Yageo Corporation

1 1 Yageo Corporation March, 2018 2 2 2 This announcement is not, and is not intended to be, an offer of securities for sale in the United States. Securities may not be offered or sold in the United States a b s e n t r e g i s t r a t i o n or an e x e m p t i o n f r o m r e g i s t r a t i o n u n d e r the Securities Act of 1933. Any public offering of securities to be made in the United States must be made by means of a prospectus containing detailed information about the issuer of the securities and its management as well as financial statements. There is not, and is currently not intended to be, any public offering of securities by Yageo Corporation in the United States. Disclaimer 3 3 3 A Global Passive Component Leader Yageo Corporation is a world leading total service provider of passive electronic components, with 27 sales/service offices in 15 countries, 7 manufacturing sites, 6 JIT logistic hubs and 2 R&D centers worldwide.

2 Yageo offers a broad range of electronic components with resistors, capacitors, and wireless components and modules. In the recent years, Yageo s product technologies mainly focus on ultra small size, high power, high voltage, high reliability, low resistance, and low inductance. Yageo products are widely used in all kinds of electronic applications, including automotive, industrial, IoT, AR/VR, alternative energy, telecommunications, power supplies, computers and peripherals, and consumer electronics. Yageo currently is the world in chip-resistors and No. 3 in MLCCs. With the reputable 40-year-old brand, Yageo is a truly global company with leading position in Greater China, Europe, and ASEAN.

3 4 4 4 A Global Passive Component Leader As a total passive component solution provider, Yageo offers innovative global logistics, electronic data interchange, design-in services, web-based self-helped platforms, and online B2B interfaces with advanced IT solutions and other ease-of-doing-business tools. Yageo has a strong and diversified customer profile, including global leading EMS, ODM, OEM, and distributors. Yageo achieved another record high revenue (NTD$ billion) in 2017 and market capitalization exceeded NTD$ 120 billion, around quadrupled year-over-year. Yageo delivered of ROE in 2017, much higher than an average 15% of ROE ratio in past 3 years. Yageo was added to MSCI Global Standard Index (MSCI Taiwan Index), effective from December 1, 2017.

4 5 5 5 Yageo Passive Components Automotive Industrial Mobile Alternative Energy Notebook/Tablet Power Lighting Medical Home Appliances Networking Payment & Sales Broad Product Offering Targeting Key Verticals 6 6 6 Serving Leading Global Customers Europe Asia 7 7 7 Leading Market Position by Volume Chip Resistors - Ranked No. 1 MLCCs - Ranked No. 3 8 8 8 4Q2017 Sales Revenue Breakdown By Product NT$ 9,651 M QoQ + YoY + By Region * Above 4Q information is audited. MLCC 59% Chip Resistor 36% Thru-hole Resistor 2% Wireless 1% Others 2% Greater China 83% Asia/ Rest 7% Europe 8% US 2% 9 9 9 4Q2017 Sales Revenue Breakdown By Channel NT$ 9,651 M QoQ + YoY + Distributors 62% EMS 18% Direct Sales 20% Telecom 25% Computer 20% Consumer 9% Industrial 33% Automotive 13% * Above 4Q information is audited.

5 * Based on the company s estimation from distributor, direct sales, and EMS customers. By Segment* 10 10 10 Y2017 Sales Revenue Breakdown By Product By Region * Above Y2017 information is audited. NT$ 32,259 M YoY + MLCC 52% Chip Resistor 41% Thru-hole Resistor 3% Wireless 1% Others 3% Greater China 79% Asia/ Rest 9% Europe 10% US 2% 11 11 11 Y2017 Sales Revenue Breakdown By Segment* By Channel Distributors 56% EMS 22% Direct Sales 22% NT$ 32,259 M YoY + * Above Y2017 information is audited. * Based on the company s estimation from distributor, direct sales, and EMS customers. Telecom 27% Computer 24% Consumer 9% Industrial 30% Automotive 10% 12 12 12 4Q2017 Income Statement Amount in NTD Million Yageo Group Consolidate (audited) * Q-Q/Y-Y Change of Net Sales, Cost of Sales, EPS is in %, the rest of Changes is in % point.

6 * The financial data is based on T-IFRS Q-QY-YAmount%Amount%Change %Amount%Change %Net Sales9, , , of Sales(5,432) (5,832) ( )(5,092) Profit4, , , Expenses(837) (706) ( )(881) Income3, , ( ) ( )Income Before Tax3, , , Tax(500) (255) ( )(270) ( )Net Income 3, , , Interest(7) (7) (9) Income (attributable to the parent)3, , , , , , / 17Q4 / 16Q3 / 1713 13 13 Y2017 Income Statement Yageo Group Consolidate (audited) Amount in NTD Million * Q-Q/Y-Y Change of Net Sales, Cost of Sales, EPS is in %, the rest of Changes is in % point. * The financial data is based on T-IFRS Y-YAmount%Amount%Change %Net Sales32, , of Sales(21,761)( )(21,226)( ) Profit10, , Expenses(2,905)( )(2,944)( ) Income7, , ( )Income Before Tax7, , Tax(1,141)( )(895)( )( )Net Income6, , Interest(25)( )(52)( ) Income (attributable to the parent)6, , , , 14 14 4Q2017 Non-operating Items Yageo Group Consolidate (audited) Amount in NTD Million * The financial data is based on T-IFRS Q417Q317Q-QChange %Q416Y-YChange %Foreign Exchange Gain (Loss)-Realized(86)52( )123( )Foreign Exchange Gain (Loss)-Unrealized(216)(87) ( )Market price Interest Income (Expense) Income on Equity-Method 78108( ) Investment Income1939( )19( )Gain/(Loss)

7 On Sale of ( )141200( )720( )15 15 15 Yageo Group Consolidate (audited) 4Q2017 Selected Items from Balance Sheet Amount in NTD Million * The financial data is based on T-IFRS Q417Q317Q-QQ416Y-YAmountAmountChange %AmountChange %Cash and Cash Equivalents17,33619,956( )15, Receivable11,74310, , ,8724, , Current Assets1, ,559( )Long-Term Investment14,96113, , Properties16,27514, , Assets3,3793, , Assets69,69767, , term Loans18,72519,954( )13, Payable7,5157,03176,31119 Other Current Liabilities6,2075, , Loans5,5007,700( )3, Liabilities38,36440,240( )28, Equity31,33327, , Liabilities & Equity69,69767, , 16 16 4Q2017 Cash Flow Yageo Group Consolidate (audited) Amount in NTD Million * The financial data is based on T-IFRS Q417Q317Q-QQ416Y-YAmountAmountChange %AmountChange %Net Cash Provided by (Used in) Operating Activities2,7402, , Cash Provided by (Used in) Investing Activities(2,117)(3,504)( )(243) Cash Provided by (Used in) Financing Activities(3,400)2,605( )1,758( )FX (83)( )Net Increase (Decrease) in Cash and Cash Equivalents(2,620)1,171( )3,526( )Cash and Cash Equivalents , Beginning of Period19,95618, , and Cash Equivalents , End of Period17,33619,956( )15, 17 17 4Q2017 Working Capital Management Yageo Group Consolidate (audited)

8 Amount in NTD Million * The financial data is based on T-IFRS Q417Q317Q-QChange %Q416Y-YChange %Accounts Receivable11,743 10,932 ,159 122 ( )117 ( )Inventory4,872 4,304 ,775 Conversion Period80 65 ( )Accounts Payable7,515 7,031 ,311 Deferral Period113 111 Working Capital9,1008, , Conversion ( )Thank you