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VIA Investor Presentation 2021

Nov 26, 2021

52049_rns_2021-11-26_92862011-b750-4acf-b698-5b5f2d3f72b6.pdf

Investor Presentation

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威盛電子股份有限公司 2 0 2 1 年第三季法人說明會 2 0 2 1 / 1 1 / 2 6

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免責聲明

⚫ 本公司資料可能包含對於未來展望的表述。該類表 述是基於對現況的預期，但同時受限於已知或未知 的風險或不確定性的影響，因此實際結果將可能明 顯不同於表述內容。

⚫ 除法令要求外，公司並無義務因應新資訊的產生或 未來事件的發生，主動更新對未來展望的表述。

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簡報大綱

一、營運現況

二、重要事件摘要 三、嵌入式平台事業部營運報告 四、Q&A

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營運現況

營運現況
2021年第三季損益表(合併)
2021 Q3
%
2021 Q2
%
2020 Q3
%
季變化
年變化
1,875,839 100%
1,617,772 100%
1,722,609
100%
16%
9%
1,202,336 64%
1,029,243
64%
1,153,288
67%
17%
4%
673,503 36%
588,529
36%
569,321
33%
14%
18%
875,592 47%
865,112
53%
545,343
32%
1%
61%
(202,089)
-11%
(276,583)
-17%
23,978
1%
-27%
-943%
22,876
1%
43,178
3%
(24,681)
-1%
-47%
-193%
(179,213)
-10%
(233,405)
-14%
(703)
0%
-23%
25393%
57,662
3%
159,715
10%
9,233
1%
-64%
525%
(236,875)
-13%
(393,120)
-24%
(9,936)
-1%
-40%
2284%
107,495
6%
92,864
6%
30,674
2%
16%
250%
(344,370)
-18%
(485,984)
-30%
(40,610)
-2%
-29%
748%
(0.70)
0%
(0.98)
0%
(0.08)
0%
-29%
775%		 營運現況
2021年第三季損益表(合併)
2021 Q3
%
2021 Q2
%
2020 Q3
%
季變化
年變化
1,875,839 100%
1,617,772 100%
1,722,609
100%
16%
9%
1,202,336 64%
1,029,243
64%
1,153,288
67%
17%
4%
673,503 36%
588,529
36%
569,321
33%
14%
18%
875,592 47%
865,112
53%
545,343
32%
1%
61%
(202,089)
-11%
(276,583)
-17%
23,978
1%
-27%
-943%
22,876
1%
43,178
3%
(24,681)
-1%
-47%
-193%
(179,213)
-10%
(233,405)
-14%
(703)
0%
-23%
25393%
57,662
3%
159,715
10%
9,233
1%
-64%
525%
(236,875)
-13%
(393,120)
-24%
(9,936)
-1%
-40%
2284%
107,495
6%
92,864
6%
30,674
2%
16%
250%
(344,370)
-18%
(485,984)
-30%
(40,610)
-2%
-29%
748%
(0.70)
0%
(0.98)
0%
(0.08)
0%
-29%
775%		 營運現況
2021年第三季損益表(合併)
2021 Q3
%
2021 Q2
%
2020 Q3
%
季變化
年變化
1,875,839 100%
1,617,772 100%
1,722,609
100%
16%
9%
1,202,336 64%
1,029,243
64%
1,153,288
67%
17%
4%
673,503 36%
588,529
36%
569,321
33%
14%
18%
875,592 47%
865,112
53%
545,343
32%
1%
61%
(202,089)
-11%
(276,583)
-17%
23,978
1%
-27%
-943%
22,876
1%
43,178
3%
(24,681)
-1%
-47%
-193%
(179,213)
-10%
(233,405)
-14%
(703)
0%
-23%
25393%
57,662
3%
159,715
10%
9,233
1%
-64%
525%
(236,875)
-13%
(393,120)
-24%
(9,936)
-1%
-40%
2284%
107,495
6%
92,864
6%
30,674
2%
16%
250%
(344,370)
-18%
(485,984)
-30%
(40,610)
-2%
-29%
748%
(0.70)
0%
(0.98)
0%
(0.08)
0%
-29%
775%		 營運現況
2021年第三季損益表(合併)
2021 Q3
%
2021 Q2
%
2020 Q3
%
季變化
年變化
1,875,839 100%
1,617,772 100%
1,722,609
100%
16%
9%
1,202,336 64%
1,029,243
64%
1,153,288
67%
17%
4%
673,503 36%
588,529
36%
569,321
33%
14%
18%
875,592 47%
865,112
53%
545,343
32%
1%
61%
(202,089)
-11%
(276,583)
-17%
23,978
1%
-27%
-943%
22,876
1%
43,178
3%
(24,681)
-1%
-47%
-193%
(179,213)
-10%
(233,405)
-14%
(703)
0%
-23%
25393%
57,662
3%
159,715
10%
9,233
1%
-64%
525%
(236,875)
-13%
(393,120)
-24%
(9,936)
-1%
-40%
2284%
107,495
6%
92,864
6%
30,674
2%
16%
250%
(344,370)
-18%
(485,984)
-30%
(40,610)
-2%
-29%
748%
(0.70)
0%
(0.98)
0%
(0.08)
0%
-29%
775%		 營運現況
2021年第三季損益表(合併)
2021 Q3
%
2021 Q2
%
2020 Q3
%
季變化
年變化
1,875,839 100%
1,617,772 100%
1,722,609
100%
16%
9%
1,202,336 64%
1,029,243
64%
1,153,288
67%
17%
4%
673,503 36%
588,529
36%
569,321
33%
14%
18%
875,592 47%
865,112
53%
545,343
32%
1%
61%
(202,089)
-11%
(276,583)
-17%
23,978
1%
-27%
-943%
22,876
1%
43,178
3%
(24,681)
-1%
-47%
-193%
(179,213)
-10%
(233,405)
-14%
(703)
0%
-23%
25393%
57,662
3%
159,715
10%
9,233
1%
-64%
525%
(236,875)
-13%
(393,120)
-24%
(9,936)
-1%
-40%
2284%
107,495
6%
92,864
6%
30,674
2%
16%
250%
(344,370)
-18%
(485,984)
-30%
(40,610)
-2%
-29%
748%
(0.70)
0%
(0.98)
0%
(0.08)
0%
-29%
775%		 營運現況
2021年第三季損益表(合併)
2021 Q3
%
2021 Q2
%
2020 Q3
%
季變化
年變化
1,875,839 100%
1,617,772 100%
1,722,609
100%
16%
9%
1,202,336 64%
1,029,243
64%
1,153,288
67%
17%
4%
673,503 36%
588,529
36%
569,321
33%
14%
18%
875,592 47%
865,112
53%
545,343
32%
1%
61%
(202,089)
-11%
(276,583)
-17%
23,978
1%
-27%
-943%
22,876
1%
43,178
3%
(24,681)
-1%
-47%
-193%
(179,213)
-10%
(233,405)
-14%
(703)
0%
-23%
25393%
57,662
3%
159,715
10%
9,233
1%
-64%
525%
(236,875)
-13%
(393,120)
-24%
(9,936)
-1%
-40%
2284%
107,495
6%
92,864
6%
30,674
2%
16%
250%
(344,370)
-18%
(485,984)
-30%
(40,610)
-2%
-29%
748%
(0.70)
0%
(0.98)
0%
(0.08)
0%
-29%
775%
新台幣千元 2021 Q3
%		 2021 Q2
%		 2020 Q3
%		 季變化 年變化
銷貨淨額 1,875,839 100% 1,617,772 100% 1,722,609
100%		 16% 9%
銷貨成本 1,202,336 64% 1,029,243
64%		 1,153,288
67%		 17% 4%
銷貨毛利 673,503 36% 588,529
36%		 569,321
33%		 14% 18%
營業費用 875,592 47% 865,112
53%		 545,343
32%		 1% 61%
營業淨利 (202,089)
-11%		 (276,583)
-17%		 23,978
1%		 -27% -943%
非營業項目 22,876
1%		 43,178
3%		 (24,681)
-1%		 -47% -193%
稅前淨利 (179,213)
-10%		 (233,405)
-14%		 (703)
0%		 -23% 25393%
所得稅費用 57,662
3%		 159,715
10%		 9,233
1%		 -64% 525%
稅後淨利 (236,875)
-13%		 (393,120)
-24%		 (9,936)
-1%		 -40% 2284%
非控制權益 107,495
6%		 92,864
6%		 30,674
2%		 16% 250%
淨利歸屬於業主 (344,370)
-18%		 (485,984)
-30%		 (40,610)
-2%		 -29% 748%
每股盈餘 (0.70)
0%		 (0.98)
0%		 (0.08)
0%		 -29% 775%
營運現況
2021年前三季損益表(合併)
2021 Q1-Q3
%
2020 Q1-Q3
%
年變化
5,063,311
100%
4,748,703
100%
7%
3,253,084
64%
3,122,502
66%
4%
1,810,227
36%
1,626,201
34%
11%
2,780,457
55%
1,759,776
37%
58%
(970,230)
-19%
(133,575)
-3%
626%
2,337,417
46%
104,719
2%
2132%
1,367,187
27%
(28,856)
-1%
-4838%
245,258
5%
27,691
1%
786%
1,121,929
22%
(56,547)
-1%
-2084%
286,017
6%
88,094
2%
225%
835,912
17%
(144,641)
-3%
-678%
1.69
0%
(0.29)
0%
-683%		 營運現況
2021年前三季損益表(合併)
2021 Q1-Q3
%
2020 Q1-Q3
%
年變化
5,063,311
100%
4,748,703
100%
7%
3,253,084
64%
3,122,502
66%
4%
1,810,227
36%
1,626,201
34%
11%
2,780,457
55%
1,759,776
37%
58%
(970,230)
-19%
(133,575)
-3%
626%
2,337,417
46%
104,719
2%
2132%
1,367,187
27%
(28,856)
-1%
-4838%
245,258
5%
27,691
1%
786%
1,121,929
22%
(56,547)
-1%
-2084%
286,017
6%
88,094
2%
225%
835,912
17%
(144,641)
-3%
-678%
1.69
0%
(0.29)
0%
-683%		 營運現況
2021年前三季損益表(合併)
2021 Q1-Q3
%
2020 Q1-Q3
%
年變化
5,063,311
100%
4,748,703
100%
7%
3,253,084
64%
3,122,502
66%
4%
1,810,227
36%
1,626,201
34%
11%
2,780,457
55%
1,759,776
37%
58%
(970,230)
-19%
(133,575)
-3%
626%
2,337,417
46%
104,719
2%
2132%
1,367,187
27%
(28,856)
-1%
-4838%
245,258
5%
27,691
1%
786%
1,121,929
22%
(56,547)
-1%
-2084%
286,017
6%
88,094
2%
225%
835,912
17%
(144,641)
-3%
-678%
1.69
0%
(0.29)
0%
-683%		 營運現況
2021年前三季損益表(合併)
2021 Q1-Q3
%
2020 Q1-Q3
%
年變化
5,063,311
100%
4,748,703
100%
7%
3,253,084
64%
3,122,502
66%
4%
1,810,227
36%
1,626,201
34%
11%
2,780,457
55%
1,759,776
37%
58%
(970,230)
-19%
(133,575)
-3%
626%
2,337,417
46%
104,719
2%
2132%
1,367,187
27%
(28,856)
-1%
-4838%
245,258
5%
27,691
1%
786%
1,121,929
22%
(56,547)
-1%
-2084%
286,017
6%
88,094
2%
225%
835,912
17%
(144,641)
-3%
-678%
1.69
0%
(0.29)
0%
-683%
新台幣千元 2021 Q1-Q3
%		 2020 Q1-Q3
%		 年變化
銷貨淨額 5,063,311
100%		 4,748,703
100%		 7%
銷貨成本 3,253,084
64%		 3,122,502
66%		 4%
銷貨毛利 1,810,227
36%		 1,626,201
34%		 11%
營業費用 2,780,457
55%		 1,759,776
37%		 58%
營業淨利 (970,230)
-19%		 (133,575)
-3%		 626%
非營業項目 2,337,417
46%		 104,719
2%		 2132%
稅前淨利 1,367,187
27%		 (28,856)
-1%		 -4838%
所得稅費用 245,258
5%		 27,691
1%		 786%
稅後淨利 1,121,929
22%		 (56,547)
-1%		 -2084%
非控制權益 286,017
6%		 88,094
2%		 225%
淨利歸屬於業主 835,912
17%		 (144,641)
-3%		 -678%
每股盈餘 1.69
0%		 (0.29)
0%		 -683%

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2021Q1-Q3_SALES%
其他 5% 處理器平台
32%
USB 晶片 嵌入式平台
48% 15%
----- End of picture text -----

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2020Q1-Q3_SALES%
其他 4% 處理器平台
USB 晶片
45%
30%
嵌入式平台 21%
----- End of picture text -----

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110年01月

與中國金龍巴士（King Long Bus）簽署戰略協議，促進下一代移動應用的5G和自動駕駛汽車
創新。

在加拿大國際礦業線上大會（CIMVITL21）展示威盛Mobile360 M810系統及其動態物體偵測
110年05月
（DOD）系統。
威盛及威鋒進行策略性投資，參與樺漢(6414)私募可轉換公司債分別認購新台幣二億元及一億
110年08月
元。
在全球最大採礦業盛會-MINEXPO® 2021，展示最新的威盛Mobile360重型設備安全系統，採
110年09月
用最先進的攝影鏡頭人工智慧和感測器融合技術來提高採礦安全。
威鋒電子領先全球推出第一顆USB4控制晶片VL830。USB4係為USB架構的重大更新規格，允許多
110年09月
個資料和顯示協議可共享一條高速連結通道，支援最高至40Gbps的傳輸速率。
威盛Mobile360 堆高機安全系統已在全球正式發行販售，提供完整的隨開即用解決方案，使
110年10月
企業能夠採取積極主動的方法以減少堆高機事故。

本公司及持股100%子公司Centaur Technology, Inc. (下稱Centaur)與美商英特爾公司(Intel
110年11月Corporation) 簽署契約。美商Intel Corporation (下稱Intel)將延攬Centaur部分員工加入
Intel，本公司並配合出具相關承諾，而Intel將給付Centaur美金1億2仟5百萬元。

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營運報告

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威盛在人工智慧時代的變革

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AI 物聯網
IC 設計 嵌入式系統
解決方案
----- End of picture text -----

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軟體正在侵噬這個世界

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----- Start of picture text -----

◼ 許多應用和活動越來越多由軟體定義
◼ 軟體2.0的成長機會與大型數據有關
◼ Source: ARK Investment Management LLC, 2020
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AI 並不是新話題 ，但是對於處理 數據的訊息量是 前所未有的巨大

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邊緣運算時代

  • “物聯網+ 雲端”讓數據採集普及且高效

1960s 1980s 2000s 2020s

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邊緣智能時代

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----- Start of picture text -----

2025年將有一半以上的數據創建於
邊緣智能
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洞察力 @ 邊緣智能

客戶的體驗

有限數據庫

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威盛智慧系統

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----- Start of picture text -----

多項邊緣應用的可擴充平台
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感知

系統創新

連接及雲端

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從分散到聚焦

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----- Start of picture text -----

在日益壯大的市場中
開拓可成長的機會
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車載

工廠

智慧家庭

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車載

威盛切入市場的關鍵 ◼ 全球商用車投入使用數量：335百萬

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----- Start of picture text -----

商用車輛安全 工業車輛安全
車隊管理 倉庫及物流
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一般客戶的核心需求和機會

資產管理 ( 使用、維護等) 燃料 ( 效率、路徑） 其他營運成本 ( 安全、保險、員工、 停車、自動化) 法規和稅收 ( 公共安全)

事故預防

( 避免碰撞，態勢感知)

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資料分析 影片 人工智慧 (即時運算)

事故評估

（即時反應、分析、報告)

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駕駛員行為

（疲勞、分心、危險駕駛) 法規 ( 車輛安全，駕車輔助) 車隊管理安全

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車隊管理效率

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感知

威盛智慧車載解決方案

雲端 系統

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威盛智慧車載解決方案

威盛Mobile360 威盛Mobile360 威盛Mobile360 駕駛監控系統 先進駕駛輔助系統 環視監控系統

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後裝市場區隔化

視訊資通技術

堆高機安全

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針對目標客戶示例優化的可擴充平台
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視訊車載資通技術

批量生產 雲端 電信業者 可擴充性

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商用車隊
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視訊車載資通技術

計程車及 貨運及物流 共享商業車隊

威盛Mobile360 D700 系列

巴士及 工業車載 長途客運 威盛Mobile360 M800 系列

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威盛Mobile360 D700 AI 雙向行車紀錄器

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威盛Mobile360 D700 AI 雙向行車紀錄器

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高單價資產
◼ 發揮最大用途
◼ 減少停機時間
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堆高機新定位

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高安全風險
◼ 事故和員工的受傷主因
◼ 醫療費用
◼ 保險責任與法律費用
◼ 庫存損壞和運營中斷
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高員工替換率
◼ 身心壓力大
◼ 缺乏指導和培訓
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威盛Mobile360 堆高機安全系統

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在美國每年共有近 34,900 件 因堆高機導致的重傷事故 平均每天 95 人 因堆高機事故而受到嚴重傷害 據美國職業安全衛生法(OSHA)統計， 約有 70% 的堆高機事故 是能夠被預防的!

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配置『警告&危險區域』行人偵測警示 可自定範圍為4-5公尺

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解決最棘手的堆高機安全痛點
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批量生產

堆高機安全

雲端服務 感知能力 可擴充性

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物流與製造業
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堆高機安全

貨運及物流

有害物質

貨運及物流 倉儲配送 石油化工 半導體

製造業 有害物質 餐飲業 汽車製造

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威盛Mobile360 堆高機安全系統

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威盛智慧安居解決方案

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安全防護 住戶交流 生活型態
◼ 訪客登記 ◼ 樓宇畫面監控 ◼ 能源管理
◼ 智慧門鈴 ◼ 居民服務 ◼ 可視對講機
◼ 緊急服務 ◼ 社區資訊 ◼ 休閒應用程式
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威盛智慧安居解決方案

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明倫智慧公宅 斯文里智慧公宅 東馳建設 吉松建設 永信建設 銳揚建設

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Thank You

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