Sensortek Technology Corp. · TPEX:6732
Sensortek Technology — Conference Presentation (March 2022)
25 slides from Sensortek Technology's conference presentation, Mar 14, 2022
Slide 1: Sensortek Technology Corp. Investor Conferences
Sensortek Technology Corp. Investor Conferences 6732 昇佳電子股份有限公司 © 2017 Sensortek Technology Corporation
Slide 2: Disclaimer
Disclaimer • This presentation includes forward-looking statements. All statements, other than statements of historical facts, that address activities, events or developments that Sensortek Technology Corp. expects or anticipates will or may occur in the future (including but not limited to projecti
Slide 3: Agenda
Agenda Ⅰ. Company Introduction Ⅱ. Market Outlook Ⅲ. Our Products Ⅳ. Financial Performance Ⅴ. Future Development 2
Slide 4: Ⅰ. Company Introduction
Ⅰ. Company Introduction 3
Slide 5: About Us
About Us Company Name Sensortek Technology Corp. Founded December 1, 2009 Capitalization NT 489,126,180 Chairman and CEO Sheng-Su Lee Number of Employees 170 Location Tai Yuen Hi-Tech Industrial Park, Jhubei City, Hsinchu County • 光學感測晶片 Optical Sensor - 近接感測晶片 Proximity Sensor (PS) - 環境光感測晶片 Ambien
Slide 6: Milestones
Milestones • 2009: Team established • 2010: [Optical] Proximity (PS) & ambient light sensors (ALS) • 2012: [MEMS] Accelerometers (g-sensors) • 2013: Spinoff • 2017: [Optical] Invisible PS+ALS solution • 2018: [Optical] Under display & slit type PS+ALS solution [MEMS] Low-power g-sensors • 2019: [Opt
Slide 7: Ⅱ. Market Outlook
Ⅱ. Market Outlook 6
Slide 8: Global Smartphone Shipment Forecasts
Global Smartphone Shipment Forecasts 7
Slide 9: Ⅲ. Our Products
Ⅲ. Our Products 8
Slide 10: Optical Sensors for Screens
Optical Sensors for Screens PS + ALS shipment 2018 : >340M pcs Proximity Sensors (PS) 2019 : >650M pcs 近接感測晶片 → 關屏防誤觸 2020 : >720M pcs 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 solution (2010) G2: PS + ALS 2-
Slide 11: Upgrades in OLED Screens → Sensor ASP Boosts
Upgrades in OLED Screens → Sensor ASP Boosts G1: PS + ALS visible solution 1x G2: PS + ALS invisible solution → 3x → 6x → 10x sensitivity (MP in 2021) - Under-display solution for AMOLED display G3: PS + RGB visible solution (2019) 1x G4: PS + RGB invisible solution (2021) → 3x (MP in 2021) Sensitiv
Slide 12: Optical Sensors for Cameras
Optical Sensors for Cameras Camera RGB sensors 色溫感測晶片 (2021) White balance correction 協助後相機白平衡校正 Flicker detection sensors 閃頻偵測晶片 (2021) Flicker detection 協助消除光源物理閃爍 Camera RGB sensors Used for white balance correction. Different light sources come with different color temperatures, which can create
Slide 13: MEMS Sensors
MEMS Sensors Accelerometers (G-sensors) G-sensor shipment 2018 : >30M pcs Rotation detection 2019 : >55M pcs 加速度感測器 → 屏幕旋轉偵測 2020 : >80M pcs √ G-sensors for smartphones √ Low power g-sensors for wearable & IoT devices 屏幕旋轉 Screen rotation 遊戲 自動靜音 Game control Automatic mute 12
Slide 14: Wearable Devices : Optical + MEMS
Wearable Devices : Optical + MEMS 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 13
Slide 15: Ⅳ. Financial Performance
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Slide 16: Financial Performance
Financial Performance Unit: NT 1,000 Revenue 6,000,000 5,000,000 4,000,000 3,000,000 2,000,000 1,000,000 - 2016 2017 2018 2019 2020 Item 2016 2017 2018 2019 2020 Revenue 869,687 1,053,451 1,935,513 4,806,152 5,296,054 Gross margin 137,375 158,184 649,442 2,018,872 2,127,828 Margin % 15.80% 15.02% 33
Slide 17: Income Statement
Income Statement Q1-Q3 21 Q3 21 Q2 21 Q1 21 2020 Annual Q1 - Q3 20 Q3 20 Item % of % of % of % of % of % of % of Results Results Results Results Results Results Results sales sales sales sales sales sales sales Net Sales 4,692,621 100% 1,925,603 100% 1,498,477 100% 1,268,541 100% 5,296,054 100% 3,87
Slide 18: Balance Sheet
Balance Sheet Item 2021/9/30 2021/6/30 2021/3/31 2020/12/31 2020/9/30 2020/6/30 2020/3/31 Total Assets 6,973,430 7,034,889 6,546,874 6,213,228 5,665,950 5,920,992 3,937,918 Current Assets 5,628,478 5,738,903 5,288,197 5,718,727 5,500,709 5,785,995 3,824,883 Cash & Equivalents 2,338,478 3,402,027 2,2
Slide 19: Ⅴ. Future Development
Ⅴ. Future Development 18
Slide 20: 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 21: 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 22: Going Forward
Going Forward 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
Slide 23: Stay Tuned
Stay Tuned There are ore than 20 sensors built in high-end smartphones. Optical sensors for screens Optical sensors for cameras MEMS Sensors 22
Slide 24: Growth Drivers
Growth Drivers 1. Optical sensors for smartphone screens (前螢幕應用) : - High sensitivity PS+ALS (x6, x10) → ASP boosts driven by the popularity of AMOLED - PS+RGB → color temperature sensors in high-end smartphones 2. Optical sensors for smartphone cameras (後相機應用) : - RGB sensors → white balance correc
Slide 25: Thank You
Thank You 6732 Strategic Marketing Director Jacky Chou 周德雲 +886-3-5601000 ext 2206 jacky_chou@sitronix.com.tw 昇佳電子股份有限公司 Investor Relations Officer Vivian Mao 毛廷方 +886-3-5601000 ext 2395 vivian_mao@sitronix.com.tw
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