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UMEC — Investor Presentation 2021
Dec 6, 2021
52064_rns_2021-12-06_5a3803dd-57ea-4a95-a4d2-c82f9f6ee00a.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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2021年12月7日
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AGENDA
1公司簡介
2產品應用與發展
3主要客戶群
4營運展望
2
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AGENDA
1 公司簡介
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-
公司成立 :
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» 民國 ˙73 年 1 月
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公司員工人數 :
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» 台灣 — 750
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» 中國 — 2000
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» 越南 — 1000
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公司資本額 :
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» 美金 $43,209,000
• 公司股票公開發行日 :
- » 民國 ˙87 年 10 月
• 年營業額 :
- » 美金 US$135,784,256.(2020)
• 各地廠房面積 :
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» ---- 32,100 m[2] 台灣廠及總部
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» ---- 72,200 m[2] 中國廣東深圳廠
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» ---- 10,000 m[2] 中國福建龍岩廠
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» ---- 7,200 m[2] 中國廣東梅州廠
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» ---- 18,000 m[2 ] 越南北江省廠
公司簡介
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台灣總部
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中國廣東深圳廠
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越南北江省廠
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台灣廠
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中國廣東梅州廠
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中國福建龍岩廠
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公司營業及工廠分佈圖
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各廠區認證規範
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• CERTIFICATIONS :
- » Taiwan Factory — ISO 9001/ TL9000
— ISO 14001
— UL/ TUV/ CCC/ CQC — ISO 45001
— IATF_16949 — MFi Manufacturing
» China Factory — ISO 9001 — ISO 14001 — UL/ TUV/ CCC/ CQC — IATF_16949 — QC080000C — ISO 45001
— MFi Manufacturing
» Vietnam Factory — ISO 9001 — UL/ TUV/ CCC/ CQC — ISO 14001
— ISO 45001
— MFi Manufacturing
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AGENDA
2產品應用與發展
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產品運用及發展
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Universal Microelectronics Co., Ltd
MAGNETIC POWER ICP OPTICAL
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* RF transformers * DC/DC Converters DMS/ EMS * Ultra High Speed AOC :
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USB 3.1 Type C & 3.0 AOC;
Power Transformers * AC Open Frame * Marine & GPS Product
HDMI 2.1 & 2.0 AOC/TRX; S
Inductor Products * Power Adapter * mmWave Radar FP & QSFP
Planar Transformers * Hot-swappable * Wearable Device * Passive Components:
Custom Design Redundant Power * BLE related Consumer CWDM/ DWDM
Fused Biconical Taper
Transformer/ Inductor * DC/AC Inverter
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2020 營業額地區及產品分佈圖
2020 年度營業額: 美金$135,784,256.
- 出貨地區別
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● 產品線別
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電磁產品事業處
PLC coupling Transformer RF Baluns / Transformer
Planar Transformers(PCB)
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Power Transformer for Common Mode Chokes / PoE & HomePlug Date Line Filters
Power Inductors /Common Mode Chokes
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XDSL Transformers/POTS ADSL / VDSL/ G.fast Inductors Transformers
Current Sense Inductors/Transformers
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Automotive Application
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SMD Inductor
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Transformer for Power Applications
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電源產品事業處
DC/DC Product Line
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Open Frame
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Redundant(CRPS)
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AC/DC Adapter
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DC/AC Inverter
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From 15W to 700W
From 6W to 2000W
For Telecom/ Datacom/ Industrial Control System
For Networking System, AP Router, Color Laser Printer
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電源產品事業處
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高效率LED智能路燈30W/60W/90W/120W/150W全系列機種 -
最高光效可達180 lm/W -
3000K/5000K色溫 -
Smart Lighting
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資通產品事業處
DMS/ EMS
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Marine Products
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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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Telephone Line Test Devices
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Automotive Products
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Automotive mmWave Radar
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ADAS Solutions
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Industrial Android Rugged Tablet Solution
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mmWave Radar Solutions and Modules
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IoT Products
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Wearable & IoT Devices
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Controlling Center Platform & System in ZigBee/ Wi-Fi/ BT
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毫米波雷達模組應用
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乘用車輛
全車防護雷達
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二輪車輛
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大型車輛前、後
與側邊防護雷達
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生命跡象
偵測
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監控系統
加值整合
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工業機器人
感知器
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FCTA
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Middle Range Radar Fcw
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FCW
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FCTA
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FCW/FCTA 已送測
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Front Collision Warning
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Front Cross Traffic Alert
乘用車輛
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Short Range Radar 6 in ONE
RCTA
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BSD/LCA/DOW
BACKUP AID
RCW
BSD/LCA/DOW
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RCTA
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BSD/LCA/DOW/RCTA/RCW/Backup AID 量產
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Blind Spot Detection
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Lane Change Assistance
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Door Open Warning
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Rear Cross Traffic Alert
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Rear Collision Warning
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Backup AID
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大型商用車輛與機車運用
H D Vehicles Radar eavy uty
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FCTA
BKAD
ACC/AEB
FCTA
over Radar Radaradar BSD + LCA
ACC/AEB
BSD + LCA
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MOTO Cover Radar Radaradar
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特殊產業運用
⾧照2.0 無人載具 Fall Down Detection IGV Vehicle UMEC 智慧交通 車用配件 In Cabin Detection AI Traffic Control 毫米波 雷達 Kick Tail Gate Sensor 智慧家居 特殊工程車 Smart Door Smart Toilet Alert Sensor
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AGENDA
3 主要客戶群
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主要客戶群
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Magnetic Power Supply ICP
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Optical
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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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與IC設計公司同步開發新一代寬頻通訊G.mgfast變壓器,維持產品技術領先. -
開發寬頻RF變壓器,應用於5G小型基地台產業.
• 電源管理:
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開發搭配第三代半導體SiC(碳化矽)IC之變壓器產品線.應用於數據中心、電動車、 電動車充電站、太陽能及風電等綠能發電應用設備. -
通訊產品電源變壓器類別2021年銷售額較2020年同期增加20%.
• 家電:
扁平線變壓器逐步向大尺寸開發,可應用於大型家電. 主要目標市場為日系客戶.
• 車用:
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車用通訊(控制器區域網路CAN). -
電動車自動照明及電源管理系統. -
車用電子被動元件AEC-Q200驗證能力及IATF16949系統認證. -
電動車應用變壓器2021年銷售額較2020同期成長45%.
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營運展望- 電源產品
• 網路通訊與船用領域:
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多埠通信交換機混插冗餘電源系統.2021年銷售額較2020同期成長6%. -
.
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船用設備多路鋰電池充電器 -
鐵道,電廠,智慧家電: -
鐵道寬範圍直流電源模組開發及認證,客戶已取得當地國家認證. -
提供客戶電廠交換機用高壓雷擊與高環溫之特殊需求客製電源.綠色家電之定電流電源與面板控制及馬達驅動電源.該應用領域2021年銷售額較2020同期成長8%.
• 行動通訊機房端系統:
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供應5G系統營運商客製電源.該應用電源產品具高功率密度、高環溫之 特性. -
配合客戶設備需求,開發數位通信電源. -
該應用領域2021年銷售額較2020同期成長49%. -
品牌客戶直接導入策略: -
產品直接導入終端品牌客戶供應鏈,成為指定採用零件. -
產品共用性增加,且避免系統廠分潤. -
第一時間獲得客戶最新需求規格.
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營運展望– EMS/DMS
• 海用電子產品線:
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市場端需求強勁,客戶端也提出擴大產能需求.目前因物料短缺問題,特 別是半導體類,造成近半數訂單無法生產出貨.海用電子2021年銷售額較 2020同期成長14%. -
向客戶端爭取延長訂單前置時間,以減緩半導體端缺之衝擊. -
藉由合作開發新產品與主要客戶建立長期合作關係.同時也加快客戶新 產品線上市時程. 達成雙贏局面.
• 通訊模組產品線:
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全球防疫需求下,通訊模組需求大幅度增加. 藍芽模組2021年銷售額較 2020同期成長3倍. -
建置全自動測試機製程,提升模組產能,對應客戶成長需求.
• 電子測試設備產品線:
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隨各國陸續恢復上班,需於辦公室使用之測試設備需求也逐步恢復.2021 年銷售額較2020同期成長35%. -
預計2022下半年,若半導體供應狀況趨穩定,可有更明顯成長.
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營運展望– 雷達產品
• 車用雷達:
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環科的前向雷達(LRR)通過ARTC驗證的驗證,偵測距離可達230公尺,精確 度符合ISO15623的規範。 -
乘用車後向雷達(SRR)持續供應給台灣日系車廠。並開始進行日本原廠之 廠規驗證,預計2022年Q1完成。配套出貨量預計於2022年Q3逐步提升。 -
微型化低耗電77/60/79GHz毫米波雷達: -
機車市場:以通過國產機車品牌商測試,2022年Q1將陸續上架供其車 主選配。 -
自行車市場:與美國知名自行車品牌合作開發單車用BSD雷達,預計 2022年Q3量產。 -
開發符合歐盟法規UNR151的大型車輛車側雷達,提供業界最小化尺寸之產 品以符合法規車輛寬度限制。2022年Q2將正式供貨。
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營運展望– 雷達產品
• 非車用雷達:
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微型化60GHz雷達模組已導入人流計數與生命徵象偵測應用。預計2022年 Q4量產。 -
長期照護市場:與客戶合作將60G雷達模組整合鏡頭,應用於長照機 構。 -
駕駛人員生命徵象監控:與日本研究機構合作,先端產品評估。 -
低功率/成本24GHz模組進入量產。應用於智慧馬桶、門鈴及燈具。
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