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UMEC — Investor Presentation 2019
Dec 5, 2019
52064_rns_2019-12-05_c25583c2-fd79-42af-98ab-e252e3f10d47.pdf
Investor Presentation
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環隆科技股份有限公司 Universal Microelectronics Co., Ltd. (股票代號:2413) 法人說明會
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2019年12月4日
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AGENDA
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1 公司簡介
2 產品應用與發展
3 市場佈局
4 營運展望
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2
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AGENDA
1 公司簡介
3
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• INITIAL OPERATION :
- » January 1984
• EMPLOYEES :
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» Taiwan — 700
-
» China — 4000
-
» Vietnam — 1000
• CAPITAL :
- » US$43,209,000
• INITIAL PUBLIC OFFERINGS :
- » October 1998
• ANNUAL SALES :
公司簡介
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Headquarter Taichung Taiwan
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Shenzhen Factory
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Taichung Factory
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Meizhou Factory
- » US$127,745,746. (2018)
• PLANT FLOOR AREA :
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» 32,100 m[2] ---- Taiwan HQ and Factory
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» 72,200 m[2] ---- Shenzhen Factory
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» 10,000 m[2] ---- Longyan Factory
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» 7,200 m[2] ---- Meizhou Factory
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» 13,000 m[2 ] ---- Hanoi Factory
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Hanoi Factory
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Longyan Factory
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Global Office & Sites
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AGENDA
2 產品應用與發展
6
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Product Segmentation
| Product Segmentation | Product Segmentation | Product Segmentation | ||
|---|---|---|---|---|
| MAGNETIC | POWER ICP LCM Universal Microelectronics Co., Ltd UMEC |
|||
| ICP | ||||
| *** RF transformer Telecommunications Power Transformer Inductor Products* Custom Design Transformer/ Inductor* |
*** DC/DC Converters AC Open Frame Power Adapter Hot-swappable* Redundant Power** |
DMS/ EMS Marine & GPS Product* Automotive Radar Wearable Device * BLE related Consumer |
*** 3.5inch ~ 19inch COG, FOG, POG Lamination, OCR Film on Sensor Glass* LCM assembly* |
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Certification
• CERTIFICATIONS :
» Taiwan Factory — ISO 9001
— ISO 14001
— ISO/TS 16949
— ISO 13485
— TL 9000
— UL / TUV
— SONY GP
— MFi Manufacturing
» China Factory — ISO 9001
— ISO 14001
— ISO/TS 16949
— UL / TUV
— QC 080000
— SONY SPP
— OHSAS 18001
— MFi Manufacturing
- » Vietnam Factory — ISO 9001
— UL / TUV
— ISO 14001
— MFi Manufacturing
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8
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2018 Sales Revenue Update
2018 ANNUAL SALES: US$127,745,746.
● By Territory
● By Product Line
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Magnetic Component Product
Total Capacity: 20KKpcs/ month
RF Baluns/Transformers
SMD Transformer
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Common Mode Choke
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SMD Inductor
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ISDN S/U-interface Data Coupling
Transformers Transformers
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Common Mode Chock for Transformer for Power
ADSL/VDSL Applications
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XDSL Transformers/POTS Transformer & Inductor
Inductors by Ringing Core Design
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Flat Wire
Common Mode Choke
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Transformer for Automotive
Application
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Magnetic Component Product
| IC Manufacturer | Technical | Total Capacity : 20kkpcs per month. Telecom Transformers/Inductors : 9kkpcs per month (Ferrite EE5, EP7, EP10, EPX10, EP13, EPC13, RM4, RM5, RM6, TKH7---) LAN, ISDN, T1/E1, T3/E3 Transformers/Inductors : 3kkpcs/ per month (Ferrite Ring core T2.5~T10 ----) Power Transformers/Inductors : 8kkpcs per month (Ferrite EF16~EF32/11, EE40,-------) |
|---|---|---|
| ADI | HomePlug/VDSL2 | |
| Broadcom | ADSL/ADSL2+/VDSL2/ADSL2+/ VDSL3/G.FAST/G.mgfast HomePlug/VDSL/VDSL2 |
|
| Broadcom(Gigle) | HomePlug | |
| Ikanos(Globespan) | ADSL/ADSL2+/G.SHDSL/VDSL | |
| Ikanos(Globespan,Conexant) | ADSL2+/G.SHDSL/VDSL/VDSL2 | |
| Lantiq | Power | |
| Intel ( Lantiq, Infineon) | ADSL/ADSL2+/MDSL/SDSL /VDSL/VDSL2/G.FAST/G.mgfast |
|
| Level One | DDS | |
| Marvell (DS2) | G.hn/HomePlug | |
| MicroSemi (Zarlink, Legerity) | ADSL/ADSL2+/POTS | |
| Mstar, Qualcomm(Atheros,Intellon), Silicon Labs |
HomePlug | |
| Realtek, Metanoia, Sckipio | G.FAST/VDSL2 | |
| Sigma Designs (CopperGate) | G.hn/HomePlug/HPNA3 | |
| Silicon Labs | VoIP (Power) | |
| Texas Instruments, STM | Power | |
| Teridian | Analog | |
| Triductor, INTEL(Lantiq), Metanoia |
VDSL2 |
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Power Supply Product
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DC/DC Brick For Telecom / Datacom &
Industrial Control System
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Encapsulated 1/2, 1/4, 1/8 and 1/16 Brick series are available from 50W to 350W.
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AC / DC Adapter For Datacom System
Adapters are available
with power range from
3W to 160W.
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For Telecom / Datacom & DC/DC Cu Case Industrial Control System
Industrial DC/DC Module series are available from 6W to 60W.
AC / DC Open Frame
I.T.E Power Supply are available with power range from 5W to 880W.
For Color Laser Printer, Multifunction Printer
DC/DC Multilayer Converter
Hi Density DC/DC Board Mount Modules are available from 50W to 420W.
For Telecom / Datacom and Industrial Control System
Redundant(CRPS)
Redundant PoE Switch Application with range: from 250W to 2000W.
For Networking System
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Redundant Power Supply Products
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AC(HVDC))-DC (CRPS) : 12V-2000W
DC(LVDC)-DC (CRPS) : 12V-550W/880W/1200W
2020 Q4 MP
AC(HVDC)-DC (SSI) : 12V -400W
2020 Q1 MP
AC(HVDC)-DC(CRPS) PoE : (54V)-300W/2000W
AC(HVDC)-DC(CRPS ) : (12V)-550W/880W/1200W
2019 Q2 MP
AC–DC(CRPS): 250W
Mass Production
AC(HVDC)-DC (CRPS) POE: 54V-600W/ 1200W
AC(HVDC)-DC (CRPS) PoE : (54V)-920W
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Information & Communication Product
DMS/ EMS
Marine Products
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GPS System
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Radar
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Fish Finder, Transducer
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Marine Chart Plotter
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Trolling Motor Control System
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Solid State Marine Radar
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Automotive Products
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Automotive FMCW Radar
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Car Multimedia System
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Power Lift Gate module
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Consumer Products
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Wearable & IOT Devices
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Controlling Center Platform & System in
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ZigBee/ Wi-Fi/BT
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Industrial Android Rugged Tablet Solution
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Automotive Radar Solution
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24GHz Radar
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Rear Cross Traffic Alert (RCTA) Waveform Interleaved
FMCW/CW
Lane Change Assistance (LCA)
Horizontal °
Blind Spot Detection (BSD) Coverage 100
Door Open Warning (DOW) Range 0.8m
Resolution
Detection
75m
Distance
Working
Temperature [ -40] [°] [ to +85] [°] [C ]
< Installation > Waterproof IP67
Dimension
113.3 x 83.9 x 23.8
(mm)
ISO 17387-2008,
Certificate LCDAS, ISO-16750,
& FCC part 15.249,
Regulation ISO -10605,
NCC LP0002
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77GHz Radar
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Front Cross Traffic Alert Waveform FMCW/ Sawtooth
Forward Collision Warning
Rear Collision Warning Horizontal Coverage 160 °
Range
1.58m
Resolution
Detection
180m
Distance
Working
Temperature [ -40] [°] [ to +85] [°] [C ]
Waterproof IP67
Dimension
8767 14
(mm)
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Non-Vehicle Radar Sensor
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Smart Home
Smart Life
RADAR Sensor
Smart Car
Smart Office
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Polarize on Glass
Chip On Glass
LCM
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Film On Board
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Film On Sensor Glass
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FPC On Glass
Lamination(OCR)
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Optical Communication
Ultra High Speed AOC :
- HDMI, DVI, USB3.0, SFP+, QSFP+
Component:
CWDM/DWDM
- Fused Biconical Taper ( FBT)
Target Application:
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Medical Imaging Equipment
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Cloud Computing
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Telecommunications
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Conference Room Video System
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Factory Automation Systems
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LED signboards and Kiosk.
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8CH Compact
USB3.0 AOC
CWDM
(5Gbps)
SFP+ Transceiver QSFP+ Transceiver
(10Gbps) (40Gbps)
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AGENDA
3 市場佈局
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市場佈局
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MAGNETIC POWER
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ICP(EMS/ODM) OPTICAL LCM
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Finland
SWEDEN
Germany Russia
Belgium
UK
Belarus
France
Bulgaria
Italy
Japan
SPAIN China
Israel Korean
Taiwan
India
Vietnam
Singapore
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Mexico
Argentina
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AGENDA
4營運展望
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營運展望 – 電磁產品
• 通訊:
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-
第二代銅線寬頻通訊G.fast技術產品線,2019年營收貢獻較2018同期成長36.6%. 後續隨電訊運營商更換設備,比例將持續增加. -
配合通訊IC廠開發完成第三代G.mgfast產品,維持我司產品技術領先.
• 家電:
我司扁平線變壓器產品線,由日本配合商社導入日本家電大廠.預計於2019 Q3起 可量產貢獻營收.
• 車用:
-
車用通訊(控制器區域網路CAN) -
倒車超音波雷達 -
電源管理 -
電動車的自動照明及電池充電. -
車用電子被動元件AEC-Q200驗證能力及IATF16949系統認證
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營運展望 - 電源產品
-
:
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工業,商用,醫療系統
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-
.
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建立軍用與軌道規格產品線 -
擴大網路伺服器規格產品線. -
.
-
醫療設備規格電源產品線
• : 行動通訊機房端系統
-
惠於全球營運商5G系統建置,用戶對高功率密度、高環溫電源供應器產品. -
需求持續增加 -
配合客戶設備需求,協同開發電源供應器.
• : 環境能源系統
-
配合全球綠能產業發展,建立相關系統需求之電源產品規格. -
家用太陽能發電系統,電池供電系統電源. -
.
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電動車充電系統電源開發
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營運展望 – 雷達產品
• 車用雷達:
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後向用毫米波77GHz及79G寬頻雷達已量產出貨. -
前向用77GH雷達,已開發完成並由日系大廠驗證中. -
中國2020開始針對商用車強制前向警示及煞停(AEB)的法規 JT&T 1242 的執行, 目前已跟中國商用車底盤廠合作,取代現有歐美廠雷達. -
IOT 雷達傳感器:
智慧停車,智慧馬桶,智慧門鈴,智慧下水道警示等應用,預計2020 Q1開始量產.
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