introduction & business updates

Introduction & Business UpdatesWacom Co., Ltd.

TSE code 6727

July 2021

All Rights Reserved. Copyright © 2021 Wacom Co., Ltd. 2

Wacom Co., Ltd.

Head Office2-510-1, Toyonodai, Kazo-shi,Saitama, Japan

Date of Founding July 12, 1983

Paid-in Capital JPY 4.2 bn. (end of FY 03/2021)

President & CEO Nobu Ide

Revenue JPY 108.5 bn. (FY 03/2021)

Employees 1,172 (incl. temporary staff) (end of March 2021)

Stock Market Tokyo Stock Exchange 1st Section (6727)

Business Line ・Branded products (creative pen display, etc.)

・Technology solution (digital pen sensor system, etc.)

All Rights Reserved. Copyright © 2021 Wacom Co., Ltd.


Who is Wacom ?• Wacom is the global leader in pen tablet market for creative users.

• As “Technology Company”, we provide cutting-edge digital pen solutions for wide-ranging partners of smartphone, tablet, and digital stationery.


1980年代 1983 Founded in Saitama, Japan1984 First cordless pen tablet introduced1988 Wacom Europe (Germany) established

1990年代 1990 Walt Disney adopted pen for “Beauty & the Beast”1991 Wacom Technology (U.S.) established

2000年代 Subsidiaries established in Asia PacificChina (2000), Korea (2004), Australia (2005)Singapore (2006), Taiwan (2008)

2003 Listed on JASDAQ, 2005 Listed on TSE Sec. 1

2000 2010 Wacom India established2011 Received TSE “Disclosure Award”2011 Smartphone adoption of pen technology2012 Received JIRA “Best IR Award for Small Cap.”2018.4 Started “Wacom Chapter 2” by the current management team

2021.5 Started the new medium-term business direction “Wacom Chapter 3”

1990’s

2010’s

2000’s

History1980’s

2020’s


0

10,000

20,000

30,000

40,000

50,000

60,000

70,000

80,000

90,000

100,000

FY 03/16 FY 03/17 FY 03/18 FY 03/19 FY 03/20 FY 03/21

Others

77,568

Consolidated Sales

71,314

82,263

89,499 88,580

108,531(JPY Million)

(Note) Other Business: Engineering Solution Business (CAD software) was spun off through a company split and transferred to a new company on December 1, 2017. On the same day, all shares in the new company were transferred to Nitto Kogyo Corporation.


-4,000

-2,000

0

2,000

4,000

6,000

8,000

10,000

12,000

14,000

FY 03/16 FY 03/17 FY 03/18 FY 03/19 FY 03/20 FY 03/21

3,664

-1,171

3,5274,152

5,567

13,407

3,777

-870

3,585

4,149

5,194

14,091

2,310

3,851 3,917

10,226

Operating Profit Ordinary Profit Net Profit

Consolidated Profits

-5,000

-5,434*

*including extraordinary losses of JPY -4.2 bndue to impairment losses in IT intangible assets

(JPY Million)


Controller IC

Wacom’s Key Technology

Cordless, battery free digital pen technology

⚫ 8K levels of pen pressure sensitivity

⚫ High dynamic performance

⚫ High durability

High-speed high-precisionEMR position sensor

Side Switch

Eraser Switch

Sensor Board


Wacom’s Key Technology

Active ES Technology

Wacom’s original ES (Electrostatics) pen technology

⚫ Shared touch sensor for both pen and touch

⚫ One chip controller for pen and touch

⚫ Eliminated the need for sensor board of pen,

provided a lightweight solution

⚫ Simply structure for system products

⚫ Incorporated battery or charger system

in Active ES Pen


IP Portfolio and Strategy• Global IP applications and proactive IP management• Global team of IP professionals for monitoring and defending IP portfolio

Patents Designs Trademarks

Registered Applied Registered Applied Registered Applied

Japan 311 250 179 3 115 35

Overseas 1,464 581 971 22 839 131

Sub total 1,775 831 1,150 25 954 166

Total 2,606 1,175 1,120

*Overseas patents are applied and registered in the United States, Europe, China, Taiwan and other key countries.* Wacom counts one trademark for one product category as one.(Accordingly, in case of one trademark owned by Wacom for two product categories, the number of trademarks is two.)

(As of June 1, 2021)


Main Business Line

Technology Solution Business • Technology Solution for partners of smartphone,

tablet, note PC, etc.Product line: AES/EMR digital pen technology solution, etc.

Ink Division

• Development of digital ink technology and related product, software solution services,etc.

Branded Business• Creative Solution for creative users,

Business Solution for enterpriseProduct line: Pen Display, Pen tablet, Mobile, etc.

Digital signature pen tablet, etc.


クリエイティブペンタブレットCreative Solution Product Lines

11

Creative Mobile Creative Pen Tablet

Creative Display

Pen tablet product is the most basic type of input device

comprised of a digital pen and slate as a PC peripheral.

Display product is a pen tablet equipped with LCD. Its user can draw intuitively on the

screen with a digital pen as a PC peripheral.

Mobile product integrating a pen tablet and a tablet PC is a device equipped with

Windows OS and memory for professional creators.

,

, ,


クリエイティブペンタブレットUse Cases in the Creative Solution Category

• Entertainment and industrial design in 2D, 3D, and VR/MR spaces for creators.

• Online education and remote working with digital whiteboards for teachers, etc.


Business Solution

Digital Signature System

Lalaport, Mitsui Fudosan Retail Management, Japan

Citibank, Korea Signature TabletsWacom Clipboard


Technology Solution

• High speed, high resolution multi-touch sensor

• Cordless, battery free, pressure sensitive digital pen

• High optical performance touch panel

• Low power ASIC controller

Integrated user interface solutions with pen and multi-touch technology


Technology Solution

Customers Projects

• Tablets and note PC models on Windows OS • Smartphones and Tablets on Android OS

Wacom Feel IT TechnologiesTechnologies that makes you feel different.

Wacom Feel IT Technologies

Note20,

S21 Ultra


Wacom Ink Technology

Wacom Ink Layer Language

A cross platform universal digital ink technology made

possible by WILLTM. The universal ink model that powers the WILL™ SDK supports the capture of sensor data from digital pens.

iOS Android Windows Windows/MacOS


EMS Partners

Technology Solution Touch Sensor

Southeast Asia(Vietnam, etc.)

Display pen tabletSignature tablet

Overseas EMS production approx. 99%Domestic EMS production less than 1%Domestic in-house production approx. 1%

Pen tablet product EMS partners

Display, mobile product EMS partner

Technology Sol. EMS partners

Business Sol. product EMS partners

Technology SolutionPen Sensor

Technology SolutionPen Sensor

Wacom Intuos Pro, Intuos, One by Wacom

Wacom MobileStudio Pro

Wacom Cintiq ProWacom Cintiq


Sales by Business Line

JPY

108.5bn.

Business Solution 3.4%

Technology Solution47.8%

CreativeSolution

48.8%

FY 03/2021 (results)


Sales by Regional Subsidiary

EMEA15.7%

Americas15.3%

Japan7.3%

AsiaOceania 14.0%

JPY

108.5bn.

(Note) There are no regional segments in Technology Solution Business due to the regional sales depending on OEM partners. (Its sales price is mainly determined in USD.)

Technology Solution 47.8%

FY 03/2021 (results)


41.2%25.3% 29.0% 30.2%

Year-end Dividend per ShareBasic policy of profit distribution• Stable payouts to shareholders while enhancing financial soundness

necessary for future business development.

0.00

5.00

10.00

15.00

20.00

FY 03/17 FY 03/18 FY 03/19 FY 03/20 FY 03/21

6.006.006.00

Repurchase of treasury stock

May - Sep. 20162.2 mil. shares (0.75 bn JPY)

7.00

5.50

13.50


Introduced Wacom “Social Initiatives” on our web pages- Fulfilling Wacom-style social responsibility through accumulating small activities.- In response to disclosure requirements related to ESG.

https://www.wacom.com/en-jp/about-wacom/social-initiatives

https://www.wacom.com/en-jp/about-wacom/social-initiatives/policyhttps:/www.wacom.com/en-jp/about-wacom/social-initiatives/policy


Joined in JCI for climate change / Set up tech team for environment-friendly product development

https://japanclimate.org/english/


Meaningful Growth

• Targeting multi-dimensional growth, not only financial growth• Explore deep, meaningful growth for human and society• Undertake open-ended, long-term journey to achieve meaningful

growth as responsible members of society.

Wacom Chapter 3


DisclaimerForward-looking statements regarding future events and performance contained in this presentation are based on currently available information and involve risks and uncertainties, including macroeconomic conditions, trends of the industry in which the company is engaged, and progress in new technologies. Please note that actual results could materially differ from those expressed or implied by the forward-looking statements in this presentation due to these risks and uncertainties. All rights reserved. All other company names and product names are trademarks or registered trademarks of their respective owners.

Investor Relations Inquiries

Wacom Co., Ltd.Sumitomo Fudosan Shinjuku Grand Tower 31F,

8-17-1 Nishi-Shinjuku, Shinjuku-ku, Tokyo 160-6131, JapanWacom homepage https://www.wacom.com

IR website https://investors.wacom.com/en-jp/

https://www.wacom.com/

http://investors.wacom.com/en-jp/

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