AI assistant
SOI — Investor Presentation 2019
Mar 18, 2019
52337_rns_2019-03-18_debfa01a-479a-4346-ad94-a083a1d0d427.pdf
Investor Presentation
Open in viewerOpens in your device viewer
==> picture [720 x 135] intentionally omitted <==
==> picture [188 x 44] intentionally omitted <==
晶相光電股份有限公司法人說明會 股票代號 : 3 5 30 2019.03.19 WWW.SOINC.COM.TW Copyright © 2019 Silicon Optronics, Inc. All Rights Reserved.
免責聲明
簡報中所提供對於產業及本公司前景之預測,係根據目前 營運及公開資訊所做出之判斷,相關內容具風險與不確定性。 任何外在環境的改變均可能影響公司實際營運與財務狀況。 本簡報資料中所提供之資訊,不代表本公司對產業狀況或 後續重大發展的完整論述,本公司亦不會因任何新的資訊或事 件而更新相關資訊。
==> picture [270 x 48] intentionally omitted <==
WWW.SOINC.COM.TW
Copyright © 2019 Silicon Optronics, Inc. All Rights Reserved.
01
==> picture [182 x 540] intentionally omitted <==
1
2 3
4
5
大綱
公司簡介 核心競爭力 產品佈局及市場概況
主要財務資訊 未來展望
WWW.SOINC.COM.TW
Copyright © 2019 Silicon Optronics, Inc. All Rights Reserved.
==> picture [720 x 270] intentionally omitted <==
----- Start of picture text -----
01
公司簡介
----- End of picture text -----
Copyright © 2018 Silicon Optronics, Inc. All Rights Reserved.Copyright © 2019 Silicon Optronics, Inc. All Rights Reserved. WWW.SOINC.COM.TWWWW.SOINC.COM.TW 4 4 114
公司簡介
基本資料
-
成立日期:2004年5月
-
董事⾧暨總經理:何新平
-
股票於台灣證券交易所掛牌上市( 2018.07)
-
資本額:NT 779,779千元
-
營業項目:影像感測器之研發(IC設計)與銷售
-
核心研發團隊主要來自OmniVision, Toshiba, TSMC
==> picture [463 x 56] intentionally omitted <==
----- Start of picture text -----
核心競爭力
----- End of picture text -----
- 創新研發技術結合台灣半導體高精密加工製程能力
==> picture [270 x 48] intentionally omitted <==
WWW.SOINC.COM.TW Copyright © 2019 Silicon Optronics, Inc. All Rights Reserved.
02
Copyright © 2018 Silicon Optronics, Inc. All Rights Reserved.Copyright © 2019 Silicon Optronics, Inc. All Rights Reserved. WWW.SOINC.COM.TWWWW.SOINC.COM.TW 6 6 116
核心研發團隊
| 職稱 | 姓名 | 主要學經歷 | |
|---|---|---|---|
| 董事⾧暨總經理 | 何新平 | (1)1995/06-2010/01美商豪威科技(NASDAQ:OVTI) OVTI核心技術處副總經理、資深工程副總經理、營運⾧暨董事 (2)建構完整之CMOS影像感測器生產供應鏈:台積電、采鈺、精材 並與台積電共同開發BSI製程 (3)學歷:1980/07-1988/07 北京清華大學微電子所碩士 |
|
| 研發副總經理 | 駱曉東 | (1)26年工作經驗,美商豪威科技Sr. Director of Mixed Signal Group (2)專⾧:CMOS影像感測器系統整合、演算法與數位電路設計 (3)北京清華大學電子工程學士 |
|
| 技術⾧ | 李明祥 | (1)TSMC 北美辦事處資深經理 (2)專⾧:製程開發設計 (3)南京東南大學電子系半導體零件與微電子技術組博士 |
|
| 資深處⾧ | 野埼秀峻 | (1)37年工作經驗,經歷Toshiba及OVTI (2)專⾧:CMOS影像感測器之像素模擬與製程設計 (3)東京大學物理所碩士 |
|
| WWW.SOINC.COM.TW Copyright © 2019 Silicon Optronics, Inc. All Rights Reserved. 03 |
技術優勢
==> picture [591 x 371] intentionally omitted <==
----- Start of picture text -----
Optical Sim Pixel Design Analog Design
Process Sim Custom Process Digital Design
客製化的設計及製程能力 預測市場需求,快速開發產品
排除重大技術障礙的能力 具有技術藍圖及產品未來延伸技術
台灣半導體精密加工製程能力
----- End of picture text -----
==> picture [270 x 48] intentionally omitted <==
WWW.SOINC.COM.TW Copyright © 2019 Silicon Optronics, Inc. All Rights Reserved.
04
共用技術平臺
==> picture [621 x 346] intentionally omitted <==
----- Start of picture text -----
客制化影 BSI及3D
特殊感測器
像感測器 (X射線和熱感測器) 堆疊
生物晶片
影像感測器
晶圓級 近紅外
封裝 強化技術
----- End of picture text -----
==> picture [270 x 48] intentionally omitted <==
WWW.SOINC.COM.TW
Copyright © 2019 Silicon Optronics, Inc. All Rights Reserved.
05
Copyright © 2018 Silicon Optronics, Inc. All Rights Reserved.Copyright © 2019 Silicon Optronics, Inc. All Rights Reserved. WWW.SOINC.COM.TWWWW.SOINC.COM.TW 10 10 1110
產品應用佈局
==> picture [13 x 14] intentionally omitted <==
Area Sensor
Security and surveillance market segment sensors
==> picture [13 x 13] intentionally omitted <==
==> picture [220 x 147] intentionally omitted <==
安防監控 高清模擬攝影機 網路攝影機
==> picture [270 x 48] intentionally omitted <==
==> picture [270 x 181] intentionally omitted <==
車用影像行車記錄器 倒車攝影/ 全車環景
影像拍攝器 航拍/ 警用DV
==> picture [187 x 127] intentionally omitted <==
==> picture [190 x 126] intentionally omitted <==
指紋辨識
基因定序
WWW.SOINC.COM.TW Copyright © 2019 Silicon Optronics, Inc. All Rights Reserved.
06
主要客戶群
==> picture [685 x 331] intentionally omitted <==
==> picture [270 x 48] intentionally omitted <==
WWW.SOINC.COM.TW Copyright © 2019 Silicon Optronics, Inc. All Rights Reserved.
07
未來市場趨勢
==> picture [531 x 47] intentionally omitted <==
----- Start of picture text -----
安控市場
----- End of picture text -----
低端低價競爭 中高端強化近紅外敏感度- 940nm為首要目標 持續提升解析度- 4K(8MP) 高端產品感測器/終端客戶高度合作 AI領域 高性價比全域快門感測器
==> picture [270 x 48] intentionally omitted <==
WWW.SOINC.COM.TW Copyright © 2019 Silicon Optronics, Inc. All Rights Reserved.
08
安控市場策略
强化現有產品競爭力
-
積極開拓大陸外市場
-
中美貿易戰影響
==> picture [270 x 48] intentionally omitted <==
WWW.SOINC.COM.TW
Copyright © 2019 Silicon Optronics, Inc. All Rights Reserved.
09
高端產品進展
-
面臨的挑戰
-
大像素,近紅外强化感測器
-
全域快門感測器
==> picture [270 x 48] intentionally omitted <==
WWW.SOINC.COM.TW
Copyright © 2019 Silicon Optronics, Inc. All Rights Reserved.
10
Copyright © 2018 Silicon Optronics, Inc. All Rights Reserved.Copyright © 2019 Silicon Optronics, Inc. All Rights Reserved. WWW.SOINC.COM.TWWWW.SOINC.COM.TW 16 16 1116
2016-2018 營運狀況
==> picture [136 x 33] intentionally omitted <==
==> picture [580 x 234] intentionally omitted <==
----- Start of picture text -----
單位:新台幣百萬元
營業收入 營業毛利
600 2,500
500 470
500
402 2,000
400
1,500
300
2,034 1,000
200 1,715
1,406
500
100
- -
2016 年度 2017 年度 2018 年度
----- End of picture text -----
==> picture [607 x 95] intentionally omitted <==
----- Start of picture text -----
單位:新台幣百萬元 2016年度 2017年度 2018年度
營業收入
1,406 1,715 2,034
營業毛利
402 500 470
----- End of picture text -----
*上列之財務數字係經會計師查核數
==> picture [270 x 49] intentionally omitted <==
Copyright © 2018 Silicon Optronics, Inc. All Rights Reserved. W 17 WWW.SOINC.COM.TWWWW.SOINC.COM.TWW.SOINC.COM.T 17 17 01 17 11 Copyright © 2019 Silicon Optronics, Inc. All Rights Reserved.
2016-2018 財務資訊
| 單位: 新台幣百萬元 |
2018 | 2018 | 2017 | 2017 | 2016 | 2016 | 2016 |
|---|---|---|---|---|---|---|---|
| 金額 | % | 金額 | % | 金額 | % | ||
| 營業收入 | 2,034 | 100 | 1,715 | 100 | 1,406 | 100 | |
| 營業毛利 | 470 | 23 | 500 | 29 | 402 | 29 | |
| 營業費用 | 290 | 14 | 252 | 15 | 260 | 18 | |
| 營業淨利 | 180 | 9 | 248 | 14 | 142 | 10 | |
| 稅前淨利 | 190 | 9 | 240 | 14 | 151 | 11 | |
| 稅後淨利 | 157 | 8 | 204 | 12 | 132 | 9 | |
| 基本每股盈餘(元) | 2.17 | 3.02 | 1.98 |
*上列之財務數字係經會計師查核數
==> picture [270 x 48] intentionally omitted <==
WWWW.SOINC.COM.TWW.SOINC.COM.T 18 Copyright © 201 9 8 Silicon Optronics, Inc. All Rights Reserved. 18 18 12 18
Copyright © 2018 Silicon Optronics, Inc. All Rights Reserved.Copyright © 2019 Silicon Optronics, Inc. All Rights Reserved. WWW.SOINC.COM.TWWWW.SOINC.COM.TW 19 19 1119
未來產品發展方向
==> picture [286 x 193] intentionally omitted <==
==> picture [91 x 82] intentionally omitted <==
==> picture [84 x 82] intentionally omitted <==
==> picture [42 x 42] intentionally omitted <==
==> picture [42 x 42] intentionally omitted <==
==> picture [42 x 42] intentionally omitted <==
==> picture [130 x 87] intentionally omitted <==
==> picture [137 x 89] intentionally omitted <==
==> picture [134 x 87] intentionally omitted <==
==> picture [121 x 85] intentionally omitted <==
==> picture [129 x 83] intentionally omitted <==
機器視覺 車用影像
影像辨識 生物晶片 生物辨識
==> picture [270 x 48] intentionally omitted <==
WWW.SOINC.COM.TW Copyright © 2019 Silicon Optronics, Inc. All Rights Reserved.
13
未來發展策略
-
安控市場
-
車用電子
工業,辨識
- 醫療晶片
==> picture [270 x 48] intentionally omitted <==
WWW.SOINC.COM.TW Copyright © 2019 Silicon Optronics, Inc. All Rights Reserved.
14
產業鏈發展策略
- 感測器競爭生態
產業鏈的作用
目標
==> picture [270 x 48] intentionally omitted <==
WWW.SOINC.COM.TW Copyright © 2019 Silicon Optronics, Inc. All Rights Reserved.
15
==> picture [46 x 275] intentionally omitted <==
Q& A
PPTwww.1ppt.com/hangye/ www.1ppt.com/sucai/PPTwww.1ppt.com/tubiao/ www.1ppt.com/powerpoint/ Wordwww.1ppt.com/excel/ www.1ppt.com/kejian/ www.1ppt.com/shiti/ 节日优秀资料下载:范文下载:教案下载:模板下载:背景图片: PPTPPT 教程:模板:下载: www.1ppt.com/ziliao/ PPTwww.1ppt.com/fanwen/ www.1ppt.com/jiaoan/ PPTwww.1ppt.com/word/ Excelwww.1ppt.com/moban/ www.1ppt.com/jieri/ PPTwww.1ppt.com/beijing/ PPTwww.1ppt.com/xiazai/ PPT 行业论坛:试卷下载:图表下载:教程:素材下载: PPT 课件下载:教程: www.1ppt.cn 模板:
==> picture [270 x 48] intentionally omitted <==
==> picture [119 x 9] intentionally omitted <==
----- Start of picture text -----
WWW.SOINC.COM.TW
----- End of picture text -----
Copyright © 2019 Silicon Optronics, Inc. All Rights Reserved.