Taiwan-Asia Semiconductor Corporation · TWSE:2340
Taiwan-Asia Semiconductor — Opto Tech — Investor Presentation (September 2013)
28 slides from Taiwan-Asia Semiconductor's investor presentation, September 2013
Slide 1: Corporate presentations
Corporate presentations 2013.09
Slide 2: Content
Content Company Profile Company Overview Main Products Main suppliers of LED Epi wafers Financial Performance Main Products Allocation- by Revenue LED Chips Allocation- by Revenue Product sales Breakdown by Area Future IP Status Our Products 2
Slide 3: Company profile
Company profile Date of founded Dec 21, 1983 Paid in Capital NT 5,456,621,150 Main Products LED Chips , Sensor Chips , System products Factory site (Ⅰ)No. 8, Innovation Rd I, Hsinchu Science Park (Ⅱ) No. 1, Li-hsin Rd. V, Hsinchu Science Park Monthly Capacity 4.0 billion units for LED chips 1.9 bill
Slide 4: Company Overview
Company Overview Dec 1983: Company founded July 1984: LED chips produced Dec 1991: System division operated May 1995: Stock published (2340) June 1996: ISO 9001 certified June 2002: ISO14001 and OHSAS certified Oct 2003: Opto Tech Suzhou operated June 2005: Nichia and Hitachi cable to join b
Slide 5: Main Products
Main Products LED Chips ・ Visible LED Chips ・ Invisible IR LED Chips Sensor chips ・ Photo diode ・ Photo transistor ・ Zenar diode System products ・LED video board ・LED lighting ・Automotive lighting ・LED traffic lighting 5
Slide 6: Main suppliers of LED Epi wafers
Main suppliers of LED Epi wafers InGaN: Nichia AlInGap (4 element): Hitachi Cable and SEH In housing supply: 4 sets MOCVD GaAsP: SEH & M.C.C GaP: SEH & M.C.C GaAlAs: Hitachi Cable IR: SEI & Prowtech 6
Slide 7: Financial Performance
Financial Performance (Unit: NT$ Million) 2009 2010 2011 2012 2013Q2 Operating revenue 5,407 7,674 7,063 6,586 3,242 Total gross profit 1,086 1,883 1,486 1,260 649 Total operating expenses 747 1,030 811 778 452 Net operating gain (Loss) 339 853 675 482 197 Net income (Loss) 210 688 453 336 201 EPS(N
Slide 8: Main products Allocation-by Revenue
Main products Allocation-by Revenue Year 2010 Year 2011 Year 2012 Year 2013/9 45.2% 45.4%43.1%44.2% 24.9 % 29.5% 18.1%13.9% 9.4% 19.8%22.2% 13.3 16.2% % 16.6% 11.2% 11.2% 5.7% 5.2% 4.6% 0.3% Normal Infrared+Four Elments+InGan Sensor Chips System Products Others 8
Slide 9: LED Chips & Sensor Chips Product sales Breakdown by Area
LED Chips & Sensor Chips Product sales Breakdown by Area Area 2012 2013/1-9 Taiwan 57% 57% HK (Mainland China) 21% 20% Japan 13% 15% Korea 5% 5% Others 4% 3% 9
Slide 10: System Products Product sales Breakdown by Area
System Products Product sales Breakdown by Area Area 2012 2013/1-9 North America 48% 60% Taiwan 25% 10% Northeast Asia 8% 9% Southeast Asia(China) 10% 16% Others 9% 5% 10
Slide 11: Future
Future •Factory- OPTO (Suzhou): System products production in China OPTO (Ningbo): LED chip packaging and testing in China •Sales channel- sales agency set up: USA, Europe, Japan and China 11
Slide 12: IP Status
IP Status Japan, 4 Korea, 2 China, 22 Taiwan, 48 Germany, 1 U.S.A, 23 Taiwan U.S.A Germany China Japan Korea Total 90 Patents Applied Sep. 2013 12
Slide 13: Our Products
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Slide 14: Our Products - Display
Our Products tomorrow Display QPTOTECH (14)
Slide 15: Our Products - Display
Our Products “ tomorrow Display QPTOTECH « 15
Slide 16: Our Products - Display
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Our Products eS tomorrow Display
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Our Products tomorrow Display OPTOTECH
Slide 19: Our Products - Display
Our Prod ucts “ tomorrow Display Ci xt os TS 4
Slide 20: Our Products - Lighting
Our Products “ tomorrow LIGHTING QPTOTECH « 20 )
Slide 21: Our Products - Lighting
Our Prod ucts “ tomorrow LIGHTING
Slide 22: Our Products - Lighting
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Slide 23: Our Products - Lighting
Our Prod ucts “ tomorrow LIGHTING
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Our Prod ucts “ tomorrow LIGHTING
Slide 25: Our Products - Lighting
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Slide 26: Our Products - Lighting
tomorrow Our Products LIGHTING
Slide 27: Our Products - Lighting
Our Products tomorrow LIGHTING QPTOTECH
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