TRI — Investor Presentation 2019

Nov 8, 2019

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德律科技股份有限公司 www.tri.com.tw

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報告人 : 陳冠元 / 財務長兼代理發言人

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德律科技股份有限公司

• 成立時間 : 1989 年 4 月 10 日

• 創立人 : 陳玠源董事⻑

• 資本額 : 新台幣 23.62 億

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: 主力產品 電路板組裝檢測設備

• 自動光學檢測設備 (IT/Image Tester)

• � 錫膏自動光學影像檢測機 (SPI) � 自動光學影像檢測機 (AOI) � X-ray 自動檢測機 (AXI)

• 電路板測試機 (BT/In-Circuit Board Tester)

• � 組裝電路板測試機 (MDA) � 全功能電路板自動測試機 (ICT)

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全球唯一 “ 一條龍 ” 電路板組裝檢測設備廠 德律產品在客戶的電路板組裝產線的應用

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全球銷售服務網

主要客戶為全球各大電子產品組裝廠，仍以台資大廠佔比較高

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TRI Office
Distributors
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Electronic Industry/Revenue Movement

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6
8
Industrial/Defense
12
Automobile
26
15
Household/Game
14
27
Network/Phone
21
29
PC/NB/Peripheral
20
Semiconductor/IC
11 11
201801-201809 201901-201909
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主要競爭對手

� : 韓國 Koh Young � 日本 : Omron � 中國大陸 : Jutze/Sinic-Tek/Holly � 馬來西亞 : Vitrox � 美國 : Keysight/Teradyne � 德國 : Viscom/SPEA

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10000
年營收
台幣百萬 -
Uncertainty of global economy
9000
-Delay of 3D AOI launch
-Low price competition in China
-
8000 Economic
Increase of smart
mobile devices recovery
Decline of PC/NB
application
7000 application - Blue-ocean
Rush capacity
5870
6000 buy triggered by
economic recovery
5388
4919
5000 4754
New FCT
New AOI 7500
4084
+7500/L/D
is not launched
4000 T 3778 [3894]
until ’06. 3601
New 7500 Economic
+7006L recession 3100
New SPI
3000 7006
2541
+7100EP
2055 2074
2000 New AOI 1706
7100 1553 1470
1000 569 [777] [902]
0
'01 '02 '03 '04 '05 '06 '07 '08 '09 '10 '11 '12 '13 '14 '15 '16 '17 '18
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紅海與藍海市場營收變化
台幣百萬
藍海 紅海 毛利率
8,000 80%
紅海市場 : 藍海市場之產品與應用 :
- -
較低技術門檻 3D AOI
7,000
- -
價格導向 高精密電子料件量測
70%
-
( 紅色供應鏈 ) 先進半導體製程檢測需求
6,000
-
AXI
-
電路板測試機
5,000
60%
55%
57%
53%
4,000 53% 53%
1,856
46% 50%
3,000
3,123 1,592
1,076
1,517
4,955
2,000
3,063
40%
(62%) 2,162
2,009
1,000 1,631 1,583
(67%)
914 (56%)
(34%) (51%)
(16%)
0 30%
2014 2015 2016 2017 2018 2019 Q3
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• :

• 整合多項視覺核心新技術因應 - 高精密電子料件量測

• • 先進半導體製程檢測需求

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TRI’s AOI Solution in Metrology - 2D + 3D
Calibration
校正技術 Laser Fringe DFF
TRI AOI
Metrology
Linear
共線性
Linearity
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升級 DFF 3D 科技

� Optimal focus position 0.5 µm � Clearer 2D Images 1 � µm Sharper images � Shadow-free 3D Image Ultra High Resolution

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11

全新 TRI 量測功能

� UI: New designed and friendly user interface

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�
Features: More complete 量測元素
measurement functions will be
構造方法
available
量測目標
指定座標系
� High Flexibility: Multi-Layer
measurements
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12

TRI 3D AOI Product Roadmap

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TR7700Q SII/TR7700QE SII/ TR7500QE SII

• TR7700Q/TR7700QE/ TR7500QE • 4M/15um,12M/10um

• • 4 x Angled Cameras

• 4x DLP + Omni color RGBW lighting

• • Optional Laser module

• TR7500QE SII: Top 12M Camera/ 15,10um +1 DLP + 4 Angled Cameras

• 25 % speed up

• AOM and AI capability

• Omni color RGBW lighting

• Optional Laser module

• Optional DFF module

• Optional DFF module

• TR7700QE-S 5.5um/3.45um (for 0201M, Die/Wire bonding)

2018

20192020

2021

13

完備的3D在線型 AXI

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TR7600 SIII

TR7600TL SIII TR7600F3D 針對大型伺服器、網絡和 高性能的在線型3D 大型PCB所設計的高性 AXI，專門用於檢測 。 能、高速3D AXI 需要高影像品質的單 面組裝電路板和軟板 組件。非常適合應用 於電子通訊產品的檢 測。

為TRI新一代具指標性的在線型 PCBA檢測解決方案。 TR7600SIII包含可配合生產線速 度達到100%檢測覆蓋率的設 計，結合了業界最快速的高解析 取像速度，並在業界最先進的自 動X光檢測中大大提升了影像品 質。

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- 電路板測試機 多核心配置

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TR5001 SII Quad-code System 單核心與多核心測試時間比較
10
101.1%
100% 100.2%
9
TR5001 SII Single-Core TR5001 SII Dual-Core TR5001 SII Quad-Core
(100.0%) (100.2%) (101.1%)
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TRI支援封閉迴路控制系統 TRI SPI, AOI, AXI 檢測資訊的串流 CFX ( data ) /HERMES ( M2M )

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D ata & I Ski b d
mage p oar
Feedback Feedforward
Feedback data
P re-re fl ow P os t -re fl ow
SPI AXI
AOI AOI
TR7007QI TR7600 SIII
TR7710 TR7700QE
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YMS(良率管理系統)4.0支援工業4.0

TRI combines SPI, AOI & AXI Data to Improve Yields with Yield Management System (YMS/ 良率管理系統 ) by:

• Overall Image and Data Integration

• 統計制程管制 (SPC) Trend Monitoring

• Drill Down Root Cause Analysis

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• TRI 的AI應用

• 前段：瑕疵檢測 / 文字辨識 / 外觀檢測 / 輔助量測 � 提升檢出能力與降低誤報率

• 後段：Repair Station 瑕疵分類與複判 � 減少人工複判的工作量

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內部研發團隊

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. •PLC control
•Optical Dept. • system S/W
•Lighting control
• Mechanical Dept. YMS, R/S
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光學檢測
電路板測試
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180[+]RD

外部機構技術支援

Department of Computer science, 台灣大學 - 影像處理 / Understanding

Department of Power Mechanical, 清華大學

• X-ray 3D Reconstruction/Digital Tomosynsis Algorithm/ 電腦切層演算法

• Center of Measurement Standards, 工研院 - Length/ Camera / 色彩校正

近年獲獎

• �2015 EM 亞洲創新獎

� 2015 Global Technology Award �2016 EM 最佳供應商獎 � 2016 Global Technology Award �2017 EM 亞洲創新獎 � 2017 Circuits Assembly NPI Award � 2018 Circuits Assembly NPI Award �2018 EM 亞洲創新獎 �2018EM 最佳供應商獎

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每股盈餘
7
6.43
6
5.34
4.87
5 4.67 [5.03]
4.48
4.51
4.23
4.45
4
3.41
3.19
3
2.53
2.17 2.52
2
1.82
1 1.02
0
'03 '04 '05 '06 '07 '08 '09 '10 '11 '12 '13 '14 '15 '16 '17 '18
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免責聲明 本簡報資料所提供之資訊，包含所有前瞻性的 看法，德律科技股份有限公司（本公司）將不 會因任何新的資訊、未來事件、或任何狀況的 產生而負有更新或修正本簡報資料內容之責 任。本簡報資料中所提供之資訊並未明示或暗 示的表達或保證其具有正確性、完整性、或可 靠性，亦不代表本公司、產業狀況或後續重大 發展的完整論述。

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Better Testing Better Quality

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THANK YOU! For more information about Test Research, Inc. Please visit: www.tri.com.tw

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