ul li1 20142li li2 Confidential 2li li3 Confidential 20142 3li li4 20142 4li li5 Confidential 20142 5 * * 6451232li li6 Confidential 6 20142 in NT$ Mn 2Q 2014 % 1Q 2014 % QoQ Net Revenue 95459 1000% 100265 1000% -5% COGS 81806 857% 87076 868% -6% Gross Profit 13653 143% 13189 132% 4% Operating Expenses 9237 97% 8514 85% 8% Operating Income 4416 46% 4674 47% -6% Non-OP Items 1843 19% 536 05% 244% Pre-Tax Income 6259 66% 5210 52% 20% Tax 1470 15% 848 08% 73% Net Income 4789 50% 4362 44% 10%li li7 Confidential 7 20142 Non-OP Items 2Q 2014 1Q 2014 QoQ 2Q 2013 YoY Interest Income net 157 72 117% 127 24% Investment Income 338 275 23% 131 358% Askey 152 138 10% 151 201% Others 186 137 36% 20 828% Exchange Gain Loss 999 40 2401% 246 306% Dividend Income 8 - - - - Disposal Gain - - - 1462 - Other Income net 340 149 129% 179 90% Total Non-OP items 1843 536 244% 1883 -2%li li8 Confidential 8 20142 * in NT$ Mn Jun 30 2014 Mar 31 2014 QoQ Jun 30 2013 YoY Cash cash equivalents 67920 63720 7% 61238 11% Accounts receivable 55046 60031 -8% 49946 10% Inventories 87207 70360 24% 78648 11% Current Assets 219757 203402 8% 198136 11% Long-term investments 66202 56093 51208 Fixed assets 4301 4793 4262 Total Assets 298356 272565 9% 259704 15% Accounts payable 59323 47437 25% 47899 24% Current Liabilities 148728 122490 21% 127060 17% Total Liabilities 156549 129372 21% 132029 19% Paid-in capital 7428 7428 7528 Stockholders equity 141806 143193 -1% 127675 11% Avg Days of Inventory 88 74 88 Avg Days of AR 55 58 55 Avg Days of AP 66 59 58 Avg CCC Days 77 73 85li li9 9li li10 Confidential 2Q 2014 10 2Q 2014 1Q 2014 MBcard 14% NB 62% Pad 12% Others 12% MBcard 14% NB 60% Phone 5% Others 12% Pad 9%li li11 Confidential 2Q 2014 11 2Q 2014 1Q 2014 EURP 33% APAC 45% America 22%EURP 34% APAC 42% America 24%li li12 Confidential 3Q 2014 12 targets targets 1Q 2Q 3Q 3Q QoQ NBhybrid 49m 46m 51m +11% MBDT 52m 52m 58m +12% Phone 02m 10m 26m +160% PAD 21m 20m 25m +25%li li13 13li li14 In Search Of Incredibleli...