簡報資料

2014Q4
Investor conference
Strategic marketing
Jacky Chou (周德雲)
Sitronix Confidential. Do Not Copy or Distribute.
Sitronix product strategy
Mobile display
Industrial & Automotive display
Mobile
Display
Driver IC
Industrial
Display
Driver IC
Automotive
Display
Driver IC
(手機顯示器)
(工控顯示器)
(車載顯示器)
Subsidiaries
SOC
Touch
Controller IC
( 觸控 IC 及
其他非顯示器 IC )
Subsidiaries
1
Sitronix Confidential. Do Not Copy or Distribute.
Revenue by product mix
(營業額佔比_依產品組合)
Unit: 100M NTD
22.4 %
13.3 %
2
Sitronix Confidential. Do Not Copy or Distribute.
Mobile display driver IC (手機顯示器)
Feature phone  Smartphone / Wearable device
Feature phone DDI :
QQVGA / QCIF / QVGA / WQVGA
Smartphone DDI :
HVGA (14Q2) / WVGA(13Q4) / HD720 (14Q2)
Conventional
Zero Cap solution
0 Cap
Zero Cap advantage :
 Competive BOM cost
 Low processing cost
40M pcs / month (2013)
 Short lead time
Sitronix
Confidential.
Do Not Copy or Distribute.

high
reliability
0 components
2~20 components
on FPC
on FPC
3
Industrial display driver IC (工控顯示器)
Office Automation /
Home automation
Industrial Driver IC
>20M pcs / month (2013)
Sitronix Confidential. Do Not Copy or Distribute.
Industrial Instruments
Portable medical devices /
Health care products /
Wearable & sport devices
4
Automotive display driver IC (車載顯示器)
< 6 inch display
Segment TN
Character TN
Graphic STN
Mono TFT
Color TFT
7~ 9 inch display
5
Sitronix Confidential. Do Not Copy or Distribute.
SOC
Sitronix subsidiaries (矽創子公司)
-- Digital audio (DSP)
鈊創
MCU/DSP
-- Power management IC
極創
Power Management IC
-- Light relative sensor & MEMS sensors
昇佳
Sensor IC
6
Sitronix Confidential. Do Not Copy or Distribute.
Sensortek (昇佳) Products
-- Light relative sensor & MEMS sensors
Accelerometer
Ambient Light Sensor
(環境光傳感器)
(加速度傳感器)
CMOS Circuit
Optical Coating
Clean Compound
CMOS Circuit
MEMS Process
Low Stress Package
Proximity Sensor
(距離傳感器)
CMOS circuit
Optical Coating
Clean Compound
Black Compound
With IR LED
( Tablet PC
market -- 2013Q4 )
3 in 1 P-sensor for smartphone :
( Smartphone
market -- 2012Q4 )
Sitronix Confidential. Do Not Copy or Distribute.
ALS + PS + IR LED
 support Heart beat detection (心率偵測)
ALS + PS with gesture + IR LED
 support 2D or 4D gesture control (手勢控制)
7
Internet of things (IOT) _ 物聯網相關應用
Home Appliance  STN / TFT Driver IC, ABL sensor , P-sensor
Smart Grid (Electric / water / Gas meter )  TN / STN Driver IC
G1
G2
Wearable device
G3 +
RF
Sitronix Confidential. Do Not Copy or Distribute.
8
Wearable device relative components
(穿戴式產品相關元件機會)
註: 紅框標示部分是矽創已有產品對應之項目.
Sitronix Confidential. Do Not Copy or Distribute.
9
Design-in projects @ smart watch display
Android wear OS
supported display resolution
240x240 -- QVGA
320x320 -- HVGA
Source: Google
10
Sitronix Confidential. Do Not Copy or Distribute.
2014 monthly revenue
註:採用 IFRS編制基礎。
Oct. (10月份) revenue  MoM : -2.9% , YoY : +21%
Q3 revenue  QoQ : +15.9% , YoY : +22.3%
11
Sitronix Confidential. Do Not Copy or Distribute.
Revenue by product mix (Quarterly) _季營業額依產品別
+122M
+23M
-28M
+20M
+126M
+292M
2085M
1798M
1530M
Sitronix Confidential. Do Not Copy or Distribute.
12
2014Q3 Consolidated income statement (合併營收季報)
註:採用 IFRS編制基礎。
2014 Q1+Q2+Q3 (EPS)  4.05
( 2013 total = 3.63 )
13
Sitronix Confidential. Do Not Copy or Distribute.
2014 Growth energy (成長動能)  Mobile DDI + SOC
Unit: 100M NTD
14
Sitronix Confidential. Do Not Copy or Distribute.
Q&A
Thank You
Strategy marketing:
Jacky Chou ( 周德雲 )
Tel: +886-2-2659 1276 Ext: 2206
Mobile phone : +886 922 443 880
E-mail: [email protected]
Web site: http://www.sitronix.com.tw
Sitronix Confidential. Do Not Copy or Distribute.