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SINBON Electronics Interim / Quarterly Report 2018
52256_rns_2018-12-26_29984ab3-a88e-41ed-9910-3a3be64e21a9.pdf
Interim / Quarterly Report
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GLOBAL MANUFACTURING TREND
Shorter, Smarter, and Closer to the Customer
China-US trade war continues to weigh on global manufacturers, Localization of manufacturing is a key to business growth.
KEEP EXPANDING BUSINESS GLOBALLY
2018.Q1-Q3 Revenue Share by Region
Grasping changing trends and seeking for industry prosperity, SINBON is always there to support customers
BREAKTHROUGH IN THE COMPETITIVE MARKET
Our business strategy
Top of the Tops
Focus on MAGIC top 5 clients,
become their biggest supplier in 3 years.
Deeper Dig out more opportunities from every customer
Expand more customers Wider from every industry
PRODUCTION PLANT
GLOBAL MANUFACTURING NETWORK
TAIWAN Miaoli
CHINA Beijing Jiangyin Tongcheng
GLOBAL MANUFACTURING NETWORK
2014 2015
USA Dayton, Ohio
EUROPE Tatabánya, Hungary
TAIWAN
Expand high-precision equipment manufacturing market
Expansion of Miaoli factory Focus on Local production
Factory upgrade New clean room (Class 10,000) Focus on high-precision manufacturing market
Develop wind power market Tackle the trend of green energy in Taiwan
CHINA
Strengthen operation management
Expansion of operation scale Expand production capacity of Tongcheng, Jiangyin factory
Internal and External demand Provide China and global customers integrated solutions
Improve production line efficiency Implement smart production lines into factory
USA Ready for manufacturing localization
Increase investment proportion Increase productivity and utilize customized service
Provides real-time local service Seek more local business partners
Focus on industrial application field Serve world renowned company
EUROPE
Expanding business territory
New factory in Hungary Ready for manufacturing localization
Establish branch company in UK Build up sales team in Europe
Focus on electric vehicle Develop EV charging equipment and related products
electronica 2018
Date:2018.11.13 - 11.16 Location: Exhibition Center in Munich, Germany
COMPANY OPERATION
NEVER STOP GROWING
GROSS PROFIT 2013-2018 Q1-Q3
2018 信邦電子法人說明會
NET INCOME 2013-2018 Q1-Q3
DIVIDEND POLICY
2013-2018 Q1-Q3
| 2013 | 2014 | 2015 | 2016 | 2017 | 2018 Q1-Q3 |
|
|---|---|---|---|---|---|---|
| EPS(NT\$) | 3.20 | 3.82 | 4.53 | 5.15 | 5.44 | 5.26 |
| Cash Dividend(NT\$) |
2.50 | 2.80 | 3.10 | 3.70 | 4.00 | / |
| Stock Dividend(NT\$) |
0.00 | 0.20 | 0.30 | 0.00 | 0.00 | / |
| SUM | 2.50 | 3.00 | 3.40 | 3.70 | 4.00 | / |
| Payout Ratio | 78% | 79% | 75% | 72% | 74% | / |
| Annual Avg. Stock Price |
30.52 | 48.9 | 53.82 | 69.3 | 86.3 | / |
| Yield Rate | 8.19% | 6.13% | 6.32% | 5.34% | 4.63% | / |
18
(Base on average price)
MAGIC 5 BUSINESS SEGMENTS SHARE
RISK DIVERSIFICATION
2018 Jan.-Nov. Top 20 Client
| 排名 | 客戶 | 佔比 |
|---|---|---|
| 1 | G* | 5.92% |
| 2 | E* | 4.63% |
| 3 | E** | 4.44% |
| 4 | V* | 4.41% |
| 5 | G* | 4.34% |
| 6 | T** | 4.00% |
| 7 | Z**** | 3.71% |
| 8 | H** | 2.79% |
| 9 | S** | 2.60% |
| 10 | A* | 2.59% |
| 排名 | 客戶 | 佔比 |
|---|---|---|
| 11 | D** | 1.91% |
| 12 | Q* | 1.78% |
| 13 | P* | 1.74% |
| 14 | N** | 1.70% |
| 15 | A*** | 1.55% |
| 16 | B** | 1.41% |
| 17 | H** | 1.23% |
| 18 | W** | 1.18% |
| 19 | G* | 1.07% |
| 20 | T** | 0.86% |
PRODUCT EXPERIENCE
WEARABLE AIRBAGS
The fall will happen to 1-in-3 people over the age of 65, each and every year
Built-in sensor
Instant inflation
Fall detection in real-time
Reduce hip impact automatically
Reduce accident
Easy to wear
Light weight & smart design
Reduce the impact forces by 90% during falling
Water resistance
Can wear in the shower
2018 信邦電子法人說明會
POWERED EXOSKELETON
About 70 million people around the world still rely on wheelchairs to live
Taiwan research institute
Support start-up Co-design
Long-term cooperation
Integrated solutions
Include connector selection, cable assembly, PCBA
Humanization design
Easy to wear
AUTOMATED DISPENSING CABINETS
As the cost of medical manpower rise, patients' waiting time become longer
Product optimization Enhance efficiency
Pulling force test of cable: 3,000>30,000 times
Shorten administration time
Reduce error
E-management: storage, dispensing, and tracking of medications
FIFO control
Improve patient safety
EV CHARGING PRODUCTS
SINBON's products include body parts to external charging station equipment
Key market Europe, USA, China Co-design Portable Charging Cable & Charging Pile
Customer trust
Long-term cooperation
Overheat protection patent
Portable Charging Cable
LiDAR
The key self-driving car sensor
Multiple application
Automotive, trucking, UAV, navigation, safety, etc.
Anti-electromagnetic interference Insulation resistance≥10⁸Ω
Waterproof & shockproof
IP69K level
High speed transmission
Customized hybrid raw cable with circular hybrid connector
AUTOMOTIVE MOTOR
Working environment of car motor is full of challenges
Flame retardant
UL 94 VO level
limited space
Anti-electromagnetic interference 360°(HVIL)
SINBON design
Avoid cable overlapping in
Extreme environments
Operating temp.: -40 ℃~+125 ℃
Anti-drop & earthquake resistance
Customized design
WIND POWER
The needs of renewable energy in the world keep increasing
Customer trust
Glocalization
GE, Vesta, SIEMENS Gamesa Taiwan, China, Europe
Localized supply chain MOU with SIEMENS Gamesa
SINBON's design
Power system control
Supportive policy
Taiwan 2025 target - 5.5GW
Focus on green energy
60% of top 10 wind power manufacturers are SINBON's costumers
INTELLIGENT ROBOT
Flexible and reliable, capable to assist human with multiple tasks
Machine vision
Multiple applications
Provide imaging-based automatic assistance
Construction, logistics, security and home health care
Customized design
Waterproof
IP67 level
SINBON's professional molding technology
WAREHOUSE SMART VEST
Human-machine collaboration to increase warehouse efficiency
Easy to use Flexible and easy to wear
Avoid accident
Avoid collision with warehouse robot while wearing the vest
Ruggedized
SINBON's professional molding technology
Waterproof & shockproof
Withstand the harsh conditions of warehouse
MILITARY COMMUNICATION SYSTEM
Fulfill secure and seamless voice and data communication demands
MIL-SPEC Offer high standard products
Experienced
Utilize SINBON's experience in communication field
Customized design
technology
Reliable
SINBON's professional molding Fulfill secure & seamless voice & data communication demands
ELECTRIC BICYCLE
Electric bicycle market grows by 78% annually
Intelligent mode
Dynamic screen
Automatically adjust user's assist level
Auto-wake mode to ensure safe riding in the dark
Customized design
Knife switch, motor cable, charging cable, switch cable
M A G I C EXPANDING POSSIBILITIES
CORPORATE SOCIAL RESPONSIBILITY
CREATE POSITIVE SOCIAL CHANGE
Regular donation to Huashan Social Welfare Foundation
Support Lovely Taiwan Foundation farm-to-school program Support Hope Primary School for 12 years
Regular donation to World Peace Association
Regular donation to The First Social Welfare Foundation Offer college scholarships
EXPLORE SUSTAINABLE SOLUTIONS
New Miaoli factory awarded Green Building Candidate Certificate Jiangyin factory use green enrgy Support non-toxic organic agriculture
