IR 20132Q Investor

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    ASUSTeK

    2Q 2013 Investor Conference

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    Disclaimer

    ASUSTeKs presentation contains forward-lookingstatements subject to significant risks anduncertainties. Actual results may differ materially fromthose contained in the forward-looking statements.

    The forward-looking statements in this release reflectthe current belief of ASUS as of the date of thisrelease, we undertake no obligation to update these

    forward-looking statements for new information,future events, or otherwise.

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    Agenda

    2Q 2013 Financial Result

    Business Highlights Strategy & Outlook

    Q & A

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    2Q 2013 Financial Result

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    2Q 2013 Brand I/S (QoQ)

    (unaudited brand consolidated financials)

    in NT$ Mn 2Q 2013 % 1Q 2013 % QoQ

    Net Revenue 89,663 100.0% 105,157 100.0% -15%

    COGS (77,535) (86.5%) (91,282) (86.8%) -15%

    Gross Profit 12,129 13.5% 13,875 13.2% -13%

    Operating Expenses (8,186) (9.1%) (8,314) (7.9%) -2%

    Operating Income 3,942 4.4% 5,561 5.3% -29%

    Non-OP Items 1,883 2.1% 1,636 1.6% 15%

    Pre-Tax Income 5,825 6.5% 7,197 6.8% -19%

    Tax (1,060) (1.2%) (1,144) (1.1%) -7%

    Net Income 4,765 5.3% 6,053 5.8% -21%

    * EPS $6.3 based on 752.8m shares

    *

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    in NT$ Mn 2Q 2013 % 2Q 2012 % YoY

    Net Revenue 89,663 100.0% 94,197 100.0% -5%

    COGS (77,535) (86.5%) (80,787) (85.8%) -4%

    Gross Profit 12,129 13.5% 13,410 14.2% -10%

    Operating Expenses (8,186) (9.1%) (7,960) (8.5%) 3%

    Operating Income 3,942 4.4% 5,450 5.8% -28%

    Non-OP Items 1,883 2.1% 845 0.9% 123%

    Pre-Tax Income 5,825 6.5% 6,295 6.7% -7%

    Tax (1,060) (1.2%) (1,478) (1.6%) -28%

    Net Income 4,765 5.3% 4,817 5.1% -1%

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    2Q 2013 Brand I/S (YoY)

    (unaudited brand consolidated financials)

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    2Q 2013 Brand Non-OP Items

    Non-OP Items 2Q 2013 1Q 2013 QoQ 2Q 2012 YoY

    Interest Income (net) 127 72 76% 102 25%

    Investment Income (131) 394 -133% 329 -140%

    Pegatron - 557 - 188 -

    Askey (151) (182) 17% (1) -12597%

    Others 21 19 7% 142 -86%

    Exchange Gain / (Loss) 246 1,013 -76% 204 21%

    Disposal Gain 1,462 - -

    Other Income (net) 178 157 13% 210 -16%

    Total Non-OP items 1,883 1,636 15% 845 123%

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    2Q 2013 Brand B/S

    *CCC calculation based on net ending inventory balance and quarterly unaudited consolidated brand financials

    in NT$ Mn Jun 30, 2013 Mar 31, 2013 QoQ Jun 30, 2012 YoYCash & cash equivalents 61,237 49,825 23% 37,346 64%

    Accounts receivable 49,947 57,438 -13% 57,013 -12%

    Inventories 78,648 70,135 12% 70,974 11%

    Current Assets 198,136 185,277 7% 177,712 11%

    Long-term investments 51,208 52,195 50,464

    Fixed assets 4,262 4,345 4,487

    Other assets 6,097 5,945 726

    Total Assets 259,704 247,762 5% 233,390 11%

    Accounts payable 47,899 42,262 13% 47,587 1%Current Liabilities 127,060 108,184 17% 113,999 11%

    Total Liabilities 132,029 113,337 16% 118,307 12%

    Paid-in capital 7,528 7,528 7,528

    Stockholders' equity 127,675 134,425 -5% 115,082 11%

    Days of Inventory 93 70 80

    Days of AR 51 50 55

    Days of AP 61 46 54

    CCC Days 82 74 82

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    Business Highlights

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    Product Mix

    1Q 20132Q 2013

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    Region Mix

    1Q 20132Q 2013

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    3Q 2013 Shipment Outlook

    targets

    1Q 2013 2Q 2013 3Q 2013

    NB/hybrid 4.7m 4.1m 4.3m

    EPAD 3.0m 2.0m 3.5m

    MB 5.0m 5.0m 5.5m

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    Strategy & Outlook

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    Transformation to a new plateauTransformation to a new plateauTransformation to a new plateauTransformation to a new plateauin a changing erain a changing erain a changing erain a changing era

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    Aiming 3-in-1 Market

    SoLoMoPersonalize

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    2012-2017 3-in-1 Device TAMUnit: Million

    Source: Gartner, Q2 2013

    Desktop & Mobile PC Tablet Smartphone

    2-in-1 (PC Tablet) 3-in-1 (PC Tablet Smartphone)

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    2013 ASUS 2-in-1 Revenue Y/Y

    Q113 Q213 1H13

    2-in-1 (NB Tablet)

    33%

    2%

    17%

    0%

    10%

    20%

    30%

    40%

    2-in-1 (Mobile PC Tablet)

    Q113 Q213 1H13

    22%

    -7%

    7%

    -10%

    0%

    10%

    20%

    30%

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    TouchBeauty ResponsivenessSound Ubiquity

    Customer Happiness 2.0

    Despite industry,Despite industry,Despite industry,Despite industry,

    customercustomercustomercustomer happiness is alwayshappiness is alwayshappiness is alwayshappiness is always thethethethe most importantmost importantmost importantmost important thingthingthingthing

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    Total TAM 202M

    (240M w/ White Brand)

    Tablet Market

    Source: Industry data & ASUS estimates

    Apple

    Amazon

    ASUS

    Microsoft

    SamsungMNCs

    White Box

    Local Brand

    2013(e)

    GoogleASUS Goal

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    Transformer

    Pad FHD

    TransformerPad HD

    TransformerTransformerTransformerTransformer

    New Nexus7

    NexusNexusNexusNexus

    MeMO Pad

    HD 7

    MeMO PadHD 8

    MeMOMeMOMeMOMeMO

    ASUS Pad StrategyInnovation Leading Perfection Cost

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    PadFone

    Infinity

    PadFonemini

    PadFonePadFonePadFonePadFone

    FonePad

    HD 7

    FonePadNote FHD 6

    FonePadFonePadFonePadFonePad

    MeMOFone

    HD 5

    MeMOFoneMeMOFoneMeMOFoneMeMOFone

    ASUS Smartphone StrategyInnovative Leader

    Sell > 1Mu

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    Windows Ecosystem Android Ecosystem

    Collaboration

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    The worlds most admired

    leading enterprise in the

    new digital era.

    The worlds most admired

    leading enterprise in the

    new digital era.

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    ASUSTeK

    2Q 2013 Investor Conference