1 引言人 - 國票證券目錄 CONTENTS 2 網通事業部 - 主講人董事長紀政孝 3 先進雷射 :VCSEL Chip - 主講人副總潘 4 資訊安全 :Sailpoint 資安軟體 - 主講人副總賴肇胤 5 活動交流 Q&A

Size: px

Start display at page:

Download "1 引言人 - 國票證券目錄 CONTENTS 2 網通事業部 - 主講人董事長紀政孝 3 先進雷射 :VCSEL Chip - 主講人副總潘 4 資訊安全 :Sailpoint 資安軟體 - 主講人副總賴肇胤 5 活動交流 Q&A"

振弟祖
5 years ago
Views:

1 Abocom Systems Inc. 兆勁科技股份有限公司 2018法人說明會

2 1 引言人 - 國票證券目錄 CONTENTS 2 網通事業部 - 主講人董事長紀政孝 3 先進雷射 :VCSEL Chip - 主講人副總潘 4 資訊安全 :Sailpoint 資安軟體 - 主講人副總賴肇胤 5 活動交流 Q&A

3 兆勁科技 1 引言 Introduction - 國票證券引言人 :

4 兆勁科技 2 網通事業部 Communication Network Manufacturing - 主講人 : 董事長紀政孝

5 本公司原名友旺科技成立於民國 84 年, 以研發銷售 PCMCIA 介面的乙太網路卡 (Ethernet) 及數據卡 (Modem) 為主要業務, 而後先後跨足寬頻網路無線網路微型電腦 Android 電視棒與電視盒產品等, 並同時接受客戶端 ODM 與 OEM 的委任民國 89 年 12 月 8 日起於台灣證券交易所服份有限公司上市買賣 ; 並自民國 107 年 5 月經股東會決議及同年 6 月經濟部核准更名為兆勁科技股份有限公司兆勁科技 AboCom Systems Inc. started in 1995 with the foundation of developing and producing ethernet cards with PCMCIA interfaces and modems. It then entered the market of broadband devices, wireless devices, microcomputers, Android Miracasts, set-top boxes, and also sub-contracts. AboCom was listed on TWSE in December 2000.

6 兆勁六大事業組織兆勁科技

7 網通產品兆勁科技目前網通相關為主要營收來源,107/1-11 營收為新台幣億元較去年同期新台幣億元衰退比例約為 2 成, 其中原因主要為 MLCC 等被動元件價格持續飆漲與缺貨客戶超額下單更導致交貨期拉長至 6 個月本公司針對特定機種及規格持續在現貨市場掃貨但仍未能滿足生產所需, 但訂單仍處滿手階段, 故此一部分非實質營收衰退, 未來仍有遞延出貨效應產生 Network Communication Products Sales of communication network products is currently the major revenue of Abocom. Revenue between January 2018 to November 2018 had a 20% decline compared to the same periodic revenue of the previous year, with the shortage and price surge of devices and excessive orders. Specific models have been chosen to fill the needs but still couldn t reach the demanded quantity, and with the demand full and ongoing, it should not be treated as an actual decline and late shippings will continue with the deferred shipment effect.

8 兆勁科技 3 先進雷射晶片 VCSEL Chip - 主講人 : 副總潘德烈

9 News 9

Active Optical Cables(AOC), mini LEDs, etc.

10 What is Vertical-Cavity Surface-Emitting Laser(VCSEL)? Vertical-Cavity Surface-Emitting Laser(VCSEL) is material for chips that serve in Mobile Proximity Sensors, 3D ToF, Active Optical Cables(AOC), mini LEDs, etc. It is often insufficient especially in Optical Communication business due to the supply and demand imbalance of fine chip production, and is constantly out of stock and treated as one of the strategic resources in the world. 10 Abocom VCSEL Department

11 News Sept. 21, 2018, WeChat News 11 Abocom VCSEL Department

Co-bots Medical Sensor Laser Cutting VCSEL application Optical Communication 5G Communication Cloud

12 VCSEL - The Eye of Artificial Intelligence VCSEL Technology VCSEL chip Optical Communication P-Sensor Gesture Sensor 3D Sensor Iris Identification Face Scanning 3D Camera AR/VR Laser Auto Focus Night Vision Light Radar Co-bots Medical Sensor Laser Cutting VCSEL application Optical Communication 5G Communication Cloud Information Center Security Mobile Payment IoT VR/AR Drones Auto Driving Automated Manufacturing 12 Abocom VCSEL Department

Business Plan - Enter the VCSEL market with essential techniques and ingredients High Quality VCSEL Chips only comes with fine Crystal Growth Technology, and thus produce fine VCSEL module products.

13 Business Plan - Enter the VCSEL market with essential techniques and ingredients High Quality VCSEL Chips only comes with fine Crystal Growth Technology, and thus produce fine VCSEL module products. Abocom Systems is one of the leading brands of module manufacturing in Taiwan. Close collaboration with Company X led us to develop upstream business in designing and manufacturing VCSEL chips based on the module manufacturing foundation we have, from which the Advanced IC Department was founded with a team of professionals. 13 Abocom VCSEL Department

14 Manufacture Analysis - Target Market Needs According to QSFP-DD MSA predictions,global revenue of AOC will exceed 2 billion USD in 2 years(2020), and will reach 3.5 billion in With the 5G application trending, a market boom is expected in related fields. Global Transceiver revenue costs about 3.5 billion USD this year according to OVUM s reports, and will reach 7 billion in Abocom VCSEL Department

Manufacture Analysis - Target Market Needs Optical communication companies are now buying chips from Broadcom or II-VI(Broadcom heat resistant 25G chip costsusd$10-20/pcs approximately and is

suppliers. With Abocom s heat resistant and high speed VCSEL chips, optical manufacturers can gain access of our customized modules, and thus decrease heavily the time and costs of 100/200G products.

15 Manufacture Analysis - Target Market Needs Optical communication companies are now buying chips from Broadcom or II-VI(Broadcom heat resistant 25G chip costsusd$10-20/pcs approximately and is insufficient for strategic customers) and chips are produced and shipped from outside the country, therefore the release time and new products such as100g/200g or 200G/400G are restricted by these suppliers. With Abocom s heat resistant and high speed VCSEL chips, optical manufacturers can gain access of our customized modules, and thus decrease heavily the time and costs of 100/200G products. It also acts as foundation for 200/400G developing and form alliance of optical transmission, connect upstream and downstream business, and take on the essential position in the global market. We aim to increase the independency of optical communication business in Taiwan, and the strategic level of the global market. Design Structure Ethernet Centers 15 5G Cell Cites 11 Abocom VCSEL Department

smartphones(proximity sensor, Face ID, AR) and sensors on cars(lidar, 3D Sensing), and also on medical usage.

16 Manufacture Analysis - Target Market Needs 2. Involving in high-end market and increasing the additional value of the product Apart from optical communication business, VCSEL chips are used in smartphones(proximity sensor, Face ID, AR) and sensors on cars(lidar, 3D Sensing), and also on medical usage. Demands on vehicle electronics, which require larger VCSEL chips, will exceed the need on consumer goods, therefore the major market demand on VCSEL chips is on smart driving. Self-Driving Sensors(AUDI LEVEL3 Self-driven car)mobile Face Detection and 3D Scanning System 16 Abocom VCSEL Department

VCSEL Business Plan - Growing with Motivation Q4/2018 Q1/2019 Q2/2019 Q3/2019 Q4/2019 Q1/2020 Q2/2020 Q3/2020 Product Research and development Channel 10 Gb/s P-Sensor 25 Gb/s ToF 25 Gbps Process

17 VCSEL Business Plan - Growing with Motivation Q4/2018 Q1/2019 Q2/2019 Q3/2019 Q4/2019 Q1/2020 Q2/2020 Q3/2020 Product Research and development Channel 10 Gb/s P-Sensor 25 Gb/s ToF 25 Gbps Process P-Sensor ToF 10G & 25G P-Sensor ToF Process 850 nm Enter the supply chain of optical communication 940 nm Enter the supply chain of smartphones and accessories Enter the supply chain HT 850 nm Become lead of optical communication of smartphones and self driving ToF Chip Collaboration with photoelectric company VCSEL chip production 680nm Medical beauty business ADAS Testing - photoelectric Testing - Smartphones, ADAS etc Testing - Smartphones, ADAS etc Exhibit and develop products VCSEL Chip VCSEL Chip 17

18 Abocom s Place in the Market VCSEL Wafer+VCSEL Chip Module Manufacturers VCSEL Related Fields Abocom s VCSEL Chip Processing ADAS module Face ID module OO Technology Optical Communication 5G Communication Cloud Information Center Security EPI House Wafer OEM Research institute A (Academic) Research institute B (Industry) OO Photoelectric OOMachinery OOO Technology Mobile Payment IoT VR/AR Drones Abocom VCSEL Department Abocom VCSEL Modules Auto Driving Automated Manufacturing 18

19 Thank you. Abocom VCSEL Department

20 兆勁科技 4 資訊安全 Sailpoint 資安軟體 Information Security : Sailpoint - 主講人副總賴肇胤

21 兆勁科技現今全球嚴重的資安及個資洩漏事件不斷產生, 各地區或各國都已經訂立嚴峻且高罰則的法律來規範. 例如歐盟 GDPR 個資法規, 最低罰則為 2000 萬歐元, 而最高是集團年度營業額 4% 英國皇家航空國泰航空 google facebook 都已被追究罰款, 皆動輒數十億台幣 In response to frequent data breaches throughout the world, there are strict regulations established in each region for data security. For instance, GDPR s lowest fines is 20,000,000 EU, and Royal Airways, Cathay Pacific, google, facebook have been investigated and each fined with billions of TWD.

22 兆勁科技世界各地訂立的資安或個資法律, 已經不是用文字大綱式的說明要符合哪些行為以 GDPR 而言, 很多條文都註明所有的防護相關機制都必須自動化, 換言之, 必須採用資訊系統自動化治理 There are actions to be taken according to cyber security or identity security regulations. For example, GDPR has stated that any protection procedure must be automated, which stated that the governing system within the company has to be an automated one.

23 兆勁科技兆勁新技術中心, 提供客戶現在市場能夠完全符合各國法規且自動化的 IAM(Identity and Access Management; 身份識別治理 ) 及 DAG(Data Access Governance; 資料存取治理 ) 系統, 從一個組織或公司的全面資訊了解到完全符合法規自動化系統建置服務 d Access Management) and DAG (Data Access Governance) systems that are fully compliant with these regulations and are fully

24 兆勁科技 2018 年 8 月兆勁取得連續五年全球首席的 IAM/DAG 治理自動化工具 SailPoint 公司的亞洲區域含日本的代理, 運用來在客戶系統建置時最完美的自動化 Abocom has the dealership of Sailpoint, the best IAM/DAG automated governing tool, of Asia Pacific areas and Japan in 2018 for the next 5 years, applying the perfect automation with the customers system construction.

25 SailPoint 與全球前五大顧問公司策略聯盟, 以確保其自動化工具能夠完全符合所有的資安法律 : 兆勁科技 EY : 安永聯合會計師事務所 KPMG : 安侯建業聯合會計師事務所 Deloitte : 勤業眾信聯合會計師事務所 PWC : 資誠聯合會計師事務所 Accenture : 埃森哲顧問公司兆勁也積極與這五家顧問公司取得合作, 以提供給客戶最好的法律諮詢及最全面資訊自動化服務 SailPoint has a full strategic alliance with the top five global consulting firms to ensure that their automation tools are fully compliant with all of the capital security laws: Ernst & Young, KPMG, Deloitte Touche Tohmatsu, Price Waterhouse Coopers, Accenture Consultants, and Andersen Consulting. Abocom is also actively cooperative with these five consulting companies to provide customers with the best legal advice and the most comprehensive information automation services.

26 我們的主要客戶為交通金融中大型企業及政府機關等, 營收依據客戶員工數量決定金額於 2018 年 9 月取得台灣最大航空公司全面採用, 現已有 5~8 家客戶已經完成 POC, 到達採購流程, 尚有 40 餘家客戶已經在協調客戶需求及資訊狀況了解公司董事會已經通過在日本韓國及越南成立子公司執行經銷業務推展, 於 2019 年同步推展, 目標可以完成三個國家的經銷網路兆勁科技 Our major customers are government departments and middle and large companies of transportation, finance, etc.. The greatest airlines in Taiwan has had the system installed, and there are 5-8 companies that have finished POC and continued with the procurement process. There are 40 more companies interested and negotiating. We have branches in Japan, Korea, and Vietnam to make more of the market, and will develop simultaneously in The goal is to complete the distribution network of the three countries.

27 兆勁科技全球資安 / 個資法律已經有上百個, 平均每 15 分鐘就會有一個新的規定產出, 兆勁及 SailPoint 會隨變化將所提供的服務及軟體更新到完全符合的程度 Sailpoint 軟體銷售提供第一年保固, 第二年起每年維護保固 ( 含軟體更新 ) 約銷售價格 25% 上下 nd SailPoint updates the systems and software provided to our customers with every change of the policies. Sailpoint software has a 1 year

28 兆勁科技全球在未來對資安的條件及要求只增不減, 本公司的這項服務亦隨時代需求隨時提供最完整服務, 為一永續經營的產業 Through the development of technology and internet, there will only be more restrictions and conditions on information security. Our solution will provide the perfect service at any time on demand, making it a sustainable business.

29 5 活動交流 Q&A 兆勁科技

30 THANK YOU.

LH_Series_Rev2014.pdf

LH_Series_Rev2014.pdf REMINDERS Product information in this catalog is as of October 2013. All of the contents specified herein are subject to change without notice due to technical improvements, etc. Therefore, please check

1 引言人 - 國票證券 目 錄 CONTENTS 2 網通事業部 - 主講人董事長紀政孝 3 先進雷射 :VCSEL Chip - 主講人副總潘 4 資訊安全 :Sailpoint 資安軟體 - 主講人副總賴肇胤 5 活動交流 Q&A

1 引言人 - 國票證券目錄 CONTENTS 2 網通事業部 - 主講人董事長紀政孝 3 先進雷射 :VCSEL Chip - 主講人副總潘 4 資訊安全 :Sailpoint 資安軟體 - 主講人副總賴肇胤 5 活動交流 Q&A