Davicom Semiconductor, Inc. · TWSE:3094
Davicom Semiconductor — 2015 Investor Forum held by Capital Securities
24 slides from Davicom Semiconductor's conference presentation, May 27, 2015
Slide 1: Davicom Semiconductor, Inc. Investor Conference
Davicom Semiconductor, Inc. (Ticker Symbol: 3094) Investor Conference 2015 Investor Forum held by Capital Securities May 27th, 2015 1
Slide 2: Agenda
Agenda • Company Profile • Product Application & Development – IoT – Product Progress and Planning • Marketing Plan in China • Operation in Retrospect and Prospect 2
Slide 3: Agenda
Agenda • Company Profile • Product Application & Development – IoT – Product Progress and Planning • Marketing Plan in China • Operation in Retrospect and Prospect 3
Slide 4: Davicom Headquarters
Davicom Headquarters Located at Hsinchu Science Park, Taiwan, R.O.C. 4
Slide 5: Facts Briefing
Facts Briefing 100+ Ethernet, Video Decoder, E-Paper Display Driver and SoC 5
Slide 6: Core Technologies
Core Technologies Mixed Signal Microprocessor & MCU 6
Slide 7: Product Portfolio
Product Portfolio Ethernet E-Paper Display Driver (EPD) SoC Video Decoder 7
Slide 8: Agenda
Agenda • Company Profile • Product Application & Development – IoT – Product Progress and Planning • Marketing Plan in China • Operation in Retrospect and Prospect 8
Slide 9: The Next Big Thing - IoT
The Next Big Thing - IoT Courtesy of TI 9
Slide 10: How big is the IoT (1/2)
(B)vicom How big is the loT (12) THINGS 50 billion 5 wu ai og a) Digital society Sustainable world Personal rsate)e)i(= Global connectivity 1875 1900 1925 1950 1975 2000 2025 Inflection points PEOPLE 5 billion PLACES 1 billion Source: Ericsson 10
Slide 11: How big is the IoT (2/2)
(Q)vicom How big is the loT 2) Internet Of Things Forecast 2020 View Source: IDC * 212 billioninstalled things * 30 billion autonomously connected things * Public Sector, Distribution & Services, Manufacturing & Resources, and Consumers lead segment growth rates * Approximately 3 million petabytes o
Slide 12: Agenda
Agenda • Company Profile • Product Application & Development – IoT – Product Progress and Planning • Marketing Plan in China • Operation in Retrospect and Prospect 12
Slide 13: IoT - General View, 3 Layers
IoT - General View, 3 Layers 13
Slide 14: Where We Are
Where We Are 機場 都會 公共 農業 遠距 Living環保 APPLICATION 管理 Air port Metropolis 管理 Management 安全 LAYER Public Security Agriculture(Cloud) Remote 規劃 Medical醫護 service 監控 Monitoring APPLICATION LAYER (CLOUD) NETWORK LAYER POS 智慧醫 Davicom Ethernet Networking 網路 系統 療健康 Connectivity Products 監視器 智慧 穿戴式 智慧貨 家居 裝置
Slide 15: Smart Home
Smart Home Serial-to-Ethernet Bridge Solution Wireless-to- Ethernet Bridge Solution 音頻/ 音頻/視頻 空調系統 環境監測 燈光感控 智能窗簾 Ethernet Products 15
Slide 16: Smart Medical
Smart Medical SoC and/or EPD Products Blood Pressure Gauge SoC and/or SoC and/or EPD EPD Products Products Glucose Monitor Sport Watch 16
Slide 17: Electronic Shelf Label
Electronic Shelf Label Wireless to Ethernet Bridge Solution EPD Solution for ESL 電子貨架 (電子貨架 標籤) 標籤 17
Slide 18: Product Progress and Planning
Product Progress and Planning Ethernet Ethernet • IoT Markets: Wireless to • IoT Markets: Wireless to Ethernet Bridge Ethernet Bridge Ethernet • Features: Low Power • Features: Protocol Accelerator Segment EPD Dot-Matrix EPD • Markets: OTP (One-Time • Markets: ESL, Wearable Devices • Power Saving EP
Slide 19: Agenda
Agenda • Company Profile • Product Application & Development – IoT – Product Progress and Planning • Marketing Plan in China • Operation in Retrospect and Prospect 19
Slide 20: Marketing Plan in China
Marketing Plan in China • Extension Following up the existing success of network on the PC since 1990 and the embedded system since 2000, now penetrating to the network on the IoT domain since 2010 • Expansion In the diversity of IoT domain, acquiring a new product line of EPD Driver and aiming at S
Slide 21: Agenda
Agenda • Company Profile • Product Application & Development – IoT – Product Progress and Planning • Marketing Plan in China • Operation in Retrospect and Prospect 21
Slide 22: Operation in Retrospect and Prospect: Retrospect
Operation in Retrospect and Prospect • Retrospect Upholding the pragmatism and prudent business management, running Ethernet as a core business, and pursuing high gross margin business Revenue and Profit, 2015 Q1 Revenue NTD 71,275K Gross Margin 68.77% Operating Income NTD 10,792K Earnings Before Ta
Slide 23: Operation in Retrospect and Prospect: Prospect, CSR Realization
Operation in Retrospect and Prospect • Prospect Based on the success of networking business, moving toward the people-oriented and diverse IoT domain, focusing on the prospective business - Smart Card and Smart Medical • CSR Realization 23
Slide 24: Connectivity Beyond Limits
Connectivity Beyond Limits 24
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