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(02618.HK) 2014 Annual Results Presentation Hong Kong, 2 March 2015 AGENDA

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(02618.HK) 2014 Annual Results Presentation Hong Kong, 2 March 2015 AGENDA TCL COMMUNICATION TECHNOLOGY HOLDINGS LIMITED (02618.HK) 2014 Annual Results Presentation Hong Kong, 2 March 2015 AGENDA BUSINESS REVIEW & OUTLOOK FINANCIAL HIGHLIGHTS Q & A 2 BUSINESS REVIEW & OUTLOOK 2014 OVERVIEW ANNUAL RESULTS • Sales Volume: 73.5 million units, up 33% YoY (including 41.5 million units of smart devices, up 136% YoY) • Revenue: HK$ 30.7 billion, up 59% YoY • Full Year Net Profit: HK$ 1.1 billion, up 251% YoY • Q4 Net Profit: HK$ 366 million, up 21% YoY • Basic EPS: Increased to 91.58 HK cents from 27.50 HK cents YoY • Proposed Final Dividend: 26 HK cents BUSINESS OVERVIEW • Leading Market Position: No. 4 global handset vendor and No. 1 Chinese handset vendor in overseas Q4 2014 (Source: Gartner & Company data) • Exceptional Financial Performance: Almost 60% and 2.5 times YoY growth in revenue and net profit respectively; gross margin remained healthy at 19.3% • Strategic Move: Acquired the brand Palm and its associated licenses to introduce more innovative product ideas, products and business model • Double + Strategy: implementation continued, including: 1) Teamed up with TCL Corporation and Cisco for the establishment of Guangzhou Sky-tech Cloud Info Co., Ltd which focuses on development of enterprise cloud services platform and cloud computing 2) Endeavored to develop new internet payment system (payment gateway) and new business areas such as smart home and mobile healthcare, etc. • Recognized Market Status: Selected as a constituent of the following indexes: Hang Seng Global Composite Index,Hang Seng Broad Consumption Index, Hang Seng Composite Index and its sub-indexes, Hang Seng Composite Industry Index - Information Technology, Hang Seng Composite SmallCap Index 4 INDUSTRY RANKING-TOTAL PHONE NO.4 GLOBAL HANDSET VENDOR; NO. 1 CHINESE PLAYER TOP 10 MOBILE PHONE BRANDS IN 14 Q4 (Source: Gartner and Company data) 14Q4 14Q4 QoQ YoY RANK COMPANY SHIPMENTS MARKET SHARES GROWTH RATE GROWTH RATE (M UNITS) (%) (%) (%) 1 Samsung 91.5 17.4 -2.3 -23.3 2 Apple 74.8 14.3 +96.0 +49.0 3 Microsoft-Nokia 71.4 13.6 +0.9 +8.1 4 TCL-ALCATEL 23.8 4.5 +31.0 +25.4 5 LG 21.6 4.1 +1.5 +17.7 6 Huawei 21.4 4.1 +31.0 +23.4 7 Xiaomi 18.6 3.5 +17.8 +231.9 8 Lenovo 17.1 3.3 +12.8 +26.0 9 ZTE 13.6 2.6 -2.0 -16.8 10 Micromax 10.6 2.0 -3.7 +26.5 Others 160.3 30.6 +8.6 +2.3 TOTAL 524.7 100.0 +13.8 +6.9 5 INDUSTRY RANKING-SMARTPHONE RECORD SHIPMENT GROWTH, RAPID EXPANSION OUTSIDE CHINA NO.7 GLOBAL SMARTPHONE VENDOR TOP 10 SMARTPHONE BRANDS IN 14 Q4 (Source: Gartner and Company data) 14Q4 14Q4 QoQ YoY RANK COMPANY SHIPMENTS MARKET SHARES GROWTH RATE GROWTH RATE (M UNITS) (%) (%) (%) 1 Apple 74.8 20.4 +96.0 +49.0 2 Samsung 73.0 19.9 +0.1 -12.3 3 Huawei 21.0 5.7 +32.0 +31.0 4 Xiaomi 18.6 5.1 +17.8 +231.9 5 LG 16.4 4.5 +1.1 +27.9 6 Lenovo 15.5 4.2 +3.3 +20.3 7 TCL-ALCATEL 14.4 3.9 +39.0 +93.6 8 ZTE 11.7 3.2 +12.3 +4.8 9 Microsoft-Nokia 11.0 3.0 +16.5 +34.4 10 Sony 10.5 2.9 +21.3 +2.6 Others 100.6 27.2 +8.7 +54.8 TOTAL 367.5 100.0 +20.3 +29.9 6 INDUSTRY RANKING-TABLET THE FASTEST GROWING TABLET PLAYER TOP 10 TABLET BRANDS IN 14 Q4 (Source: Gartner and Company data) 14Q4 14Q4 QoQ YoY RANK COMPANY SHIPMENTS MARKET SHARES GROWTH RATE GROWTH RATE (M UNITS) (%) (%) (%) 1 Apple 20.3 30.1% +58.5% -14.8% 2 Samsung 9.5 14.0% +8.0% -14.9% 3 Lenovo 3.9 5.8% +21.1% +50.3% 4 Asus 2.8 4.2% +2.2% -16.3% 5 Amazon 1.8 2.7% +26.0% +4.0% 6 Acer 1.6 2.3% +32.6% +67.6% 7 TCL-ALCATEL 1.1 1.6% +114.2% +433.8% 8 HP 0.9 1.3% +108.5% +16.9% 9 Microsoft 0.7 1.0% -0.4% +35.6% 10 Huawei 0.5 0.8% 0.0% 0.0% Others 24.4 36.2% +32.4% +3.4% TOTAL 67.5 100.0% +34.3% -14.8% 7 2014 GEOGRAPHICAL REVENUE BREAKDOWN FEATURE PHONES & OTHER PRODUCTS SMART DEVICES CHINA APAC 4% CHINA 5% 10% APAC 8% EMEA AMERICAS AMERICAS 35% 56% 51% EMEA 31% 8 REGIONAL BUSINESS REVIEW AMERICAS Sales Volume: 36.9 million units, up 41% YoY; Revenue: HK$15.9 billion, up 82% YoY Revenue (HK$ Billion) Sales Volume of Smart Devices : 20.1 million units, up almost 2-fold YoY Impressive sales growth in the United States and Colombia +82% Expanded market presence, with increased product portfolio and continued shift 16.0 in favor of smartphones Q4 sales volume ranking (Source: Gartner & Company data) : 12.0 North America: No. 4 (Total phones); No. 5 (Smartphones) LATAM (excluding Brazil): No. 1 (Total phones); No. 2 (Smartphones) 2015 business plan: Introduce more 3G and 4G smartphones to the market 8.0 15.9 and consolidate new sales channels 4.0 8.7 0.0 2013 2014 9 REGIONAL BUSINESS REVIEW Sales Volume: 24.6 million units, up 20% YoY ; Revenue: HK$9.7 billion, up 25% YoY Revenue Sales Volume of Smart Devices : 13.4 million units, up 90% YoY (HK$ Billion) Q4 sales volume ranking (Source: Gartner & Company data) : 12.0 +25% EMEA: No. 4 (Total phones) MEA: No. 4 (Total phones); No. 4 (Smartphones) Q4 sales volume regional ranking (Source: IDC & Company data) : Egypt: No. 3 (Total phones); No. 2 (Smartphones) 8.0 South Africa: No. 3 (Total phones); No. 2 (Smartphones) 2015 business plan: Launch more 4G smart devices 9.7 4.0 7.8 0.0 2013 2014 10 REGIONAL BUSINESS REVIEW ASIA Sales Volume: 4.4 million units, up 18% YoY; Revenue: HK$ 2.2 billion, up 49% YoY Revenue (HK$ Billion) Sales Volume of Smart Devices: 3.1 million units, up 75% YoY +49% New markets for smartphones: Thailand and Bangladesh 2.4 2015 business plan: Launch more price competitive entry-level smart devices 1.8 1.2 2.2 1.5 0.6 0.0 2013 2014 11 REGIONAL BUSINESS REVIEW CHINA Revenue Sales Volume: 7.6 million units, up 58% YoY; Revenue: HK$ 2.9 billion, up 105% YoY (HK$ Billion) Sales Volume of Smart Devices: 4.9 million units, up almost 2-fold YoY 4.0 Smartphone sales growth areas: Shandong, Jiangsu, Zhejiang, Sichuan, Chongqing, Hunan and Guizhou Strategically partnered with Suning.com in launching TCL Momoda 3N (麼麼噠 3N) +105% 3.0 2015 business plan: Launch more Momoda product through TCL exclusive online mall (www.mmd.cn) and strengthen traditional channels 2.0 2.9 1.0 1.4 0.0 2013 2014 12 STEP-UP PRODUCT STRATEGY 2.8 - Display 7 - Tablets 2 in 1 Wearable devices Android L Firefox - Windows - Cloud applications Octa-core CPU 4G Metal casing Android 4.4 - Quad-core CPU 6.45mm Thickness Android 4.2 - 4.5 Firefox 650MHz-1.5GHz Multi-screen Dual-core CPU Wifi display on TV Android 4.0 - 4.1 Windows - 500MHz-600MHz Android 2.1 - 2.3 3G EDGE Qwerty keypad Multi-touch display Entry-level Multi-touch Panel Technology GPRS, Ultra-low cost Qwerty key pad 2007-08 2009 2010 2011 2012 2013 2014 2015 Entry-level Advanced EDGE Phone Entry-level Advanced Smart Connectivity 4G / Tablet / 2 in 1 / Feature Phone Feature Phone Smartphone Smartphone Devices Cloud terminal Wearable devices / Multiple OS / IoT 13 PRODUCTS SELECTED BY GLOBAL MAINSTREAM OPERATORS & DISTRIBUTORS NORTH AMERICA CHINA LATAM EMEA APAC 14 EME A NEW PRODUCTS Quad Core 1.2 GHz CPU Octa Core 1.5 GHz CPU Full lamination Full lamination 13 Mpxl rear camera 13 Mpxl rear camera Battery: 2,000mAh Battery: 2,910mAh Thickness: 7.5 mm Thickness: 7.4 mm Dual speakers & Hi-Fi Dual speakers & Hi-Fi Symmetrical design Symmetrical design 15 NEW PRODUCTS Quad Core 1.2 GHz CPU HD display; 13 Mpxl rear camera Thickness: 8.69 mm Long-lasting battery: 3,400 mAh Wireless connection to TV with Wi-Fi display Bluetooth enabled companion phone (6) 16 NEW PRODUCTS Quad Core 1.2 GHz CPU Large Ultra thin: 7.9 mm Ultra light: 406 g Long-lasting battery: 4,600 mAh 2 in 1 keyboard and docking Station Voice-call enabled IR blaster 17 NEW PRODUCTS Awards Compatible with Android 4.3 or above and iOS 7 or above Long battery life: 2-5 days Easy charging: Built-in USB connector IP67 technology: Water and dust resistant Connectivity: Bluetooth 4.0 or above Various styles: Sporty dark red/Volcano black, Feminine all-white, Classic chrome/ Dark gray, Elegant metal-white 18 BRAND BUILDING IN AMERICAS & EMEA #WECREATE Party by IFA 2014, Germany famous DJ AVICII Germany The Color Run Sponsorship, the United States Consumer Electronic Show (CES) 2015 One Direction Concert Sponsorship the United States Latin America 19 BRAND BUILDING IN APAC & CHINA TCL Momoda 3N (麼麼噠3N) Launch, China China Mobile Worldwide Partner Conference, China Thailand Mobile Expo 2014, Thailand APAC Innovation Summit 2014 Sponsorship Hong Kong 20 STRONG MARKET RECOGNITION CORPORATES PRODUCTS ANNUAL REPORT-ARC AWARDS • Grand Award Printing & Production (Hong Kong Traditional) • Gold Award - Printing & Production (Telecommunications: Asia) 2015 CES AWARDS • Bronze Award - Illustrations (Telecommunications: Asia) • Reviewed.com - • Tom' s Guide - CES 2015 Top Pick GALAXY AWARDS • Engadget.com - Best of Wearables Finalist • GSMARENA - Best smartwatch • Honors Award - Design - Annual Reports (Traditional: Hong Kong) • Stuff Magazine - Wearable Tech Award • iF Design Award • Silver Award - Annual Reports - Overall Presentation (Telecommunications) • ASIAMONEY: Best for Shareholders' Rights and Equitable Treatment, Hong Kong • The Asset: Gold Corporate Award • CCID - Best 4G Phone of the & Best Mobile Phone • iF Design Award • IFAPC & METRO FINANCE RADIO: Outstanding Listed Company Award 2014 • MARKETING MAGAZINE: Best Investor Relations Campaign Silver Award • CAPITAL: Outstanding Listed Company Award 2014 • Digital Trends, Laptop, • Android Authority- • CCID- • CAPITAL WEEKLY: The Excellence of Listed Enterprise Award Android Authority- Best Budget Phone Best Phone for Youth • Economic Digest: 2014 Hong Kong Outstanding Enterprise Award Best of CES 21 OUTLOOK CHALLENGES & OPPORTUNITIES Challenging global economic conditions might lead to short term currency fluctuation
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