AI assistant
LD — Investor Presentation 2020
Dec 29, 2020
52348_rns_2020-12-29_00d625bf-5afa-45b3-b79b-bfe343d0bd30.pdf
Investor Presentation
Open in viewerOpens in your device viewer
==> picture [720 x 196] intentionally omitted <==
----- Start of picture text -----
Innovation Service Quality Sharing
創新 服務 品質 共享
----- End of picture text -----
通嘉科技 2020 年 法人說明會
==> picture [208 x 204] intentionally omitted <==
股票代號 3588
==> picture [720 x 67] intentionally omitted <==
免責聲明
本簡報資料所提供資訊包括前瞻性的看法，這些看法可能因
風險、不確定性與假設等的不同狀況而超出通嘉科技的判斷。實
際結果將可能與此看法有重大的出入。由於這些風險、不確定性
與假設等的不同狀況，本簡報資料中的前瞻性事件與狀況可能不
會依預期發生。讀者不應完全仰賴此前瞻性資訊。
通嘉科技股份有限公司（本公司）已儘可能確保本簡報資料
為正確無誤且並無遺漏及資訊過時。然而，本公司概無就有關資
料之可靠性、準確性或完備性作出任何明示或暗示之聲明或保證
，且對使用本簡報資料任何內容或因倚賴該等內容所採取行動而
直接或間接引致之任何損失概不負責。未經本公司允許的情況下
，不可複製、修改、重新編譯、刪減或傳送本簡報任何內容，或
將任何該等內容做為商業用途。
The Best Company for AC-DC Mid & High Power Application Total Solution
==> picture [720 x 44] intentionally omitted <==
公司簡介
The Best Company for AC-DC Mid & High Power Application Total Solution
關於通嘉科技
成立日期 2003 年 5 月 上市日期 2009 年 8 月 資本額 4.78 億元 (2020.11) 員工總人數 182 名 (2020.11) 主要產品 AC/DC 相關電源管理 IC
The Best Company for AC-DC Mid & High Power Application Total Solution
==> picture [651 x 462] intentionally omitted <==
----- Start of picture text -----
PSR
USB Type-c
自主型
PD
PWM 晶片
電力傳輸協議
SSR
SR
回授型
同步整流器 PWM 晶片
ACDC
中大功率
LLC
最佳完整解
MOS Combo
全諧振
PWM& MOS
架構 決方案公司
集成晶片
PFC+Flyback
PFC
Combo
功率因素
功率因素+
校正
準諧振晶片
----- End of picture text -----
The Best Company for AC-DC Mid & High Power Application Total Solution
瓦數
通嘉主要產品線
一次側(交流電/輸入端)
全諧振轉換(非對稱)
大
~~LLC~~ ~~功率因數校正與準諧振控制集成~~ ~~PFC~~ +QR PFC ~~重載高頻(體積小型化)~~ Hi- 功率因數校正 . Freq (低待機功耗) Hi-V ~~SSR~~ 回授型調變(需光電耦合)
==> picture [85 x 251] intentionally omitted <==
高壓啟動(低待機功耗)
~~PSR~~
小
自主型調變(不需光電耦合) 二次側(直流電/輸出端) 介面控制 同步整流 電力傳輸協議 ~~Interface SR PD~~
The Best Company for AC-DC Mid & High Power Application Total Solution
產品應用市場
==> picture [531 x 433] intentionally omitted <==
----- Start of picture text -----
智慧型手機
智慧音箱 超薄筆電
多口充
Leadtrend
AC/DC
Total Solution
5G/WiFi6 分享器
遊戲機
安全監控系統
多功能事務機
電動工具
掃地機器人
----- End of picture text -----
聯網高畫質電視
==> picture [144 x 91] intentionally omitted <==
----- Start of picture text -----
互聯網機頂盒
----- End of picture text -----
==> picture [138 x 76] intentionally omitted <==
智慧型 LED 照明
==> picture [96 x 70] intentionally omitted <==
==> picture [89 x 15] intentionally omitted <==
----- Start of picture text -----
無線吸塵器
----- End of picture text -----
The Best Company for AC-DC Mid & High Power Application Total Solution
==> picture [720 x 44] intentionally omitted <==
經營實績
The Best Company for AC-DC Mid & High Power Application Total Solution
每季合併營收成長趨勢
2020Q3 Revenue QoQ + 9% 2020Q3 Revenue YoY + 42% 2020Q3 Revenue YTD YoY + 36%
Unit: NT$K
==> picture [706 x 308] intentionally omitted <==
The Best Company for AC-DC Mid & High Power Application Total Solution
合併營收與毛利率
NT$ , thousand
==> picture [700 x 342] intentionally omitted <==
The Best Company for AC-DC Mid & High Power Application Total Solution
本期淨利與每股盈餘
==> picture [104 x 26] intentionally omitted <==
==> picture [708 x 340] intentionally omitted <==
The Best Company for AC-DC Mid & High Power Application Total Solution
==> picture [720 x 44] intentionally omitted <==
合併損益表 QoQ
In NT$ thousand except EPS
Net Sales
Gross Margin
Operating Expense Operating Net Income Net Income before Tax Net Income
EPS
合併 |
損益表QoQ |
|---|---|
| 2020Q3 | QoQ YoY Amount % % Amount % % 356,555 100% 9.0% 274,750 100% 41.5% 111,489 31% 18.8% 95,597 35% 38.6% 94,429 26% 10.3% 89,554 33% 16.3% 17,060 5% 66.3% 6,043 2% 369.5% 15,608 4% 66.1% 8,491 3% 205.4% 11,015 3% 72.7% 9,309 3% 104.4% 0.24 0.17 0.20 0.21 2020Q2 2019Q3 |
| Amount % 388,823 100% 132,492 34% 104,123 27% 28,369 7% 25,928 7% 19,026 5% 0.41 |
The Best Company for AC-DC Mid & High Power Application Total Solution
==> picture [720 x 44] intentionally omitted <==
合併損益表 YoY
In NT$ thousand except EPS
Net Sales Gross Margin Operating Expense Operating Net Income Net Income before Tax Net Income EPS
2020 Q1~Q3 2019 Q1~Q3 YoY Amount % Amount % % 1,038,570 100% 762,102 100% 36.3% 334,548 32% 265,328 34% 26.1% 284,040 27% 253,344 33% 12.1% 50,508 5% 11,984 1% 321.5% 49,967 5% 20,524 3% 143.5% 35,490 3% 14,011 2% 153.3% 0.76 0.30 0.46
The Best Company for AC-DC Mid & High Power Application Total Solution
產品應用趨勢_季
==> picture [706 x 350] intentionally omitted <==
Computer ： NB (Incl. Tablet) / MNT / Printer / PC Power Communication ： NWK / POS / Mobile
Consumer ： TV / Lighting / Game / Appliances / Small Appliances Others ： IPC (Incl. Medical) / Power Tool / Others( 含多口充 )
The Best Company for AC-DC Mid & High Power Application Total Solution
產品應用趨勢_年
==> picture [652 x 349] intentionally omitted <==
Computer ： NB (Incl. Tablet) / MNT / Printer / PC Power Communication ： NWK / POS / Mobile
Consumer ： TV / Lighting / Game / Appliances / Small Appliances Others ： IPC (Incl. Medical) / Power Tool / Others( 含多口充 )
The Best Company for AC-DC Mid & High Power Application Total Solution
==> picture [720 x 44] intentionally omitted <==
==> picture [716 x 269] intentionally omitted <==
----- Start of picture text -----
ACDC
中大功率
最佳完整解決方案公司
----- End of picture text -----
THANK YOU
==> picture [162 x 52] intentionally omitted <==
The Best Company for AC-DC Mid & High Power Application Total Solution