Shieh Yih Machinery Industry Co., Ltd. · TPEX:4533

Shieh Yih Machinery Industry — SEYI Machinery — Investor Conference 2022

52 slides from Shieh Yih Machinery Industry's conference presentation, Nov 14, 2022

  1. Slide 1: Investor Conference

    20221114 Investor Conference © SEYI Machinery. All rights reserved.

  2. Slide 2: Table of Contents

    Table of Contents Company Profile 4 Market Outlook 1 Green Products Financial Results 2 5 Digital 3 Transformation 6 Prospect © SEYI Machinery. All rights reserved.

  3. Slide 3: Servo Press Success Case

    Servo Press Success Case 伺服沖床的智慧應用案例 © SEYI Machinery. All rights reserved.

  4. Slide 4: Company Profile

    Company Profile 4 © SEYI Machinery. All rights reserved.

  5. Slide 5: SEYI at a Glance

    SEYI at a Glance US $135 M 1962 Taiwan & China 2 annual revenue up to 2,500 tf servo & mechanical press over 55 years of excellence total solution provider $$ 700+ 50+ 4533 TT associates countries TW stock exchange production sites globally sales and service 34,500 m2 factory premises © SEYI Machine

  6. Slide 6: SEYI Worldwide

    SEYI Worldwide SEYI Machinery (HQ) Asia SEYI China SEYI Thailand Europe SEYI Europe SEYI America America SEYI Mexico + 700 associates Globally + 50 countries + 40 worldwide sales and service centers © SEYI Machinery. All rights reserved.

  7. Slide 7: Main Markets

    Main Markets 20% Consumer Electronics Appliance Industry 20% 40% Automotive Industry Tier 1~3 © SEYI Machinery. All rights reserved. 7

  8. Slide 8: Product Family

    Product Family C Frame & Special Servo Press Straight Side Link Mechanical Solid Frame Application  Straight Side Crank Mechanical Press Mechanical Press Servo Press Press  Straight Side Eccentric Press  Straight Side Gear Press  Heavy Stamping Eccentric Gear Servo  Straight Side Link Press Ecc

  9. Slide 9: Green Products

    Green Products 9 © SEYI Machinery. All rights reserved.

  10. Slide 10: SEYI's Green Product Servo Press Helps Customers toward Net Zero

    SEYI’s Green Product “Servo Press” Helps Customers toward Net Zero Transition  SEYI servo presses with highly-efficient servo motors, under the energy-saving and space-saving design concept, can be used in all stamping applications and industries to meet users’ unique demands and applications. © SE

  11. Slide 11: Servo Motor System Structure

    Servo Motor System Structure  SEYI servo motor integrates the pinion shaft directly into the motor, 30% of total tolerance improved.  Specifically designed for servo press  World-class servo motor controller from Delta Tau adopted  Low revolution speed but High torque  Power saving  Fan coolin

  12. Slide 12: Power Management

    Power Management  Power Leveling  Power Regeneration by Servo Motor © SEYI Machinery. All rights reserved.

  13. Slide 13: Energy Saving and Noise Reduction

    Energy Saving and Noise Reduction Noise reduction and extend tool lifespan Curve of mechanical press Curve of servo press (variable speed) Fixed speed(50 定速衝壓 (50spm) SPM) 減速衝壓 (平均 50 SPM) Reduced speed (average 50spm) 95 95 (Lp, dBA) (Lp, dBA) 90 90 85 Fixed Speed 85 Speed Slow (dB) Down Noise (dB

  14. Slide 14: Save Your Money in Power Consumption

    Save Your Money in Power Consumption  Only one-third of spending on power consumption via a servo press compare to the spending via a hydraulic press. R R © SEYI Machinery. All rights reserved. 14

  15. Slide 15: Metal Stampers' Challenges & Expectations

    Metal Stampers’ Challenges & Expectations Anomaly or downtime Machine status occurs monitoring Difficult to obtain Production Process utilization rate or yield rate Monitoring Difficult to identify Parts quality to the root cause of be traceable defective products © SEYI Machinery. All rights reserv

  16. Slide 16: IoT Based Smart Stamping Solution

    IoT Based Smart Stamping Solution Machine Status Monitoring Maintenance Cycle Component Life Tracking Real-time Image Technical Document Lubrication Monitoring Report Production Monitoring Volume Tracking Production Status Tracking Daily Run Chart Anomaly Analysis Tonnage Monitoring © SEY

  17. Slide 17: Visualization of Production Status

    Visualization of Production Status 生產資訊可視化與管理報表 © SEYI Machinery. All rights reserved. 17

  18. Slide 18: Success Case: Company S in Germany for Energy Saving

    Success Case: Company S in Germany for Energy Saving by Using Servo Press  End product:metal plate  Location:Ruhr, Germany  Company:a SME with 20 people, able to apply for the government’s energy subsidy program. © SEYI Machinery. All rights reserved. 18

  19. Slide 19: © SEYI Machinery. All rights reserved.

    © SEYI Machinery. All rights reserved.

  20. Slide 20: Solution Comparison

    Solution Comparison Repair the current hydraulic Purchase a new mechanical Item Purchase a new servo press press press 1. Machine purchase —€ 153,000.00 € 365,000.00 2. Repair (10 years) € 150,000.00 € 90,000.00 € 90,000.00 3. Expenses (subsidy deducted) — —€ 106,000.00 Yearly power consumption / kw

  21. Slide 21: If all the stamping presses in Taiwan were servo press

    If all the stamping presses in Taiwan were servo press… 10,000 stamping presses in Taiwan (200ton in average) Average carbon emissions 789,450tons If all the presses were SERVO PRESSES Average carbon emissions Carbon emissions SAVED 315,226tons every year 474,224tons ≒ 861,442 trees ≒ 47 New York Ce

  22. Slide 22: Digital Transformation

    Digital Transformation 23 © SEYI Machinery. All rights reserved.

  23. Slide 23: COVID-19 Has Changed the Way We Communicate

    COVID-19 Has Changed the Way We Communicate © SEYI Machinery. All rights reserved.

  24. Slide 24: Service 2.0: Automatic Dispatching System

    Service 2.0: Automatic Dispatching System Improve customer satisfaction Enhance maintenance skills and support Optimize dispatching mechanism © SEYI Machinery. All rights reserved.

  25. Slide 25: After-sales Service Flow Chart

    After-sales Service Flow Chart Work Schedule Telephone Case Work Order Dispatching Email Established Established Customer Service Field Service Website Report Remote Assist Repair History Renewed Done Closed © SEYI Machinery. All rights reserved.

  26. Slide 26: Field Service Mobile APP

    Field Service Mobile APP Part replacement & Customer Info. GPS Navigation Video/Photo Upload customer signature © SEYI Machinery. All rights reserved.

  27. Slide 27: Remote Assist with HoloLens 2

    Remote Assist with HoloLens 2 © SEYI Machinery. All rights reserved.

  28. Slide 28: SEYI Virtual Showroom

    SEYI Virtual Showroom Main Hall & Product Display 3D Model with Rotation 3 Scenarios of Smart Stamping Solution © SEYI Machinery. All rights reserved.

  29. Slide 29: The Benefits of Virtual Showroom

    The Benefits of Virtual Showroom 01 Customers can know more features about SEYI’s products via 3D models 02 A space and cost saving approach for demonstration 03 An expandable solution for more virtual applications © SEYI Machinery. All rights reserved.

  30. Slide 30: Market Outlook

    Market Outlook 31 © SEYI Machinery. All rights reserved.

  31. Slide 31: A Revolution in Automotive Industry: EV Cars

    A Revolution in Automotive Industry: EV Cars LIGHTWEIGHTING • More and more difficult-to- form materials come out, 01 such as AHSS, metal alloys. • Hot stamping process is getting popular. 02 NEW PROCESS COMPONENT AMOUNT DECREASE 03 Some auto parts made of new materials are formed by die casting, fo

  32. Slide 32: Lightweight Materials for Energy Saving

    Lightweight Materials for Energy Saving  With the challenges of energy crisis and environmental damage, energy saving and vehicle safety have been the critical issues for auto OEMs. Decreasing the weight of cars will be very effective. This leads to the fast development and more adoption of High St

  33. Slide 33: Opportunities for Metal Stampers in EV market

    Opportunities for Metal Stampers in EV market AHSS Aluminum Alloy Heaving Stamping Composite Materials Deep Drawing © SEYI Machinery. All rights reserved. 34

  34. Slide 34: Customers' Challenges Are Our Opportunities

    Customers’ Challenges Are Our Opportunities Technology Transformation in Metal Stamping 01 EV development in Auto Industry 02 A variety and diversity of materials 03 “Servolized” peripherals in press line 04 New stamping processes 05 Industry 4.0 and smart manufacturing © SEYI Machinery. All rights

  35. Slide 35: Financial Results

    Financial Results 36 © SEYI Machinery. All rights reserved.

  36. Slide 36: Revenue & Gross Margin

    營業收入&毛利率(Revenue & Gross Margin) © SEYI Machinery. All rights reserved. 37

  37. Slide 37: Consolidated Income Statement Highlights

    簡要合併綜合損益表 (Consolidated Income Statement Highlights) (NT,M) 2022 2019 2020 2021 Q1-Q3 $ % $ % $ % $ % 營業收入 ( Sales ) 3,357 100.0% 2,642 100.0% 3,796 100.0% 2,645 100.0% 營業毛利 ( Gross Profit) 889 26.5% 567 21.5% 813 21.4% 587 22.2% 營業淨利 ( Profit/Loss From Operations) 38 1.1% (137) -5.2% 5 0.1% (18) -0

  38. Slide 38: Consolidated Balance Sheet Highlights

    簡要合併資產負債表 (Consolidated Balance Sheet Highlights) (NT,M) 2019 2020 2021 2022 Q1-Q3 $ % $ % $ % $ % 現金和約當現金( cash & Cash Equivalents) 1,470 28% 2,441 41% 2,330 38% 2,334 37% 應收票據及帳款 (Accounts/Notes Receivable) 440 8% 398 7% 618 10% 675 11% 存貨 ( Inventory) 1,103 21% 1,019 17% 969 16% 1,071 17% 不動產、廠房及

  39. Slide 39: Dividend

    股利( Dividend) 股利 (Dividend) 2022 2019 2020 2021 Q1-Q3 每股盈餘 (EPS) 0.12 0.10 0.36 0.50 現金股利 (Dividend) 0.25 0.20 0.35 © SEYI Machinery. All rights reserved. 40

  40. Slide 40: Prospect

    Prospect 41 © SEYI Machinery. All rights reserved.

  41. Slide 41: SEYI's Competitive Analysis

    SEYI’s Competitive Analysis • 60-year experiences in press design and production. Advantages • A complete worldwide service network. • Over 10,000 customers around the world. • Able to be flexible and agile for customer needs. • The net zero emission trend drives the need of green Opportunities prod

  42. Slide 42: Business Focus

    Business Focus Comprehensive Integration of Smart Press Servo Press Solution Automation Peripherals Management Systemization © SEYI Machinery. All rights reserved. 43

  43. Slide 43: Sustainability Management: ESG Commitment

    Sustainability Management: ESG Commitment • Reshape organizational • Continue to • Continue for culture develop green academic-industrial • Promote digital products cooperation for talent transformation cultivation • Initiate the mission • Initiate value engineering of net zero • Education aid for e

  44. Slide 44: First stamping press manufacturer awarded TÜV certificate

    The first stamping press manufacturer awarded TÜV certificate with its green product-- servo presses. © SEYI Machinery. All rights reserved.

  45. Slide 45: SEYI China deploys solar energy system

    SEYI China deploys solar energy system for environmental protection. © SEYI Machinery. All rights reserved.

  46. Slide 46: Academic-industrial cooperation: SEYI CUP

    Academic-industrial cooperation "SEYI CUP“ competition: servo press stamping process design ad CAE simulation analysis © SEYI Machinery. All rights reserved.

  47. Slide 47: Employee wellness program

    Employee wellness program © SEYI Machinery. All rights reserved.

  48. Slide 48: Long-term cooperation with World Vision

    Long-t cooperation with World Vision to hold various charity events. 烏克麗麗班 原鄉影像紀錄 小星星繪畫班 職場體驗 原夢計畫-唱出你的原勢力 © SEYI Machinery. All rights reserved. 49

  49. Slide 49: SEYI & Beckhoff signed MoU for smart stamping solution

    SEYI & Beckhoff signed MoU to together develop smart stamping solution for worldwide customers. © SEYI Machinery. All rights reserved.

  50. Slide 50: SEYI 60th Anniversary Celebration & Panel Discussion

    SEYI 60th Anniversary Celebration & Panel Discussion for sustainable management & realizing ESG visions. © SEYI Machinery. All rights reserved.

  51. Slide 51: Q&A

    Q&A 52 © SEYI Machinery. All rights reserved.

  52. Slide 52: Thank You.

    企業官網 企業YouTube Thank You. © SEYI Machinery. All rights reserved.

SEYI Machinery — Investor Conference 2022 on 6ix