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1Your Innovative EMS Partner ‹ ›Strictly Confidential. All right reserved by Integrated Micro-Electronics, Inc. (IMI) – including any disposal, exploitation, reproduction, editing, distribution, as well as in the event of application for industrial property rights. Feb 2013
1
Integrated Manufacturing for Inclusive Growth
Arthur TanPresident and CEO, IMI
PCIERRD Technical Forum
June 30, 2015
3Your Innovative EMS Partner ‹ ›Strictly Confidential. All rights reserved by Integrated Micro-Electronics, Inc. (IMI) – including any disposal, exploitation, reproduction, editing, distribution, as well as in the event of application for industrial property rights. March 2015
3
Founded in the Philippines in 1980
Publicly listed; majority owned by Ayala
Manufacturing space of 232,000sq.m. with 13 factory sites in 6 countries
18,700 employees worldwide
Low cost manufacturing across all major regions
18th in Top 50 EMS companies globally in 2014
8th in Top Automotive EMS companies globally in 2013
Preferred supplier of global OEMs, including Assa Abloy and Bosch
Electronics Manufacturing Services (EMS) and Power Semiconductor assembly
Integrated Micro-Electronics, Inc (IMI)
4Your Innovative EMS Partner ‹ ›Strictly Confidential. All rights reserved by Integrated Micro-Electronics, Inc. (IMI) – including any disposal, exploitation, reproduction, editing, distribution, as well as in the event of application for industrial property rights. March 2015
4
BY CUSTOMERNATIONALITY
Diversified Growing Global Business
BY MARKET SEGMENT
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IN MILLION USD’s
by Nationality
US$ 844M2014 REVENUE
P 37.5 B Europe50%
Americas25%
Japan8%
Rest of Asia17%
Automotive38%
Industrial12%
Communication21%
Consumer12%
Multiple Markets
11%Computing6%
5Your Innovative EMS Partner ‹ ›Strictly Confidential. All rights reserved by Integrated Micro-Electronics, Inc. (IMI) – including any disposal, exploitation, reproduction, editing, distribution, as well as in the event of application for industrial property rights. March 2015
5
Guadalajara, Mexico
Philippines
Laguna
Cavite
USA
CaliforniaTustin
NagoyaJapan
Singapore
China
Jiaxing
Shenzhen(Liantang)
Shenzhen(Kuichong)
Chengdu
Manufacturing
Engineering
BotevgradBulgaria
TřemošnáCzech Republic
Taguig
Global Footprint
Support only
Hong Kong
FranceLyon
GermanyMunich
Michigan(Detroit)
MexicoGuadalajara
7Your Innovative EMS Partner ‹ ›Strictly Confidential. All right reserved by Integrated Micro-Electronics, Inc. (IMI) – including any disposal, exploitation, reproduction, editing, distribution, as well as in the event of application for industrial property rights. Feb 2013
7
Philippine Electronics Export
2012 2013 2014Non-Semicon 5.3 6.5 8.1
Semicon 17.5 17.4 17.8
$17.5 $17.4 $17.8
$5.3 $6.5 $8.1
Source: National Statistics Office
In Billion US$
Growth Rate % 8.1% 5.3%
Total Export 22.7 23.9 25.9
8.4%
2015Outlook
5~7 %growth
Still predominantly semiconductor assembly; electronics manufacturing (OEM or EMS) has room
for growth
8Your Innovative EMS Partner ‹ ›Strictly Confidential. All rights reserved by Integrated Micro-Electronics, Inc. (IMI) – including any disposal, exploitation, reproduction, editing, distribution, as well as in the event of application for industrial property rights. March 2015
8
From PCB and FPCB Assembly Services to Complete Box Build
High-Volume Manufacturing
Low-Volume, High-Mix Manufacturing
Complex Equipment Manufacturing
Precision Metals/ Machining
Power Semiconductor Assembly and Test Solutions
Plastic Injection
Materials Sourcing
Logistics Solutions
Product Reliability and Failure Analysis
Calibration
Product Repair Services
OEMs:Brand Marketing
OEMs:TechnologyR&D
IMI GROUP
NPI Support andFulfillment
Manufacturing
Typical EMS Activities
Design and Development
Advanced Manufacturing Engineering
Test and System Development
Custom Automation
EMC Pre-certification Solutions
Design andEngineering
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Source: Strategic Business Economic Program of UA&P
Automotive Sales Volume
0
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2002 2003 2007 2008 2009 2010 2011
79103
61 61 64 7467
7
20
57 63 68
94 98
113
73 68 53 50
52 57
CKD CBU Informal Sector
Vo
lum
e in
‘00
0 u
nit
s
CKD (completely knocked down) - Fully disassembled item required to be assembled here
CBU (completely built-in) - Completely built out of the country
Number of vehicles
assembled in the
Philippines (CKDs) is
going down; More and
more CBUs are imported
due to low tariffs
11Your Innovative EMS Partner ‹ ›Strictly Confidential. All right reserved by Integrated Micro-Electronics, Inc. (IMI) – including any disposal, exploitation, reproduction, editing, distribution, as well as in the event of application for industrial property rights. Feb 2013
11
New Kinpo announced they are setting up operations in Batangas
There’s a resurgence of Japanese investments– below are examples
Manufacturing Opportunities in the Philippines
Company Details Status
Bandai Toys Done
Murata Electronic Components Done
Fujifilm Corporation Optical Lens Assembly Done
Citizen Watch 2015
Epson Printer 2015-16
Sources: Associated Press, Manila; Speech of Pres. Aquino June 3, 2015
12Your Innovative EMS Partner ‹ ›Strictly Confidential. All right reserved by Integrated Micro-Electronics, Inc. (IMI) – including any disposal, exploitation, reproduction, editing, distribution, as well as in the event of application for industrial property rights. Feb 2013
12
Car ownership in ASEAN will rise to nearly 40M by 2015 and around 55M by 2050
Car sales will have growth of over 10% in average in the coming years
There will be rise of regional vehicle manufacturing and assembly industry due to competitive labour costs (Viet Nam and the Philippines) and availability of huge number of auto components suppliers and strong engineering support, especially in Thailand and Malaysia.
ASEAN will become the 6th biggest automotive market globally by 2018
Shift of ownership from motor bikes to cars will drive the market
Automotive Market in ASEAN
Source: Deutsche Bank, Frost & Sullivan
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Strictly Confidential. All rights reserved by Integrated Micro-Electronics, Inc. (IMI) -- including any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights. April 2013
Your Innovative EMS Partner ---------------------------------------------------------------------< >13
Opportunities with the ASEAN Integration
• As China shifts from being export driven to a consumption-driven oneand with wages rising, there are opportunities for ASEAN to gain manufacturing businesses
• Due the market potential, the region will attract more global manufacturers that will want to set up a regional footprint in ASEAN
Source: McKinsey, BDG Asia
Large regional consumer base: 650 million population
More complementation, less competition within ASEAN-- more trade in products within the same industries (intra-industry trade)
Opportunities for finished goods manufactured in the Philippines for ASEAN
AEC is not “coming in 2016”-- 99% of all tariff lines were already brought down to zero since 2010
14Your Innovative EMS Partner ‹ ›Strictly Confidential. All right reserved by Integrated Micro-Electronics, Inc. (IMI) – including any disposal, exploitation, reproduction, editing, distribution, as well as in the event of application for industrial property rights. Feb 2013
14
Improve infrastructure
Subsidize energy cost and lower the minimum wage for the growing manufacturing sectors
Change its mindset: Provide integrated incentives and subsidies for complementary manufacturing industries to entice more investors into these industries
What Government Can Do
15Your Innovative EMS Partner ‹ ›Strictly Confidential. All right reserved by Integrated Micro-Electronics, Inc. (IMI) – including any disposal, exploitation, reproduction, editing, distribution, as well as in the event of application for industrial property rights. Feb 2013
15
For example, the integrated industries of Electronics and Automotive (and this can be expanded to include Plastics, Metals and others)
Today’s car is a PC with 4 wheels, not a car with radio and a few other electronics-- electronic content of a car is at 40% for traditional, internal combustion engine cars and jumps as high as 75% for electric or hybrid electric vehicles; these %’s continue to increase. Leverage the strengths of the country in electronics manufacturing to boost automotive manufacturing.
There are plenty of opportunities for ADAS or Advanced Driver Assistance Systems (this segment has the highest CAGR within automotive electronics at 18%); IMI is poised to increase its local electronics manufacturing capabilities for ADAS and other car electronics.
More on Complementary Industries