華邦電子股份有限公司 - winbond.com.tw

1 We have made forward-looking statements in this presentation . Our forward-looking statements contain information regarding, among other things, our financial condition, future expansion plans and business strategies. We have based these forward-looking statements on our current expectations and projections about future events. Although we believe that these expectations and projections are reasonable, such forward-looking statements are inherently subject to risks, uncertainties and assumptions about us. We undertake no obligation to publicly update or revise any forward-looking statements whether as a result of new information, future events or otherwise. In light of these risks, uncertainties and assumptions, the forward-looking events discussed in this conference might not occur and our actual results could differ materially from those anticipated in these forward-looking statements. The information contained herein shall also not constitute an offer to sell or a solicitation of an offer to buy the company s securities nor shall there be any sale of such securities in any state or country in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or country.

2 - 44Q173Q1720172016 YoY % % % % % 13,206 10012,55010047,592 10042,092 1005,500 13 4,993 384,6283716,324 3412,018 294,306 36 2,234 172,099176,656 143,713 92,943 79 2,238 172,528207,098 153,755 93,343 89 1,847 142,166175,823 123,140 72,683 85 ( ) ( ) 3,929 303,6462912,740 279,383 223,357 36 - 5 Dec. 31 17 Jun. 30 17 Dec. 31 16 YoY % % % % 37,2404226,8723727,260409,98037 43,8295039,8465434,373519,45628 88,11610073,60910067,98910020,12730 8,729107,984116,638102,09132 61,6277046,2106345,2216716,40636 / - 64Q173Q1720172016 YoY 4,709 3,056 12,143 9,991 2,152 (3,076)(3,072)(15,030)(4,747)(10,283) 7,286 (637)9,446 (3,096)12,542 14,172 5,278 14,172 7,684 6,488 1,695 1,547 6,084 5,671 413 (2,936)(3,579)(15,412)(4,989)(10,423) - 74Q173Q1720172016 YoY % % % % % 10,83510010,07710038,10310033,5341004,56 9 14 3,948363,4953512,158328,260253,898 47 2,002181,801185,711152,97092,741 92 2,149202,391246,652173,371103,281 97 1,789172,085215,551152,89892,653 92 ( ) ( ) 90 3,632343,2813311,532308,382253,150 38 - 8 Dec.

3 31 17 Jun. 30 17 Dec. 31 16 YoY % % % % 31,0473721,0473021,270339,77746 42,9695139,0005633,608529,36128 84,41010069,94710064,39910020,01131 8,729107,984116,638102,09132 60,2127144,9446443,9216816,29137 / - 94Q173Q1720172016 YoY 4,227 3,136 11,879 9,338 2,541 (2,909)(2,971)(14,598)(4,349)(10,249) 7,290 (592)9,503 (3,749)13,252 11,658 3,049 11,658 4,874 6,784 1,630 1,480 5,821 5,412 409 (2,851)(3,538)(15,108)(4,797)(10,311) 30%28%28%28%29%32%37%38%20%25%30%35%40% - 10 ( ) 27%24%24%24%25%29%35%36%15%20%25%30%35%4 0% 11 ( ) - 2017 ( ) 02/02/2018 051015202012201320142015201620172018 (E) 3Q17 QoQYoYFlash+23%+56%Specialty+6%-6%Mobile -1%+1% 144Q17 QoQYoY+15%+73%-1%-2%+6%-2% ( ) QoQYoY4Q17-1%-2%3Q176%-6% 15 16 QoQYoY4Q176%-2%3Q17-1%1% , NOR Flash SLCNAND 17 QoQYoY4Q1715%73%3Q1723%56%Y2017 vs Y201618NT$BY2017Y2016 YoY (8%) - 19 Note: Revenue excluded foundry and others4C 20162017 32% 25% 25% 18% 29% 23% 29% 19%2017 20 EPS 17 12 88 1H18 PON : 512Mb 2Gb, ( ) HDD: 256~512Mb 1Gb~2Gb ( ) ASIC ( , etc.)

4 DRAM IHS Dec. 2017: 2018 DRAM DRAM (>4G) DRAM DRAM DRAM21 1H18 Surveillance: 1Gb SLC NAND 2Gb XPON : 128Mb SPI NOR 256Mb PCBIOS: 64/128Mb 128/256Mb 256Mb AMOLED SPINOR 13% 5x 4x SLC NAND 3D NAND22 46K 52K (26K DRAM + 26K Flash) 3x DRAM 2018 23