RECTRON — Annual Report 2024

Nov 14, 2024

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Rectron Ltd. Dec 2024 麗正國際科技股份有限公司 A Discrete Semiconductor Manufacturer Bridge Rectifiers | ESD Diodes | High Voltage | Recovery Rectifiers | Schottky Diodes | Signal-switching Diodes | Silicon Carbide Schottky | Transistors | TVS Diodes | Zener Diodes | MOSFET

About Rectron / Road Map / Financial Info/ Target Products/ Market

2302.TW

www.Rectron.com

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1. 關於麗正 About Rectron

2. 營運概況 State of operation

3. 財務 Financial Information

4. 產品資訊 Product Introduction

5. 應用市場開發 Application market development 6. 新 產 品開發進度及 2025 年後目標應用 Road Map and Target Application

7. Q&A

www.Rectron.com

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關於麗正 About Rectron

www.Rectron.com

Rectron Ltd. 麗正國際科技股份有限公司

 成立 Established ： 1976.1.23

• 資本額 Capital ： NT$ 16 億元

 董事長 Chairmen ： 林怡岑  總部 Headquarter ： 台北市士林區承德路 4 段 192-2 號  工廠 Factory Locations (1) Tu-Cheng, Taipei, Taiwan 台灣 土城廠 (2) JiaShan, ZjheJiang, China 大陸 浙江廠  主營業項目 Main Business ： Rectifier /Transistor(MOSFET) SiC manufacture &sale 整流器 / 電晶體 / 碳化矽等生產製造及買賣

www.Rectron.com

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年表 Chronology
2005 2013 2020
2001
2023
浙江獲 獲得A公司超過 開始 Mosfet 等新
1985 成立浙江
得 250萬單位訂單 料並獲得韓國 S 印度與台灣品牌
1976 股票上市 工廠
Rectron Certified 公司充電器訂單 電動機車量產。
麗正成立 Listed on Setup
Zhejiang Supplier to A MOSFETS Mass production
Rectron Ltd Taiwan Rectron
of electric vehicles
Certified company with Certified with S
established stock (Zhejiang)
for over 250M units company Mobile by India and
in Taiwan exchange LTD
Taiwanese brands.
ISO14000 in the field Charger.
1970 1980 1990 2000 2010 2020
浙江獲得 浙江獲得 浙江獲 TS16949 獲得 A 公 獲得韓國二大汽車 浙江二廠正式建置
Rectron Zhejiang Zhejiang 得 Upgraded 司 8 個新 與中國電動車廠 預計 2025/Q2 量產
Certified for ISO- factory Rectron to 料訂單 BCM 系統驗證與訂 The second plant in
9001 & QS9000 upgraded Zhejiang IATF16949 MOSFETS 單 Zhejiang started up
2003 ISO9001 / Certified 2016 & Diode Rectron has received and is expected to
TS16949 for Version Certified BCM system be in mass
to 2009 OHSAS18 2018 with A certification and production in
version 000 company orders from South 2025/Q2.
2008 2012 Mobile Korea’s car and 2024
Charger. China’s car.
2021 2022
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www.Rectron.com

各項證書 Certifications

ISO-9001

IATF-16949

ISO-14001

ISO-45001

www.Rectron.com

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麗正全球據點 Global Sales and Factory location
浙江 組裝 配二廠
Zhe Jiang 2rd..
Assembly Line
浙江 組裝 配一廠
歐洲 Icarus 代理 Zhe Jiang 1st.
Assembly Line
韓國 Korea GL 代理
日本 Toki &
Furtutaka 台灣總部
香港
Willas HK 台灣 Arrow Taipei, Taiwan
印度辦事處 Headquarters
Rectron India
新加坡 Rectronix
土城工廠
New Taipei, Taiwan
Factory / HQ
Regional Office
美國公司
Rectron USA Sales
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www.Rectron.com

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營運概況 State of operation

www.Rectron.com

2024 年 前三季分區營收情況 Marketing Analysis | By Territory

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HK, 1.6% Japan, 1.3% Europe, 0.9%
Taiwan, 1.2%
2024Y Revenue:
Southeast Aisa, 2.1%
China, 14.0%
USA, 40.2%
India, 17.5%
Korea, 21.3%
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www.Rectron.com

2024 年 前三季分區銷售數情況 Marketing Analysis | By Territory

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Southeast HK Japan 2024Y Q’TY
Aisa 1% Europe
1%
China
2% 1%
14%
Taiwan
1%
India
7%
Korea
24%
USA
49%
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www.Rectron.com

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財務資訊 Financial Information

www.Rectron.com

單位 : 千元 unit: thousand NTD

麗正國科技及子公司合併財務資訊 RECTRON LTD AND SUBSIDIARIES Consolidated Financial Information 單位 : 新台幣千元，每股盈餘除外。 (Expressed in Thousand of New Taiwan Dollars ("NTD") Except for Per Share Amounts and Shares Outstanding)

Item	2020	2021	2022	2023	前3季 For the Nine Months Ended September 30	前3季 For the Nine Months Ended September 30
					2023	2024
營業收入 Revenue	759,358	745,850	877,633	716,545	572,955	552,477
毛利率 Gross Profit Rate	39%	34%	39%	36%	35%	36%
每股盈餘 EPS	0.64	0.51	1.06	0.52	0.48	0.38

www.Rectron.com

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Product Introduction 產品資訊

www.Rectron.com

產 品線介紹 (Product Instruction)

分離式器件 Discrete rectifiers

玻璃內鈍化晶粒 Glass passivated

蕭特基 Schottky(20-200V)

快恢復 Fast recovery(20-500ns) 高壓 二極管 High Voltage(1KV16KV)

功率二極管 Power Diodes

10A 安培 – 50A 安培

旁路二極管 Bypass Diodes

橋式整流器 Bridge rectifiers

雙列直插 DIP/ 單列直插 SIP, 迷你橋 mini-dip

0.5A - 35A單列 橋式整流器 single in line bridges

玻璃內鈍化晶粒 Glass passivated

瞬間電壓抑止器 TVS/ 靜電保 護 Zeners/ 穩壓管 ESD

400 – 5000W 瞬間電壓抑止器 TVS 200mW – 5W 靜電保護 Zeners

低容抗靜電保護陣列 Low Cap. ESD Arrays

電晶體 Transistors

溝槽式場效電晶體 Trench MOSFET

• Low rdson & Cg

• 2 to 10mΩ

• 高電壓第三代場效電晶體 High MOSFET

• 600V to 800V

• 5 to 17A

PNP/NPN & 達靈頓 Darlington

• 小訊號 signal & 功率 power

• 碳化矽蕭特基 SiC Schottky

• 600V to 1700V

• 6 to 78A

www.Rectron.com

2024 年 前三季產品別數量比例 Product Analysis | q’ty By Type

2024 年 前三季產品別營收比例 Product Analysis |Revenue By Type

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AXIAL 10%
OTHER 0.1%
BRIDGE 3% OTHER, 0.35% AXIAL, 12.46%
BRIDGE, 10.04%
MOSFET 7%
MOSFET,
16.78%
SMD
79.9%
SMD, 60.36%
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www.Rectron.com

應用分析 Product Analysis | By Application

商規 CONSUMER 45%		工控 INDUSTRIAL 25%		車規 AUTOMOTIVE 26%		其他 OTHER 4%
				28%

www.Rectron.com

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應用市場開發 Application market development

www.Rectron.com

車規應用 Product Analysis | Automotive

車規級可靠性實驗室

Hi-Rel screening performed to
AEC-Q101 standards

www.Rectron.com

市場方向 Direction- 電動車應用 EV Car

新能源車三電系統 EV Car EIC system 1. 電池 Battery

2. 電驅系統 Motor 3. 電控系統 Electronic control

機會 opportunity: 、 車規二極體 車規靜電保護 、 元件 車規 Mosfet 、 Diode 、 ESD 、 TVS Mosfet for Automotive

www.Rectron.com

市場方向 Direction 智能座艙 Smart cockpit

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電動化、智慧化相互融合的智能車，已是未來發展趨勢。 2020 年全球智能座艙市場規模已超過 440 億美元，預計 2025 年將上看 738 億美元 Smart cars, which integrate electrification and intelligence, are already the future development trend. The global smart cockpit market has exceeded US$44 billion in 2020, and is expected to reach US$73.8 billion in 2025.

機會 opportunity a. 車規二極體 、 車規靜電保護元 、 件 車規 Mosfet b. 工控類 產 品 、 、 、 Diode ESD TVS Mosfet for Automotive and Industrial.

www.Rectron.com

市場方向 Direction- 車身控制 BCM(Body control module)

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未來車電方向 BCM future: 模組化 Modularity 網路通信 Network 電子數位 Digit

電子設備的功能越來越多都需要通 BCM 來實現，使得 BCM 功能更加強大； 各電子設備之間的資訊共用越來越多， 一個資訊可同時供許多部件使用，要 求 BCM 的資料通信功能越來越強。 More and more functions of electronic equipment need to be realized by BCM, which makes BCM function more powerful; more and more information is shared between electronic equipment, and one information can be used by many components at the same time, requiring the data communication function of BCM to be more come stronger.

www.Rectron.com

市場方向 AI

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機會 opportunity: 、 、 二極體 靜電保護元件 Mosfet 、 Diode 、 ESD 、 TVS Mosfet

www.Rectron.com

主客 戶 群 Major Customers

Automotive Customers

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www.Rectron.com

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www.Rectron.com

RD ROAD MAP 2024-2027

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ESD
DFN1006/DFN0603
ESD DFN2510 1v4 ESD Low CJ（0.1pf） Snapback ESD
LOW VF
SOD323/DFN1610 SOD523/DNF1006
DFN1006WF
1/2A LOW VF SKY 0.5A LOW VF SKY
SURGE
SUPPRESSOR
BRIDGE SERIES
MOS 0.8/1A
GaN MOSFET DFN8X8 LFPACK56
SiC MOSFET 1700V/25m.ohm
120/180 m.ohm/650V LFPACK33
NEW
package
ULBF (LOW VF) SMAHE JDBF
TSS series
SMA/SMB
SMBF/SMCT
Solar
SPKC1645F High Tj LOW IR High power solar diode30-50A
2024 2025 2026 2027
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www.Rectron.com

DFN1006WF新封装推荐 / DFN1006WF new package introudce

DFN1006WF ，可取代 SOD923 ，目前開發 low vf sky 產品。 DFN1006WF， can replace SOD923 ， we now have low vf sky product 。

特點：相比 DFN1006 更好的上錫效果且利於客戶 AOI 設備檢測。 Feature ： It will have a better soldering performance than DFN1006 and easy to have the AOI visal test 。

www.Rectron.com

SMB系列放電管規格推薦 / SMB Sidactor :

Spec	PKG	TJ(℃)	lDRM@VDRM Max	lDRM@VDRM Max	VS@IS Max	VS@IS Max	VT@IT Max	VT@IT Max	IHMax	Co Max	Ipp 8/20µs	Ipp 5/320us	Rating surge Voltage 10/700µs
			(μA)	(V)	(V)	(mA)	(V)	(A)	(mA)	(pF)	(A)	(A)	(KV)
P0060CB	SMB	150	5	6	25	800	4	2.2	15	100	400		6
P0640CB	SMB	150	5	58	77	800	4	2.2	150	100	400		6
P2300BB	SMB	150	5	190	260	800	4	2.2	150	45	300		6
P2300DB	SMB	150	5	190	260	800	4	2.2	150	70	800
P3100BB	SMB	150	5	275	350	800	4	2.2	150	60	280		4
P3100CB	SMB	150	5	275	350	800	4	2.2	150	60	400		6

www.Rectron.com

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SMAHE-C new package

 貼片二極體小型化替代 / Surfacemount small device to replace : SMAF/SMA/SMB→SMAHE-C

SMAHE	SMAF	SMA	SMB
5.02.51.0	4.62.51.1	5.02.52.0	5.33.652.3

• 更小的封裝體積 / Smaller pakcaging size

• 更低的封裝應力 / Lower packaging stress

• 更低的加工應力 / Lower processing stress

• 更低的加工應力 使用如下推薦焊盤，散熱更好：

produt	SMAHE	SMAF	SMA	SMB
Solder pad

using bellow reconmeded solder pad for better heat dissipation

www.Rectron.com

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JDBF new package

 大功率器件貼片化替代 / High power SMD packge ：Axial DO-201AD4→JDBF1

• ULBF升級款，IO最大25A / ULBF upgrade ，Io max. 25A。

20.4203.8
	型号 Type	电流 Io	电压 VRRM	IFSM
	JDBFC04B~JDBFC04M	4A	100V~1000V	150A
	JDBFC06B~JDBFC06M	6A	100V~1000V	150A
	JDBFC08/10B~JDBFC08/10M	8A/10A	100V~1000V	180A
	JDBFC15B~JDBFC15M	15A	100V~1000V	250A
	JDBFC25B~JDBFC25M	25A	100V~1000V	270A

www.Rectron.com

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浪涌抑制器 Surge Suppressors

• Surge suppressor product is an integrated rectifier bridge and TVS product, which adds surge suppression function on the basis of the original rectification function. It can effectively protect the downstream electronic circuit from various surge pulses while meeting the rectification work；

• Compared with the traditional combination of rectifier bridge and TVS (or rectifier bridge+varistor), it has low space requirements and light weight, and can achieve higher integration on a unit area circuit board, making the end product lighter and lower in cost; At the same time, end customers can reduce production processes, lower welding defect rates, lower production costs, and improve production efficiency during SMT automation production。

• The electrical schematic diagram is shown in the following figure:

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浪涌抑制器
传统应用
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www.Rectron.com

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浪涌抑制器 / Surge Suppressors

 外觀結構 / out look and structure：

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封裝
外觀 / out look picture 結構 / internal structure 焊接面 / solder pad
package
MBST
UMBT
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www.Rectron.com

浪涌抑制器 Surge Suppressors

 產品項目 / product list：

Rectifier Spec	IF	0.8A	0.8A	0.8A	1.0A	1.0A	1.0A
	VR	50~1000V			50~1000V
TVS Spec	PPPM	200W	400W	600W	200W	400W	600W
	规格	5.0CA~440CA 6.8CA~600CA	5.0CA~440CA 6.8CA~600CA	5.0CA~150CA 6.8CA~170CA	5.0CA~440CA 6.8CA~600CA	5.0CA~440CA 6.8CA~600CA	5.0CA~150CA 6.8CA~170CA
MBST		√	√	√	√	√	√
UMBT		√	√	√	√	√	√

www.Rectron.com

Thank You

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www.Rectron.com