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CHAMPION — Interim / Quarterly Report 2021
Dec 28, 2021
52308_rns_2021-12-28_16621582-4174-4246-9e84-72048f419535.pdf
Interim / Quarterly Report
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虹冠電子工業股份有限公司 2021年法人說明會
2021年12月29日
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投資安全聲明
虹冠電子對於當前預期性陳述,可能受到風險及不確定 性因素影響,可能造成實際結果與陳述內容發生顯著不 符。
除法律規定外,無論是否有新資訊、未來事件或其他的 結果,虹冠電子不承擔任何義務更新任何前瞻性陳述。
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Champion Microelectronic
http://www.Championmicro.com.tw
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虹冠電子
Cham ion Microelectronic Cor . p p http://www.championmicro.com.tw
Dr. Flyback
市場現況與展望
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大
小
Champion Microelectronic
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Green Tech Solutions
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Champion Microelectronic
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http://www.Championmicro.com.tw
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技術優勢核心價值
Dr. Flyback
~~AC/DC 全功率整合方案:~~
- AC/DC 大功率整合方案: Cash Cow
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AC/DC PFC+PWM
COMBO 控制器晶片
Discreate HVSJ
MosFet
AC/DC PFC+PWM
高效率控制器晶片 Discreate LV SPT
高效率 92% UP MosFet
2% light load Efficiency
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- AC/DC 小功率整合方案: Cash Star
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Discreate HV SJ
AC/DC 小功率
Mosfet
High PowerDesity
Efficiency 控制晶片
Discreate LV SPT
Mosfet
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Champion Microelectronic
http://www.Championmicro.com.tw
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AC/DC 大功率電源方案:Cash Cow Dr. Flyback
IC
AC/DC PFC+PWM COMBO 控制器晶片 AC/DC PFC+PWM 控制器晶片高效率92% UP
Efficiency The First of the Word
AC/DC PFC+PWM 控制器晶片高效率 92% UP
With 2% light load high Efficiency
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Dual Forward
topology
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True No Standby High Eff. 90+ with SRC/LLC +SR (S.L.S) CU6500V+CU6901V SRC/LLC+SR topology 5
Champion Microelectronic
http://www.Championmicro.com.tw AC/DC 大功率整合方案:Application Field
Dr. Flyback
PC Computer
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CM6800:Combo PFC+PWM EPA active CM6805:Combo PFC+PWM EPA 80+ CM6502:CCM PFC controller CM6901:HB/FB Resonant converter+ SR(S.L.S) EPA 90/90++
CU6500V:CCM PFC
CU6901V:HB/FB Resonant converter +SR (S.L.S) EPA 90/90++ Without standby power
Gaming Power
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CU6500V:CCM PFC
CU6901V:HB/FB Resonant converter +SR (S.L.S) EPA 90/90++ Without standby power
Cloud Computing Server Power
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CM6502:CCM PFC controller
CM6901:HB/FB Resonant converter+ SR(S.L.S) EPA 90/90++
CU6500V:CCM PFC CU6901V:HB/FB Resonant converter +SR (S.L.S) EPA 90/90++
Without standby power
Gaming PC/ 網絡工作直播 / 影音處理系統電源
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Champion Microelectronic
http://www.Championmicro.com.tw AC/DC 大功率電源方案:Status(IC)
Dr. Flyback
Power Set 數量與分佈
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穩建
成長
~10%
High Efficiecny IC ASP~2.5 COMBO
IC
High Efficiency Power supply share
ratio 上升
2022 Ratio 50% V.S 50% Powe Set 數
量 Keep~Revenue Gtowth ~10%
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營收狀況
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Champion Microelectronic
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http://www.Championmicro.com.tw
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AC/DC 大功率電源方案 :Status(Discrete) Dr. Flyback
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Discrete 數量
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PFC MOS 300W~500W X1 PWM MOS 300W~1000W X2
PFC MOS 750W~1000W X2 ASP US$0.25~ US$ 1/Pcs
ASP US$0.4~ US$ 1/Pcs
2022 Production LV SPT
MOSFET X4 ASP~ US$0.3/Pcs
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High Efficiecny 電源 HV SJ MOSFET 使用數量增加
-
功率元件市場 Out of Stock
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Discrete Revenue
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S ~~J MOSFET(600V) 策略採取~~ 大電流數 / 高單價
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2021 Q2 Design Win ~~美系~~ ~~Gaming Power 供應~~ 鏈
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2021 Q4 Design Win 韓系 TV 供應鏈
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- 2021 Q3 Design Win Clone Gaming High Efficiency Power 550W~1000W 供應鏈
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SPT LV Design in Increase Revenue and Market
Share
快速
成長
20%
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Champion Microelectronic
http://www.Championmicro.com.tw
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AC/DC 小功率電源方案:
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高功率密度/高效率電源控制新架構
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Dr. Flyback
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傳統電源控制架構(QR-Flyback): 變壓器變小
功率元件 Switching loss 增加 ( 熱 )
電源小型化 高頻化
被迫採用 GAN EMI 難度增加
增加 EMI Size/ 效率變差 /Power Szie 變大
變壓器變小
功率元件 Switching loss~0
電源小型化 高頻化
採用 SJ MOSFET EMI 容易
EMI 方案簡單 / 效率變好 /Power Szie 自然變小
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Champion Microelectronic
http://www.Championmicro.com.tw 高功率密度/高效率電源控制新架構
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Dr. Flyback
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Champion Microelectronic
http://www.Championmicro.com.tw
AC/DC 小功率電源方案 : Dr. Flyback
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Word Number One: High Power Density High Efficiency Less part count Ultra low Standby Consumption
: AC/DC 小功率電源指標 功率密度 (Power Density)
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| 規格 | 規格 | 規格 |
|---|---|---|
| 輸入電源 | AC100-240 50/60Hz | |
| 輸出電壓 | Type-C | DC 5.0/3A 9V/3A 12V/2A |
| 最大輸出 | 24W | |
| 產品尺寸 | 303035mm |
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| 規格 Dr.Flyback 65W | 規格 Dr.Flyback 65W | 規格 Dr.Flyback 65W |
|---|---|---|
| 輸入電源 | AC100-240 50/60Hz | |
| 輸出電壓 | Type-C PD | DC 5.0/3A 9V/3A 15V/3A 20V/3.25A |
| 輸出電壓 | PPS | 3.3V~21V/3.25A |
| 最大輸出 | 65W | |
| 產品尺寸 | 433926.7mm |
24W/3cm/3cm/3.5cm~0.76W/CC
65W/4.3cm/3.9cm/2.67cm~1.45W/CC
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Champion Microelectronic
http://www.Championmicro.com.tw
Power Density Compare with Other Company
Dr. Flyback
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Champion Microelectronic
http://www.Championmicro.com.tw
Power Density Compare with Other Company Dr. Flyback
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Champion Microelectronic
http://www.Championmicro.com.tw
市場競爭者現有方案比較
Dr. Flyback
控制架構決定未來市場 功率密度世界第一
IC IC
Gan Mos+IC
IC Gan Driver
Gan Mos+IC SJ MOSFET
Gan Mos2
手機充電器等級待機功耗
優越效能(Case 溫度)
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4 layer PCB 2 layer PCB
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Champion Microelectronic
http://www.Championmicro.com.tw
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Design Product Reference
Dr. Flyback
AC/DC 小功率電源推廣策略
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系統廠 65W NB Adaptor
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系統廠 Gaming Power: 大功率 + 小功率 (Champion 高效率方案 +Dr.Flyback) 達到全功率最高效率
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系統廠 65W LV65W Design
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Retail Market 推廣 :
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CMC PD+PPS65W
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Champion Microelectronic
http://www.Championmicro.com.tw Patent Protection
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Dr. Flyback
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Champion Microelectronic
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http://www.Championmicro.com.tw
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虹冠電營運展望(Cash Cow)
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Dr. Flyback
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穩建成長
PFC+PWM combo ~10%
CM68xx
PFC(CU65)+ 諧振架構 (CU69)
高效率產品轉換發酵
功率元件加速營收挹注
快速成長
20%
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Cash cow 成長動能:
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內需PC市場提升主動式PFC AC/DC Combo銷售
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遊戲機/電競桌機/網路直播平台配件:顯示卡耗電程度大幅提升,帶動大功率高效率應用新需求。
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高效率產品轉換:大功率電源節能、省電效率提升。
-
功率元件:高壓SJ MOSFET搭配AC/DC 控制器市佔率快速提升。
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Champion Microelectronic
http://www.Championmicro.com.tw 虹冠電營運展望
Dr. Flyback
飛速成長
TAM
包括手機 / 筆電 /Monitor.. 等應用
Application:
Type C 電源共用化 / 小型化已成未來趨勢
Topology:
小型化新控制架構方案成為未來主流
Power Reliable/CP 值
材料使用 ( 穩定 )/Total Bom Cost 最優化
Cash star:
小功率Dr.Flyback
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虹冠電小型化高效率電源 Power IC整合方案的問市,剛好順勢搭上Type-C快充/NB電源小型化末來趨勢主流成 。
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為公司未來明星產品,期許再創虹冠歷史/年營收飛速長成
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產品應用面除了上述充電器外,亦可用於Monitor、USB多port充電、45W-65W多項產品主流亦可延伸至 100W~160W電競筆電應用
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IC搭配自制SJ HV MOS和LV SPT SRMOS ASP~USD2 、飛速營收成長成指日可待。
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合併損益表
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合併資產負債表
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虹冠電子工業股份有限公司 Champion Microelectronic Corp.
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股票代號Code:3257 http://www.championmicro.com.tw