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SOLOMON Investor Presentation 2017

Dec 8, 2017

52028_rns_2017-12-08_a11a71fc-8d5f-47cd-b50f-e334a0b05657.pdf

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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

  • 傳統自動化工控市場趨飽和狀態

  • 工業機器人在產線使用率仍相對低  安全性

  • 軟硬體使用便利性

  • 取得全球協作型機器人Universal Robots代理

  • 機器人需更智能化才會被更廣泛使用  眼睛– 3D 視覺

  • 頭腦– AI Deep Learning

  • 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

  • 達到傳統用2D視覺或機構無法處理的工作 例如:

  • 自動穿鞋帶機

  • 3D凌亂物件中取放及分類

  • 自動判斷物件的3D路徑

  • 可運用於製造,物流,零售,倉儲業

  • 亦可應用在非工業用途

  • 醫美或醫學用3D掃描

  • 博物館3D數位典藏

  • 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

  • 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

  • 已商業化套裝軟體

  • 使用者僅需提供少數樣品教導,不需編寫任何程式

  • 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%~~
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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