DAVICOM — Investor Presentation 2017

Dec 13, 2017

Davicom Semiconductor, Inc.

(Ticker Symbol: 3094)
Investor Conference

Held by Reliance Securities Co., LTD.
Dec. 14, 2017

Agenda

Company Profile

Operation in Retrospect
Financial data of 2017
Operation in Prospect
Product Development
Business Development

Agenda

Company Profile

Operation in Retrospect
Financial data of 2017
Operation in Prospect
Product Development
Business Development

Worldwide Headquarters

Located at Hsinchu Science Park, Taiwan, R.O.C.

Facts Briefing

100+
and Solution Provider
Ethernet, Video Decoder, E-Paper Display Driver and SoC

Core Technology

Microprocessor
& MCU

Mixed Signal

Product Portfolio

Ethernet

E-Paper Display Driver (EPD)

SoC

Video Decoder (VD)

Agenda

Company Profile

Operation in Retrospect
Financial data of 2017
Operation in Prospect
Product Development
Business Development

Operation in Retrospect, 1/2

Upholding the pragmatism and prudent business management, to pursue a high margin of business, as running Ethernet as a core business

Highlights…
Ethernet IC deployed to the smart grid in Korea
VD IC adopted by a well-known truck maker in Germany
EPD IC applied by the pre-paid card with display, “iPASS”

Operation in Retrospect, 2/2

Revenue and Profit

            Q3 / 2017           Q1~Q3/2017

Revenue NTD 80,380K NTD236,119K
Gross Margin 69% 69%
Operating Income NTD 15,237K NTD 44,421K
Earning After Tax NTD 18,165K NTD 43,657K

Agenda

Company Profile

Operation in Retrospect
Financial data of 2017
Operation in Prospect
Product Development
Business Development

Operation in Prospect, 1/2
Product Development
Fulfillment of harsh environment and low-power requirement
Under-Development: Segment & Graphic EPD IC
In-Plan: VD & Ethernet IC toward Automotive-Electronics
Application System Development
IoT low-power sensor networking system
Application-driven convergence for ESL System, Warehouse Management, and Smart Agriculture

Operation in Prospect, 2/2

Business Development

Expansion of System Solution Providers
IoT Application Systems
Automotive-Electronics Domain
Engagement with System Integrators
ESL System (120M pcs of ESL Tags f’cst WW 2018)
Warehouse/Logistics Management
Smart Agriculture

Electronic Shelf Label

Wireless to Ethernet Solution

EPD Solution for ESL (電子貨架標籤)

Live Demo

Connectivity Beyond Limits