RITEK — Investor Presentation 2018

Jun 26, 2018

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錸德集團營運發展概況

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錸德主要事業群

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錸德錸德全球分布概況

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光碟本業蘊含的『核心技術』

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• 以錸德核心技術拓展的新事業

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發展中的新事業

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• 奈米壓印技術 Nanoimprint technology

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LED PSS 是拓展Nanoimprint technology新技術領域的第一個產品

目前已穩定出貨，且逐漸做出市場差異化。 後續隨著LED PSS產品大型化、微細化的趨 勢，壓印技術將會是最佳解決方案。

短期目標：以光學及光學鏡頭產品為主，利 用壓印技術生產數十到數百奈米大小的微結 構，達到結構性的抗反射、抗油污與光學指 紋辨識…等產品。

中期目標：用奈米壓印技術生產光波導及繞 射元件產品，應用於AR(擴增實境)產品上； 或是用壓印方式生產Microlens於光學鏡片 用途。

長期目標：利用壓印技術製作特殊大小結構 的生醫晶片。

6” Imprint PSS Products

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Moth eye structure

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OLED 有機發光二極體

產品組合

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Income Statement

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PMOLED 未來來發展

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Bio Disc ⽣生物光碟

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• 半導體製具 Semiconductor appliance 當前錸德在此項半導體製具的高階市場技術領先 主要客戶為國內外一線半導體封裝廠

Solder ball stencil

IC substrate (pinting stencil)

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300GB AD 光碟片 錸德預計七⽉月量量產

2018消費者市場光碟年需求約6-70億片

市場需求遞減率依市場特性不同約12%– 15%

預計至2020約有40-50億片市場 新興市場記錄型光碟片需求遞減速度慢

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WW Demand Trand
12,000 16.00%
14.00%
10,000
12.00%
8,000
10.00%
6,000 8.00%
6.00%
4,000
4.00%
2,000
2.00%
0 0.00%
2013 2014 2015 2016 2017 2018(F)
CN+KR+JP+TW Asia M.E. Africa Europe N. America Latin America Total Decrease ratio
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資料中心冷儲存用超高容量光碟需求正要崛起 根據全球權威分析機構Gartner預測數據提出至2020 年全球數位資訊量將會超過40,000EB

如果僅有1％數位資料備存到光碟，2020將會約有8億 片的高容量光碟的需求(500GB /per disc)。

錸德成為Panasonic海外Archival Disc生產伙伴， 預計七月開始量產300GB AD碟片。

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Source from: Panasonic Optical Disc Data Archiving A New Age of Cold Data — The Storage Revolution Begins Now 2017

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