Aspeed Technology, Inc. · TPEX:5274
Aspeed Technology — Investor Conference Q1 2021
24 slides from Aspeed Technology's conference presentation, 2021
Slide 1: ASPEED Q1 2021
ASPEED Q1, 2021
Slide 2: Safe Harbor Notice
Safe Harbor Notice ➢ ASPEED’s statements of its current expectations are forward-looking statements subject to significant risks and uncertainties and actual results may differ materially from those contained in the forward-looking statements. ➢ Except as required by law, we undertake no obligation
Slide 3: ASPEED in Brief
ASPEED in Brief • Established in Nov. 15th , 2004 • Paid-In Capital: NTD 341M (USD 10.99M) • Number of Employees: 96 • Location: – ASPEED Technology Inc.: Hsinchu City, Taiwan – ASPEED Technology (U.S.A) Inc.: San Jose, USA © ASPEED Technology. Property and Confidential 3
Slide 4: Revenue & EPS
Revenue & EPS 3,000 30 Revenue, 2,484 2,500 25 EPS, 24.4 2,000 10-year Revenue CAGR: 25% 20 10-year EPS CAGR: 16% NTD (M) 1,500 15 1,000 10 500 5 - 0 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 © ASPEED Technology. Property and Confidential 4
Slide 5: Product Lineup
Product Lineup AST1010 AST2200 / AST2150 AST2300 / AST1300 / AST1050 AST2400 / AST1400 / AST1250 28nm LP Process AST2500 /AST2510 / AST2520 / AST2530 Dual Core 1GHz CPU AST2600/Pilot5 DDR4 SDRAM Robust Security Architect and Features A0: July/2019 A1: Feb/2020 AST1220 AST1500 / AST1510 AST1230 2021
Slide 6: Product Portfolio
Product Portfolio Server Management SoC Solutions PC/AV Extension SoC Solutions 360 Spherical Image © ASPEED Technology. Property and Confidential 6 Processor SoC
Slide 7: Remote Server Management
Remote Server Management
Slide 8: 7th GEN ASPEED AST2600
Remote Management for Beyond 7th GEN ASPEED AST2600 Baseboard Management Controller (BMC) chip Samples AVAILABLE NOW! Shipping Now AST2600 Optimize Performance High Computing Power Low Power Consumption Enhanced System Security
Slide 9: Server Trend- Mix of Cloud and Edge
Server Trend- Mix of Cloud and Edge Future will be mix of cloud and edge computing. © ASPEED Technology. Property and Confidential 9
Slide 10: Product Portfolio
Product Portfolio Server Management SoC Solutions PC/AV Extension SoC Solutions 360 Spherical Image © ASPEED Technology. Property and Confidential 10 Processor SoC
Slide 11: A/V over IP Roadmap
A/V over IP Roadmap © ASPEED Technology. Property and Confidential 11
Slide 12: AST15xx Application System Topology
AST15xx Application System Topology Video Wall Client Box Client Box 1080p/4K 1080p/4K Client Box Client Box 1080p/4K 1080p/4K Giga Switch Host Box 4K Source CAT5E Cable > 100M © ASPEED Technology. Property and Confidential 12
Slide 13: Product Portfolio
Product Portfolio Server Management SoC Solutions PC/AV Extension SoC Solutions 360 Spherical Image © ASPEED Technology. Property and Confidential 13 Processor SoC
Slide 14: Huddle Rooms as Mainstream
Huddle Rooms as Mainstream “Huddle rooms are projected to replace almost 70% of all meeting rooms by 2022” - Frost & Sullivan Market Research Wide Angle (180o & 360o) Mobile & Portable Plug & Play © ASPEED Technology. Property and Confidential 14
Slide 15: Cupola360 Video Conference Solutions
Cupola360 Video Conference Solutions Confidential Application 180 degree VC 360 degree VC FoV 180(H) x 90(V) 360(H) x 60(V) Resolution 3840x1920@30fps 3840x2160@24fps(16:9) 1920x1080@30fps (16:9) 3840x640/960@30fps(6:1/4:1) Advantages Video Conference Use Cases © ASPEED Technology. Property and Conf
Slide 16: Cupola360 Super Turnkey Solution
Cupola360 Super Turnkey Solution Confidential Cupola360 Chipset 1 Cupola360 VC Cupola360 6 2 Reference Design HDK & SDK Manufacture Cupola360 5 3 Calibration Tool Studio for VC (Windows/Mac/Android) & Software 4 Calibration-ready Multi-cam Module © ASPEED Technology. Property and Confidential 16
Slide 17: Innovative Design for Future VC
Innovative Design for Future VC © ASPEED Technology. Property and Confidential 17
Slide 18: 4-cam Video Conference ID
4-cam Video Conference ID © ASPEED Technology. Property and Confidential 18
Slide 19: Combo Designs
Combo Designs 5G Hub + VC Smart Speaker+ VC © ASPEED Technology. Property and Confidential 19
Slide 20: © ASPEED Technology. Property and Confidential
© ASPEED Technology. Property and Confidential 20
Slide 21: Consolidated Revenue
Consolidated Revenue Unit : NTD 1,000 Year 2019Q1-Q3 2020Q1-Q3 YOY Revenue 1,761,337 2,366,229 34.3% Gross Margin 63.5% 62.8% (1.1%) © ASPEED Technology. Property and Confidential 21
Slide 22: Consolidated Revenue
Consolidated Revenue Unit : NTD 1,000 Quarterly Q119 Q219 Q319 Q120 Q220 Q320 YOY QOQ Revenue 551,125 522,942 687,270 732,368 901,353 732,508 6.6% (18.7%) Gross Margin 63.6% 64.5% 62.7% 62.4% 62.4% 63.7% 1.6% 2.0% © ASPEED Technology. Property and Confidential 22
Slide 23: Consolidated Earning Per Share
Consolidated Earning Per Share Unit : NT$ Year 2019Q1-Q3 2020Q1-Q3 YOY EPS $ 17.57 $ 22.64 28.9% © ASPEED Technology. Property and Confidential 23
Slide 24: Thank You
Thank You © ASPEED Technology. Property and Confidential 24