2006 10 12 ( )
1 2 3 06 4
- 1. 11.6 2. 3. 4. - 430 / 430 PCB / FPD / IC / / E-Biz 2005 -NT$20 5. All Win 6. PCB / FPD / IC
-I (Head Office) -1970-220 - 1520 m 2-5000 m 2 -PCB -PCB - IC / PCB / LCD -TFT-LCM 2-1 TEL 886-2-2601-7706
-II (Taichung Office) -1981-180 - 6263 m 2-7300 m 2-500m 2 407 10 17 TEL 886-4-2359-1651 -PCB -IC /RTP -TFT-LCD - / / UV
2007 02 2007 12 7,400 ( 4,500 ) 6 (G5~G8.5 TFT-LCD) IROV / UV MC (G5~G8.5 TFT-LCD) IRCP / HPCP (G5~G8.5 TFT-LCD) (PCB / CF) / ( / )
-III (Hsinchu Office) -2005-30 - 1338 m 2-1338 m 2 PLASMA -PRS ( / ) - PE-CV/HDP-CVD( ) - ICP-Etcher/RIE-Etcher( ) 300 5-2 1 TEL 886-3-579-4340
-IV ( ) ( ) ( ) -1997-430 - 16400 m 2-18200 m 2 - - UV - - - 6 TEL 86-20-8684-6341~3
/ 24
Since 1966 TFT / ODM TFT/PCB ( ) Top 1000 11.6 1997 1999 2000 2001 2003 2004 2005 2006 1966 ~1976 1976 ~1986 1986 ~ 1995 1996 ~ 2006
( )
95 ( ) ( ) A ( 10 / ) A+ 12 / / / A 183 / / / / B 583 / / / / C 254 / / C- / A
2006 5~7 (CAGR30%) (M&A) - AUO/CMO (PCB / ) ( /TFT ) IC TFT 24HRs ( -KM 6 ( 30%)
PCB HK - / KYM ASH A MEIKO
PCB NB HDI IC Substrate -BGA - Flip Chip 2000 HDI IC Substrate
PCB PCB NB HDI / IC Substrate -CSP -BGA - Flip Chip 2001 Demo NB HDI /
PCB/IC/LCD / NB HDI / / IC Substrate -CSP -BGA - Flip Chip 1000 PCB/IC / / / / / / / Amkor/
(Plasma) PRS ( / ) PCB / IC LCM LED / SOLAR CELL / 2001/2003 ICP Etcher- III-V LED III-V III-V Silicon 6 / 8 SOLAR CELL CVD- CVD ( TFT/OLED)
FPD / IC FPD / IC -- TFT-Array/Cell/CF TFT-LCM / IC
TFT TFT / Aging Oven TFT LCM 15~37 AUO / HannStar 180 Off-line Aging In-line Aging Aging Oven TFT LCM 17~37 LCD Aging CPT 200 Aging Oven TFT LCM 15~32 06-AUO 5
TFT TFT TFT Cell Section ODF seal cure Seal Main Cure TFT Array Section AUO G7.5 Stripping( ) G3.5 Annealing Oven TFT Cell Section PI / Rubbing( )
IR( ) TFT TFT TFT Color Filter C/F AUO G7.5 UV TFT Color Filter UV cleaner UV Curing AUO G7.5 / G6
1 2 3 06 4
- FPD Software Bio Tech MGV Panel Inserter MGV Port (Cassette Inspection) Robot Station Buffer Station OEM/ODM Macro Probe Frame Conveyor (CIM Software) MS-Proteomics
- /, Micromass Taiwan, ( ) Area Manager, Ametek Singapore (2%) (16%) (71%) (11%) 93 35%
- FPD Dept., Rick, Thomas, Micromass Taiwan Sales Manager, Mattson Service Manager, Mattson,, IBM Taiwan
- FPD Dept., Werner, Micromass Taiwan RD Manager, RD Supervisor,
- BIO TECH Dept. (Terence) (Philip)
- BIO TECH Dept.
- 3 (f) 2.2 1.2 0.16 0.15 0.3 (f) 2004 2005 2006 2007 0.9 1
- (06H1) Robot Station(20%) Cassette Inspection 10% MGV 10% Cassette Inspection(10%) Life Science 3% Service 2% Soft Ware 1% G7.5 Macro(44%) Macro 44% Probe Frame 10% Robot Station 20%
-FPD Glass Conveyance AMHS Cassette Transfer Systems Integration Panel Inserter Loader/Unloader MGV MGV Port Buffer Station AGV/RGV Station Robot Station Defects Review/Inspection OEM Macro Cassette Inspection Probe Frame
- (MGV) MGV ( Manual Guided Vehicle) FPD : G2.5 G7.5 G2.5 to G5.0 Manual MGV G6.0 to G7.5 Power MGV Class 1/Class 100/Class1000 300 MGV TFT LCD OLED AUO CPT IVO CMO AMTC
- (Panel Inserter) PI ( Panel Insert) FPD : 12 ~65 (Fork) (Roller) Class 100/Class1000 BCR VCR CIM 50 PI TFT LCD AUO : L10 C10 M10 L8 QDI : L3
- ( Cassette Inspection) TFT-LCD Rib Size bar Middle Stopper 1 2 4 Column Class 1000 Stocker MGV Port : AUO L10 L8C L11 More than 10 CI in Fabs
- ( Buffer Station) TFT-LCD AGV Line RGV Line MGV Cassette Cassette AGV line AGV line/ AGV line RGV line/ AGV line MGV/ RGV line MGV Cassette Cassette AUO CPT
- ( Cassette Station) CMO : Cell AUO : C1 L8B L10 C10 C11 TFT-LCD Cassette Station LCD : 1. Stocker / EQ 2. Stocker / CV 3. EQ EQ 4. EQ / CV : (Robot) Sankyo JEL Yaskawa Hilata Toshiba Mitsubishi Nachi
-OEM/ODM TFT Array ( Probe Frame) Array PDI : PDI Probe Frame PDI PDI Probe Frame PDI QDI AUO CMO InnoLux HSD
-OEM/ODM G7.5 Macro
-Software (CIM Software) Configuratio n BC (M/PLC) Interface Built-in Simulator Logging Server GIF for Conveyor Built-in Simulator Operation Flow User Interface WIP track management Event Handler Center GIF for RB/EQ Built-in Simulator Conveyor Control Built-in Simulator Error Handler Maintenanc e Robot/Loader Control Interface Stocker In-line Interface AUO/CPT/QDI/Cando/InnoLux/ V-Tech / Orbotech Loader Unloader Cassette Station Sorter Line Controller Host CIM
-Bio tech (Protein ID) (Post Translation Modification [PTM] ID) (Protein expression profiling) 肽 (Phosphorylated Protein and peptide purification kits)
-Bio tech 肽 ESI-chips
1 2 3 06 4
- 16.03 16.15 5% 8% IC & FPD PCB 11.22 11% 12% 13% 11% 54% 8% 7% 8% 21% 55% 7% 7% 7% 16% 61% 7% 20% 60% 2003 2004 2005 2006(F) 5% 5% 21% 06 1~9 6% 63%
- 06.01~09 13% UV 6% 21% 30% 22% PCB 8%
06 Q3 Income Statement 06 Q3 Income Statement Amount % Amount % Amount % 1,529,043 100 1,104,275 100 424,768 38 577,199 38 399,766 36 177,433 44 256,884 17 168,394 15 88,490 53 EPS( ) Q1~Q3'06 2.215 1.740 Q3'05 18.81 13.66 5.15 38% 6.7 YOY ( ) 2,500 2,000 1,500 1,000 500 5 14% 8% 12% 10% 8% 6% 4% 2% (%) 0 2001 2002 2003 2004 2005 2006(F) 0%
1 2 3 06 4
FPD VS ( ) TFT Panel TFT-Array TFT-Cell TFT-LCM Color-Filter STN-LCD OLED Polarizer IR / / AMHS ( ) MACRO ( ) From CIM Software
Software PLASMA CIM (RIE) Software in-line Plasma CIM FPD/PCB -BIO TECH PLASMA
9% 15% 25% ( ) ( ) Joint-venture (AOI) IC / TFT / PCB & UV 07 07 07 1/1
M&A / / KM / GC ERP STEPPER 5 3 Roller Coater 2.5 TFT ( ) 3.5 Wafer RTP /Plasma ( )
1991 2005 07 - ( 4~5 ) PCB / LCM / (G5~G7.5 ) 06 1~9 YOY +38% 20 2005 2006 2007 5 ~ 7 (CAGR +30%) 20% 1991~2005 20%( ) 20 1.5
53 2006~10 2006,10.12
Source: Microsoft, 2006
Source: MIC, 06/Aug
Global PCB Outlook Source: Prismark, 06/May US$ PCB 05~10 6% China
Source:, 06/Aug
FPD,
Thank You Very Much
Q & A http://www.csun.com.tw.tw frankchin@csun.com.com.tw.tw evachen@csun.com.com.tw.tw