Scientech — Investor Presentation 2017

Dec 13, 2017

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辛耘 (3583)

2017 年 12 月 13 日

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免責聲明

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• 本簡報可能包含對於未來展望的表述。該類表述是基於對現況的預期， 但同時又受限於已知或未知的風險與不確定性的影響。因此實際結果將 可能不同於表述內容。

• 除法令要求外，公司並無義務因應新資訊的產生或未來事件的發生，主 動更新對未來展望的表述。

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基本資料

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成立時間 1979/10/17 上市時間 2013/3/12 資本額 8.11 億元 董事長 謝宏亮 總經理 許明棋 主要業務 自製設備、晶圓再生、設備代理

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營運概況

主要產品

未來展望

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營運概況

簡明損益表

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單位：百萬	2013	2014	2015	2016	3Q17	1Q~3Q17
營業收入	3,068	2,717	2,942	3,495	885	2,428
營業毛利	983	970	903	1,178	335	864
營業費用	629	673	779	835	215	611
營業淨利	354	297	124	343	120	253
營業外收入及支出	(26)	20	(6)	21	(15)	(26)
稅前淨利	328	317	119	363	105	227
本期淨利	249	246	86	292	86	177
EPS(元)	3.11	3.04	1.06	3.60	1.06	2.18
毛利率	32.04%	35.71%	30.69%	33.71%	37.91%	35.60
營業淨利率	11.53%	10.93%	4.23%	9.80%	13.62%	10.44%
稅前淨利率	10.69%	11.68%	4.03%	10.40%	11.86%	9.33%

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營運概況

產品組合

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單位：%	2013	2014	2015	2016	1Q~3Q17	毛利率
代理	59	50	59	51	52	低於平均
製造	41	50	41	49	48	高於平均

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營運概況

研發費用

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單位：百萬	2013	2014	2015	2016	1Q~3Q17
研發費用	131	160	196	226	171
研發費用 佔營業收入比重	4.27%	5.89%	6.66%	6.48%	7.06%

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主要產品

半導體暨光電
製程及量測設備

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濕製程設備

自製 設備 設備 晶圓 代理 再生 12 吋晶圓再生

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主要產品

自製設備

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 濕製程設備

• 單晶圓 / 批次濕式製程設備

、  12”/8” 先進封裝製程 ( Fan-out 、 、 Solder Bump Copper Pillow 、 、 Bumping Gold Bump RDL 、 TSV … 等 )

• 6”/8”/12” 半導體前段成熟特殊製 、 、

• 程 (IoT Sensor Power IC 、 、 、

• FP sensor RF CMOS Touch 、

• Controller MEMS)

• HBLED 全自動前段製程 for 背 光與照明

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• III-V 族 for 無線通訊高頻 IC

• (PA 與射頻 IC)

• MEMS 微機電

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主要產品

晶圓再生

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 Scientech Corp.

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• 12” 晶圓再生

• 月產能 : 12 萬片

• 銅製程與非銅製程產線 分離

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設備代理

主要產品

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多領域
獨家代理
應用
長期伙伴
關係

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未來展望

既有領域持續延伸

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濕製程設備 ------------------- 前段濕製程設備 自製 晶圓承載設備 全譜質譜儀 設備 設備 晶圓 代理 再生 半導體暨光電 12 吋晶圓再生 製程及量測設備 --------------------------------------- AMOLED SiC 晶圓再生

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AMS-200-1 inTrap MALDI Mass Spectrometer

- 分析範圍 : 500 500kDa 解析度 : 10Da@100kDa 精度 : 100Da@100kDa ( 於整體蛋白質分析 )

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高度整合的質譜平台

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AMS-200-1

Without any external pump & gas cylinder, all modules are consolidated in a desktop !

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體積 : 60 cm 寬 x 50 cm 深 x 50 cm 高 重量 : < 40 Kg

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緊緻 & 獨創

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High-precision miniature assembly of all-homemade key components ---

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多樣品進樣 ! 高精度 質量分析器 ! 3D- 列印 克努森流體 氣流噴嘴 ! & 高感度 電荷偵側 !!

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電荷感應式粒子偵測器

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“Very-Simple” proprietary charge detector … no HV bias, no high vacuum required ! ( 解析能力 : 10Da@100kDa)

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相位調製離子阱分析平台

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Versatile waveform via ion-trap dynamics for proprietary mass spectrometry ---

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頻率抖動 ~ 1e-4 !!

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寬廣且線性的質量分析

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Uncalibrated MALDI ion trap mass spectra of (a) insulin (5808 Da), (b) bovine serum albumin (BSA, 66.5k Da), and (c) immunoglobulin G (IgG from bovine serum, ~160k Da, Sigma-Aldrich). The mass spectra use unstable ejection with the main RF phase scan.

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Robust extension of mass range over 3 orders of magnitude … - 500 500kDa !

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生物製藥 / 奈米材料 市場

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High-resolution intact protein analysis

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+ 溶菌酶 (14.3kDa) 金原子 (197Da x n)

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High-resolution intact protein analysis 溶菌酶包覆金原子簇 (Lys-AuNCs) 以做為功能性奈米材料

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解析度 : 10Da@100kDa : 精度 100Da@100kDa

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簡報結束
  謝謝！

Q&A

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