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SOLOMON — Investor Presentation 2017
Dec 8, 2017
52028_rns_2017-12-08_a11a71fc-8d5f-47cd-b50f-e334a0b05657.pdf
Investor Presentation
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所羅門股份有限公司 3D Vision . AI . Robotics 2017.12.08
2017
SOLOMON Technology Corporation
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簡報大綱
※ 公司簡介 ※ 3D視覺介紹&應用
※ 深度學習介紹&應用 ※ 附錄
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公司介紹
- ◆公司成立:1973年
◆股票掛牌:1996年 ( 股票代號2359)
◆資本額:新台幣17.15億元
- ◆合併營收:新台幣40億元(2016年)
◆業務項目:工業視覺、物聯網、機械手臂應用、自動化控制系統、 能源設備、光電顯示等解決方案 所羅門台北總公司 富相台灣
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營運據點
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Northern
China
Eastern
China
● 北京
Southwestern
● 上海
China
● 嘉定(上海)
● 蘇州
● 成都
●
●
● ●● Taiwan
●
Southeast Asia ●
● ● 台北
●
●
● 新竹
● 河內
Southern ● 台中
China ● 高雄
● 曼谷
● 廈門
● 深圳
● 香港
● 東莞
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所羅門集團事業群架構
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智動化
能源
視覺事業處
燃油設備事業處
物聯網事業處
燃氣發電事業處
機器人應用事業處
系統整合事業處
光電
光電事業處(代理)
自動化
富相科技(製造)
自動化設備事業處
達威光電(製造)
自動化元件事業處
其他
元件通路事業處
醫療器材事業處
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發展歷程
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簡報大綱
※ 公司簡介
※ 3D視覺介紹&應用 ※ 深度學習介紹&應用 ※ 附錄
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進入機器人智動化產業
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傳統自動化工控市場趨飽和狀態
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工業機器人在產線使用率仍相對低 安全性
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軟硬體使用便利性
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取得全球協作型機器人Universal Robots代理
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機器人需更智能化才會被更廣泛使用 眼睛– 3D 視覺
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頭腦– AI Deep Learning
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手腕&手指– 力感測器及夾治具
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工業機器人大幅降低勞動成本 各國於2025年採用先進工業機器人可節省之成本比例
Average Global Labor-Cost Savings ~16%
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機器人使用率仍有大幅成⻑空間
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3D 視覺可帶來的效益
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達到傳統用2D視覺或機構無法處理的工作 例如:
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自動穿鞋帶機
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3D凌亂物件中取放及分類
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自動判斷物件的3D路徑
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可運用於製造,物流,零售,倉儲業
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亦可應用在非工業用途
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醫美或醫學用3D掃描
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博物館3D數位典藏
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搭配無軌自走車或drone
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愛迪達眼中「不可能的任務」
來源:2017-04-25自由時報
愛迪達酸川普製造業返歐美是幻想
〔編譯盧永山/綜合報導〕面對川普政府要求在美國設立製造基地壓力, 德國運動鞋⼤廠愛迪達執⾏⻑羅斯泰德(Kasper Rorsted)直言,亞洲 基地供應鏈的基礎深厚,製造業要把可觀的產能移回已開發世界的自動 化工廠根本是幻想;他還強調,這段話適用整個運動服裝業。 ......................................................................................
………………………… 羅斯泰德指出,未來亞洲工廠的自動化程 度將會提⾼,但在⽣產愛迪達鞋⼦的近⼀⼆○個流程中, 仍有部分流程是自動化做不來的。 他說:「製鞋業面臨的 最大挑戰是,如何設計⼀個把鞋帶穿進鞋子的機器人,在 今天仍是個完全手工的流程,沒有技術能做到這點。」
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簡報大綱
※ 公司簡介 ※ 3D視覺介紹&應用 ※ 深度學習介紹&應用 ※ 附錄
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深度學習相關應用案例(食品業)
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深度學習相關應用案例 (鞋業&紡織業)
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鞋子LOGO 布料檢測
針車瑕疵檢測
檢測
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深度學習相關應用案例(動作)
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深度學習搭配視覺的用途
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檢測及辨識傳統光學檢測(AOI)難以辨識的不規律 瑕疵或模式
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已商業化套裝軟體
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使用者僅需提供少數樣品教導,不需編寫任何程式
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提供教導式學習(supervised learning)即非教導式 學習(unsupervised learning) 兩種模式
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Cobot 世界領導品牌合作的3D視覺系統
, ◎ UR為全世界最大協作型機器人品牌 全球擁有400家代理商
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國際各大機器人展參展
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日本機器人協會副會⻑、川崎機器人事業部總經理橋本康彥(左二) 參訪東京機器人展所羅門攤位
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伊藤忠商社與所羅門合作拓展日本市場
, ● 伊藤忠自動化公司與所羅門合作結盟 推廣所羅門3D視覺與深度學習產品
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2018台灣精品獎得獎
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簡報大綱
※ 公司簡介 ※ 3D視覺介紹&應用 ※ 深度學習介紹&應用 ※ 附錄
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2016年集團合併營收結構
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新台幣40.46億元
其它5%
智動化20%
光電46%
能源29%
智動化 能源 光電 其它
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近五年集團合併營收&毛利率
| 近五年集團合併營收&毛利率 | |||
|---|---|---|---|
| 0 0 0 0 0 0 0 |
54.45 51.62 40.46 46.03 56.71 15.9% 14.7% ~~19.8%~~ ~~19.6%~~ ~~20.6%~~ 2012 2013 2014 2015 2016 0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 30.0% 35.0% 40.0% 45.0% 50.0% 合併營業額 毛利率 |
||
| 54.45 51.62 56.71 |
|||
| 40.46 46.03 |
|||
| 15.9% 14.7% ~~19.8%~~ ~~19.6%~~ ~~20.6%~~ |
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| 2012 2013 2014 2015 2016 2017截至Q3 |
|||
| 合併營業額 5,445 5,671 5,162 4,603 4,046 3,012 毛利率 15.9% 14.7% 19.8% 19.6% 20.6% 20.3% 淨利歸屬⺟公司業主 (5) 87 339 369 162 81 |
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所羅門股利政策
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1.2 120.0%
105.3%
1 100.0%
0.8 80.0%
0.6 52.4% 60.0%
46.5%
0.4 40.0%
0.2 20.0%
0.0% 0.0%
0 0.0%
2012 2013 2014 2015 2016
股利 配息率
項目/年度 2012 2013 2014 2015 2016
EPS(元/股) -0.03 0.47 1.91 2.15 0.95
股利(元/股) 0 0 1 1 1
配息率 0.0% 0.0% 52.4% 46.5% 105.3%
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