Altek — Call Transcript 2022

May 25, 2022

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華晶科技 111年第1季財報法說會 Altek Group ｜Institutional investors 2022

Reporter｜ Altek Crop.｜2022/05/26

第一季合併損益表

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單位：新台幣仟元

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1Q EPS 比較表

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毛利率趨勢

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30%
25%
24%
25%
20% 16%
22% F
14%
15% 13% 13%
10%
10% 12%
7%
5%
6%
0%
2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022F
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營收比重 2021 vs 1Q-22

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2021

1Q,22

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Camera
Auto
5% Camera
17%
OEM OEM 2%
Auto
40% 34%
ISP
36%
7%
ISP
Medical
4%
24%
Medical
31%
Camera Auto ISP Medical OEM
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Camera Auto ISP Medical OEM

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OEM 營收比重

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Optical Camera
9%
1%
Product
Assembly
Optical
Product
Assembly
91%
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DMS 顯著性成長

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、 、 聚晶半導體 AI ISP 3D之核心競爭力

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• Industrial level robustness and

• accuracy

• In-house pattern projecting chip

3D AI ISP

• Leading in “Always On” and “Low Power” segment

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• Over 20 years of image processing know-how

• Most comprehensive image IP offering

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完整的解決方案

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AI Powered Solutions
IP Chip SoC
IP offerings Product applications
Automotive Metaverse
“Always ON” AI+ISP IP
Edge AI IP
NB/PC IoT, Industrial & Robotics
Smartphone
(proprietary neutral network engine)
3D sensing IP
Core ISP IP
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Confidential

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聚晶半導體在NB市場的優勢

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• Altek XDR (eXtreme Dynamic Range): Proprietary software that produce superior image quality comparing to competitor’s ISP performance in low-light & night mode

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Altek ISP R-Company ISP
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3D Sensing – Robot Eyes

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3D Series – Robot Eyes

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認證為工業應用之領導廠商

精準及堅固

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Real-time high resolution (HD) depth map generation; up to 720p, 30FPS

3 years of rigid testing and trials in industrial robotics, ready for large-scale deployment

Metaverse VR headset

Outdoor package delivery robot

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高性價比

In-house developed pattern projecting chip (embedded in AL6100)

Warehouse automation robot

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應用場景
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3D Sensing 之性價比

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altek Robot Eyes Orbbec Astra Stereo S Intel D435 Price $$ $$ $$$$ (discount’d) Depth Quality Depth Map

Grayscale

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榮晶醫療是業界＃1 可拋棄內視鏡之供應商

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• Ingle-use Endoscopy Products for Diagnostics and Surgical Application

• Our R&D and precision manufacturing abilities enabled the accelerated adoption of single-use bronchoscope globally

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血糖照護產品及穿戴式胰島素注射器

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• We developed an all-in-one BGM solution integrating into one single device that brings daily convenience to diabetes patients.

• Improves diabetes patients quality of life. According to the F&S Report, this integrated product model is one of the three insulin patch pump models commercialized in the world to date.

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2022 1Q 法說會

謝謝參與

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Thank You

Q&A

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