Aspeed Technology, Inc. · TPEX:5274
Aspeed Technology — Investor Conference Q3 2020
18 slides from Aspeed Technology's conference presentation, 2020
Slide 1: Q3, 2020
ASPEED Q3, 2020 Lili Wu
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: 94 • Location: – ASPEED Technology Inc.: Hsinchu City, Taiwan – ASPEED Technology (U.S.A) Inc.: San Jose, USA © ASPEED Technology. Property and Confidential 3
Slide 4: 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 AST1500 / AST1510 AST1220 AST1520 / AST
Slide 5: Product Portfolio
Product Portfolio Server Management SoC Solutions PC/AV Extension SoC Solutions 360 Spherical Image © ASPEED Technology. Property and Confidential 5 Processor SoC
Slide 6: Remote Server Management
Remote Server Management
Slide 7: 7th GEN ASPEED AST2600
Remote Management for Beyond 7th GEN ASPEED AST2600 Baseboard Management Controller (BMC) chip Samples AVAILABLE NOW! MP in 2020 AST260 0 Optimize Performance High Computing Power Low Power Consumption Enhanced System Security
Slide 8: 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 8
Slide 9: Product Portfolio
Product Portfolio Server Management SoC Solutions PC/AV Extension SoC Solutions 360 Spherical Image © ASPEED Technology. Property and Confidential 9 Processor SoC
Slide 10: A/V over IP Roadmap
A/V over IP Roadmap © ASPEED Technology. Property and Confidential 10
Slide 11: 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 11
Slide 12: Product Portfolio
Product Portfolio Server Management SoC Solutions PC/AV Extension SoC Solutions 360 Spherical Image © ASPEED Technology. Property and Confidential 12 Processor SoC
Slide 13: 4 Cam 360 for Conference
4 Cam 360 for Conference © ASPEED Technology. Property and Confidential 13
Slide 14: 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 14
Slide 15: Consolidated Revenue (Quarterly)
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 15
Slide 16: 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 16
Slide 17: Dividend Policy
Dividend Policy 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 Cash dividend 2.29 3.00 4.00 5.00 5.50 7.00 8.00 12.00 15.00 18.00 22.00 (F) Stock dividend 2.00 1.42 0.00 0.00 0.00 2.00 0.00 0.00 0.00 0.00 0.00 (F) Dividend form capital reserves 0.30 0.60 0.22 0.20 1.00 0.00 0.00 0.00 0.00 0.
Slide 18: Thank You
Thank You © ASPEED Technology. Property and Confidential 18