Axiomtek Co Ltd · TPEX:3088
Axiomtek — Investor Presentation (March 2014)
33 slides from Axiomtek's investor presentation, Mar 21, 2014
Slide 1: Axiomtek Business Development
Axiomtek Business Development YT Yang March 21st , 2014
Slide 2: Agenda
Agenda New Era: Industry 4.0, M2M and IoT Global Organization Business Leadership Business Strategy Business integration Amoeba BU Product and Technology Strategy Business Models Performance Overview
Slide 3: Industry 4.0: Towards the 4th Industrial Revolution
Industry 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 form
Slide 4: Industrial and Technology Trend
Industrial and Technology Trend 2012 2013 • Media Tablet and Beyond • Mobile Device Battles • Mobile‐Centric Applications and • Mobile Applications and HTML5 Interfaces • Social & Contextual User Experience • Personal Cloud • Application Stores and Marketplace • Enterprise App Store Top 5 • The Inte
Slide 5: Internet Of Things
www.axiomtek.com Internal Of Things Connected! All the time! Everywhere!
Slide 6: Growth of Population vs. Devices
Growth of Population vs. Devices
Slide 7: 2015 Global Data Volume
2015 Global Data Volume source:IBM,2012
Slide 8: Opportunities of Connected Devices
Opportunities of Connected Devices 8
Slide 9: Market Projection for Smart World
Market Projection for Smart World
Slide 10: Agenda
Agenda New Era: Industry 4.0, IoT and M2M Global Organization Business Leadership Business Strategy Business integration Amoeba BU Product and Technology Strategy Business Models Performance Overview
Slide 11: Group Organization
Group Organization AXHQ Taiwan AXUS AXGM AXSZ AXDG EtherWAN ADS AXCA EtherWAN AXBJ USA AXMA AXSH
Slide 12: Global Operation and Location
Global Operation and Location 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 Manu
Slide 13: Agenda
Agenda New Era: Industry 4.0, IoT and M2M Global Organization Business Leadership Business Strategy Business integration Amoeba BU Product and Technology Strategy Business Models Performance Overview
Slide 14: Business Leadership
Business Leadership Vision: Global leader in vertical channel development, focusing on embedded computing and industrial networking solutions Mission: Provides technology and valued services to support our partners in the lead of vertical domains
Slide 15: Business Leadership: Trusting Partnership and Valued Services
Business Leadership Trusting Partnership and Valued Services We respect partners and expect long‐term mutual success Core competency on differentiation and innovation Innovative new business models in vertical markets Leading position of technologies in each of our target fields Global cha
Slide 16: Agenda
Agenda New Era: Industry 4.0, IoT and M2M Global Organization Business Leadership Business Strategy Business integration Amoeba BU Product and Technology Strategy Business Models Performance Overview
Slide 17: Group Business Integration
Group Business Integration Networking Computing Display & Power Automation Digital Signage POS Security Gaming Transportation HMI Energy ITS Medical Vertical Markets Channel Development for Embedded World
Slide 18: Strategy Business Unit
Strategy 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) St
Slide 19: Product Strategy
Product Strategy Deeply Embedded Solutions in Vertical Markets Embedded Boards Industrial PCs Touch Panel PCs System on Modules Embedded Systems Fanless HMI Slot CPU Cards Network Appliance Digital Signage Industrial Ethernet Switch & Converters Cloud Intelligent Energy‐saving Modular Design Customi
Slide 20: 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,
Slide 21: Three Business Models
Three Business Models Vertical Domains Design‐in DMS Design‐in Vertical Services: Domain DMS for Embedded Board Transportation, Gaming, NA, & SoM, Industrial Energy and Retails, Industrial Display Digital Signage Network
Slide 22: Design-in Service Model
Design-in Service Model Deliver high valued and custom services 1) Dedicated FAE to support high value technical services 2) Technical portal and e‐configuration to speed up customer’s design cycle 3) Software services of custom BIOS and EOS support of Windows, Linux and Android Consulting Customiza
Slide 23: Embedded Systems and Connectivity for Vertical Markets Development
Embedded Systems and Connectivity for Vertical markets Development Integrated rich IO and Ethernet‐base technology to be a solution providers 1) Integrated industrial network technology toward IoT/M2M smart industries 2) Synergy with vertical partners/suppliers to enrich our products on target indus
Slide 24: Customer and Markets
Customer and Markets 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 H
Slide 25: Design to Manufacture Services
Design to Manufacture Services Focus on large accounts and specific vertical markets 1) Design of complex customer platforms that mix COTS, custom boards, displays and I/O components 2) handles all aspects of supply‐chain management to ensure flawless, on‐time product build and delivery 3) Offers it
Slide 26: Agenda
Agenda New Era: Industry 4.0, IoT and M2M Global Organization Business Leadership Business Strategy Business integration Amoeba BU Product and Technology Strategy Business Models Performance Overview
Slide 27: 2010 to '13 Sales Performance
2010 to ‘13 Sales Performance 2010 2011 2012 2013 Year H1 H2 H1 H2 H1 H2 H1 H2 Revenue ( K USD) 45,258 52,987 49,670 45,568 46,306 50,323 57,449 65,551
Slide 28: OBM/ODM Ratio
OBM/ODM Ratio OBM: Original Brand Manufacturer ODM: Original Design Manufacturer 100% consolidated revenue
Slide 29: Product Segment
Product Segment 100% consolidated revenue
Slide 30: OBM – Sales Region
OBM – Sales Region 65% of the consolidated revenue
Slide 31: ODM – Application Industry
ODM – Application Industry 35% of the consolidated revenue
Slide 32: Axiomtek's Seven Products Won the Taiwan Excellence 2014 Award
Axiomtek's Seven Products Won the "Taiwan Excellence 2014" Award
Slide 33: Thank You
2013 Global Conference in Prague Thank You