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Min Aik technology group profile

Min Aik technology group profile. Please visit M.O.P.S. of TSEC at http://newmops.tse.com.tw/ for business and operating results update (TSE: 3060). Contents. The Company Company Profile Core Competency Current Major Products Main Customers Operating Result & Bu s i ness Outlook

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Min Aik technology group profile

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  1. Min Aik technology group profile Please visit M.O.P.S. of TSEC at http://newmops.tse.com.tw/ for business and operating results update (TSE: 3060)

  2. Contents The Company • Company Profile • Core Competency • Current Major Products • Main Customers Operating Result & BusinessOutlook Why invest in Min Aik The Industry Outlook/Future

  3. Company Profile • Incorporated in Oct. 3rd, 1979 • Paid-up Capital: US$ 32 millions • Current Workforce: 3,900 (worldwide) • Listed on Taiwan Stock Exchange in April, 2003

  4. MAC & MAY Suzhou, China MAT, HQ Taiwan MA-US San Jose, USA M&E Dongguan, China MAP Taiwan MAM Malaysia MATH Ayutthaya, Thailand MAS Singapore M & J Ayutthaya, Thailand Where We Are

  5. New Plant in Thailand- MATH - Space Area: 3,975m2 Current Manpower: 560 Current Capacity: 6M sets/Q FCOF (Flip Chip On Flex) APFA (Actuator Pivot Flex Assy)

  6. Manpower & Capacity Overview MAT, Taiwan MAM, Malaysia MAC/MAY, Suzhou, China Space Area: 23,027m2 Manpower: 500 Space Area: 15,995m2 Manpower: 580 Space Area: 21,112m2 Manpower: 210 VCM: 1 million sets /QCSA : 4 million pcs /Q VCM: 15 million sets /QCSA: 17 million pcs /Q VCM: 7 million sets /Q EHD: 1 million sets/Q MAP, Taiwan M&J, Thailand M&E, Dongguan, China Space Area: 21,941m2 Manpower: 310 6 Space Area: 3,975m2 Manpower: 1050 Space Area: 29,393m2 Manpower: 700 Plates: 60 million pcs/Q EHD: 2.7 million sets /Q Stand: 1.6M units/Q 6

  7. Core Competency

  8. Clean Room Assembly Tooling Design & Fabrication Well-executed QA System Sheet Metal Precision Stamping/ Tumbling/Plating One Stop Solution Plastic Injection & Double Injection Molding Clean Room, Cleanliness Control & Chemical Lab In-house Automation Design & Fabrication Turnkey Solution -SMT Solution Core Competency

  9. Current Major Products

  10. Bracket DiskClamp APFA Suppressor Comb Crash Stop Assembly Voice Coil Motor (VCM) Latch HDD Components

  11. Material Sourcing ID Design Industrial Trend Software Firmware Support Time to Design Time to Cost Time to Market Time to Quality Time to Volume Electronic Design Mechanical Design Total Solution DFM SMT/ Assembly Testing Supplier Management Logistic Solution What We Can Provide External HDD ：USB, Firewall, Combo features for External HDD of various form factors

  12. Ergonomic Products DS2/DS3 Medical Cart SVHCLE/E-tility Large Display Cart VL-9 Styleview: Powered Cart LX Laptop Arm 200 Series Large Display Wall Mount PV100 DS-100 DS-100 NeoflexWM WAHAS NT

  13. Other Major Products • Digital Camera Components : Casing, buttons ( double injection molding + electro plating ) • Procurement Services (ink jet printer cartridge, tooling, DVD pick-up head components, etc.) • Image Enhance Module for DLP Rear- projection TV • Image Enhance Module for DLP Projector - Dynamic Black • VCM Auto Focus Camera Module for Mobile Phone

  14. Major Customers

  15. Operating Results &Business Outlook

  16. Operating Results (Consolidated) 2005 vs 2006 Units: NT$ Thousand

  17. Business Outlook

  18. Why Invest in Min Aik

  19. Competitive Edge B. Healthy Financial Position • No non-value-added Assets • Strong cash flow management A. Steadily Growing ROE:

  20. Competitive Edge C. Clear Dividend Policy • High pay-out ratio (consecutively paid out 76% over the last 4 years) • Board member fee reduced from 1.5% to 1% • Employee bonus reduced from 10% to 3-9% • Dividend Policy: Max 1/3 in share ; Min 2/3 in cash

  21. Competitive Edge D. Global Manufacturing strategy • Multiple production sites • Proximity to customers • Cost effectiveness • VCM - Malaysia and China • CSA - Taiwan and Malaysia • Box Build - Taiwan, Thailand and China • Ergonomic products - China • FCOF/APFA – Thailand (New Plant) • Have already spent NT$558 Million over last 4 quarters for global capacity expansion. • New plant, MATH, in Thailand was pilot run in Q2 2006

  22. Competitive Edge E. Opportunities • Existing industry shows an uphill trend According to the forecast of IDC, the WW HDD shipment will increase at a 13.1% compound annual growth rate from 2005 to 2010. Our current customers penetrate into the mobile and CE HDD market and start taking market share. • Market share boost in existing products Min Aik is the long-term strategy partner of current customers and they would rather work with the suppliers who have had the ability of upfront joint design and providing one-stop-shop solutions. • New products in-house for existing customers New products phase in in-house manufacturing will be another booster to our revenue & profit over next couple of years. • Worldwide capacity expansion to facilitate the exploration of potential new products in new industry

  23. The Industry Outlook/Future

  24. Worldwide HDD units Shipment2004 - 2010 (000s) Source: IDC, Nov. 2006

  25. Worldwide HDD units consumed by system platform 2005 -2010 (000s) (CAGR:18.2%) (CAGR:19.6%) (CAGR:35.1%) (CAGR:5%) (CAGR:11.2%) (CAGR:13.9%) FY Source: IDC, Nov. 2006

  26. Worldwide HDD shipments by form factors 2005 - 2010 Units: 000s Source: IDC, Nov. 2006

  27. That was then…..

  28. And now……..

  29. What will be at the heart of our lives?- Digital Media Era - ? 29

  30. “Storage” - anytime & anywhere - Pocket PC Notebook Tablet PC Smart Phone Photo Jukebox Desktop PC Cell Phone Ext. HDD PVR PDA GPS DVR Dig. Camcorder DSC DVD Player PMP STB Auto PC Game Console Dig. TV IT Entertainment Communication Automotive 30

  31. Q & A….

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