Mosel Vitelic Inc. · TWSE:2342
Mosel Vitelic — Investor Conference March 2017
14 slides from Mosel Vitelic's conference presentation, Mar 20, 2017
Slide 1: Mosel Vitelic Inc. Company Introduction
1 Mosel Vitelic Inc. Company Introduction 台灣茂矽電子股份有限公司 公司簡介 March 20, 2017
Slide 2: About MVI
2 About MVI 關於茂矽 Outline Core Business • 1987 1.잠재 고객 Established 6” Semiconductor • Rebecca Tang Wafer Foundry 1.잠재 고객 Chairman Solar system EPC, • Rebecca Tang and related business President • Taiwan Stock Exchange #2342 from 1995 Listing • NT 3.72B Capital • 560 Employee
Slide 3: MVI - IC Foundry Production
3 MVI - IC Foundry Production 茂矽晶圓廠介紹 Fab Area: Production area: 4900m2 Supporting area: 2400m2 Clean room control: Operation area: 0.1um, class 10 Maintenance area: 0.1um, class 100 Capacity: 6in: 57000 wafers per month
Slide 4: Summary 經營現況總結
4 Summary 經營現況總結 • 茂矽在晶圓代工業能見度逐漸攀升， 茂矽在晶圓代工業能見度逐漸攀升，產能供不應求， 產能供不應求，毛利率改善許 多，營運也終於由虧轉盈 。 Customers’ demand is over current capacity, gross margin improved significantly and become profitable. • 晶圓代工， 晶圓代工，除了Trench 除了 MOS ，亦開發獨特溝槽蕭特基(Trench 亦開發獨特溝槽蕭特基 Schottky) ，廣為客戶好評， 廣為客戶好評，提升產能稼動率。 提升產能稼動率。 Unique
Slide 5: MVI Sales History
80 60 40 20 m@FNDY SOLAR Total -M USD Sales Re MOSEL VITELIC
Slide 6: MVI Revenue Breakdown
6 MVI Revenue Breakdown 茂矽營收比重
Slide 7: Wafer Foundry Output Trend
7 Wafer Foundry Output Trend 晶圓製造產出數量 Demand strong even low season
Slide 8: Business Status: Gross Margin is Positive
Business Status: Gross Margin is Positive 8 茂矽營運現況: 茂矽營運現況 營業毛利已由負轉正 ! Revenue / Margin % analysis - by Quarterly 500,000 30% 單 22% 450,000 21% 位 ： 20% 400,000 15% 新 台 350,000 11% 10% 幣 仟 300,000 元 -2% 250,000 0% 200,000 -10% 150,000 -12% -18% 100,000 -20% 50,000 -25% 0 -30% 2015Q1 2015Q2 2015Q3 201
Slide 9: Wafer Foundry Business
10 Wafer Foundry Business 晶圓製造業務 Battery Pack Networking adaptor E-Bike LED Backlight MB & N/B UPS/PV Inverter 0.2um /1p1m/ 12V~250V 0.4, 0.5um / 1p1m / 12V~650V Planar 200~900V Printer Head MCD/Schottky 30~300V Trench/Planar MOSFET/MCD/Schottky 0.4um/1p2m/ Home Appliances Thermopile 1.5V/3.3V/5V Mo
Slide 10: Mosel Power Device Technology History
Mosel Power Device Technology History 11 茂矽功率元件技術發展歷程 IGBT Technology: More Than 15 Years Experience on Power PT, NPT, FS, RC Discrete Devices Mosel Unique Process: IP Rights: 575 Power Device TB GOX , Split Gate, Power: 42 Technology MCD, Pt Barrier, TR-MOSFET Trench Technology: Quality: (started f
Slide 11: Government Project: Power FS-IGBT of EV Technology
Government Project : Power FS-IGBT of EV Technology 12 科專計畫: 科專計畫: 綠能車用高功率 IGBT 元件技術開發 茂矽成功主導科專計畫， 茂矽成功主導科專計畫，開發出國內第一顆 開發出國內第一顆應用於電動車 第一顆應用於電動車 2014-10 Power 馬達驅動之高功率IGBT 馬達驅動之高功率IGBT元件 IGBT元件， 元件，達成實車道路測試無中斷之 Meter Test 計畫目標 1000~7000 rpm Mosel FS-IGBT 1200V/150A 2014-10 On Road Test X’s 2014-11 UD
Slide 12: NPIE Achievements Exhibition - IGBT
NPIE Achievements Exhibition - IGBT 13 NPIE 智慧電子國家型科技計畫 – 車用 IGBT
Slide 13: Product Strategy 產品佈局與發展方向
14 Product Strategy 產品佈局與發展方向 產品佈局與發展方向 繼續耕耘IGBT 繼續耕耘 PIC Continue to develop IGBT technology. WBG 開發利基型高效能之製程平台 Develop niche-based and high-performance process platforms IGBT 往工業及車用電子之領域發展 Develop technologies for industrial and automotive applications. SG MOSFET 佈局下世代寬能隙功率半導體元件 佈局下世代寬能隙功率半導體元件 Ha
Slide 14: Thank You! Q and A!
Thank You ! OQandA! ‘ee ) MOSEL VITELIC