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Scientech Investor Presentation 2021
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(3583)
2021/4/13
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Safe Harbor Statement
This Presentation contains certain forward-looking statements that are based on current expectations and are subject to known and unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements.
Except as required by law, we undertake no obligation to update any forward –looking statements, whether as a result of new information, future events or otherwise.
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Scientech Corp (3583: TT)
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Organization
Scientech
Equipment M’fg
General Admin.
Wafer Reclaim
New Projects
Semi / Opto / Biotech
China Offices
USA Office
Europe Office
Taiwan Offices
S’pore Agent
Korea Agent
Japan Agent
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Business
Overview
Income Statement
| Units：NT $ M | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 |
|---|---|---|---|---|---|---|
| Revenues | 2,942 | 3,495 | 3,539 | 3,988 | 3,949 | 3,580 |
| Gross Profit | 903 | 1,178 | 1,251 | 1,448 | 1,384 | 1,456 |
| Operating Expenses | 779 | 835 | 829 | 935 | 997 | 991 |
| Operating Income | 124 | 343 | 423 | 514 | 387 | 465 |
| Other Income and Expenses | (6) | 21 | (8) | 26 | 16 | (76) |
| Income Before Tax | 119 | 363 | 415 | 540 | 403 | 389 |
| Net Income | 86 | 292 | 328 | 418 | 323 | 305 |
| EPS | 1.06 | 3.6 | 4.05 | 5.16 | 4.02 | 3.80 |
| Gross Margin | 30.69% | 33.71% | 35.36% | 36.32% | 35.05% | 40.67% |
| Operating Margin | 4.23% | 9.80% | 11.95% | 12.88% | 9.81% | 12.99% |
| Income Before Tax margin | 4.03% | 10.40% | 11.72% | 13.54% | 10.22% | 10.87% |
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Business
Overview
Products Mix
| Units：% | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | Gross Margin |
|---|---|---|---|---|---|---|---|
| Trading | 59 | 51 | 54 | 57 | 59 | 58 | Below Average |
| Manufacturing | 41 | 49 | 46 | 43 | 41 | 42 | Above Average |
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Business
Overview
R&D Expenses
| Units：NT $ M | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 |
|---|---|---|---|---|---|---|
| R&D Expenses | 196 | 226 | 228 | 246 | 246 | 248 |
| Expenses as % of Revenue | 6.66% | 6.47% | 6.44% | 6.17% | 6.23% | 6.93% |
Chart: R&D
| Category | R&D Expenses | Expenses as % of Revenue |
|---|---|---|
| 2015 | 196.0 | 0.0666 |
| 2016 | 226.0 | 0.0647 |
| 2017 | 228.0 | 0.0644 |
| 2018 | 246.0 | 0.0617 |
| 2019 | 246.0 | 0.0623 |
| 2020 | 248.0 | 0.0693 |
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Products
What We Do
Industries which we serve:
Semiconductor (Front-End and Advanced Packaging)
Compound Semiconductor
LED / Mini LED / Micro LED
Flat Panel Display (TFT-LCD, AMOLED, Touch Panel)
Solar Cell / Battery
Biotech / Chemistry Analysis / Scientific Instrument,…
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Products
Product and Technology
Wet-Process Tools
Wafer Temporary Bonding Debonding System
SEMI / Compound / LED
Equipment Design
M’fg
Wafer Reclaim Service
Representative / Distributor
Semiconductor
Compound SEMI
LED / Micro LED
Flat Panel Display
Solar Cell / Battery
Biotech
Scientific Inst.
12” Si Wafer
6” SiC Wafer
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Products
Wafer Reclaim Service
Scientech Corp.
12” Wafer Reclaim
Capacity: 120K / Month
Cu and Non-Cu Process
SiC Post Slicing Process and Reclaim
Capacity: 3K / Month
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Products
Wet Process Equipment
Scientech Corp.
Wet-Bench / Single-Wafer Wet Process Equipment
Applications:
Advanced Packaging Process
Semiconductor Front-End Process
Compound Semiconductor
Microelectromechanical Systems (MEMS)
High-End LED Fully-Automatic Advanced Process
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Products
Temporary Bonding Debonding System
Scientech Corp.
Temporary Bonding Debonding System (TBDB)
Application: IGBT Power Device, Advanced Packaging for Semiconductor and LED
Temporary Bonding System
Temporary Debonding System
Release Layer Formation System
Carrier (Glass) Recycling System
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Products
Trading
(Agent/Distributor)
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跨足各個市場，降低營運風險。
美國、德國、日本、韓國等約40家設備或材料之亞太獨家代理商。
，與供應商建立長期之伙伴關係。
Future
Prospect
The Growing Market
In the next 10-20 years, the overall semiconductor industry will grow 5%-6% (CAGR) which is over than the global GDP growth rate 2.5%-3%
The continuous development of 12” semiconductor advanced process
Front-End : 5nm、3nm、2nm、1nm、
Advanced Packaging : Fan-Out、CoWoS (2.5D)、SoIC(3D)、etc.
The continuous expansion of China semiconductor fabs in recent years
The demand of 8” semiconductor fab is higher than the supplying capacity
Compound semiconductor :
The investments of electrical car and 5G are growing tremendously
The third generation of semiconductor arises. The demand of high power and high frequency semiconductor are growing rapidly.
The new application of Mini LED & Micro LED starts and it will lead the LED industry grows again.
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Q & A
Thank You!