Alpha Networks Inc. · TWSE:3380
Alpha Networks — 2004 IPO Investor Conference
25 slides from Alpha Networks's conference presentation, Dec 14, 2004
Slide 1: Alpha Networks Inc.
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Slide 2: ALPHA
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Slide 3: ALPHA
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Slide 4: Company overview and customers
2003 9 , (D-Link Corporation) (ODM/OEM) 25 : : D-Link, Fujitsu, NEC, IBM, Nortel, , Corega , Symbol , Extreme , 3000 : D-Link, Quanta Computer ISO 9001, TL9000 ISO 14001 4
Slide 5: Manufacturing facilities
5 SMT 1~5 B1~B3 ≅ 42,000 m2 (451,853 ft2) ≅ 1500 – 13 SMT ≅ 40,000 m2 (430,556 ft2) ≅ 1500 5
Slide 6: Santa Clara, California; Tokyo, Japan
Santa Clara, California Tokyo, Japan 6
Slide 7: Technologies and products
Firewall, VPN, IPSec, ADSL, ADSL2++ H.323, MGCP, NAS SIP, MPEG2 Multimedia WiFi Adapter/AP UPnP av WPA, 802.1x, TKIP / TCP/IP, IPv6 7
Slide 8: IPv6 Ready certifications
IPv6 Ready 01-000122 IPv6 2003/11/2 01-000128 TTF TCPIP Stack(for host) 2003/12/2 01-000129 TTF TCPIP Stack(for Router) 2003/12/2 01-000130 Intel IXDP425 Development Platform2003/12/5 01-000136 Home Gateway 2003/12/19 01-000139 Vigor 3300 2004/01/14 01-000166 ADSL Wireless IAD 2004/4/9 01-000184 L2
Slide 9: ALPHA
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Slide 10: SOHO/Home market
2003 IP SOHO/Home 70%~90% ( ) 10
Slide 11: VoIP
: VoIP 2004 1 2006 2 Triple Play x DSL FTTx VoIP Yahoo!BB NTT VoIP Voice/Video over IP 11
Slide 12: WLAN Switch
3G WiMax Wi-Fi Bluetooth UWB ZigBee Wi-Fi Wi-Fi WLAN Switch Dell’Oro Wireless Switch 2004 YoY 125% 12
Slide 13: ODM Gigabit Switch
IC Cisco ODM Gigabit Switch 13
Slide 14: Triple Play IP STB
2005 Triple Play IP STB TVoDSL DMA PC 14
Slide 15: Financial results 2004
3 : 2004 3 2004 10,539 100 % 14,315 100 % 74% 8,619 82 % 11,922 83 % 72% 1,920 18 % 2,393 17 % 80% 1,151 11 % 1,544 11 % 75% 769 7% 849 6 % 91% ( ) (136) (1)% (106) (1)% 128% 633 6% 743 5 % 85% 62 (1)% 71 - 87% 571 5% 672 5 % 85% ( ) 2.34 2.73 86% 15
Slide 16: ALPHA
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Slide 18: R&D organization and locations
620 Irvine Cheng Du 17 (11) – L3/Giga Switch (432) – Switch ADSL Wireless VoIP (152) – VDSL VoIP ( ) (25) – Protocol Stack DSP Bangalore Hsinchu 18
Slide 19: SOHO/Home customers
: SOHO/Home : D-Link Corega : Extreme Enterasys : : IBM 19
Slide 20: ALPHA
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Slide 21:
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Slide 22: ALPHA 2005~2007
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Slide 23: Total Solution
Total Solution 23
Slide 24: Vision and Mission
: Vision: The First Choice in Networking DMS* : !! Mission: Striving for Partners’ Success! *DMS: Design, Manufacturing, Services 24
Slide 25: Q&A
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