80 7 320 5.652($565,200,000 ) LED LED LED LED http://www.ytec.com.tw LED( LED()( 1~11 84% 84%) IC IC LED ( 1~11 1~11 16% 16%) CIS Scud-1A 256/512C ICICICLED LED LED CCM GPS (http://www.gntech.com.tw http://www.gntech.com.tw)
1991 7 1992 4 ASS Y A 1998 399 56 IC 1998 10 1055 MHz/40 Pins Logic Logic (Goblin) (Goblin) 1999 3LED 2000 3 ISO-9001 2000 7 IC 2001 3LED 2001 6 2001 9 IC 2002 3SOC 2002 11 11 2003 11 11 LED( LED() 2003 12 OTC 2004 3 2004 3 29 29 2004 12 12 GPS GPS 2005 3 CeBIT GPS
941~11 94 94 1~11 1~11 988,469 103,418 13,563 46,542 43,313 Nov. 885,051 95,244 6,191 46,905 42,148 Oct. -2.39% 68.16% 100% 50.82% 41.36% YoY (Nov.) 789,807 91,071 9,823 41,337 39,911 Sep. -- -- 608,993 698,737 304,655 431,666 522,992 109,405 226,193 59,635 () 100.00% 988,469 89,744 89,744 86,001 91,326 127,010 78,462 116,788 49,771 59,635 15.5% 15.5% 153,757 9,598 9,598 12,138 11,692 40,760 4,319 39,624 2,052 3,999 45.0% 45.0% 444,367 43,776 43,776 40,270 41,190 47,502 40,378 42,602 21,382 32,484 39.5% 39.5% 390,345 36,370 36,370 33,593 38,444 38,749 33,766 34,562 26,337 23,151 % Total Aug. Jul. Jun. May Apr. Mar. Feb. Jan.
89~94 1,200,000 1,000,000 800,000 855,466 1,091,432 988,469 600,000 576,728 400,000 339,667 312,581 200,000 0 89 年 90 年 91 年 92 年 93 年 94 年 (1~11 ) 6,384 7,468 52,659 159,542 236,014 153,757 150,643 138,458 272,250 363,135 441,852 444,367 切 182,640 166,655 251,819 332,789 413,566 390,345
89~94 400,000 50 350,000 45 300,000 31.54 32.32 35.29 35.38 40 35 250,000 27.92 30 200,000 150,000 100,000 50,000 19.21 25 20 15 10 5 0 89 年 90 年 91 年 92 年 93 年 94 年 11 ( 數 ) 利 () 94,837 60,042 181,844 276,457 385,137 349,767 利 率 % 27.92 19.21 31.54 32.32 35.29 35.38 0
93~94Q1~Q4Q1~Q4 180,000 150,000 138,705 138,263 100% 90% 80% 120,000 90,000 60,000 98,142 43.39% 46.73% 51.82% 100,719 50.70% 70% 60% 50% 40% 30% 30,000 20% 10% - Q1 Q2 Q3 Q4(10~11 ) ( 數 ) 0% 93 年 利 () 126,874 157,115 119,167 50,037 94 年 利 () 98,142 138,705 138,263 100,719 93 年 利 率 (%) 45.03% 45.65% 45.89% 39.37% 94 年 利 率 (%) 43.39% 46.73% 51.82% 50.70%
89~94 400,000 350,000 300,000 250,000 200,000 150,000 100,000 50,000 0 4.26 2.31 6.36 7.28 8.24 89 年 90 年 91 年 92 年 93 年 5.29 94 年 11 ( 數 ) 利 () 74,764 54,392 182,512 262,765 372,543 298,812 EPS( ) 4.26 2.31 6.36 7.28 8.24 5.29 : EPS= 6.11 12 11 10 9 8 7 6 5 4 3 2 1 0
90~94 90~94 90~94 0.77 0.70 1.72 0.52 0.20 7.47 8.38 22.03 7.65-0.29 11.48 10.61 29.05 13.41 6.47 8.52 5.78 15.34 5.01 1.95 7.32 6.89 19.37 7.66 0.66 6.00 4.74 13.49 4.66 1.77 0.86 2.26 3.92 11.11 21.66 46.99 1.42 3.00 1.78 0.03-1.06 16.64 29.54 14.47-0.34-8.64 0.87 3.69 1.39-0.69-1.81 4.08 30.55 11.91-3.99-15.78 3.51 11.3 5.09 5.07 22.53 92.9 28.44 31.08 3.96 8.24 7.28 6.36 2.31 ( ) 48.10 85.21 76.62 63.36 25.55 % 9.56 14.50 23.63 7.23 13.65 23.31 26.20 36.46 27.49 0.88-51.69 14.85 25.18 17.57 0.34-10.95 11.16 27.54 11.40-5.66-20.42 6.42 18.91 6.80-3.37-9.01 27.61 39.14 35.79 33.57 22.44 51.59 29.82 33.11 28.35 34.13 30.72 31.64 17.40 % 27.50 40.83 38.58 37.07 14.14 % 8.77 18.76 43.79 4.84 9.98 14.56 15.56 26.88 12.2-2.71-10.62 11.24 17.28 11.44 2.67-5.88 3.57 29.43 8.04-15.14-24.99 3.90 11.59 4.82-0.10-3.07 35.66 113.13 50.33 49.61 15.34 34.65 21.28 25.73 46.19 84.87 76.70 63.38 25.89 % 18.01 27.77 26.80 24.76 9.48 % 94 Q3 93 92 91 90 94 Q3 93 92 91 90 ( ) 94 Q3 EPS EPS
( 45%) 45% 4 ~8 (CP)(Probe-card) IC(FT)DIPs T/SOPs L/QFPs QFNQFN LGA PC (Logic) (Analog) (Mixed-signal) (Novolatile)MCU LCDIC / (Scud-1A 512C) LED() CIS(CMOS Image Sensor) RF SOC CCM L/S (Turn-key) (Assembly) Tape-reel Drop shipment
( ( 39%) 39 LED PPTC( ) CMOS ( Gold Bump) LED (Turn-key) LED( ) LED COB
LED LED 30 30% YTEC (GaAs) (GaAsP) (AlGaAs) (AlGaInP) Lamp Display SMD
( 16%) ( 16% Scud-1A 256/512C 512C ICICIC CCM(CMOS/Compact Camera Module) AOI AOI() LEDLEDLED (Prober) (Prober)(Sorter) GPSRF 1998 1999 2000 2001 2002 2003 2004 2005 2006
Scud-1A 512C IC CCM (CMOS/Compact Camera Module) GPS (Global Positioning System)
Scud-1A 512C IC Scud-1A : (Mixed-signal) Scud-1A : (50MHz) (512 Channels)(SOC) IC Scud-1A :
Scud-1A Analog Switches PWM DC-DC Battery Charger Power MOS Analog Multiplexers Audio Op Amps Audio CODEC Linear Regulators Voltage References LDO Regulators Audio DACs Mixed-Signal ICs Analog ICs Voltage Detectors Micro Controllers Audio ADCs Low Voltage LCD Driver Other ICs Embedded Memory Digital ICs Flash Memories Consumer ICs Caller ID Decoder EEPROMs Telephone Dialer Telephone Controller Speech ICs Toy ICs Scud-1A : USB2.0 DVD Driver, : Multimedia CMOS Image Sensor LCD Driver,... : SOCIC Multi. Bits,... IC: : IC IC IC,...
CCM YM-220 YM-230 Glue Focusing Image Test In/Out Operator UV Curing ()
CCM : IDC 400 342 300 260 200 148 200 100 35 80 0 2004 2005(F) 2006(F) 2007(F) 2008(F) 2009(F)
CCM 6 16 3G CIF/VGA 2.0M Pixel CCM (.) Powerful (Rapid Prototype) CCM AF CCM
GPS() GPS GPS GPS GPS BT-GPS GPRS FRS DAB/ DVB 3G GPS SiRF Sony NemeriX Atmel SiGe u-blox Trimble Garmin Magellan PDASmart Phone PMP GPS
GPS (I) HiMARK GPS(30mA) SOC GPS / GPS-1000 Low-power GPS Engine Board GPS-1010 Customized GPS Engine Board
GPS (II) (II Sony GPS (-152dBm) ( 25.4 x 25.4mm) GPS-1020A/1020P Mountable GPS Engine Board GPS-1100RM/1100TM G-mouse Module
GPS Sony GPSISSC V1.2 CE() FCC() BQB IPX7 SiRF GPS (-159dBm) RS-232 USB PDA NB PC Smart Phone PMP Navigator GPS-1100U/1100R GPS Smart Antenna (G-mouse) GPS-1200 Compact Bluetooth GPS Receiver
GPS 500 400 300 200 100 0 2000 2001 2002 2003 2004(F) 2005(F) 2006(F) 35% 30% 25% 20% 15% 10% 5% 0% IEK ABI June 2005 2005 2006 2006 25% 25% 2001 ~2006 CAGR (( ) 27% 27% 2006 410 GPS GPS G-mouse BT-GPS GPS GPS Asia 17% Middle East Oceania 1% 3% Western Europe 29% North America 24% Eastern Europe 26% Global Source, Nov., 2004
GPS 2006 >90 LED& LED&
IC IC PC (Logic) (Mixed-signal) (Non-volatile) MCU RF (Analog) Gold Bump LCD LCDIC LED ( ) ATE LED CCM () Scud-1A 512C ( IC ) AOI () GPS