Axiomtek Co Ltd · TPEX:3088
Axiomtek — 2015 Q3 櫃買市場業績發表會
27 slides from Axiomtek's conference presentation, Nov 11, 2015
Slide 1: 2015 Q3 櫃買市場業績發表會
2015 Q3 櫃買市場業績發表會 YT Yang Chairman & CEO November 11, 2015
Slide 2: Agenda
Agenda Milestone & Organization Sales and Product Analysis What Our Development Allied with IoT 2015 Axiomtek Profile 2
Slide 3: 2015 Axiomtek Profile
www.axiomtek.com 1999 to expand offering of Deutschland G industrial Ethernet Co., Ltd., Solutions China Taiwan's Top 100 Performing Enterprises* Launched Boards and Embedded PC product lines 2015 Axiomtek Profile ied (2005 Te ‘Acquired EtherWAN —— TAIWAN Axiomtek reaches its milestone 25th year in
Slide 4: 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 Innovations for the Connected World 2015 Axiomtek Profile 4
Slide 5: Global Operation
Global Operation Methuen Düsseldorf Los Angeles AXGM Beijing AXMA AXHQ AXCA AXSZ Shanghai AXIT Shenzhen EWTW AXDG Dongguan EWUS Taipei ADS Orange AXTH County AXMY Subsidiary Company Axiomtek EtherWAN ADS Total Franchise Partner Employee 640 180 8 828 2015 Axiomtek Profile 5
Slide 6: Global Partners
Global Partners United Kingdom Russia Germany France Japan United States `` Italy China Thailand Malaysia Brazil Australia Channel Partners (50) Franchise Partners (3) Subsidiaries + Sales Office (12) 2015 Axiomtek Profile 6
Slide 7: Axiomtek SBU Organization
Axiomtek SBU Organization Automation Retail / Design-in Transportation ODM / Energy Medical NA/ Gaming Medical/ Vertical Partners: Distributor, VAR, SI, Reseller, OEM Partners Retail e-Business X86 X86 X86 IPC InPC RISC EPC PPC EMB IMB SoM Intelligent PC DMS EBM ESP (Embedded Board & Module) (Embedd
Slide 8: Business vs. Product Category
Business vs. Product Category Heavy-Duty Business Commercial Industrial Mission-Critical Railway, In-Vehicle Retail Factory Automation Aviation, Marine Digital Signage Market Automotive Energy POS/Kiosk Robot Industry Medical Entertainment Military Temp: -40°C-75°C Temp: 0-50°C Temp: -10°C-60°C IP66
Slide 9: Agenda
Agenda Milestone & Organization Sales and Product Analysis What Our Development Allied with IoT 2015 Axiomtek Profile 9
Slide 10: Financial Results
Financial Results 5,000,000 4,368,921 4,000,000 3,690,911 2,761,899 2,802,263 3,000,000 (EPS) 2,000,000 4.75 1,000,000 3.47 2.31 1.86 0 2011 2012 2013 2014 2015 2011 2012 2013 2014 2015 Year H1 H2 H1 H2 H1 H2 H1 H2 H1 H2 Revenue 1,440,429 1,321,470 1,342,883 1,459,380 1,666,028 2,024,883 2,226,335 2
Slide 11: Statements of Comprehensive Income
Statements of Comprehensive Income Selected Items from Statements of Comprehensive Income 2015Q3 2015Q3 (in TWD K) 2015Q4 over over 2015Q3 Guidance 2015Q2 2014Q3 2015Q2 2014Q3 Revenue 1,230,720 1,027,970 1,076,888 19.72% 14.28% Gross margin 36.43% 36-37% 37.72% 33.99% -1.29ppts +2.44ppts Operating e
Slide 12: Product Revenue Breakdown
Product Revenue Breakdown by OBM/DMS(ODM) DMS 33.0% OBM 67.0% by Product Industrial Embedded Network, Boards and 21.0% SoMs, 20.0% Panel PC and Display, Geography 10.0% Emerging, Greater 3.5% China, 13.0% Embedded Asia, 11.0% Systems, America, 49.0% 50.0% Europe, 22.5% 2015 Axiomtek Profile 12
Slide 13: Agenda
Agenda Milestone & Organization Sales and Product Analysis What Our Development Allied with IoT 2015 Axiomtek Profile 13
Slide 14: IoT and Industry 4.0
IoT and Industry 4.0
Slide 15: Internet of Things
Internet of Things Lead industry in transforming businesses and the way we live by making it simple to create exciting, new IoT solutions Devices that connect to the Internet integrating greater compute capabilities using data analytics to extract information 2015 Axiomtek Profile 15
Slide 16: Talk About No. of Connectivity
Talk About No. of Connectivity 16
Slide 17: Intelligent & End to End Security Solution
Intelligent & End to End Security Solution VISUALIZE DATA AND MONETIZE INSIGHT CONNECT THINGS TURN DATA AND DEVICES INTO INSIGHT INTELLIGENCE AT THE EDGE
Slide 18: How to Get Started for IoT
How to Get Started for IoT Define What You’d Like to Learn From Sensors Build an IoT Network and Security Foundation Convert Devices and Controllers To Be As IP- based Equipment Establish Vertical Ecosystems With Allied Partners Collect data As Much As Possible, Convert Them To The Value Information
Slide 19: Challenges That Could Slow IoT Grow
Challenges That Could Slow IoT Grow Security & Privacy Diversified Vertical Markets and Industries IT/OT & Control/Data Integration Legacy Infrastructure Standards & Regulation 2015 Axiomtek Profile 19
Slide 20: Industrial Automation Coverage
Industrial Automation Coverage Industrial Controller Machinery Drives Industrial Connectivity Connectivity Automation Movement Controller Software (CNC, GMC) Feedback Systems 2015 Axiomtek Profile 20
Slide 21: Industrial Controller Coverage
Industrial Controller Coverage IPC DCS PLC/PAC Industrial Controller RTU HMI Embedded IoT Controller 2015 Axiomtek Profile 21
Slide 22: Connected World thru IoT
Connected World thru IoT 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 Sma
Slide 23: What We are Working for IoT Platforms
What We are Working for IoT Platforms Industrial Automation Transportation Energy & Utility EtherCAT Solution for Segmented More Domains Outdoor and Heavy- Motion Control with Specific Feature duty Features PoE Solution for Security Wireless Gateway and Wireless Gateway and and Vision In
Slide 24: What We Are Working on Embedded Board Design-in for IoT
What We Are Working on Embedded Board Design-in for IoT X86 Sector RISC Sector Aggressive on earlier access for EMB Focus on M2M gateway platforms Complete SOM platforms, ZIO and Mini- Standardized module with open PCIe modules source platforms to support makers Leverage China partners to
Slide 25: Product & Market
Product & Market Axiomtek IoT Architecture 2015 Axiomtek Profile 25
Slide 26: Axiomtek IoT & M2M Solution
Axiomtek IoT & M2M Solution Devices & Gateway & Industrial Software Process Firewall Networking Transportation Intelligent Industrial Industrial Solution: Railway, Management Gateway Ethernet Switch IVI, Marine Solution (AXView) Smart Energy Industrial Ethernet SCADA Solution Firewall Extender Ether
Slide 27: Thank You
Thank You 2015 Axiomtek Profile 27