AI assistant
THINKING — Investor Presentation 2023
Dec 13, 2023
52076_rns_2023-12-13_ec87eb71-e4bc-4235-a880-06e78e9f9da7.pdf
Investor Presentation
Open in viewerOpens in your device viewer
==> picture [289 x 405] intentionally omitted <==
興勤電子工業股份公司 法人說明會
==> picture [41 x 52] intentionally omitted <==
==> picture [70 x 77] intentionally omitted <==
2023.12
索引
==> picture [96 x 69] intentionally omitted <==
==> picture [58 x 37] intentionally omitted <==
==> picture [53 x 36] intentionally omitted <==
==> picture [53 x 36] intentionally omitted <==
財務狀況 市場與客戶
目標市場
==> picture [57 x 37] intentionally omitted <==
==> picture [51 x 36] intentionally omitted <==
公司介紹
競爭優勢
==> picture [138 x 104] intentionally omitted <==
2
THINKING ELECTRONICS
==> picture [96 x 69] intentionally omitted <==
營運概況:損益分析
==> picture [625 x 290] intentionally omitted <==
3
THINKING ELECTRONICS
==> picture [96 x 69] intentionally omitted <==
營運概況:損益分析(續)
==> picture [566 x 296] intentionally omitted <==
4
THINKING ELECTRONICS
==> picture [96 x 69] intentionally omitted <==
營運概況:費用分析
==> picture [628 x 279] intentionally omitted <==
5
THINKING ELECTRONICS
==> picture [96 x 69] intentionally omitted <==
毛利率提升策略
內部提升
==> picture [197 x 194] intentionally omitted <==
----- Start of picture text -----
SMD
OTHER
16%
20%
SCK
15%
SENSOR
24%
TVR
25%
----- End of picture text -----
-
成熟型產品於集團間進行生產基地移轉,移往人工及電 力較有優勢區域,以降低生產成本。EX:SCK+TVR營收 占比40%。
-
SMD貼片型產品良率持續優化,導入外勞降低人工成本 3. SENSOR屬於高客製化產品,透過材料系統整合、自動 化提升及移往人工成本較低區域生產,以降低整體生產 成本
外部拓展
-
外銷市場持續拓展增加營收占比 25%→40%
-
提升稼動率降低折舊及固定攤提成本
6
THINKING ELECTRONICS
索引
==> picture [96 x 69] intentionally omitted <==
==> picture [58 x 37] intentionally omitted <==
==> picture [53 x 36] intentionally omitted <==
==> picture [53 x 36] intentionally omitted <==
財務狀況
市場與客戶
目標市場
==> picture [57 x 37] intentionally omitted <==
==> picture [51 x 36] intentionally omitted <==
公司介紹
競爭優勢
==> picture [138 x 104] intentionally omitted <==
7
THINKING ELECTRONICS
==> picture [96 x 69] intentionally omitted <==
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
==> picture [171 x 73] intentionally omitted <==
T Think ( 深思 ) K Keen ( 敏捷 ) S Service ( 服務 )
8
THINKING ELECTRONICS
==> picture [96 x 69] intentionally omitted <==
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
==> picture [494 x 199] intentionally omitted <==
- Using an exchange rate of 1 USD =27.99 NTD
9
THINKING ELECTRONICS
==> picture [96 x 69] intentionally omitted <==
公司沿革
==> picture [719 x 281] intentionally omitted <==
10
THINKING ELECTRONICS
==> picture [96 x 69] intentionally omitted <==
銷售辦公室 台灣 美國 亞洲 大陸 2 2 5 5
興勤全球據點
經銷商 美洲 歐洲 亞洲 12 14 16
11
THINKING ELECTRONICS
==> picture [96 x 69] intentionally omitted <==
興勤廠房
==> picture [697 x 296] intentionally omitted <==
----- Start of picture text -----
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
----- End of picture text -----
12
THINKING ELECTRONICS
==> picture [96 x 69] intentionally omitted <==
興勤產品
==> picture [569 x 300] intentionally omitted <==
13
THINKING ELECTRONICS
索引
==> picture [96 x 69] intentionally omitted <==
==> picture [58 x 37] intentionally omitted <==
==> picture [53 x 36] intentionally omitted <==
==> picture [53 x 36] intentionally omitted <==
財務狀況 市場與客戶
目標市場
==> picture [57 x 37] intentionally omitted <==
==> picture [51 x 36] intentionally omitted <==
公司介紹
競爭優勢
==> picture [138 x 104] intentionally omitted <==
14
THINKING ELECTRONICS
==> picture [96 x 69] intentionally omitted <==
主要市場
資訊與通訊
汽車與工業
==> picture [698 x 265] intentionally omitted <==
----- Start of picture text -----
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
----- End of picture text -----
15
THINKING ELECTRONICS
==> picture [96 x 69] intentionally omitted <==
興勤產品的產業地位
負溫度係數熱敏電阻
插件型壓敏電阻
正溫度係數熱敏電阻
==> picture [712 x 234] intentionally omitted <==
Note:
- 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
16
THINKING ELECTRONICS 16
索引
==> picture [96 x 69] intentionally omitted <==
==> picture [58 x 37] intentionally omitted <==
==> picture [53 x 36] intentionally omitted <==
==> picture [53 x 36] intentionally omitted <==
財務狀況
市場與客戶
目標市場
==> picture [57 x 37] intentionally omitted <==
==> picture [51 x 36] intentionally omitted <==
公司介紹
競爭優勢
==> picture [138 x 104] intentionally omitted <==
17
THINKING ELECTRONICS
==> picture [96 x 69] intentionally omitted <==
核心技術
==> picture [682 x 306] intentionally omitted <==
----- Start of picture text -----
材料開發
● 堆疊技術
SMD產品 ●
● 塗裝技術
插件型產品 ●
● 燒結技術
傳感器組裝 ●
● 表面處理 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
材料設計 ● ● 包裝
材料生產 ● ● 量測
● 自動化
自動化生產確保一致的產品品質
----- End of picture text -----
18
THINKING ELECTRONICS
==> picture [96 x 69] intentionally omitted <==
產品安規認證
| NTC Thermistor |
NTC Temperature Sensor |
PTC Thermistor |
Polymer PTC Thermistor |
Varistor | TVS Diode | Gas Discharge Tube |
|||
|---|---|---|---|---|---|---|---|---|---|
| ~~備註: 代表UL+cUL~~ |
19
THINKING ELECTRONICS
==> picture [96 x 69] intentionally omitted <==
產品驗證實驗室
興勤設有UL和TUV認可的實驗室, 提供電路保護元件的驗證服務。 實驗室擁有如下特點:
==> picture [115 x 67] intentionally omitted <==
-
實驗室依照 ISO 17025 規章管理, 管理水平國際化
-
設備能力與人員水準 與安規機構相當 , 量測結果可靠 自有設備100%服務興勤產品, 開發新品認證時間短,
-
客戶採用產品上市速度快
==> picture [124 x 67] intentionally omitted <==
==> picture [207 x 120] intentionally omitted <==
==> picture [253 x 119] intentionally omitted <==
==> picture [270 x 117] intentionally omitted <==
20
THINKING ELECTRONICS
==> picture [96 x 69] intentionally omitted <==
技術支援
==> picture [591 x 262] intentionally omitted <==
21
THINKING ELECTRONICS
索引
==> picture [96 x 69] intentionally omitted <==
==> picture [58 x 37] intentionally omitted <==
==> picture [53 x 36] intentionally omitted <==
==> picture [53 x 36] intentionally omitted <==
財務狀況
市場與客戶
目標市場
==> picture [57 x 37] intentionally omitted <==
==> picture [50 x 36] intentionally omitted <==
公司介紹
競爭優勢
==> picture [138 x 104] intentionally omitted <==
22
THINKING ELECTRONICS
==> picture [96 x 69] intentionally omitted <==
目標市場
致力在ATIM讓人類生活更美好
23
THINKING ELECTRONICS
==> picture [96 x 69] intentionally omitted <==
電動車應用
==> picture [679 x 300] intentionally omitted <==
24
THINKING ELECTRONICS
==> picture [96 x 69] intentionally omitted <==
感謝聆聽 !
==> picture [163 x 162] intentionally omitted <==
THINKING ELECTRONICS