Sitronix Technology Corp. · TWSE:8016
Sitronix Technology — Conference Presentation (December 2021)
25 slides from Sitronix Technology's conference presentation, December 2021
Slide 1: Investor Conferences 4Q 2021
Investor Conferences 4Q 2021 Sitronix Technology Corp. 矽創電子股份有限公司 8016: TT Sitronix Confidential. Do Not Copy or Distribute.
Slide 2: Disclaimer Statement
Disclaimer Statement • This presentation includes forward-looking statements. All statements, other than statements of historical facts, that address activities, events or developments that Sitronix Corp. expects or anticipates will or may occur in the future (including but not limited to projection
Slide 3: About Sitronix
About Sitronix Company Name Sitronix Technology Corp. Established July 9, 1998 Capitalization USD 40 million Chairman and CEO Vincent Mao IPO Listing December 25, 2003 (8016) Consolidated 鈊創電子(91%) 矽創電子 昇佳電子(46%) 合肥創發微電子(90%) MCU/DSP HFST Sensor IC Touch & Fingerprint IC Display Driver IC 力領科技(93%)
Slide 4: Product Portfolio
Product Portfolio Mobile Industrial Automotive Sensor & SoC Device Display Display (System on chip) Display Driver IC Driver IC Driver IC Subsidiaries Subsidiaries Differentiation Sitronix Confidential. Do Not Copy or Distribute. Incubator 3
Slide 5: Product Mix
Product Mix Subsidiaries (其他子公司) 7% AIoT DDI Auto DDI & ASIC (物聯網裝置顯示驅動IC) (力領 ForceLead) 35% 15% Sensor (昇佳 Sensortek) 29% Industrial DDI (工控顯示驅動IC) 14% 3Q 2021 Sitronix Confidential. Do Not Copy or Distribute. 4
Slide 6: Sitronix Group Revenue
Sitronix Group Revenue Q1-Q3 Sitronix Confidential. Do Not Copy or Distribute. 5
Slide 7: Quarterly Revenue & EPS
Quarterly Revenue & EPS 6,500,000 6,000,000 5,500,000 5,000,000 4,500,000 4,000,000 3,500,000 3,000,000 2,500,000 2,000,000 1,500,000 1,000,000 500,000 Unit: K NT$ 0 2017 2018 2019 2020 2021 15.69 16 14 13.00 Q1-Q3 12 35.24 Q1 EPS Q2 EPS Q3 EPS Q4 EPS 10 8 6.55 6 7.32 7.03 10.27 11.53 4.04 4 2.37 2.
Slide 8: 8016 Consolidated Income Statement
8016 Consolidated Income Statement Unit: NT$ thousands (except EPS) Accounting standard: IFRS * Listed on the English translation of our financial statements as “Profit (loss), attributable to owners of parent” Sitronix Confidential. Do Not Copy or Distribute. 7
Slide 9: 8016 Consolidated Balance Sheet
8016 Consolidated Balance Sheet Unit: NT$ thousands Accounting standard: IFRS Sitronix Confidential. Do Not Copy or Distribute. 8
Slide 10: AIoT Device Display Driver IC
AIoT Device Display Driver IC Small-sized DDIC (1-3 inch displays) 2018: 500M pcs Differentiation 2019: 400M pcs 2020: 300M pcs 4G kids’ watches Sports cams Pocket cams Fitness trackers Mid-sized DDIC (4-6 inch displays) 2018: > 130M pcs 2019: > 250M pcs 2020: > 320M pcs Sitronix Confidential. Do No
Slide 11: AIoT applications
AIoT applications Tablet & Touch & POS & industrial Work From Home ▪ WXGA Tablet ▪ Projector ▪ HD Tablet ▪ Printer ▪ FHD Tablet ▪ Sound Station Wearable Outdoor & Automotive ▪ QQVGA for Band ▪ Sport Cams ▪ E-mirror ▪ QVGA for Watch ▪ Navigator ▪ Cluster / Knob ▪ OLED for Band & Watch ▪ Aerial camera
Slide 12: AIoT applications
AIoT applications Sitronix Confidential. Do Not Copy or Distribute. 11
Slide 13: Industrial Display Driver ICs Diversification
Industrial Display Driver ICs Diversification TN / STN / mono TFT / color TFT Ultra Low Power a-TFT Drivers for new applications IoT, wearable devices, e-payment… Sitronix Confidential. Do Not Copy or Distribute. 12
Slide 14: Auto Display Driver ICs
Auto Display Driver ICs < 6 inch displays 7 - 9 inch displays Diversification Segment TN Character TN Graphic STN Mono TFT Color TFT Sitronix Confidential. Do Not Copy or Distribute. 13
Slide 15: Optical Sensors 光學感測晶片
Optical Sensors 光學感測晶片 PS + ALS shipment Optical sensor for displays : 2018 : >340M pcs 2019 : >650M pcs Proximity Sensors (PS) 2020 : >720M pcs 近接感測晶片 → 關屏防誤觸 turns off the display (anti-touch) Ambient Light Sensors (ALS) 環境光感測晶片 → 調節螢幕亮度 … screen brightness control G1: PS + ALS 2-in-1 visible solu
Slide 16: Optical Sensors 光學感測晶片
Optical Sensors 光學感測晶片 Optical sensor for Cameras : 3ch RGB + flicker shipment 2020 : 0 3ch RGB sensor 2021 : Stay Tuned 色溫感測晶片 → 協助後相機白平衡校正 white balance correction (2021) Flicker detection sensors 閃頻偵測晶片 → 協助消除光源物理閃爍 Flicker detection (2021) 3ch RGB sensor : Camera RGB sensors are used for white b
Slide 17: MEMS sensors 微機電感測晶片
MEMS sensors 微機電感測晶片 G-sensor shipment 2018 : >30M pcs 2019 : >55M pcs 2020 : >80M pcs Accelerometers (G-sensors) → Rotation detection √ G-sensors for smartphones 加速度感測器 → 屏幕旋轉偵測 √ Low-power G-sensors for wearable & IoT devices 屏幕旋轉 自動靜音 Screen rotation Automatic mute 遊戲 手勢偵測 接聽輔助 Game control Gestu
Slide 18: Before 2020
Before 2020 Flagship High end Mid range Low end 旗艦機 高階機 中階機 低階機 Addressable Market Addressable Market Addressable Market Addressable Market 300-400M/year 300-400M/year 400-500M/year 400-500M/year Opticals for Displays Opticals for Displays Opticals for Displays Opticals for Displays Under display Sl
Slide 19: 2021: Three Smartphone sensors
2021: Three Smartphone sensors Flagship High end Mid range Low end 旗艦機 高階機 中階機 低階機 Addressable Market Addressable Market Addressable Market Addressable Market 300-400M/year 300-400M/year 400-500M/year 400-500M/year Opticals for Displays Opticals for Displays Opticals for Displays Opticals for Displa
Slide 20: Stay Tuned
Stay Tuned RGB Color Sensor 1D-ToF Sensor 3D-ToF Sensor UV Sensor Flicker Sensor SAR Sensor Sitronix Confidential. Do Not Copy or Distribute. 19
Slide 21: Wearable Devices: DDI + Optical + MEMS + Touch IC
Wearable Devices : DDI + Optical + MEMS + Touch IC True wireless stereo (TWS) earbuds Accelerometers → click detection 敲擊偵測 Proximity sensors → on/off switch 功能啟用開關 Smart watches & fitness trackers Accelerometers → motion detection 移動偵測 Optical sensors → heartbeat detection 心律偵測 & UV sensors 紫外線感測 S
Slide 22: Support AIoT related solutions
Support AIoT related solutions Smart city Traffic management Smart home Smart grid AIoT devices Smart payment Connected cars 21 Sitronix Confidential. Do Not Copy or Distribute.
Slide 23: AIoT
AIoT Sitronix Confidential. Do Not Copy or Distribute. 22
Slide 24: Our Strategy
Our Strategy Sitronix Confidential. Do Not Copy or Distribute. 23
Slide 25: We'd love to hear from you!
We’d love to Strategic investment Director Jacky Chou 周德雲 hear from you! Tel: +886-2-2659 1276 ext 2206 E-mail: jacky_chou@sitronix.com.tw Investor Relations Officer Vivian Mao 毛廷方 Tel: +886-2-2659 1276 ext 2395 E-mail: vivian_mao@sitronix.com.tw Website: http://www.sitronix.com.tw Taipei office: 6F
Sitronix Technology — Conference Presentation (December 2021) on 6ix