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RECTRON Investor Presentation 2022

Nov 30, 2022

51998_rns_2022-11-30_fa034141-795d-406d-b0ed-b2144dbdc712.pdf

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Rectron Ltd. Dec 2022 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

  • 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. 新市場應用New bule ocean
  • 6. 新產品開發進度及2023年後目標應用Road Map and Target Application
  • 7. Q&A

關於麗正 About Rectron

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4192-2
  • 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

年表 Chronology

www.Rectron.com

各項證書 Certifications

ISO-9001 IAFT-16949 ISO-14001 ISO-45001

麗正全球據點 Global Sales and Factory location

營運概況 State of operation

2022年 前三季分區營收情況 Marketing Analysis | By Territory

財務資訊 Financial Information

单位:千元 unit: thousand NTD

2019 2020 2021 2022.Q3
營業收入(Revenue) 498,284 759,358 745,850 654,308
毛利(Gross Profit) 151,808 295,044 251,630 253,604
毛利率(GP rate) 30% 34% 33% 39%
淨利(Net Income) 441 105,636 84,972 147,950

Product Introduction 產品資訊

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(1KV-16KV)

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

2022 年前三季產品別比例 Product Analysis | By Type

應用分析

Product Analysis | By Application

車規Automotive 25%

新應用市場 New bule ocean

車規應用Product Analysis | Automotive

車規級可靠性實驗室

Hi-Rel screening performed to AEC-Q101 standards

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 DiodeESDTVSMosfet for Automotive

市場方向Direction智能座艙 Smart cockpit

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 DiodeESDTVSMosfet for Automotive and Industrial.

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

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.

市場趨勢Market Trend-儲能產品Energy Storage Products

電池與逆變器環節系統成本占比最高,分別為60%20%, 是產業鏈中高景氣度方向。動力電池企業、光伏逆變器, 迅速切入儲能行業

The system cost of batteries and inverters accounted for the highest proportion, 60% and 20% respectively, which is the direction of high economy in the industrial chain. Power battery companies, PV inverters, quickly into the energy storage industry

機會 opportunity 工控類二極體、靜電保護元 件、蕭特基二極體 、 Mosfet DiodeESDTVSSchottkyMosfet for Industrial.

RD ROAD MAP 2022

NEW Product-ULBF(6A)

  • 表面貼裝式應用整流器 (SMD Rectifier)
  • 正向電流—6A (IFSM-6A)
  • 高浪湧能力 (High Surge Voltage)

10.2*9.8*1.75

NEW Product-Micro SMA

  • 先進的封裝技術提供了一個高效率的 微型,節省空間的表面安裝整流器。 憑藉其獨特的散熱器設計,Micro SMA 具有與SMA相同的熱性能,但占地面 積小50%,並提供超低的厚度1.2 mm
  • Micro Package;3.9*2.1*1.2 mm
  • 50% area

• High efficiency

2022Y Mosfet performance

  • 營收 Sales Statistics(by Nov. 2022)
  • \$300,000 in 2019
  • \$740,000 in 2020
  • \$1,600,000 total in 2021
  • \$3,300,000 total in 2022

  • 70 items in 2021
  • 144 items in 2022

Thank You