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THINKING — Investor Presentation 2022
Dec 28, 2022
52076_rns_2022-12-28_fbf04bc5-5451-4de3-a2aa-79bb74a58f07.pdf
Investor Presentation
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興勤電子工業股份公司 2022年Q3法人說明會
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December 2022, English Version
索引
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財務狀況 市場與客戶
成長策略
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公司介紹
競爭優勢
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營運概況：年度合併損益表
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營運概況：季度合併損益表
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營運概況：合併資產負債表
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索引
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財務狀況
市場與客戶
成長策略
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公司介紹
競爭優勢
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企業使命
使命: 成為電子產品安全與效率運作的支柱
以「深思」和「敏捷」來「服務」客戶
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T Think ( 深思 ) K Keen ( 敏捷 ) S Service ( 服務 )
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公司介紹
創立於1979年的保護元件廠家 擁有7間工廠和4500名員工 2008年-2022年營業淨額:
USD 267.95 USD 267.95
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- Using an exchange rate of 1 USD =27.99 NTD
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公司沿革
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興勤全球據點
銷售辦公室 經銷商 台灣 美國 亞洲 大陸 美洲 歐洲 亞洲 2 1 2 5 12 14 16
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興勤廠房
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宜昌廠 常州廠 宜蘭廠
高雄一廠
主要產品 主要產品 主要產品
主要產品
江西廠
高雄二廠
東莞廠
前製程
主要產品
主要產品
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興勤產品
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過溫度偵測
與防護
NTC Thermistor PTC Thermistor Temperature Sensor
過電流保護
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NTC ICL PTC Thermistor
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Polymer PTC Thermistor
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過電壓防護
Varistor Gas Discharge ESD TVS Diode Spark Gap Thyristor Surge
Tube Protection Protector Suppressor
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索引
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財務狀況 市場與客戶
成長策略
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公司介紹
競爭優勢
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主要市場
資訊與通訊
汽車與工業
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通訊 電源 汽車 工業
(12%)
醫療與其他
消費電子 電腦
家電與照明 其他應用
醫療
家電 照明
經銷商
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THINKING ELECTRONICS
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興勤產品的產業地位
興勤 NTC熱敏電阻
興勤 興勤 插件型壓敏電阻 陶瓷PTC熱敏電阻
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Note:
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- 1.資料來源: Circuit Protection Components: World Markets, Technologies & Opportunities: 2019-2024, Paumanok Publication 2.興勤NTC熱敏電阻和插件型壓敏電阻在2020年會計年度的計算, 截至2020年12月31日
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索引
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財務狀況
市場與客戶
成長策略
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公司介紹
競爭優勢
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核心技術
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材料開發
我們的關鍵原材料與陶瓷配方技術，讓產品在巿場上保有競爭力
產品設計
我們的模擬技術讓產品設計更為精確
後製程
自動化生產確保一致的產品品質
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SMD 產品 ● ● 堆疊技術 ● 塗裝技術 插件型產品 ● ● 燒結技術 傳感器組裝 ● ● 表面處理 材料設計 ● ● 包裝 材料生產 ● ● 量測 ● 自動化
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產品安規認證
NTC Thermistor Varistor PTC Thermistor Polymer PTC Thermistor Gas Discharge Tube NTC Temperature Sensor TVS Diode
備註 : 代表 UL + cUL
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產品驗證實驗室
設有UL 和TUV認可的實驗室，提供電路保護元件的驗證服務。
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技術支援
興勤的應用工程師團隊提供完整的技術支援
技術諮詢: 與客戶討論技術相關問題 產品選型建議: 根據客戶需求挑選適合的產品 電路設計協助: 針對客戶面臨的問題討論電路設計 應用案例: 與客戶分享產品應用的經驗
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索引
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財務狀況
市場與客戶
成長策略
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公司介紹
競爭優勢
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成長策略– 產品應用
2022年產品應用別佔比
2025年產品應用別佔比
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Energy Storage EV Car
& Solar System
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電動車應用
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成長策略– 產品應用 通訊: 低軌衛星
2021 Global Satellite Industry Revenue
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Source: Satellite Industry Association
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1696 satellites was launched in 2021, and 1664 of them are LEO satellites. EuroConsult estimates that 1700 satellites will be launched per year by 2030.
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Revenue of satellite industry is USD 279 billion, accounting for 72% of the world’s space business.
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Ground equipment helps LEO receive signal seamlessly, and its 2021 revenue is USD 142 billion. It needs antennas, PCB, power supply, etc, and that offers Taiwan manufacturers business opportunities.
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For lifetime, LEO is 4-5 years, and GEO is 15 years. In other words, LEO has high component demand.
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成長策略– 產品應用 通訊: 低軌衛星客戶
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Subscribers of Starlink satellite internet from SpaceX is around 250,000 in March, and it increases to 400,000 in May, which is a 60% growth.
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SpaceX will deploy 30,000 satellites, and Amazon told FCC (Federal Communications Commission) that the number of satellites is a little much.
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成長策略–產品類別
2022年產品別佔比
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2025年產品別佔比
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成長策略–產品類別
Comparison of PPTC and CPTC
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For PPTC, its faster response time and lower power consumption meet the market trend of energy saving. It also helps customers reduce cost and increase their design flexibility. Therefore, THINKING plans to promote PPTC more.
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成長策略–產品類別
THINKING PPTC offers over-current protection, and it is recommended for the following applications.
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PCB
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Portable Electronics
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Notebook Computer
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DC Power Module
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USB Port
Light Bulb
Set Top Box
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成長策略–產品類別
Comparison of TVS Diode and Other Over-voltage Protection Components
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TVS diode provides better over-voltage protection because of its accurate varistor tolerance and low residual voltage. Its low capacitance also makes it a recommended ESD suppressor. Consequently, THINKING promotes TVS diodes for over-voltage protection.
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成長策略–產品類別
THINKING TVS diode offers either over-voltage protection or ESD protection, and it is recommended for the following applications.
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Automotive Electronics
5G Base Station
Notebook Computer
Set Top Box
Mobile Phone
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成長策略–產品類別 壓力傳感器應用
Major Applications of Pressure Sensors
- Automotive market:
2021 market revenue of automotive market is USD 2 billion (around 26.9% of 2021 market share), and it is projected to reach USD 4.9 billion in 2030.
Industrial market: 2021 market revenue of industrial market is USD 1.4 billion, and it is projected to reach USD 4.1 billion in 2030.
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成長策略–區域別巿場
2022年區域別巿場佔比
2025年區域別巿場佔比
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興勤的東協焦點
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擴建發展
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中山廠
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高雄廠
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Southern CN: IT & Home appliance, 2024 TW: Automotive: 2023 H2
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願景
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致力在
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讓人類生活更美好
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汽車 通訊 工業 醫療
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感謝聆聽 !
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