Axiomtek Co Ltd · TPEX:3088
Axiomtek — 2024 Q3 Investor Conference
13 slides from Axiomtek's conference presentation, Nov 18, 2024
Slide 1: 2024 Q3 Investor Conference
2024 Q3 Investor Conference Spokesperson Skin Huang November 18th, 2024
Slide 2: Company and Industry
Company and Industry
Slide 3: Axiomtek at a Glance
Axiomtek at a Glance To grow with our customers by providing best in class products and services Established Founder & CEO & Revenue Facility Space /Headquarters Chairman President /Capital /Employees May 1990 YT Yang Albert Huang $215.1M 21,245m2 (HQ) /Taipei, Taiwan /$32M /800+ The Passion of Doin
Slide 4: IPC Industry
IPC Industry • Components Upper • Semiconductor, Connector, PCB, Power Supply, Case, Storage…. • IPC manufacturer Middle • Board, Embedded System, Peripheral device • Application • System integration, Agent/VAR, Vertical Markets (Medical, Gaming, Lower Transportation, Network Appliances….) The Passi
Slide 5: Axiomtek Global Operation
Axiomtek Global Operation Founded in 1990, Axiomtek is a leading design and manufacturing company in the embedded, edge computing, and internet of things field. Since our inception, Axiomtek has successfully gained worldwide recognition for its innovative designs and outstanding customer satisfactio
Slide 6: Edge AI Ready Solution
Edge AI Ready Solution NVIDIA® Jetson SoM Intel® CPU + GPU / GPU Plus Intel® CPU + multiple GPU Intel® CPU + IGPU/ASIC/GPU Intel® CPU + FPGA Intel® CPU + multiple FPGA High Perf. Light Edge AI Advanced Edge AI AI Computing Design-in Service BIOS / BSP / Toolkit Strong Ecosystem • Thermal & ID Design
Slide 7: AI Leads the Control of Vison & Motion to Drive Industrial Development
Finance Retail Smart City Medical AI Leads the Control of Vison & Motion to Drive Industrial Development Improve Execution Efficiency through Platform Intelligence Defense Manufacturing Transportation Gaming 7
Slide 8: Domain-Focused Solutions
Domain- Focused Solutions Value UP Your Business AUTOMATION TRANSPORTATION NETWORK Edge AI, Machine Vision, HMI, Surveillance & Security, PIDS, Ind. Cybersecurity, IIoT Gateway, AMR, GPU Workstation Driver Console & Mgmt. Gateway UTM, IPS/IDS, SD-WAN RETAIL MEDICAL GAMING Smart Store, Digital Signag
Slide 9: Financial Result
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Slide 10: Quarterly Consolidated Revenue and Gross Margin
Quarterly Consolidated Revenue and Gross Margin 2,000 36.14% 38.36% 36.62% 40% 34.13% 36.82% 37.86% 37.00% 36.10% 36.66% 1,800 34.13% 30.24% 32.68% 36.60% 32.99% 33.12% 1,600 31.64% 1,400 33.27% 33.67% 31.73% 30% 1,200 1,000 800 20% 600 400 200 - 10% 2020Q1 2020Q2 2020Q3 2020Q4 2021Q1 2021Q2 2021Q3
Slide 11: Product Revenue Breakdown by Geography
Product Revenue Breakdown by Geography 1000 700 America 1000 57% 49% Europe 500 46% 700 300 500 35% 34% 1000 100 300 26% 0 100 700 Asia & Others 2022 2023 2024 500 0 3Q 300 2022 2023 2024 17% 16% 20% 3Q 100 0 2022 2023 2024 3Q The Passion of Doing Great Things 11
Slide 12: Product Revenue Breakdown by Application
Product Revenue Breakdown by Application 2023 (Verticals) 2024 3Q Gaming/Network Medical/Retail 41% Others 43% Others 11% 9% 48% 48% Automation/ Transportation The Passion of Doing Great Things 12
Slide 13: Thank You
Thank You The Passion of Doing Great Things