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Merrill Lynch "Taiwan, Technology & Beyond" Conference

Merrill Lynch "Taiwan, Technology & Beyond" Conference. MPI Co. (6223 TT). 2009 outlook of Semi-conductor Peer group analysis MPI Co. 2008 F/S analysis Business Units Diagnosis Action Plan in response of financial crisis. Agenda. 2009 Outlook of Semi-conductor.

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Merrill Lynch "Taiwan, Technology & Beyond" Conference

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  1. Merrill Lynch"Taiwan, Technology & Beyond" Conference MPI Co. (6223 TT)

  2. 2009 outlook of Semi-conductor Peer group analysis MPI Co. 2008 F/S analysis Business Units Diagnosis Action Plan in response of financial crisis Agenda

  3. 2009 Outlook of Semi-conductor Source: ITRI, Digitimes 2009/2

  4. 2009 outlook of Semi-conductor Peer group analysis MPI Co. 2008 F/S analysis Business Units Diagnosis Action Plan in response of financial crisis Agenda

  5. Revenue by Quarter P1：same quarter period in all company. Ex: Q1= 2008.01~2008.03. P2：Exchange rate: 1 dollar = NT 33 ; 1 JPY = NT 0.3; 1SGD = NT 22 P3：SV probe in 100% wholly own by Ellipsiz, an semi-conductor equipment maker, from 2006.

  6. Revenue by Year P1：Exchange rate: 1 dollar = NT 33 ; 1 JPY = NT 0.3; 1SGD = NT 22 P2： SV probe in 100% wholly own by Ellipsiz, an semi-conductor equipment maker, from 2006.

  7. By Gross Margin P1：same quarter period in all company. Ex: Q1= 2008.01~2008.03. P2：Exchange rate: 1 dollar = NT 33 ; 1 JPY = NT 0.3; 1SGD = NT 22 P3：SV probe in 100% wholly own by Ellipsiz, an semi-conductor equipment maker, from 2006.

  8. Operation Margin by Quarter P1：same quarter period in all company. Ex: Q1= 2008.01~2008.03. P2：Exchange rate: 1 dollar = NT 33 ; 1 JPY = NT 0.3; 1SGD = NT 22 P3：SV probe in 100% wholly own by Ellipsiz, an semi-conductor equipment maker, from 2006.

  9. Net Profit Before Income Tax P1：same quarter period in all company. Ex: Q1= 2008.01~2008.03. P2：Exchange rate: 1 dollar = NT 33 ; 1 JPY = NT 0.3; 1SGD = NT 22 P3：No SV information.

  10. Net Profit AfterIncome Tax P1：same quarter period in all company. Ex: Q1= 2008.01~2008.03. P2：Exchange rate: 1 dollar = NT 33 ; 1 JPY = NT 0.3; 1SGD = NT 22 P3：SV probe in 100% wholly own by Ellipsiz, an semi-conductor equipment maker, from 2006.

  11. P.C Revenue by Year P1：Exchange rate: 1 dollar = NT 33 ; 1 JPY = NT 0.3; 1SGD = NT 22 P2： SV probe in 100% wholly own by Ellipsiz, an semi-conductor equipment maker, from 2006.

  12. 2009 outlook of Semi-conductor Peer group analysis MPI Co. 2008 F/S analysis Business Units Diagnosis Action Plan in response of financial crisis Agenda

  13. 2009 outlook of Semi-conductor Peer group analysis MPI Co. 2008 F/S analysis Business Units Diagnosis Action Plan in response of financial crisis Agenda

  14. Semi-conductor: Probe Card

  15. P.C – Pin-Count Shipment

  16. P.C – 2008 Breakdown of Product Mix

  17. P.C – 2008 Top 10 Customers Design Houses Foundries Testing Houses

  18. P.C - B/B Ratio

  19. LED: Prober & Sorter

  20. LED- 2008 Shipment Monthly

  21. LED- 2008 by Geography and Product by Geography by Product PC

  22. LED PT-350 TAPING LED-Auto Taping Machines

  23. LED LEDA-PT120 PROBER Semi-Automatic Probe Station

  24. LED LEDA-PNP M7600 Fully-Auto Mapping Sorter

  25. LED – 2008 Top 10 Customers Taiwan Korea China

  26. Solar: Ingot Slicing

  27. Solar- 2008 Shipment Monthly

  28. Solar – 2008 by Geography

  29. 2009 outlook of Semi-conductor Peer group analysis MPI Co. 2008 F/S analysis Business Units Diagnosis Action Plan in response of financial crisis Agenda

  30. Operation Cost reduction Non-paid vocations (exchange with overtime) Continue R&D investment on next generation Products (eg. RF P.C ... etc) Expand targeting Markets (eg. Singapore, US and Europe) Action Plans

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