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SYNNEX TECHNOLOGY INTERNATIONAL CORPORATION Interim / Quarterly Report 2025

Aug 8, 2025

52019_rns_2025-08-08_1ef90867-bf61-4733-9858-4bce0e46f497.pdf

Interim / Quarterly Report

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2025Q2&H1 營運成果 聯強國際股份有限公司

民國 114 年 6 月

免責聲明

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本簡報係由聯強國際股份有限公司(以下簡稱本公司)提供，本簡報可能包含前瞻性陳述，當中涉及風險與不明朗因 素包括陳述本身的不確定性、風險、假設或其他因素如：經營上的改變、競爭環境、經濟情勢、法規變化、科技發 展與超出本公司管控等因素，皆可能導致本公司實際營運結果與上開前瞻性陳述有很大的差異。本公司不承擔因情 勢變更而即時更新或修正相關內容之義務。

本簡報的內容、陳述或主張非為買賣或提供買賣任何有價證券或金融商品的邀約，邀約之引誘或建議。本公司已盡 合理之注意，使本簡報於公開時無任何不真實或誤導。本公司及其各關係企業代表人或董事，均不對此使用或因他 人引用本份簡報資料、或其它因簡報資料導致的任何損害負擔任何責任。

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SYNNEX Confidential

供應鏈服務平台

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SYNNEX Confidential
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P3

單位：新台幣億元

季度合併營收趨勢

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Y21 Y22 Y23 Y24 Y25
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Y21
Y22		 Y23
Y24
Y25		 Y23
Y24
Y25		 Y23
Y24
Y25		 Y23
Y24
Y25		 Y23
Y24
Y25		 Y23
Y24
Y25
$914
(-12%)
$933
(-7%)
Q1
Q2
Q3
Q4
Q1 Q2 Q3 Q4 H1 Year
Y21
Y22
Y23
Y24
Y25		 $867
$1,009
$886
$1,038
$914		 $966
$1,034
$949
$1,002
$933		 $1,016
$1,088
$982
$1,088		 $1,239
$1,115
$1,142
$1,132		 $1,833
$2,042
$1,835
$2,040
$1,847_(-9%_		 $4,088
$4,246
$3,960
$4,260
)
$1,847

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: 歷史新高 : 同期歷史新高

P4

SYNNEX Confidential

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x% Y25Q2 營收占比
區域別營收趨勢
單位：原幣數
(Y25H1 -2%) China 25% (Y25H1 +4%) Australia&NZ 15% (Y25H1 +7%) Indonesia 9%
$7.0 (RMB$B) $1.0 (AUS$B) $6.0 (IDR$T)
$6.0 -9% $0.8 +9% $5.0 +4%
+10%
-0%
$5.0 +6%
$4.0
$0.6
$4.0
$3.0
$3.0
$0.4
$2.0
$2.0
$0.2
$1.0
$1.0
$0.0 $0.0 $0.0
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
(Y25H1 +9%) Taiwan 13% (Y25H1 -23%) Hong Kong 3% (Y25H1 -20%) Semiconductor 35%
$14 (NT$B) $1.4 (HKD$B) $50 (NT$B)
+23%
$12 $1.2
-5% $40 -27%
$10 $1.0 -27% -10%
-18%
$8 $0.8 $30
$6 $0.6
$20
$4 $0.4
$10
$2 $0.2
$0 $0.0 $0
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
: 歷史新高
P5
: 同期歷史新高 SYNNEX Confidential
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單位：新台幣億元

產品別營收占比

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別營收占比
Y25Q2 Y25H1
Semiconductor Enterprise Solution Semiconductor Enterprise Solution
35% 31% 37% 30%
Mobile Device
5%		 Device & Consumer
29%		 Mobile Device
5%		 Device & Consumer
28%
Y25Q2 Y25H1
Revenue YoY(%) YoY($) Revenue YoY(%) YoY($)
Product Total $964 -6% -$60 $1,902 -9% -$183
Enterprise Solution $304 -4% -$13 $573 2% $10
Device & Consumer $280 -3% -$9 $538 -3% -$18
Mobile Device $46 2% $1 $98 -1% -$1
Semiconductor $335 -10% -$39 $693 -20% -$174
Adjustment -$31 41% -$9 -$55 21% -$10
Consolidated $933 -7% -$69 $1,847 -9% -$192

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產品別營收趨勢

x% Y25Q2 營收占比 單位：新台幣億元

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(Y25H1 +2%) Enterprise Solution [31%] (Y25H1 -3%) Device & Consumer [29%]
$450 $400
$400
$350
-4% $300 -3%
-3%
$300 +9%
$250
$200
$200
$150
$100 $100
$50
$0 $0
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
(Y25H1 -1%) Mobile Device 5% (Y25H1 -20%) Semiconductor 35%
$70 $500
$60
-2% $400 -27%
-10%
$50 +2%
$300
$40
$30
$200
$20
$100
$10
$0 $0
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
: 歷史新高
: 同期歷史新高 SYNNEX Confidential
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聯強集團業務概況
Y25年累新台幣 4,143E / YoY +3%
Enterprise Device &
Solution Consumer
 $1,304E  $1,273E
 Y25H1 : +11%  Y25H1 : +2%
31% 30%
22% 17%
Mobile Semicon &
Device IC Module
 $934E  $693E
 Y25H1 : +20%  Y25H1 : -20%
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單位：新台幣億元

營運資金指標

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1,200 WC AR Inventories AP(net) Net days AR days INV days AP days 120
1,000 100
800 80
600 60
400 40
200 20
0 0
Y23Q1 Y23Q2 Y23Q3 Y23Q4 Y24Q1 Y24Q2 Y24Q3 Y24Q4 Y25Q1 Y25Q2
WC 908 899 847 1,043 830 853 796 892 759 717
AR 706 738 728 798 734 726 776 776 707 670
Inventories 456 455 462 531 400 452 420 477 391 380
AP(net) 254 294 343 287 304 325 400 361 339 333
Net days 104 85 83 75 82 77 70 69 85 72
AR days 76 68 70 61 67 65 63 63 74 66
INV days 56 46 45 43 41 40 37 36 44 38
AP days 28 29 32 29 26 28 30 30 34 32
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SYNNEX Confidential

單位：新台幣百萬元

綜合損益表– Y25Q2 & H1

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Revenue
Gross profit
Operating expenses
Operating income
Others income/expense
JV Business Income *
Net interest expenses
Others
Pre-tax income & minority interest
Income tax
Minority interest (income) loss
Net income
EPS (NT$)		 $100,209
4,207
(2,202)
2,004
526
347
(122)
301
4.20%
2.20%
2.00%
0.12%
2,531
(588)
(117)
2.53%
$ 1,826
1.82%
$ 1.09
Y24Q2		 YOY
Y25Q2		 $203,960
8,626
(4,287)
4,339
939
768
(446)
617
4.23%
2.10%
2.13%
0.22%
5,278
(1,028)
(227)
2.59%
$ 4,022
1.97%
$ 2.41
Y24H1		 YOY
Y25H1
-7%
$ 93,319
-4%
4.31%
4,026
21%
2.85%
(2,659)
-32%
1.46%
1,367
597
78%
616
80%
0.23%
(218)
199		 -9%
$184,717
-7%
4.34%
8,017
11%
2.58%
(4,766)
-25%
1.76%
3,251
1,135
46%
1,122
3%
0.25%
(461)
474
-22%
2.10%
1,963
(542)
(107)		 -17%
2.37%
4,386
(1,010)
(234)
-28%
1.41%
$ 1,315		 -22%
1.70%
$ 3,142
$ 0.79 $ 1.88
  • JV Business in Redington India, Synnex Thailand and Synnex FPT which were accounted under equity method.

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: 歷史新高 : 同期歷史新低 : 同期歷史新高 : 同期歷史次高

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P10

單位：新台幣百萬元

綜合損益表– Y25Q2 (擬制)

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Revenue
Gross profit
Operating expenses
Operating income
Others income/expense
JV Business Income *
Net interest expenses
Others
Pre-tax income & minority interest
Income tax
Minority interest (income) loss
Net income
EPS (NT$)		 $100,209
4.20%
4,207
2.20%
(2,202)
2.00%
2,004
526
347
0.12%
(122)
301
2.53%
2,531
(588)
(117)
1.82%
$ 1,826
$ 1.09
Y24Q2		 YOY
Y25Q2		 YOY
Y25Q2_擬制
-7%
$ 93,319
-4%
4.31%
4,026
21%
2.85%
(2,659)
-32%
1.46%
1,367
597
78%
616
80%
0.23%
(218)
199		 -7%
$ 93,319
-4%
4.31%
4,026
-16%
1.97%
(1,839)
9%
2.34%
2,187
597
78%
616
80%
0.23%
(218)
199
-22%
2.10%
1,963
(542)
(107)		 10%
2.98%
2,784
(542)
(107)
-28%
1.41%
$ 1,315		 17%
2.29%
$ 2,135
$ 0.79 $ 1.28
  • JV Business in Redington India, Synnex Thailand and Synnex FPT which were accounted under equity method.

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P11

單位：新台幣百萬元

綜合損益表– Y25H1 (擬制)

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Revenue
Gross profit
Operating expenses
Operating income
Others income/expense
JV Business Income *
Net interest expenses
Others
Pre-tax income & minority interest
Income tax
Minority interest (income) loss
Net income
EPS (NT$)		 Y24H1 YOY
Y25H1		 YOY
Y25H1_擬制
$203,960
4.23%
8,626
2.10%
(4,287)
2.13%
4,339
939
768
0.22%
(446)
617		 -9%
$184,717
-7%
4.34%
8,017
11%
2.58%
(4,766)
-25%
1.76%
3,251
1,135
46%
1,122
3%
0.25%
(461)
474		 -9%
$184,717
-7%
4.34%
8,017
-8%
2.14%
(3,946)
-6%
2.20%
4,071
1,135
46%
1,122
3%
0.25%
(461)
474
2.59%
5,278
(1,028)
(227)		 -17%
2.37%
4,386
(1,010)
(234)		 -1%
2.82%
5,206
(1,010)
(234)
1.97%
$ 4,022		 -22%
1.70%
$ 3,142		 -2%
2.14%
$ 3,962
$ 2.41 $ 1.88 $ 2.37
  • JV Business in Redington India, Synnex Thailand and Synnex FPT which were accounted under equity method.

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: 歷史新高 : 同期歷史新低 : 同期歷史新高 : 同期歷史次高

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P12

單位：新台幣億元

財務結構指標

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Assets Liabilities & Equity
2,189 2,189
2,066 2,066
1,967 230 1,967
178
153
797
683
726 696
707 Cash
670 Int. Bearing Debt
AR
AP
Inventories 371 382 Other Debt
LT Investments 371
380 391 452 FA & Others 243 251 Equity
230
187 193 183
769 760
577 597 598 669
Y25Q2 Y25Q1 Y24Q2 Y25Q2 Y25Q1 Y24Q2
Y25Q2 Y25Q1 Y24Q2
Debt Ratio 66% 63% 65%
Net Int. bearing Debt / Equity 69% 53% 63%
Net Worth Per Share (NT$) 38.4 44.3 44.0
Free Cash Flow (NT$E) +51 +118 -46
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P13

SYNNEX Confidential

單位：新台幣百萬元

合併資產負債表

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Item / Year Y25Q2 Y25Q1 Y24Q2
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Cash and cash equivalents
Financial Assets(listed stocks, financial
products...etc.)
Notes and accounts receivables - net
Inventories - net
Others
Current Assets
Long-term Investments
Fixed Assets - net
Other Assets
Total Assets
Short-term loans
Notes and accounts payables
Others
Current Liabilities
Other liabilities
Total Liabilities
Common stock
Capital reserve
Retained earnings
Others
Minority interest
Total Stockholders' Equity
Total Liabilities and Stockholders' Equity		 $ 15,326
27,317
66,958
38,036
10,544
158,181
18,704
15,639
4,155
$
196,679
$ 53,022
37,097
15,592
105,712
7,428
129,740
16,679
13,482
50,190
(16,269)
2,857
66,939
$
196,679		 17,753
28,177
70,714
39,068
10,960
166,673
19,370
16,548
3,985
$
206,576
$ 56,479
37,091
16,864
110,434
7,427
129,661
16,679
13,482
48,889
(5,193)
3,057
76,915
$
206,576		 $ 22,987
29,050
72,638
45,171
13,495
183,341
18,347
13,366
3,870
$
218,925
$ 64,523
38,229
17,516
120,268
7,539
142,958
16,679
13,533
48,506
(5,261)
2,509
75,967
$
218,925

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P14

SYNNEX Confidential

單位：新台幣億元/%

獲利能力趨勢

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GP (NT$E)
200 4.07% 4.33% 4.52% 4.31% 4.20%% [4.44%] 4.38% 4.34%
150 3.61% 3.79% 3.69% 3.35% 3.48% 3.60% 3.54% 3.53% 3.78% OPI/GP 比率
- 10 年平均 44%
100
Y25H1 : 41%
50
90 98 118 115 111 115 116 121 129 145 147 151 176 178 176 186 80
0
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 25H1
營業毛利
OPEX (NT$E)
10080 2.43% 2.02% 2.16% 2.26% 2.17% 2.13% 2.37% 2.29% 2.18% 2.37% 2.57% 2.35% 2.02% 2.05% 2.26% 2.02% 2.58%2.14% - 10 Y25H1 : 4.34% 年平均 4.06%
60
40
20 營業費用
54 55 67 71 72 71 76 79 79 91 87 79 83 87 90 86 48
0 - 10年平均 2.25%
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 25H1
Y25H1 : 2.58%
120 OPI (NT$E) 2.16% 2.28% 2.15% 2.18% 2.35% 2.20%
100 1.76% 1.76%
1.64% 1.59% 1.63%
80 1.43% 1.34% 1.35% 1.41% 營業淨利
1.17% 1.23% 1.25%
60 - 10年平均 1.81%
40
20 Y25H1 : 1.76%
36 43 51 45 39 44 39 43 49 54 60 72 93 91 86 100 33
0
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 25H1
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P15

SYNNEX Confidential

永續聯強

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Sustainable SYNNEX Cherish the Earth

http://www.synnex.com.tw/en/esg-report

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P16

SYNNEX Confidential

永續聯強

11% (Y23 vs. Y22) 15% (Y24 vs. Y23) 碳排(相同邊界下)

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Sustainable SYNNEX Cherish the Earth

http://www.synnex.com.tw/en/esg-report

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SYNNEX Confidential

永續聯強

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Sustainable SYNNEX Cherish the Earth http://www.synnex.com.tw/en/esg-report

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P18

SYNNEX Confidential

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聯強集團 http://www.synnex-grp.com/en 永續聯強 http://www.synnex-grp.com/en/esg-report

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P19

SYNNEX Confidential

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