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MEILOON — Investor Presentation 2021
Nov 25, 2021
52111_rns_2021-11-25_fb8912c2-c931-4473-bd55-7977feca42fb.pdf
Investor Presentation
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Quality • Innovation • Performance • Partnership
美隆工業股份有限公司
2021 法說會報告
Meiloon Industrial Co., Ltd
會議內容
Quality • Innovation • Performance • Partnership
� 公司簡介 總經理林開正 � 公司營運 業務暨研發協理吳堂誌
� 公司營運
� Q&A
Meiloon Industrial Co., Ltd
免責聲明
Quality • Innovation • Performance • Partnership
本簡報及同時發佈之相關訊息內含有從公司內部與外部來 源所取得的預測性資訊。本公司未來實際所發生的營運結 果、財務狀況以及業務展望,可能與這些預測性資訊所明 示或暗示的預估有所差異,其原因可能來自於各種本公司 所不能掌控的風險。
本簡報中對未來的展望,反應本公司截至目前為止對於未 來的看法。對於這些看法,未來若有任何變更或調整時, 本公司並不負責隨時提醒或更新。
Quality • Innovation • Performance • Partnership
美隆公司簡介
Meiloon Industrial Co., Ltd
綱要
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� 重要里程碑
- 全球據點
Meiloon Industrial Co., Ltd
重要里程碑
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Meiloon Industrial Co., Ltd
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美隆全球據點
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U.K.
U.S.A .
Taiwan : China:.
Indonesia :
Meiloon Industrial Co., Ltd. Dongguan Meisin Audio Equipment Co., Ltd. PT. Meiloon Techonolgy Indonesia
Dongguan Meiloon Industrial Co., Ltd ( 於 2021 年完工 )
Meiloon Industrial Co., Ltd
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美隆印尼廠完工
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印尼製造基地完工,將於 2022 年初投入運營
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Meiloon Industrial Co., Ltd
美隆全球工廠產值分布計劃
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產值分布 % 產值分布 %
臺灣桃園廠 臺灣桃園廠
10% 10%
印尼蘇邦廠
10%
大陸東莞
廠
45%
印尼蘇邦
大陸東莞廠 廠
80% 45%
80% 45%
大陸東莞
10% 45%
廠
10% 10%
印尼蘇邦 短期 長期
Meiloon Industrial Co., Ltd
廠
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綱要
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� 美隆公司營運概況
Meiloon Industrial Co., Ltd
公司營運概況
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Y2015-Y2021 REVENUE (M NTD)
4,500
2021 年業務有望回復到 Covid-19
疫情影響前的水平
4,000 4,200
•
持續調整營運以因應大環境的
3,869
衝擊,包括貨櫃、船運、供應鏈
3,500 3,697
3,601 3,600 短缺、成本上漲,以及長短料所
3,445
造成的庫存水位等。
3,000
•
3,000 運營費用將隨著台灣廠及印尼
廠陸續完工以獲得大幅改善。
2,500
•
積極開拓美國基建市場及電信
2,000 局垂直通路,平衡訂單來源,因
Y2015 Y2016 Y2017 Y2018 Y2019 Y2020 Y2021(F) 應後疫情時代的市場變化。
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Meiloon Industrial Co., Ltd
專注深耕聲學市場
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Hi-Fi Car
Audio Audio
Smart
Personal/Home
Audio
Professional
Audio
Meiloon Industrial Co., Ltd
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未來重點市場及銷售區域佔比目標
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REVENUE CONTRIBUTION % Regions America Europe Asia
Asia
Hi-Fi Audio
26%
America
40% Car Audio
Personal/
Home Audio
Europe
34%
Professional Audio
重點市場
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Meiloon Industrial Co., Ltd
綱要
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- 美隆未來產品 / 技術布局
Meiloon Industrial Co., Ltd
新系列
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新系列名叫「 Reserve 」,源自釀酒裡面儲存時間更長的高品質葡萄酒,也是隨著時間更醇厚、變成頂級佳釀的意思,亦喻意了 Reseve 系列的高品質。 Reserve 系列比起旗艦 Legend 系列的型號選擇更加豐富,包括了 2 款書架喇叭 R100 、 R200 , 3 款座地喇叭 R500 、 , 、 R600 及 R700 3 款中置喇叭 R300 R350 及 R400 ,還有一款反射喇叭 R900 ,總共有 9 個型號,更方便組建整套的家庭影院。
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Meiloon Industrial Co., Ltd
Reserve Series
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我們成功的 Power Port Technology 的 最新版本結合了精心設計的端口設計 。 和正在申請專利的新 X-Port 將這些結合起來,您可以獲得流暢、 輕鬆、無失真的低音,而不會產生任 何顫音。
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Polk Audio 專利的 X-Port 技術,中空的吸音管經過特別設計,可以吸 收特定頻率諧震,配合原有的 PowerPort,可以讓低音輸出更加乾 淨,同時提升低頻分析力。
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Meiloon Industrial Co., Ltd
行動藍芽音箱
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美隆與國際車廠合作之最新款行動藍芽音箱
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搭配 2022 年 Nissan 新款 Titan, Frontier 貨卡車銷售
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• 介於車用及室內外行動音響
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2022 Nissan TITAN® Accessory Tailgate Audio
Meiloon Industrial Co., Ltd
車用藍芽音箱
Rugged Portable Design WeatherProof Mounts Secure at car & home
針對車廠要求 , 所設計符合各式環境所需之 耐候性及穩定性產品 , 通過 Nissan 車廠驗證 , Q4 2021 上市銷售
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Nissan Tailgate Audio
Meiloon Industrial Co., Ltd
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兒童教育語音產品
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Honoree
Mom’s Choice Award
Headphones & Personal Audio
2021 Winner
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The screen-free speaker is the first kids’ music/story player with Spotify music and audio book streaming. It features Jooki’s patented NFC-enabled ToyTouch® Technology.
Guided by Montessori education principles, the Jooki connects through WiFi and Bluetooth, helping parents empower their children to develop creativity and emotional awareness through their own access to a wide range of pre-selected songs, music, and stories.
Meiloon Industrial Co., Ltd
專業安裝式喇叭
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Meiloon Industrial Co., Ltd
戶外活動喇叭
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The World’s Loudest Wireless Bluetooth Speaker
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Meiloon Industrial Co., Ltd
Quality • Innovation • Performance • Partnership
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Q & A
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Meiloon Industrial Co., Ltd