Sitronix Technology Corp. · TWSE:8016
Sitronix Technology — Q4 2015 Investor Conferences
21 slides from Sitronix Technology's conference presentation, April 2019
Slide 1: Q4 2015 Investor Conferences
Q4 2015 Investor Conferences Strategic Marketing Director Jacky Chou 周德雲 Investor Relations Officer Vivian Mao 毛廷方 0 Sitronix Confidential. Do Not Copy or Distribute.
Slide 2: Product Strategy
Product Strategy Mobile display Industrial & Automotive display SOC Mobile Industrial Automotive Touch Display Display Display Controller IC Driver IC Driver IC Driver IC ( 觸控 IC 及 (手機顯示器) (工控顯示器) (車載顯示器) 其他非顯示器 IC ) Subsidiaries Subsidiaries (87.12%) (71.43%) (45.76%) (63.89%) 1 Sitronix Confidenti
Slide 3: Mobile Display Driver IC updates
Mobile Display Driver IC updates Small size DDI : QQVGA(160x120) - Zero Cap. QCIF(220x176) - Zero Cap. QVGA(320x240) - Zero Cap. WQVGA(400x240) - Zero Cap. 2014 > 450M pcs Wearable / health care / sports devices / IOT … Smartphone DDI : Smartphone DDI – 2015 : WVGA_800x480 (13Q4 MP) HVGA_480x320 (
Slide 4: I & A Display Driver IC updates
I & A Display Driver IC updates Industrial DDI : 2014 > 250M pcs Medical devices Healthcare products Wearable & sports devices Automotive DDI : 7~-9 inch displays < 6 inch displays 3 Sitronix Confidential. Do Not Copy or Distribute.
Slide 5: Light sensors and MEMS sensors
SOC 昇佳 -- Light relative sensor Q4 2012 MP Smartphone market > 80M (2014) Ambient Light Sensor (環境光傳感器) CMOS Circuit 2 in 1 P-sensor for smartphones: Standard P-sensor ALS + P-sensor (IR LED) P-sensor with motion gesture control (手勢偵測/控制_應用) ALS + P-sensor with gesture (IR LED) Proximity Sensor
Slide 6: Touch Products
SOC Touch Products Supports touch + DDI total solution Industrial C-Touch •中央資訊顯示器 (CID) •車載音響導航顯示器 (Audio) •後座娛樂顯示器 (Entertainment) Automotive STN / Mono TFT •車用音響顯示 (Audio) •車載儀表顯示(Dashboard) Color TFT •中央資訊顯示器 (CID) •車載音響導航顯示器 (Navigation) •後座娛樂顯示器 (Entertainment) In-cell touch TDDI Smartphone
Slide 7: Internet of Things (IOT) Applications
Internet of Things (IOT) 物聯網相關應用 Smart Home STN / TFT driver IC / ABL sensor / P-sensor Smart Grid (Electric / water / Gas meter ) TN / STN driver IC Wearable devices STN / TFT driver IC / ABL sensor / G-Sensor / Touch IC Internet of Vehicles TN / STN / mono TFT / color TFT display driver IC
Slide 8: Application penetration by product line
Application penetration by product line Product line Consumer Industrial Automotive STN DDI V V V s_TFT DDI V V V m-TFT DDI V V V Touch controller V V - Power IC V V - MCU / DSP V - - Light sensor V - - MEMS sensor V - - 7 Sitronix Confidential. Do Not Copy or Distribute.
Slide 9: Monthly revenue, 2013 - 2015
Monthly revenue, 2013 - 2015 (K) Quarterly YoY Quarterly YoY Quarterly YoY ntd 2013 amount 2014 Month amount 2015 Month amount Quarter 1 481,202 553,150 15.0% 790,106 42.8% 2 360,529 416,200 15.4% 528,502 27.0% 37.1% 3 562,878 1,404,609 560,904 -0.4% 1,530,254 780,067 39.1% 2,098,675 4 514,822 612,7
Slide 10: Revenue by product type (quarterly)
Revenue by product type (quarterly) 季營業額依產品別 19.8 % Q1-Q3 11% 22.4 % Q1-Q3 31% Q1-Q3 58% 2,098 2,082 2,473 2012 2013 2014 Sitronix Confidential. Do Not Copy or Distribute. 2015 9
Slide 11: Revenue & EPS review, 2012 - 2014
Revenue & EPS review, 2012 - 2014 Jan. - Oct. 2,473 YoY growth Revenue YoY 19.8 % 22.0% 7595M 2,098 2,082 2014(f) 2015 YoY growth 22.4 % 6338M 2013 2014 YoY growth 13.3 % 2013 5178M 2012 2012 Q1-Q3 Q1 Q2 Q3 Q4 Annual EPS Year YoY EPS GM EPS GM EPS GM EPS GM EPS GM 22.2% 2015 1.65 29% 1.33 25% 1.97 2
Slide 12: 2015 Growth: Mobile DDI + SOC (P + G sensors)
2015 Growth Mobile DDI + SOC ( P + G sensors ) 19.8 % 22.4 % Sensors 10% 13.3 % 2016 target 10,000M ntd SP DDI – 8% FP DDI -- 43% Unit: M NTD 11 Sitronix Confidential. Do Not Copy or Distribute.
Slide 13: Thank you
Thank you Investor Relations Officer Vivian Mao 毛廷方 Tel: +886-2-2659 1276 Ext: 2395 Mobile phone : +886 918 378 547 E-mail: Vivian_mao@sitronix.com.tw Web site: http://www.sitronix.com.tw Office: 台北市內湖區瑞光路608號6樓 Strategic Marketing Director Jacky Chou 周德雲 Tel: +886-2-2659 1276 Ext: 2206 Mobile phone
Slide 14: DDI - new product development
DDI - new product development Small size DDI (2015) Small size DDI update: Medical / Health care products / Feature phone Wearable / sports / IOT devices …. Smartphone DDI update: Smartphone DDI (2015) HVGA 480x320 (Q4 14 MP) - Zero Cap. HVGA 480x320 (Q4 14 MP) - Zero Cap. WVGA 800x480 (Q4 13 MP) WV
Slide 15: Different display technologies for a wide range of applications
Different display technologies for a wide range of applications Mobile Automotive DDI Phone DDI Small-size Industrial DDI Color TFT DDI 14 Sitronix Confidential. Do Not Copy or Distribute.
Slide 16: Sensors: new applications
Sensors: new applications Heartbeat detection (心率偵測) app U/I (Android OS) Blood oxygen detection (血氧飽和濃度偵測 ) Samsung Galaxy Note 4 1440*2560, Display 515ppi , 5.7 inch Others 指紋辨識 心律偵測 (Heart beat detection) 血氧飽和濃度偵測 (Blood Oxygen detection) 紫外線偵測 (UV detection) Light sensor (2016) Light sensor (201
Slide 17: SOC Products
SOC (鈊創) Products -- DSP (digital audio) 8/16/32 bit MCU -- Card reader (e-Payment) SOC (極創) Products -- AC side power management & PWM IC Power Management IC 16 Sitronix Confidential. Do Not Copy or Distribute.
Slide 18: Q3 2015 consolidated income statement
Q3 2015 consolidated income statement (合併營收季報) 3Q15 2Q15 1Q15 2015 4Q14 3Q14 2Q14 1Q14 2014 Item Results Results Results 1-9 Results Results Results Results Total Net Sales 2,474,988 2,082,764 2,098,675 6,656,427 2,181,372 2,085,033 1,798,491 1,530,254 7,595,150 (營業收入淨額) Gross Profit 651,189 26% 525
Slide 19: Q3 2015 consolidated balance sheet
Q3 2015 consolidated balance sheet (合併資產負債表) Item 2015/9/30 2015/6/30 2015/3/31 2014/12/31 2014/9/30 2014/6/30 2014/3/31 Total Assets 6,515,668 7,299,798 6,788,601 6,322,702 5,428,314 5,350,411 5,422,818 (資產總計) Current Assets (流動資產) 4,808,743 5,614,364 5,058,980 4,626,392 4,140,921 4,102,502 4,167,2
Slide 20: Company Overview
Company Overview Company Name Sitronix Technology Corp. Established July 9, 1998 Market capitalization 350M USD Chairman and CEO Vincent Mao President William Wang Employees 320 (Group: 520) Headquarters Hsinchu, Taiwan Sales office Taipei, Shenzhen, Shanghai IPO Listing December 25, 2003 Headquarte
Slide 21: Welcome to our new Taipei office
Welcome to our new Taipei office 台北市內湖區瑞光路608號6樓 Reception / lobby Meeting rooms Gym Break out area Break out area Meeting point Sitronix Confidential. Do Not Copy or Distribute. 20