CONTENTS CONTENTS A. Company Profile 03 B. Products 06 Appendix - - PDF document

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CONTENTS CONTENTS A. Company Profile 03 B. Products 06 Appendix - - PDF document

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MPI Co. <6223TT> MPI Co. <6223TT> Goldman Sachs Goldman Sachs Taiwan Corporate Day Taiwan Corporate Day 1 Updated: Jan, 2010 Updated: Jan, 2010 CONTENTS CONTENTS A. Company Profile 03 B. Products 06

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MPI Co. <6223TT> MPI Co. <6223TT> Updated: Jan, 2010 Updated: Jan, 2010

Goldman Sachs Goldman Sachs “ “ Taiwan Corporate Day Taiwan Corporate Day” ”

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CONTENTS CONTENTS

  • A. Company Profile

03

  • B. Products

06 Appendix 29

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SLIDE 2

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  • A. Company Profile
  • a1. Company at a Glance
  • a2. Business Portfolio

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  • a1. Company at a Glance
  • a1. Company at a Glance

A A

  • No. 7, Luke 1st Rd., Luzhu Shiang, Kaohsiung,

821 Taiwan, R.O.C. Southern Taiwan Branch 743

  • No. of Employees

NTD$ 733M Paid-in Capital July, 25, 1995 Founded

  • No. 155, Chung-Ho St., Chu-Pei, Hsinchu,

302 Taiwan, R.O.C. Address

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SLIDE 3

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  • a2. Business Portfolio : 2009
  • a2. Business Portfolio : 2009

Solar 15% Leda 24% Probe Card 61%

A A

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  • B. Products
  • b1. LED: Prober & Sorter
  • 01. LED Food Chain
  • 02. LED Trend
  • 03. Business Contents
  • b2. Semi-conductor: Probe Card
  • 01. Semi-conductor
  • 02. Peer Group Analysis
  • 03. Business Contents
  • b3. Solar: Ingot Slicing
  • 01. Wafer Process in Solar
  • 02. Business Contents
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SLIDE 4

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  • 01. LED EPI-Wafer Process
  • 01. LED EPI-Wafer Process

B1 B1

400um 100um

Grinder Grinder Laser Scriber Laser Scriber Expander Expander Wafer Wafer Mounter Mounter Breaker Breaker Prober Prober Tape Tape Mounter Mounter Sorter Sorter QC Prober QC Prober Counter Counter

CCD

2 5 6

Post Post Inspection Inspection

  • MPI Co. (75%)

MPI Co. (75%)

  • Fittech

Fittech Co. Co.

  • Chroma

Chroma ATE Inc. ATE Inc.

  • MPI Co. (30%)

MPI Co. (30%)

  • ASMP (HK)

ASMP (HK)

1 1 7 7 7 7

MOCVD MOCVD 42(P)/Run 42(P)/Run Sorter Sorter Prober Prober

PC PC PC PC PC PC PC PC PC PC PC PC

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  • 02. LED Trend
  • 02. LED Trend

B1 B1

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SLIDE 5

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  • 02. LED CAGR
  • 02. LED CAGR

B1 B1

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86

20 40 60 80 100

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

PC Shipment P.O.

  • 03. Equipment Shipment 2008~2009
  • 03. Equipment Shipment 2008~2009

B1 B1

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SLIDE 6

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China 41% Korea 5% Taiwan 54%

by Geography by Geography by Geography by Product by Product by Product

31 43 39 89 12 9 10 21 0% 20% 40% 60% 80% 100% Q1 Q2 Q3 Q4 Season

%

Sorter Prboer

PC

  • 03. Shipment: Geography & Product Mix
  • 03. Shipment: Geography & Product Mix

B1 B1

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Taiwan Taiwan China China Korea Korea

  • 03. 2009 Major Customers
  • 03. 2009 Major Customers

B1 B1

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SLIDE 7

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  • 03. Prober
  • 03. Prober

B1 B1

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  • !""#
  • 03. Sorter
  • 03. Sorter

B1 B1

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SLIDE 8

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"#$% &'()

  • 03. Auto Taping Machine
  • 03. Auto Taping Machine

B1 B1

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  • 03. State-of-the-Art 2 in 1 Machine
  • 03. State-of-the-Art 2 in 1 Machine

B1 B1

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SLIDE 9

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  • 01. Market Consensus: Semi-Conductor
  • 01. Market Consensus: Semi-Conductor

B2 B2

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12,184 10,164 4,824 4,127 1,450 4,593 15,252 10,941 4,286 4,857 1,708 4,347 6,936 11,231 3,963 4,074 1,946 3,973

5,000 10,000 15,000 20,000 25,000 30,000 35,000

FFI MJC JEM TCL MPI SV

NT$ Million

2008 2007 2006

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.

  • b2. Peer Group Analysis
  • b2. Peer Group Analysis

B2 B2

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17% 21% 20% 6% 36% 23%

  • 40%
  • 30%
  • 20%
  • 10%

0% 10% 20% 30% 40%

FFI MJC JEM TCL MPI SV

(%) 08Q4 09Q1 09Q2 09Q3

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.

  • b2. Peer Group Analysis (con.)
  • b2. Peer Group Analysis (con.)

B2 B2

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Logic P/C LCD Driver IC

40μ μ μ μm pitch for LCD Driver IC

  • 03. Categories of Probe Card
  • 03. Categories of Probe Card

B2 B2

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21/30 70% 66% 60% 63% 32% 33% 27% 27% 5% 7% 7% 3%

0% 10% 20% 30% 40% 50% 60% 70% 80% Q1'09 Q2'09 Q3'09 Q4'09

% LCD Logic Memory

  • 03. Product Mix in 2009

B2 B2

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  • 03. Monthly Shipment 2007~2009

50,000 100,000 150,000 200,000 250,000 300,000 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Pin 2007 2008 2009

B2 B2

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SLIDE 12

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  • 03. 2009 Major Customers

Design Houses Design Houses Foundries Foundries Testing Houses Testing Houses

B2 B2

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  • 03. B/B Ratio 2007~2009

1.25 0.3 0.6 0.9 1.2 1.5 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2009 2009 2009 2009 2008 2008 2008 2008 2007 2007 2007 2007

B2 B2

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B2 B2

  • 03. Product & Customers Mix (%)

LCD 64% Logic 30% Memory 6%

by Product by Product by Product by Customer by Customer by Customer

Design house 35% Foundry 7% Testing house 58%

2009 2009

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  • 01. Wafer Process in Solar
  • B3

B3

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SLIDE 14

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  • 02. Shipment 2009

100,000 200,000 300,000 400,000 500,000 600,000 700,000 800,000 900,000

Jan-09 Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Month Pcs

B3 B3

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  • 02. 2009 Shipment by Geography

Korea 5% US 25% Taiwan 70%

B3 B3

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SLIDE 15

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Appendix

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Global LED Sectors Global LED Sectors Global LED Sectors