RECTRON — Investor Presentation 2021

Dec 14, 2021

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Rectron Ltd. Dec 2021 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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關於麗正 About Rectron

www.Rectron.com

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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: Tu-Cheng, Taipei, Taiwan 台灣 土城廠 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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2020 2001 2005 開始 Mosfet 等新料並 成立浙江工廠 浙江獲得 獲得韓國 S 公司充電器 1976 Setup Rectron Rectron Zhejiang Certified for 訂單 1985 麗正成立 (Zhejiang) LTD ISO14000 MOSFETS Certified with 股票上市 2008 Rectron Ltd S company Mobile Listed on Taiwan stock 浙江獲得 established in Charger. Taiwan exchange Zhejiang factory upgraded ISO9001 / 1970 1980 1990 2000 2010 TS16949 to 2009 version 2020 2021 浙江獲得 獲得 A 公司 8 個 Rectron TS16949 Upgraded to 浙江獲得 新料核可 Zhejiang IATF16949 2016 Rectron Zhejiang Approved 8 Certified for Version Certified for ISOitems(including 2018 OHSAS18000 9001 & QS9000 4 mosfet) in A 2012 獲得A公司超過 2003 company 250萬單位訂單 Certified Supplier to A company with over 250M units in the field 2013

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ISO-9001 IAFT-16949

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ISO-14001 ISO-45001

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浙江 組裝 配廠
歐洲 Icarus 代理 Zhe Jiang
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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2021. 前三季分區營收情況 Marketing Analysis | By Territory

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中國
美國
China, 28%
USA, 38%
台灣
Taiwan, 10% 印度
India, 4%
韓國
Korea, 7% 歐洲 Europe, 5%
HK, 2% 日本
Singapore, 4%
Japan, 2%
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Financial Information 財務資訊

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主要財務資訊(Key Financial Information)
NT ,000201920202021 Q3
營業額(Revenue)498,284759,358563,160
營業毛利(Gross Profit)151,808295,044187,668
毛利率(GP rate)30%39%33%
營收結構(Revenue Structure)
NT,000201920202021 Q3
二極體(Discrete)463,307488,722485,595
-
醫療器材(medical device)235,08052,241
其他 (others)34,97735,55625,324

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Product Introduction 產品資訊

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產 品 線 介 紹 (Product Instruction)

分離式器件 Discrete rectifiers

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玻璃內鈍化晶粒 Glass passivated

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蕭特基 Schottky(20-200V)

快恢復 Fast recovery(20-500ns)

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高壓 二極管 High Voltage(1KV16KV)

功率二極管 Power Diodes

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10A 安培 – 50A 安培

旁路二極管 Bypass Diodes

橋式整流器 Bridge rectifiers

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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

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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

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• 600V to 800V

• 5 to 17A

PNP/NPN & 達靈頓 Darlington

• 小訊號 signal & 功率 power

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2021前3季產品別比例 Product Analysis | By Type

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其他 Other
6%
表面封裝 SMD
橋堆 Bridge
50%
25%
軸式 Axial Lead
11% MOSFET
8%
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Diodes & Rectifiers 分離式氣件

橋堆 Bridges (0.5A - 35A)

肖特基 Schottky (20-200V)

快回復 Fast recovery (20500ns)

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高電壓 High voltage (1KV16KV)

超快回復 FRED Rectifiers

Glass passivated 碳化矽 Power diodes (10A–50A) 蕭特基 SiC Schottky 650V–1700V, 2A-40A TVS / ESD / Zeners 穩壓管等

400 – 5000W TVS 200mW – 5W Zeners Low Cap. ESD Arrays

Transistors 電晶體等

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- 金属 氧化层 半导体场效晶体管 MOSFET Signal & Power PNP/NPN

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Darlington

S-Trench MOSFET 電晶體等 低導通電阻 Low rdson x Cg(FoM) 1 to 10mΩ ; 30-100V Compare to: STripFET™ Power Trench, OptiMOS™

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HV Gen3 MOSFET 電晶體等 600V to 800V 5 to 17A, low rdson Compare to: CoolMOS™

新產品 New Product Line

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應用分析

Product Analysis | By Application

商規 CONSUMER 57%		工控 INDUSTRIAL 17%		網通 TELECOM 5%		照明 LIGHTING 3%

車規

Automotive

18%

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車規應用 Product Analysis | Automotive

車規級可靠性實驗室 Hi-Rel screening performed to AEC-Q101 standards

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主客戶群 Major Customers

Automotive Customers

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www.Rectron.com

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FRED 1400V FRED 1700V
SiC 1200V SiC 1700V SIC MOSFET 1200V （ 40A/60A/90A)
New product
Research Ultra-thin GPP
SOD323F SOD323 heat sink
New Package UMBF AK 5G mini218
SLIMPAQ SLIMPAQL
2021 2022 2023 2024
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www.Rectron.com

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碳化硅 Mosfet SIC Mosfet voltage 1200V， with 30Ampere -90A

碳化硅蕭特基 SIC Schottky Voltage ： 600V- 1200 V Ampere : 5~20 A

太陽能特別封裝 Solar speical package low Vf with 15-20A

Trench Mosfet 溝槽式場效電晶體 Voltage: 30~650V, Schottky low Vf and 200voltage TVS for differentpackage

電動車市場 Electric Car in Korea ， China ， India ， Vietnam （ including 2 wheeles ）

工業控制電源，智能穿戴 人工智能應用 Industry power supply ，AR。。 AI Application-TWS 。

標準式和低壓降橋堆 Bridge 50V-1400V Bridge with low Vf 0.95 with 800V Three-phase bridge

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www.Rectron.com

www.Rectron.com