RITEK — Investor Presentation 2020

Dec 18, 2020

股票代號：2349

錸德集團 2020法人說明會 2020/12/18

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免責聲明

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• ☑ 簡報資料由錸德集團（以下稱「本集團」）製作，且未經獨立查證。 本簡報資料所提供資訊，包含前瞻性看法以及展望，反應本集團截至 目前為止對於未來的看法。這些前瞻性看法及展望可能因各種無法掌 控的風險、不確定與不同假設等狀況而超出本集團的判斷，導致實際 結果將可能有所出入或是不依預期發生；讀者不應完全依賴此簡報資 訊做其投資決策。

• ☑ 對於簡報中的內容，未來若有任何變更或調整，本集團不負責隨時提 醒、更新或更正。本集團及其任何關係企業、顧問或代表人對於本資 料中所呈現或包含之任何資訊造成的任何損失概不負責。本資料中呈 現或包含之資訊可不經通知加以變更，且不保證其正確性。

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Agenda

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☑ 錸德集團發展趨勢

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☑ 儲存產業

☑ 微結構產業

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☑ 健康產業

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錸德集團發展趨勢

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2010-2020 核心技術延展

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半導體
光碟
遮罩
奈米壓印 生物光碟
OLED 面板 太陽能
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2021-2025 聚焦三大利基產業

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儲存產業

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資訊儲存 能源儲存

微結構產業

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顯示器/照明
光學
半導體製具
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健康產業
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智慧醫療 醫材 娛樂文創

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儲存產業

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資訊儲存 - 全球唯一記錄光碟全產品

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 全球唯一 CD-R至AD皆已量產銷售的光碟製造廠  錸德積極朝向Archive儲存需求的B2B市場發展

資訊儲存 - 產業可能的轉變

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• 明年上半年原物料供給可能的短缺？

• 碟片市場供需及原物料供需的多角拉鋸戰！

• 原物料短缺後所帶來的產業轉變？

• 高階市場技術輸出的來源減少！

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供給 需求
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能源儲存 - 錸德產業供應鏈位置

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阻水模組
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太陽能

• •錸德模組年產能:高效 ( PERC)模組 100 MW

• 與工研院共同發展差異化專利太陽能模組

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模組
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系
統
安
裝 與 維運
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•
公有房舍案主要參與廠商，有機會成為台灣
太陽能
具公有電廠數量最多的純電廠單一公司。
電廠 •
目前設置容量約50MW
延
伸
拓 鋰電池 •動力型/儲能櫃鋰電池模組及系統發展動力型/儲能櫃鋰電池模組及系統發展/儲能櫃鋰電池模組及系統發展儲能櫃鋰電池模組及系統發展
展
•
模組 工業用UPSUPS鋰電池專案進入出貨階段
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鋰電池 •動力型/儲能櫃鋰電池模組及系統發展動力型/儲能櫃鋰電池模組及系統發展/儲能櫃鋰電池模組及系統發展儲能櫃鋰電池模組及系統發展
•
模組 工業用UPSUPS鋰電池專案進入出貨階段
電池組電芯組裝
綠
•
政府再生能源發展條例
能
•
完 儲能櫃 整合再生能源
善
•
系統 輔助廠區設施
•
優化電費支出
•
支援電網應用
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鋰電池模組櫃測試區

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能源儲存 - 綠能發展最後一塊拼圖？

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再生能源發展
條例
☑ 10%契約容量
•
支援電網應用 輔助廠區設施
☑ 需量反應 ☑ 緊急備用電源
☑ 輔助服務 ☑ EV充電站
• •
優化電費支出 整合再生能源
☑ 削峰填谷 ☑ 太陽能自發自用
☑ 負載轉移 ☑ 微電網
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微結構產業

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微結構產業 - 半導體

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• ☑ 錸德半導體遮罩治具在高階市場營收與市佔率持續攀高

• ☑ 主要產品及客戶

• IC封裝遮罩 （一線半導體封裝廠植球鋼板）

• IC載板遮罩 （PCB擲球及印刷錫膏鋼板）  Mini/Micro LED遮罩

• 醫療用相關

Solder Ball Stencil

IC Substrate (Pinting Stencil)

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微結構產業 - 光學

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光學元件

• ☑ DOE繞射元件

• ☑ AR光波導鏡片

• ☑ 金屬線柵偏極片

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半導體元件

• ☑ 奈米圖案化藍寶石基板

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微結構產業 - 顯示器

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PMOLED 將朝向 、 5G網通、AIoT 醫療產品顯示螢幕 等利基領域發展

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醫美光療 獲得產業 創新平台特案補助 投入OLED美顏面 罩開發計畫

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高效能顯示器發展 錸寶＋Micro/Mini LED晶粒

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健康產業

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健康產業

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智慧醫療

• 日照服務

• 居家照服

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娛樂文創

• 美軍俱樂部（黑膠故事館）

• 草山小鎮

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醫療材料

• Ozone醫材

• 微流道醫材

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