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TRANSCRIPT
Wiwynn Introduction
2019.01.16
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.
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
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
Workload PerformanceTotal Cost of Ownership=Customer
Value
Workload PerformanceTotal Cost of Ownership=
Mission
CustomerValue“Provide Data Centers with Workload-
Optimized IT Solutions and the Best TCO”
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
8
Vigorously Growing Demands on Data Centers
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
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
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
+
Target Customer Segments
12
Top 7 CSPNext Wave
Social Media
E-Commerce Biz
Target
Telco
CloudService
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
Wiwynn Product LinesCompute Server
Multi-Purpose & Storage Server
04
0201
03
JBOx —HDD, All Flash, GPU
Edge & Front-End Server
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
IndustryExhibitions
External Relationship
(foundations, research firms, media)
Online Activities
Branding
Branding Trilogy
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
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
Outpace General Market Growth
2018
181BNT$
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$)
Thank You
21