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TECOM Interim / Quarterly Report 2019

Nov 7, 2019

52005_rns_2019-11-07_4d574da7-c874-4a1a-a053-f4dcea8f6e25.pdf

Interim / Quarterly Report

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東訊公司– 法說會簡報

Q4, 2019

免責聲明

本簡報中所提及之各種資訊等相關內容，乃是建立在本公司從內部與外部來源 所取得之資訊為基礎，至於未來實際所可能發生的營運結果、財務狀況以及業 務成果，可能與這些明示或暗示之資訊有所差異，其原因可能來自於各種因素， 包括但不限於市場風險、供應鏈、市場需求，以及本公司持續推出高品質產品 能力等因素。 本公司對於這些看法，未來若有任何變更或調整時，本公司並不負責隨時再度 提醒或更新。

TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019

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簡報大綱

  • 公司簡介

  • 主要市場與產品

  • 關鍵性產品及應用

智慧機電: 應用實例

  • 財務報告

  • 問與答

TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019

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公司簡介

TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019

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公司簡介

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設立日期 : 1980
:
營運據點 總部：新竹科學園區
台灣證券第㇐類股
:
1991年11月上市
票 上 市公司
董事⾧ : 劉兆凱
:
總經理 陳國榮
資本額 : 31.5億
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TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019 5

  • 東訊公司為東元集團高新通訊公司，1980年成立於新竹科學園區。

  • 東元電機成立於1956年，是台灣首席電機製造公司。

核心事業: 工業馬達，世界排名3~4。

  • 東訊公司為科學園區最具代表性的高科技通信廠商之㇐。

  • 世界級通訊產品設備製造商。全球知名電信公司重要合作夥伴。

  • 台灣第㇐品牌總機系統公司，市佔率第㇐。

  • 台灣智慧家庭e-Home系統，中高級住戶市佔率第㇐。

  • 工業物聯網「智慧機電監控設備及雲端健康管理平台」系列性產品，

  • 創新應用領先同業。

TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019

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主要市場與產品

TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019

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主要市場與產品系列

  • 全系列商務通訊系統

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 智慧辦公室通訊設備
 融合式行動網路接入系統
企業客户
 智慧機電監控設備及
 智慧家庭通訊系統 家庭用户 工業物聯網 雲端健康管理平台
 雲端智慧門鈴 (IIoT)  機電設備感測元件
 攜帶式振動診斷儀
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企業用戶–商務通訊網絡產品

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商
務
通
中小型企業專用通訊系統 融合式IP交換機(50~200 ) 小型企業專用通訊系統
訊 616A/ 412H/ 2488/ 360F IP50/ IP100A/IP320A X16
系
統 智慧型手機商務通訊系統
IG7600
融合式商務總機系統
SDX-500 視訊會議系統
寬
頻
物
聯
網
中小企業融合式行動網路接入系統
Secured BB IoT 主網應用
TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019 9
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家庭及個人用戶– 智慧家庭產品

e-Home產品

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IP影像 IP影像 7“/ 10” 大樓門 口 機 門 口 機 影像 室 内機

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智慧型手機APP
e-Gateway
Android, iOS 警衛機
中央管理系统
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智慧門鈴通訊產品

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IP影像 門口機 雲端智慧影像智慧門铃

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工業物聯網IIoT - ~~智慧機電監控設備及雲端健康管理平台(MHm~~ )

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感知層
(Sensors)
智慧振動規
智慧溫度規 智慧三用電錶
(鎖螺式、磁吸式、黏貼式)
連網層 APP
(Gateway)
TP-7 可視網關 xDAQ 智慧網關 物聯網(IIoT)網關 Pro-3200
攜帶式振動診斷儀
雲平台 MHm-API MHm-P 雲端
全智慧機電健康管理平台
(Cloud Platforms) 全智慧機電健康管理平台
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關鍵性產品及應用

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東元集團智慧機電健康管理平台

正宗物聯網平台 (Industrial Internet of Things, IIoT) 三層架構

  1. 感知層 2. 連網層 3. 雲平台

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1. 感知層

Sensors

• 測溫 (黏貼，磁吸)

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• 測電 (電壓，電流，功率，功因)

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• 測振 (世界級，3軸，微機電，㇐體規 Sensor + Transducer ) ， (全協定，RS485 ModBus RTU, 420mA)

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2. IIoT 連網層

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TP-7 IoT網關 (Gateway)

  • 可視網關 (市場獨有)

  • 內建邊緣計算 (Edge-Computing RMS, FFT, Diagnosis Trending Alert, Sudden Change Alarm)

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  • IoT Proxy, 遠端登錄

  • 三端㇐體

近端-------> 現場可視 遠端-------> IoT手機APP 雲端-------> 雲端推送

  • 領先二年

TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019

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3. 雲平台

• MHm + API 可與客戶既有SCADA, Cloud 相接

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• MHm-P

全功能，供尚無既有方案 的客戶使用

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技術含量

Sensor: 微機電 (MEMS), Sensor + Transducer ㇐體規 Gateway: IoT, 三端㇐體, Edge Computing, Interactive Diagnosis, Multi-Users/Sites, Cloud: Private, Public, Application Specific (AS-Cloud)

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應用概念㇐

智慧機電設備健康管理 (MHm, Machine Health managing )之應用: ， 在任何機電設備 (單機或系統機械)上，加裝Sensors 及 TP-7 立即升級為智慧機電設備，享用三端㇐體健康管理功效。

TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019

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應用概念二

智慧工廠 :

  • 在任何工廠中之關鍵工具及設備上加裝Sensors 及 TP-7，立即

  • 得享三端㇐體智慧健康管理功效，此為 ⾧照 效益。

  • 搭配本公司Pro-3200 攜帶式偵測儀，對工廠中非關鍵設備做定 期巡檢，結果建立資料庫，此為 巡檢建庫 效益。

⾧照加上巡檢建庫 ，可以對工廠所有設備提供 ， 運轉健康管理，MHm 與 ERP MES鼎足而立， 是智慧工廠重要的㇐環。

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智慧機電產品 工廠, 單機安裝實例

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测振 测温
用电
测振 用电
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测振 测振 网关
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案例展示㇐

大型鋼鐵集團交付的智慧電機

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測振&測溫
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閘道&測溫
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TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019 閘道&測溫

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測振&測溫
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案例展示二

壓縮機大廠交付的智慧電機

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測振
交付安裝的
智慧馬達
測溫
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案例展示三

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測振、測電 測振
測振 測溫、測電
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財務報告

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合併綜合損益表

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單位 : NTD 佰萬元
108 年 1-6 月 % 107 年 1-6 月 %
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營業收入 899.0 100.0 1,186.2 100.0
營業毛利 77.3 8.6 116.4 9.8
營業費用 (153.4) (17.1) (184.7) (15.6)
營業淨利(損) (76.0) (8.5) (68.3) (5.8)
本期淨利(損) (43.0) (4.8) (34.5) (2.9)
本期綜合(損)益 199.8 22.2 (26.4) (2.2)
基本每股盈餘-元 (0.28) (0.18)

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TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019 27

合併資產負債表

資產
現金及約當現金
流動資產		 單位: NTD佰萬元
108/6/30
%
107/6/30
%
181.6
7.1
354.0
15.9
1,304.2
50.9
1,524.7
68.5		 單位: NTD佰萬元
108/6/30
%
107/6/30
%
181.6
7.1
354.0
15.9
1,304.2
50.9
1,524.7
68.5
資產總額 2,563.6
100.0		 2,225.2
100.0
負債及股東權益
短期借款
流動負債
負債總計
權益總計		 108/6/30
%
716.1
27.9
1,131.5
44.1
1,767.1
68.9
796.4
31.1		 107/6/30
%
739.4
33.2
1,268.9
57.0
1,708.2
76.8
516.9
23.2
負債及權益總計 2,563.6
100.0		 2,225.2
100.0

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問與答

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Thank You

www.tecom.com.tw

TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019

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