Axiomtek Co Ltd · TPEX:3088
Axiomtek — 1H2014 Earnings Presentation
23 slides from Axiomtek's earnings presentation, Aug 13, 2014
Slide 1: Axiomtek 1H2014 Performance Review
Axiomtek 1H2014 Performance Review YT Yang Chairman & CEO August 13, 2014
Slide 2: Agenda
Agenda Organization 1H2014 Performance Review Business Strategy Recap of Recent Major Events
Slide 3: Global Organization
Global Organization Axiomtek Group AXUS AXEU AXSZ AXDG EtherWAN ADS AXCA EtherWAN AXBJ USA AXMA AXSH
Slide 4: Global Operation
Global Operation Beijing Methuen Düsseldorf Los Angeles AXGM Shanghai AXHQ AXMA AXSZ AXCA AXIT Shenzhen EWTW EWUS AXDG Dongguan ADS Orange County AXTH AXMY Company Axiomtek EtherWAN ADS Total Region China Taiwan USA Europe Taiwan USA Taiwan Sales Offices 3 2 9 1 1 4 1 21 Subsidiary Manufacturing 1 1
Slide 5: Group Business Integration
Group Business Integration Networking Computing Display & Power Automation Digital Signage Energy Gaming Security Transportation POS/Kiosk HMI Surveillance Medical ITS Vertical Markets Channel Development for Embedded World
Slide 6: Strategic Business Unit
Strategic Business Unit OBM/ODM/OEM Channel AXUS AXEU AXCN TW KA/ODM Partners Regional Business Units Design‐in Transportation Energy & Utility Gaming/POS/NA EMB IMB SoM IPC SSBC EBDS iCON GPPC HMSS DSS EBM ESP (Digital Signage DMS (Embedded Board & Module) (Embedded Systems & Panel PC) Solutions) S
Slide 7: Agenda
Agenda Organization 1H2014 Performance Review Business Strategy Recap of Recent Major Events
Slide 8: Consolidated Revenue
Consolidated Revenue 2010 2011 2012 2013 2014 Year H1 H2 H1 H2 H1 H2 H1 H2 H1 Revenue 1,312,478 1,536,626 1,440,429 1,321,470 1,342,883 1,459,380 1,666,028 2,024,883 2,226,335 (TWD K)
Slide 9: Statements of Comprehensive Income
Statements of Comprehensive Income Selected Items from Statements of Comprehensive Income 2Q2014 2Q2014 (in TWD K) 2014 Over Over 2Q2014 Guidance 1Q2014 2Q2013 1Q2014 2Q2013 Revenue 1,131,754 1,094,581 856,039 3.40% 32.21% GP% 36.13% 35‐37% 35.38% 37.57% +0.75ppts ‐1.44ppts Operating expense (271,25
Slide 10: Product Revenue Breakdown
Product Revenue Breakdown 1H14 Revenue by OBM/ODM 1H14 Revenue by Product 1H14 Revenue by Geography
Slide 11: Agenda
Agenda Organization 1H14 Performance Review Business Strategy Recap of Recent Major Events
Slide 12: Business Strategy
Business Strategy Industrial 4.0 and IoT Customer and Market Product Strategy Technology Approach
Slide 13: Industrial 4.0: Degree of Complexity
Industrial 4.0 From Industry 1.0 to Industry 4.0: Towards the 4th Industrial Revolution Industry is on the threshold of the fourth industrial revolution. Driven by the Internet, the real and virtual worlds 4. Industrial Revolution are growing closer and closer together based on Cyber-Physical to for
Slide 14: Industrial 4.0
tek.com www.axiom Industrial 4.O Better with integration Examples of successful integration in the product development and production process Modern and future production facilities take advantage of industrial integration including horizontal, vertical and lifecycle integration. This infographic pr
Slide 15: Market Projection for Smart World
Market Projection for Smart World
Slide 16: IoT (Internet of Things)
IoT (Internet of Things) By 2018, 36% of new industrial automation device shipments will be IP addressable? Increasingly, there is a focus on driving increased intelligence into the network as part of a larger effort to make advancements in manufacturing, similar to the paradigm shift that occurred
Slide 17: Customer and Market
Customer and Market Smart Cities Connected Communities Smart Planet Green Environment Smart Energy Electric Grid Future Internet Smart Buildings Buildings, Smart Homes Smart Transport Internet of Things ITS, HEVs, EVs Smart Industry Smart Living Entertaining, Leisure Industrial Environments Smart He
Slide 18: Product Strategy
Product Strategy Deeply Embedded Solutions in Vertical Markets
Slide 19: Technology Approach
Technology Approach Embedded Board & SoM Embedded Systems High density design with tiny solutions Thermal, temp. managed solutions Thermal and temp. managed solutions AXView software utility to support remote monitoring and management, security and connectivity Ability to support EOS of WinCE/XP/7/8
Slide 20: What We Are Working for IoT
What We Are Working for IoT AXAnalyzer AXAnalyzer Trouble Shooting Data Mining AXFirewall Security AXGateway EtherCAT IO Connectivity AXView 2.0 AX Cloud Manageability
Slide 21: Agenda
Agenda Organization 1H14 Performance Review Business Strategy Recap of Recent Major Events
Slide 22: Recap of Recent Major Events
Recap of Recent Major Events • Axiomtek sets July 22nd as ex‐dividend date, July 23rd as record date for common share dividends and August 22nd as payable day. (July 2014) • Axiomtek shareholders approved NT$ 2.66695709 cash dividend. (July 2014) • Axiomtek is ranked 641 among Top 1000 Enterprises i
Slide 23: Thank You
Thank You