20: Wiwynn Introduction€¦ · Market Share by Vendor Revenue. Wiwynn 6%. WW Cloud IT Infrastructure Market by Model. Wiwynn 29.5% . Among ODM Direct* Dell, Inc. 16%. HPE/H3C. 9%. Cisco

Financial Highlights

20

10,803 31,741

85,675

134,441

2015 2016 2017 18'~Q3

Revenue (NT$ M)

273 311 1,208

4,296

2015 2016 2017 18'~Q3

PAT (NT$ M)

35.4%22.9%

50.1% 45.4%

2015 2016 2017 18'~Q3

ROE (%)

6.53 4.46 11.70

29.62

2015 2016 2017 18'~Q3

EPS (NT$)

Page 21: Wiwynn Introduction€¦ · Market Share by Vendor Revenue. Wiwynn 6%. WW Cloud IT Infrastructure Market by Model. Wiwynn 29.5% . Among ODM Direct* Dell, Inc. 16%. HPE/H3C. 9%. Cisco

Thank You

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