2014Q2 Investor conference - Sitronix Technology Corporation

2014Q2
Investor conference
2014Q2
Sitronix Confidential. Do Not Copy or Distribute.
Company overview
Company Name
Sitronix Technology Corp.
Established
July 9,1998
Capital
41M USD (USD/TWD=29)
Chairman and CEO
Vincent Mao
President
William Wang
Employees
315 (Group: 480)
Head office
Hsinchu, Taiwan
Sales office
Taipei, Shenzhen, Shanghai
IPO Listing
December 25, 2003
Head office
(Hsinchu Tai Yuen Hi-Tech Industrial Park,Taiwan)
1
Sitronix Confidential. Do Not Copy or Distribute.
Sitronix group revenue
22.4 %
13.3 %
Unit: NT$ Million
6,338
8,000
6,000
4,570
5,178
2,753
4,000
2,000
0
2011
2012
2013
2014(f)
Jan. ~ May
2
Sitronix Confidential. Do Not Copy or Distribute.
Product Strategies (產品經營策略)
Expand niche market
(拓展利基市場)
Control development resources
(控管主流市場產品研發資源)
Increase profitability
(提升獲利率)
Reduce market risk
(降低市場風險)
3
Sitronix Confidential. Do Not Copy or Distribute.
Sitronix Product Line
Mobile display
Mobile
Display
Driver IC
Industrial & Automotive display
Multimedia
Display
Driver IC
Medium-size
TFT-LCD
Driver IC
Industrial
Display
Driver IC
SOC
Automotive
Display
Driver IC
Projected
Capacitive
Touch
Controller IC
4
Sitronix Confidential. Do Not Copy or Distribute.
Revenue by product mix (YoY)
5
Sitronix Confidential. Do Not Copy or Distribute.
Mobile display driver IC
Feature phone / Smartphone
/ Wearable device
The world's largest supplier of
Feature phone Driver IC
Shipment 40 million pcs/month
6
Sitronix Confidential. Do Not Copy or Distribute.
Design-in projects @ smart watch display
Android Wear
Display resolution
240x240 -- QVGA
320x320 -- HVGA
7
Sitronix Confidential. Do Not Copy or Distribute.
Industrial display driver IC
Office Automation/
Home automation
Portable Medical Devices /
Health Care Product
Industrial Instruments
8
Sitronix Confidential. Do Not Copy or Distribute.
Automotive display driver IC -- Small size
Full dot
(Graphic Type)
Character Type
Navigation Display
Headrest Monitor
Car Radio
Segment Type
Mono TFT
FS-COLOR
9
Sitronix Confidential. Do Not Copy or Distribute.
Automotive display driver IC -- Medium size
Automotive Display
Automation Machine &
Tablet
10
Sitronix Confidential. Do Not Copy or Distribute.
SOC
Sitronix subsidiaries & Touch BU
MCU/DSP
Power Management IC
Sensor IC
11
Sitronix Confidential. Do Not Copy or Distribute.
Heart beat detection by PS sensor
Heartbeat
detector
Due to pulse added
volume of arterial
blood
Due to arterial blood
Due to skin, bone
and other tissues
DC
Due to venous blood
time
Sitronix Confidential. Do Not Copy or Distribute.
AC
IR LED
Light intensity received by sensor
PD
12
2013 monthly revenue
註:採用 IFRS編制基礎。
13
Sitronix Confidential. Do Not Copy or Distribute.
2014 monthly revenue
註:採用 IFRS編制基礎。
14
Sitronix Confidential. Do Not Copy or Distribute.
Revenue by product mix (Quarterly)
15
Sitronix Confidential. Do Not Copy or Distribute.
1Q14 Consolidated income statement
註:採用 IFRS編制基礎。
16
Sitronix Confidential. Do Not Copy or Distribute.
Gross margin trend 2009~2012
17
Sitronix Confidential. Do Not Copy or Distribute.
Revenue by product mix (YoY)
Unit:
100M NTD
18
Sitronix Confidential. Do Not Copy or Distribute.
Dividend policy - High cash dividend
19
Sitronix Confidential. Do Not Copy or Distribute.
Q&A
Thank You
Sitronix Confidential. Do Not Copy or Distribute.