TT May17

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2017 May17

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 Founded in 1996, headquartered in California  IPO in 2011

 US$285M revenue in 2016

BizLink exists to improve life through innovative, high quality products, and service solutions

Interconnect solutions for the medical, motor vehicle, industrial, IT, semiconductor, and photovoltaic

industries.

 Extensive design and customization capabilities with in-house component manufacturing

 14 production sites in U.S., China, Malaysia, Mexico, Slovakia and Serbia.

Who We Are

What We Do

What Makes Us Different

 Global support in sales, engineering, and logistics

Why We Exist

Major Customers

 Proactive and leading in environmental initiatives

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3 Numbers

Business Update

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5 Industries

2016 Q4 2016 Q3 IT Solutions, 47% Motor Vehicle, 31% Medical, 9% Industrial, 5% Consumer Electronics, 1% Solar Energy, 1% Telecom, 4% Others, 2% IT Solutions, 48% Motor Vehicle, 29% Medical Equipment , 9% Industrial, 5% Consumer Electronics, 1% Solar Energy, 2% Telecom, 4% Others, 2% 2015 Full Year 2016 Full Year IT Solutions 48% Motor Vehicle 30% Medical 9% Industrial 6% Telecom 4% Consumer Electronics 1% Solar Energy 1% Others 1% IT Solutions, 45% Motor Vehicle, 31% Medical, 10% Industrial, 5% Consumer Electronics, 1% Solar Energy, 1% Telecom, 5% Others, 1%

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Full Year Net Sales

2016 285,588

2015 265,310

% Change +7.64%

Revenues

Sales YoY

As of Apr 2017, the YTD consolidated net sales increased by 21.84% YoY.

In USD Thousand

Jan Feb Mar Apr May Jun July Aug Sep Oct Nov Dec 2013 17,373 16,323 17,889 20,247 21,507 20,014 22,386 16,926 21,783 21,645 20,401 22,868 2014 20,960 15,943 20,250 21,888 19,674 20,870 21,740 20,705 22,366 20,981 19,766 21,591 2015 21,698 18,160 20,515 21,952 21,233 23,036 22,122 20,606 24,991 21,789 23,119 26,089 2016 20,837 19,578 21,459 22,430 22,537 25,445 23,183 25,267 26,158 25,292 25,876 27,526 2017 20,722 24,184 30,041 27,769 0 5,000 10,000 15,000 20,000 25,000 30,000 35,000 (USD 000)

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7 Margins

Quarterly Sales and Gross Margin

Q3'12 Q4'12 Q1'13 Q2'13 Q3'13 Q4'13 Q1'14 Q2'14 Q3'14 Q4'14 Q1'15 Q2'15 Q3'15 Q4'15 Q1'16 Q2'16 Q3'16 Q4'16 Sales 49,881 52,050 51,619 61,931 61,068 64,975 57,189 62,605 64,983 62,167 60,329 66,216 67,417 71,237 61,797 70,310 74,682 78,600 PBT 3,134 3,487 4,236 7,394 6,866 5,779 4,273 7,618 8,028 7,094 7,245 6,731 8,606 7,829 6,048 8,070 9,315 12,590 Gross Margin 12,672 13,995 14,233 18,789 16,836 16,104 15,838 18,218 19,033 15,810 16,921 17,440 17,568 18,695 18,212 19,618 21,804 25,399 Gross Margin % 25.40% 26.89% 27.57% 30.34% 27.57% 24.78% 27.50% 29.10% 29.29% 25.43% 28.05% 26.34% 26.06% 26.24% 29.47% 27.90% 29.20% 32.31% 0 5,000 10,000 15,000 20,000 25,000 30,000 0 10,000 20,000 30,000 40,000 50,000 60,000 70,000 80,000 90,000 Q uarterly S al es

Quarterly Sales and Gross Margin

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8 Ratios

In USD Thousands 2016Q4 2015Q4 increase% 2016Q1~4 2015Q1~4 increase%

Revenue 78,600 71,237 10.3% 285,389 265,199 7.6%

Net Income (TIFRS) 8,857 6,536 35.5% 28,202 23,944 17.8%

EPS (US$/per share) 0.0857 0.0683 25.5% 0.2860 0.2615 9.4%

EPS (NT$/per share) 2.74 2.32 18.2% 9.23 8.30 11.2%

Total Assets 308,416 215,606 43.0% 308,416 215,606 43.0%

Total Liabilities 143,097 82,130 74.2% 143,097 82,130 74.2%

Total Shareholders' Equity 165,319 133,476 23.9% 165,319 133,476 23.9%

Book Value (US$/per share) 1.606 1.454 10.5% 1.606 1.454 10.5%

Book Value (NT$/per share) 51.78 47.77 8.4% 51.78 47.77 8.4%

NI % 11.27% 9.18% 22.8% 9.88% 9.03% 9.5% PBT% 16.02% 10.99% 45.7% 12.62% 11.47% 10.1% ROA(%) 2.87% 3.03% -5.3% 9.14% 11.11% -17.7% ROE(%) 5.36% 4.90% 9.4% 17.06% 17.94% -4.9% Current ratio 3.31 2.33 42.1% 3.31 2.33 42.1% Quick ratio 2.52 1.56 61.5% 2.52 1.56 61.5%

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10 Overview

2017 Q1 Highlight

Information Technology: Docking stations maintained its growth momentum from Q4. Pull-in continues to increase in Q1.

Motor Vehicle: Both EV and ATV harnesses pull-in gained momentum. Medical: Shipments for medical device harnesses showed slight growth.

Outlook

Information Technology: A new docking station, one of the main products this year, began mass-production in Q2.

Motor Vehicle: Pull-in in Electronic Vehicle harnesses are expected to accelerate with the new model in 2H.

Medical: Steady growth in sales in 2017.

BizLink completes acquisition of LEONI’s Electrical Appliance Assemblies Business Group. The sales of the new joined BU is expected to consolidate into financial statements from May.

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11 USB Type-C applications

A complete product line solutions supplier in the world Thunderbolt Gen3 cables

Business Update

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IT Solution Motor Vehicles Others Medical Consumer Electronics Solar

Energy Communications

IT Solution

Industrial

Cable Docking & HUB

All-in-one features in display signal integration, networking, and USB-C power delivery.

Server & Data Center Service cables

High speed copper cable Active Optical Cables (AOC) KVM Switch

PCIe-4 for SSD

SAS-4: Oculink, Slimline SAS, Mini SAS HD

Dongles

For commercial workstations, Ultrabook & handheld devices

USB Type-C Solution

Commercial Dongles

USB-C

Connector Passive Cable

Dongles

Active cable Mini-dock

Full Function Cable Docking

Mini Link KVM Switch

Optical Cables Cable Dockings

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12 Business Update

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Electric powered application harnesses

EV Battery Management Systems (BMS) harness Energy storage equipment harness

Fast charging station harness and module

Sports vehicle main harnesses

ATVs, snowmobiles, sport air/watercrafts, and luxury motorcycles

Motor Vehicle

Industrial

Car electronics harnesses

Advanced Driver Assistance Systems (ADAS) – Visual signal harness for rear camera system

In-Vehicle Infotainment

Charge Station Harness Energy Storage Harness

Driver Assistant Devices

Sports Vehicle Harnesses

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13 Business Update

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Automated analyzer harness

New generation CT scan harnesses

Medical

Cables for automation equipment

New installations and annual maintenance programs for wafer foundries and panel fabrications.

Non-IT equipment wire harness

Oil and Gas Equip. Industrial Cables

Passenger aviation harnesses

Galley air chiller and aviation entertainment

Aviation Entertainment Galley Air Chiller

Industrial

Industrial

Automated Analyzer New Generation CT

Medical Image Output device

High resolution image output devices & cables

Therapy Device Cables

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14 Business Update

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Audio & video accessories in retail channels

Commercial accessories Home theater accessories

Solar projects demand slow down

High-end market： TUV1500V certified High voltage junction box. Targeted at Power plant projects Entry-level market：Developed economy models. Future demand：Development of advanced junction boxes with watt-monitoring

Consumer Electronics

Solar

Energy Communica_tions

Industrial

Smart Junction Box

TUV1500V Junction Box

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