Investor conference

2015Q1
Investor conference
Strategic marketing
Jacky Chou (周德雲)
Sitronix Confidential. Do Not Copy or Distribute.
Sitronix pursue stable growth (穩定成長)
>1x %(f)
19.8 %
Unit: M ntd
22.4 %
13.3 %
8,000
6,000
7,589
6,338
5,180
4,570
4,000
2,000
0
2011
2012
2013
2014(e)
2015(f)
1
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
2
Sitronix Confidential. Do Not Copy or Distribute.
Revenue by product mix (營業額_依產品組合)
>1x %(f)
2015
19.8 %
22.4 %
13.3 %
3
Sitronix Confidential. Do Not Copy or Distribute.
Mobile display driver IC (手機顯示器)
Feature phone  Wearable / Health care / Sports devices
Feature phone DDI :
QQVGA / QCIF / QVGA / WQVGA
 400M / pcs (2013)  > 450M / pcs (2014)
Smartphone  more Smartphone
Smartphone DDI – 2013 / 2014 :
WVGA(13Q4)  >30M / pcs (2014)
Smartphone DDI – 2015 :
HVGA (14Q2) / WVGA(13Q4) / HD720 (14Q2)
4
Sitronix Confidential. Do Not Copy or Distribute.
Industrial display driver IC (工控顯示器)
Office Automation /
Home automation
Industrial Instruments
Portable medical devices /
Health care products /
Wearable & sport devices
Industrial Driver IC shipment :
20M~25M pcs / month (2013 ~ 2014)
5
Sitronix Confidential. Do Not Copy or Distribute.
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
6
Sitronix Confidential. Do Not Copy or Distribute.
SOC
8/16/32 bit MCU
(鈊創)
Products
-- DSP (Digital audio)
-- Card reader (e-Payment)
7
Sitronix Confidential. Do Not Copy or Distribute.
SOC
Power Management IC
(極創)
Products
-- AC side Power management & PWM IC
8
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SOC
(昇佳)
Products - I
-- Light relative sensor
2012Q4
Smartphone market (MP)
Ambient Light Sensor
(環境光傳感器)
CMOS Circuit
Optical Coating
Clean Compound

>80Mpcs (2014)
3 in 1 P-sensor for smartphone :
ALS + PS + IR LED
 support Heart beat detection (心率偵測)
app U/I
(Android OS)
Proximity Sensor
(距離傳感器)
CMOS circuit
Optical Coating
Clean Compound
Black Compound
With IR LED
Motion gesture control solution (手勢偵測/控制_應用方案)
ALS + PS with gesture + IR LED
 support 2D gesture control (2方向手勢控制)
 support 4D gesture control (4方向手勢控制)
9
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SOC
(昇佳)
Products - II
-- MEMS sensors
Accelerometer
(加速度傳感器)
CMOS Circuit
MEMS Process
Low Stress Package
2013Q4
Tablet PC market (MP)
2014Q4
Smart phone market
 MP
 MP
10
Sitronix Confidential. Do Not Copy or Distribute.
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 device  STN / TFT driver IC / ABL sensor / G-Sensor
G1
G2
Wearable device
G3 +
RF
Sitronix Confidential. Do Not Copy or Distribute.
11
2014 Monthly revenue review
12
Sitronix Confidential. Do Not Copy or Distribute.
註:採用 IFRS編制基礎。
2012~2014 Revenue & EPS review
YoY growth
19.8 %
7589M
2014(f)
YoY growth
22.4 %
6338M
2014
2013
YoY growth
13.3 %
2013
5178M
2012
2012
EPS: 1.22
2014 (f)
2013
2012
(29%)
EPS: 0.72
(24%)
EPS: 0.61
(29%)
EPS: 1.23
EPS: 0.77
EPS: 0.87
(27%)
(26%)
(26%)
EPS: 1.xx
EPS: 1.60
(26%)
EPS: 0.99
(24%)
EPS: 1.15
(23%)
EPS: 0.78
(24%)
EPS: 0.74
(24%)
>5.x (f)
3.63
3.01
13
Sitronix Confidential. Do Not Copy or Distribute.
Revenue by product mix (Quarterly) _季營業額依產品別
19.8 %
22.4 %
13.3 %
2011
2012
2013
2085M
1798M
1530M
Sitronix Confidential. Do Not Copy or Distribute.
2014
2181M
14
2014/5 Growth energy  Mobile DDI + SOC
>1x %
2015 (f)
19.8 %
22.4 %
13.3 %
> 25%
> 5.x
> 80%
2014 (f)
Sitronix Confidential. Do Not Copy or Distribute.
15
Thank you
Strategic 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.