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CHROMA — Call Transcript 2022
Feb 23, 2022
52029_rns_2022-02-23_0ed9182c-dbf8-4e0c-92a3-4fb9e8edfff9.pdf
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致茂電子股份有限公司 2021年第4季業績發表電話會議
財務長 應正 董事長兼總經理 黃欽明
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2022年2月23日
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1
Disclaimer
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This presentation contains some forward-looking statements that are subject to substantial risks and uncertainties. Typically, these statements contain words such as “anticipate”, “believe”, “could”, “estimate”, “expect”, “intend”, “plan”, “forecast”, “project”, “predict”, “potential”, “continue”, “may”, “should”, “will”, and “would” or similar words. You should consider these forward-looking statements carefully because such statements are only our expectations or projections about future events, and actual results may differ materially from those expressed or implied by such statements. The forward-looking statements in this presentation include, but are not limited to, growth rates for various markets estimated by third party sources, future products and technology development, widespread market acceptance of the hosted delivery model, future revenue growth and profitability. You should be cautioned that the forward-looking statements are no guarantee of our future performance. The forward-looking statements contained in this presentation are made only as of the date of this presentation and we undertake no obligation to update the forward-looking statements to reflect subsequent events or circumstances, except as required by law.
This presentation and the information contained herein are the property of Chroma Ate Inc.
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議程
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• 公司簡介 • 財務數據 • 營運概況 • 問與答
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公司簡介
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公司簡介
- 致茂電子成立於1984，為自有品牌之自動化量測解決
方案供應商。商品包含提供產業相關之檢測儀器與設
備及整合性自動化測試解決方案。
-
經營宗旨：精密、可靠、創新。
-
-
致茂集團包含致茂測試設備主體，威光自動化及 日茂
-
新材料三個事業體。
-
2021年合併營收為176億新台幣。
-
2021年淨利為42億新台幣。
-
致茂集團截至2021年12月底員工總數為3,170人。
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致茂主體合併營收 日茂新材料合併營收 威光自動化合併營收
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其他
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17,584
16,931
15,532 4%
14,901
16%
4%
13,910
17% 29% 7% 16%
15%
14%
12%
66% 57% 76% 78% 77%
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2017
2018
2019
2020
2021
* 日茂新材料將於 2022 年 3 月底結束代理事業。
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財務表現
集團合併總營收 集團合併
營業毛利率
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17,584
16,931
15,532
14,901
13,910
49%
47% 47% 48%
44%
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總營收 研發費用
營業毛利
致茂母公司
研發費用佔營收比
10,308
9,180
8,111
8,018
7,547
53% 53%
52%
51% 51%
Chroma Employees ： 1,858 (R&D 38%)
15% 14%
13% 13% 13%
1,085 1,143 1,172 1,216 1,351
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2017 2018 2019 2020 2021
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2017
2018
2019
2020
2021
財務表現
股東權益報酬率
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24%
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22%
18%
15%
13%
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股利政策
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基本每股盈餘 現金股利
配發比率
9.96
7.00
6.41
6.22
5.56
4.48
4.50 4.50
4.20
3.01
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2017 2018 2019 2020 2021
2017
2018
2019
2020
2021
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致茂電子全球據點
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50 93
Operation Distributors
Sites
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EST. 1999 EST. 2017 EST. 2008 EST. 2018 EST. 1993 EST. 2001 Netherlands: Germany: Japan: Korea: United States: United States: Ede Augsburg Shin-Yokohama/ Pangyo Irvine, CA Foothill Ranch, CA Nagoya/ Osaka Santa Clara, CA Marlborough, MA Chandler, AZ Detroit, MI Allentown, PA Mexico： Albany, NY Ciudad Juarez EST. 2000 EST. 2001 EST. 2003 EST. 2009
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EST. 1998 EST. 1999 EST. 2000 EST. 2001
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China/ Shenzhen China/ Beijing China/ Shanghai China/ Dongguan
Taiwan: Taoyuan (Headquarters)
Taiwan: Hsinchu
Taiwan: Kaohsiung
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EST. 2006 EST. 2011 EST. 2011
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EST. 2016 Others: India: New Delhi/ Mumbai/ Bangalore Thailand: Bangkok Vietnam: Hanoi/ Ho Chi Minh Malaysia: Kuala Lumpur/ Penang Quantel：Singapore：SingaporeSingapore Philippines: Manila/ Cebu Indonesia: Jakartar
China/ Suzhou China/ Xiamen China/ Chongqing
Quantel：Singapore：SingaporeSingapore
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Others: Qingdao/ Zhengzhou/ Xian/Hefei/ Chengdu/ Wuhan/ Hangzhou/ Changsha/ Guangzhou/ Hong Kong
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財務數據
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2021年全年累計合併損益表摘要
| 合併損益表 (單位:佰萬新台幣，除每股盈餘為新台幣元) |
2021 % |
2020 % YoY % |
|
|---|---|---|---|
| 淨營業收入 | 17,584 100% |
15,532 100% 13% |
|
| 量測儀器事業部之合併營收(淨額) | 13,555 77% |
12,045 78% 13% |
|
| 威光自動化事業部之合併營收 | 780 4% |
618 4% 26% |
|
| 日茂特殊材料事業部之合併營收 | 2,804 16% |
2,551 16% 10% |
|
| 其他 | 445 3% |
318 2% 40% |
|
| 營業成本 | (9,134) (52%) |
(7,988) (51%) 14% |
|
| 營業毛利 | 8,450 48% |
7,544 49% 12% |
|
| 營業費用 推銷管理費用 研發費用 |
(3,864) (22%) (1,511) (9%) |
(3,405) (22%) 13% (1,342) (9%) 13% |
|
| 營業淨利 | 3,075 17% |
2,797 18% 10% |
|
| 營業外收入及支出 | 2,209 13% |
232 2% 852% |
|
| 稅前淨利 所得稅費用 |
5,284 30% (979) (6%) |
3,029 20% 74% (648) (5%) 51% |
|
| 本期淨利 | 4,305 24% |
2,381 15% 81% |
|
| 其他綜合損益淨額 | 106 1% |
78 1% 36% |
|
| 綜合損益總額 | $ 4,411 25% |
$ 2,459 16% 79% |
|
| 淨利歸屬於: 本公司業主 非控制權益 |
4,179 24% 126 1% |
2,324 15% 80% 57 - 121% |
|
| $ 4,305 25% |
$ 2,381 15% 81% |
||
| 每股盈餘(基本) | $ 9.96 | $ 5.56 79% |
|
| 每股盈餘(稀釋) | $ 9.89 | $ 5.51 79% |
|
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2021年第4季合併損益表摘要
| 合併損益表 (單位:佰萬新台幣，除每股盈餘為新台幣元) |
2021.4Q % |
2021.3Q % QoQ % 2020.4Q % YoY % |
||
|---|---|---|---|---|
| 淨營業收入 | 4,589 100% |
4,276 100% 7% 4,178 100% 10% |
||
| 量測儀器事業部之合併營收(淨額) | 3,535 77% |
3,315 78% 7% 3,210 77% 10% |
||
| 威光自動化事業部之合併營收 | 271 6% |
145 3% 87% 109 3% 149% |
||
| 日茂特殊材料事業部之合併營收 | 665 14% |
682 16% (2%) 766 18% (13%) |
||
| 其他 | 118 3% |
134 3% (12%) 93 2% 27% |
||
| 營業成本 | (2,456) (54%) |
(2,132) (50%) 15% (2,246) (54%) (9%) |
||
| 營業毛利 | 2,133 46% |
2,144 50% (1%) 1,932 46% 10% |
||
| 營業費用 推銷管理費用 研發費用 |
(994) (21%) (408) (9%) |
(922) (22%) 8% (810) (19%) 23% (357) (8%) 14% (352) (8%) 16% |
||
| 營業淨利 | 731 16% |
865 20% (15%) 770 19% (5%) |
||
| 營業外收入及支出 | 163 3% |
148 4% 10% 129 3% 26% |
||
| 稅前淨利 所得稅費用 |
894 19% (179) (3%) |
1,013 24% (12%) 899 22% (1%) (191) (4%) (6%) (188) (4%) (5%) |
||
| 本期淨利 | 715 16% |
822 20% (13%) 711 17% 1% |
||
| 其他綜合損益淨額 | 69 1% |
(168) (5%) n/a 102 2% (32%) |
||
| 綜合損益總額 | $ 784 17% |
$ 654 15% 20% $ 813 19% (4%) |
||
| 淨利歸屬於: 本公司業主 非控制權益 |
658 15% 57 1% |
793 19% (17%) 687 16% (4%) 29 1% 97% 24 1% 138% |
||
| $ 715 16% |
$ 822 20% (13%) $ 711 17% 1% |
|||
| 每股盈餘(基本) | $ 1.57 | $ 1.89 (17%) $ 1.64 (4%) |
||
| 每股盈餘(稀釋) | $ 1.55 | $ 1.87 (17%) $ 1.62 (4%) |
||
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資產負債摘要及財務指標
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| 集團合併(單位：佰萬新台幣) 資產負債摘要 現金及流動金融資產 存貨 短期負債 長期負債 股東權益 |
2021. 12 月 2020. 12 月 + / - % 4,947 4,442 11% 3,916 3,028 29% 2,114 3,187 - 34% 1,447 2,405 - 40% 18,947 16,389 16% |
|---|---|
| 總資產 | 29,546 28,129 5% |
| 存貨週轉天數 應收帳款週轉天數 應付帳款週轉天數 淨負債資產比(%) |
139 130 98 120 114 122 Net Cash 7% |
| 股東權益報酬率(%) | 24% 15% |
| 資產報酬率(%) | 15% 7% |
| 現金流量(單位：佰萬新台幣) 未計利息稅項折舊及攤銷 營業現金流入 |
2021 2020 同期比較 5,923 3,527 68% 2,592 2,715 (5%) |
| 自由現金流量 | 4,329 1,169 270% |
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股東報酬率及資產報酬率皆已年化。
自由現金流量 = 營運活動之淨現金流入 + ( 投資活動之淨現金流出 ) 。
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2021第4季重點摘要
第 4 季重點摘要
- 總營業收入 : $24.2 億新台幣，
季減少 13% ，年持平
-
營業毛利率 : 52%
-
營業利益率 : 18%
-
• 淨利 : $6.6 億新台幣， 季下滑 17% ，年減少 4%
-
2021 年第 4 季摘要 :
-
✓ 本季主要營收增長來自於半導體
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/Photonics 測試解決方案，較去年
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。 同期增長 20%
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營業收入 營業毛利
營業利益率
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2,774
2,666
2,449
2,421 2,419
2,313 2,394
2,053
55% 55% 53% 54%
52% 51% 52%
51%
27% 26%
25% 25% 25% 25%
22%
18%
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2020.1Q 2020.2Q 2020.3Q 2020.4Q 2021.1Q 2021.2Q 2021.3Q 2021.4Q
2021年第4季損益表摘要(母公司)
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2021.4Q % 2021.3Q % QoQ 2020.4Q % YoY
損益表摘要 ( 母公司 )
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| 表摘要 ( 母公 |
表摘要 ( 母公 |
|
|---|---|---|
| 2021.4Q % |
||
| (單位:佰萬新台幣，除每股盈餘為新台幣元) | % % |
|
| 淨營業收入 | 2,418 100% |
2,774 100% (13%) 2,421 100% - |
| 營業成本 | (1,148) (48%) |
(1,355) (49%) (15%) (1,184) (49%) (3%) |
| 營業毛利 | 1,270 52% |
1,419 51% (11%) 1,237 51% 3% |
| 營業費用 推銷管理費用 研發費用 |
(489) (20%) (340) (14%) |
(386) (14%) 27% (365) (15%) 34% (334) (12%) 2% (329) (14%) 3% |
| 營業淨利 | 441 18% |
699 25% (37%) 543 22% (19%) |
| 營業外收入及支出 | 326 14% |
243 9% 34% 275 11% 19% |
| 稅前淨利 | 767 32% |
942 34% (19%) 818 33% (6%) |
| 所得稅費用 | (109) (5%) |
(149) (5%) (27%) (132) (5%) (17%) |
| 本期淨利 | $ 658 27% |
$ 793 29% (17%) $ 686 28% (4%) |
| 其他綜合損益淨額 | 69 3% |
(167) (6%) n/a 105 4% (34%) |
| 綜合損益總額 | $ 727 30% |
$ 626 23% 16% $ 791 32% (8%) |
| 每股盈餘(基本) | $ 1.57 | $ 1.89 (17%) $ 1.64 (4%) |
| 每股盈餘(稀釋) | $ 1.55 | $ 1.87 (17%) $ 1.62 (4%) |
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100% 持有之子公司淨利認列，日茂為獲利新台幣 1 仟萬 ( 季下滑 23%) ，威光為獲利新台幣 3 仟 9 佰萬 ( 季增長 550% ，年成長 44%) 。
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2021年全年累計損益表摘要(母公司)
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2021 % 2020 % YoY
損益表摘要 ( 母公司 )
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| 表摘要 ( 母公司 ) |
表摘要 ( 母公司 ) |
|
|---|---|---|
| 2021 % |
||
| (單位:佰萬新台幣，除每股盈餘為新台幣元) | % | |
| 淨營業收入 | 10,308 100% |
9,180 100% 12% |
| 營業成本 | (4,890) (47%) |
(4,313) (47%) 13% |
| 營業毛利 | 5,418 53% |
4,867 53% 11% |
| 營業費用 推銷管理費用 研發費用 |
(1,621) (16%) (1,351) (13%) |
(1,390) (15%) 17% (1,217) (13%) 11% |
| 營業淨利 | 2,446 24% |
2,260 25% 8% |
| 營業外收入及支出 | 2,499 24% |
535 5% 367% |
| 稅前淨利 | 4,945 48% |
2,795 30% 77% |
| 所得稅費用 | (766) (7%) |
(471) (5%) 63% |
| 本期淨利 | $ 4,179 41% |
$ 2,324 25% 80% |
| 其他綜合損益淨額 | 115 1% |
89 1% 29% |
| 綜合損益總額 | $ 4,294 42% |
$ 2,413 26% 78% |
| 每股盈餘(基本) | $ 9.96 | $ 5.56 79% |
| 每股盈餘(稀釋) | $ 9.89 | $ 5.51 79% |
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100% 持有之子公司淨利認列，日茂為獲利 4 仟 3 佰萬新台幣 ( 年成長 115%) ，威光為虧損 1 億 4 仟 6 佰萬新台幣。本年度營業外收入同時含華亞廠之處分收益 為 17 億 3 仟萬新台幣。
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資產負債摘要及財務指標
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| 母公司(單位：佰萬新台幣) | 2021. 12 月 |
2020. 12 月 |
+ / - % | |
|---|---|---|---|---|
| 資產負債摘要 | ||||
| 現金及流動金融資產 | 1,274 | 902 | 41% | |
| 存貨 | 2,989 | 2,331 | 28% | |
| 短期負債 | 1,400 | 2,420 | - | 42% |
| 長期負債 | 1,250 | 2,230 | - | 44% |
| 股東權益 | 18,514 | 16,063 | 15% | |
| 總資產 | 25,359 | 24,406 | 4% | |
| 存貨週轉天數 | 199 | 184 | ||
| 應收帳款週轉天數 | 89 | 106 | ||
| 應付帳款週轉天數 | 95 | 96 | ||
| 淨負債資產比(%) | 8% | 23% | ||
| 股東權益報酬率(%) | 24% | 15% | ||
| 資產報酬率(%) | 17% | 10% |
| 現金流量(單位：佰萬新台幣) 未計利息稅項折舊及攤銷 營業現金流入 |
2021 2020 同期比較 5,342 3,053 75% 2,030 2,049 (1%) |
|---|---|
| 自由現金流量 | 4,357 606 619% |
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股東報酬率及資產報酬率皆已年化。
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自由現金流量 = 營運活動之淨現金流入 + ( 投資活動之淨現金流出 ) 。
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營運概況
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2021 年第 4 季及全年產品銷售佔比與合併營收明細
| 2021 年第 4 季及全年產 |
2021 年第 4 季及全年產 |
2021 年第 4 季及全年產 |
品銷售佔比與合併營收明細 | |
|---|---|---|---|---|
| (單位:百萬新台幣) 量測及自動化檢測設備 半導體/ Photonics 測試解決方案 Turnkey Solutions 其它 母公司營業收入 +量測事業體海外據點及測試設備相關子公司 致茂電子檢測設備事業體 (含海外量測事業子公司) 威光自動化 日茂新材料 其它 集團合併營收 |
2021.4Q % QoQ YoY 2021 % YoY |
2020 % |
||
| 量測及自動化檢測設備 半導體/ Photonics 測試解決方案 Turnkey Solutions 其它 母公司營業收入 +量測事業體海外據點及測試設備相關子公司 致茂電子檢測設備事業體 (含海外量測事業子公司) |
量測及自動化檢測設備 | 1,493 62% (3%) 27% 5,531 54% 14% |
4,849 53% |
|
| 半導體/ Photonics 測試解決方案 | 814 34% (12%) 20% 3,589 35% 19% |
3,025 33% |
||
| Turnkey Solutions | 75 3% 178% (76%) 347 3% (24%) |
456 5% |
||
| 其它 | 37 1% (86%) (85%) 841 8% (1%) |
850 9% |
||
| 母公司營業收入 | 2,419 100% (13%) - 10,308 100% 12% |
9,180 100% |
||
| +量測事業體海外據點及測試設備相關子公司 | 1,116 106% 41% 3,247 13% |
2,865 | ||
| 3,535 77% 7% 10% 13,555 77% 13% |
12,045 78% |
|||
| 271 6% 87% 149% 780 4% 26% 665 14% (2%) (13%) 2,804 16% 10% 118 3% (12%) 28% 445 3% 40% |
618 4% 2,551 16% 318 2% |
|||
| 4,589 100% 7% 10% 17,584 100% 13% |
15,532 100% |
|||
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2022 年營運展望
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致茂電子集團 2021 年全年累計合併營收達 176 億新台幣，創歷史新高，較去年同期成長 13% 。母公 司量測設備事業體同創新高全年累計營收達 104 億新台幣，較去年同期增加 12% ，半導體及 。 Photonics 測試解決方案為主要營收成長動能，該產品線較 2021 年同期成長 19%
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2022 年營運展望
-
✓ 半導體及 Photonics 測試設備需求仍舊強勁，主要受惠於 5G 相關與 high performance chip (HPC) 市場快速發展，主要營收動能來自於 :
-
高效運算晶片產品之性能及可靠性測試 : Burn-in Test, SLT Test 及溫控檢測設備
-
CIS / VCSEL / ToF 測試設備。
-
無線通訊 RF 測試解決方案。
-
✓ 受惠於電動車產業大趨勢， Turnkey Solutions 之營業收入將重返過去歷史高點。
-
✓ 量測及自動化檢測設備持續聚焦於綠能科技相關之檢測設備，包含電動車及儲能設備相關零組 件、電池芯 / 電池模組 / 電池包、智慧電網及 5G / 伺服器等相關產業之電力電子測試需求。
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TECHNOLOGY
Semiconductor / Photonics Test Solutions
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Fast & Flexible Operation
• Multi-sites: 6~24 Sites (SLT/FT Combo Module)
IC Test Handler
• IC Device: Normal IC and Bare Die
High Speed Wafer AOI
• Dual Lots and Multiple Binning
• Double side inspection
• Temp.: -70˚C ~150˚C; Cooling Capacity 1,200W
• Patterned wafer inspection before/after dicing
Automated Optical
Inspection System • Max. 4 computers in parallel processing
• Shared auto loader
2H, ‘21 2022
MARKET
HPC (CPU/MCU/GPU), IC, MEMS, PMIC, FPGA, Sensors 3D Sensing, LiDAR, Optical Fiber
FT & SLT Hybrid Test System Thermal Platform In-process Wafer Inspection System
3200 Sea Cobra 7945
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SOLUTION
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TECHNOLOGY
Semiconductor / Photonics Test Solutions
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-
2D / 3D / 2D+3D Metrology
-
• 2D Dimension: > 0.6um • 3D XY / Z Resolution: 30nm / 0.05nm • Sensor: 2D - Optical / 3D - WLI / Dual modules
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Advanced • Light Source: Multiple Light Sources Particle Inspection Chemical Overflow Inspection
-
• Particles: >50um • Overflow: > 500um • Sensor: AOI modules • Residue: > 1mm*1mm • Light Source: Customized Light Source • Light Source: Customized Light Source
-
2H, ‘21 2022
-
MARKET Advanced Packaging: InFO, CoWoS, 3D IC Process Particle In-situ Inspection 2D/3D Wafer Metrology System Chemical Overflow In-situ Inspection 7961-SP 7980 7961-UG
Advanced Packaging Testing
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SOLUTION
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TECHNOLOGY
Test Instruments & ATS
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Customized PEU (Power Electronic Unit) ATS
Power Electronics/ EV Testing
- Testing Items: Efficiency, boundary, protection functions, AC charging signals, and CAN communication
Power HIL Testbed
-
Applications: On-board Charger and DC-DC Converter
-
Integration of high power and real-time system
High Precision & Energy Regenerative
Battery Testing
-
Multi-current range: 6V, 100A/50A/25A
-
• Max parallel current up to 1200A
MARKET
2H’21
EV (Charger Station, OBC, DC-DC), Green Energy (ESS, PCS, Battery/Fuel Cell), Server Power, Telecom Power, HV UPS
2022
PEU ATS 8000
OBC and DC-DC Converter Power HIL Testbed
Battery Charge & Discharge Tester 17212M-6-100S
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8620
SOLUTION
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TECHNOLOGY
Test Instruments & ATS
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AR Display Image Quality Test Independent 8K/16K Graphics Core
•
Automated loading and unloading HDMI 2.1: FRL / DSC / VRR / FVA / ALLM
Video Testing • High-precision mechanism DisplayPort 2.0: 20 Gbps / MST / HDR
•
Measurement: Luminance, Chromaticity,
Uniformity, Contrast, Artifacts, Distortion, & MTF
8K x 4K@60Hz /16K x 8K@60Hz
2H, ‘21 2022
MARKET AR Glasses 8K/16K Display
Video Pattern Generator
2238
AR Image Quality Test System DisplayPort 2.0 A223813
76XX Series & HDMI 2.1 A223814
SOLUTION
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Driving Innovation to Success
Thank You!
Get more information by downloading Chroma ATE Solutions APP
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