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ESD Leading Provider

晶焱科技股份有限公司Amazing Microelectronic Corp.

2021櫃買市場業績發表會 (2021/8/23)

© 2021 Amazing Microelectronic Corp. All rights reserved.

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公司簡介

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公司沿革

2008

Japan Market

2012

U.S.A/China

Market

2010

Europe

Market

1 Billion (pcs)

shipment

2014

Korea

Market

Amazing IPO

in TaiwanAmazingIC

Founded in Taiwan

1ST W/W brand

2006

Till 2018 Touch down

24 billion pcs

2018

SSD field

Finger

printer filed

1.Touch down 10

Billion pcs

2.AVL

2016

Medical

Panel

2019

India

Vietnam

Thailand

Touch down

23 billion pcs

2017

IoT、AI

Industry 4.0Tele-

Communications

2020

Latvia

Germany

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公司組織圖

財會研究與

開發

董事長

(李俊昌)

行政管理行銷與業務

執行副總經理

(洪如真)

總經理

(姜信欽)

稽核辦公室

員工總數：140位 @ 2021/8

4

供應鏈管理


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人力資源配置

40%

財會/行政管理

15%

供應鏈管理/行銷與業務研究與開發

45%

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晶焱辦公室分佈

Korea Beijing

Hong Kong

Shanghai

Shenzhen

New Taipei City

Hsinchu

總部

研發團隊實驗室 / 品管

倉庫

Lab/Debug Room/FAE

AMC QC Team

倉庫 / 品管

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China

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Germany

Taiwan

Japan

Korea

Singapore

(Beijing , Shanghai, Shenzhen)

India

Spain

Slovenia

US

Turkey

代理商分佈


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技術與產品簡介

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• Discharge event due to tribo-electrically generated charges.

• ESD is a High-Current (~Amps) and Short-duration (~ ns) stress event.

ESD: Electrostatic Discharge

Grounded Surface

+ ++

+

++

+

+

+

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+ + +

Deep submicron & Nano-meter process IC

is weak to ESD & Cable Discharge Event.

Hot Plug Could Induce Cable Discharge

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ESD / EOS

• ESD (Electrostatic Discharge)

A rapid discharge event that transfer a finite amount of

charge between two bodies at different potentials.

• EOS (Electrical Overstress)

The apply conditions outside the designed operating

environment of the part. These conditions include voltage,

current, and temperature.

• E = ivdt


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ESD / EOS Failure Rate

ESD/EOS, 37%

Fab, 26%

Unknown, 15%

Assembley, 14%

Good, 4%Mobile Ion,

3%

Electrical QA, 1%

IC failure rate due to ESD/EOS is up to 37%

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※From National Semiconductor & American EOS/ESD Association

※ Extra cost for mass production

※ High Expense to re-work

※ EOS RMA damages reputation


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America, 70

China, 24

Taiwan, 73

Japan, 2

Numbers of Patent Under Process: 47

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169

晶焱ESD防護技術的專利


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ESD防護選擇需要同時在意的參數

• Low Clamping Voltage

• High Surge Level for reducing EOS

• Ultra Low Capacitance

• Various low voltage TVS

Stand off Voltage

Capacitance

Clamping Voltage

High Surge protection

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Traditional ESD Design Solution

Amazing Solution

Traditional Amazing

Die No. Many Only One

Design Complicate Simple

Cost High Low

PCB Space More Less

ESD Protection Weak Good

Response Time Slow Fast

Clamp Voltage High Low

C_ load High Low

Change to use Amazing’s TVS Arrays, we can help you to1.Save 50% PCB Space of ESD protection Design2.Save 30~50% System Cost of ESD Protection Design

Varistor or Diode

TVS Array

晶焱的ESD解決方案


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Traditional Design Solution

Amazing Solution

+

Interface IC ESD Protector

Interface IC + ESD

In a Single Die

Traditional Amazing

Die No. Many Only One

Design Complicate Simple

Cost High Low

PCB Space More Less

ESD Protection Weak Good

Change to Use Amazing’s

1. AMC EMI Filter = EMI + ESD

2. AMC Transceiver = Transceiver + ESD

3. AMC Analog IC = Analog IC + ESD

4. Save 100% TVS Cost!!

晶焱的Interface IC解決方案


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Core Competition-ESD Circuit and Wafer Process Integration

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ESD Proctector

Interface IC

Integrate

ESD Circuit

Wafer Process

Amazing’s Patents

within a Single Die

AMC only

Reliability control for

single die is better

than multi package

Reliability

performance is best


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晶焱的產品都有整合ESD防護功能

TVS

High-Speed Switch

Power Switch

Transceiver Analog Switch

EMI Filter

• Advantage 1. Low Clamping Voltage

• Advantage 2. Pin Compatible for Same Package

• Advantage 3. Ultra Low Capacitance

• Advantage 4. High Surge Level

• Advantage 5. Feed-Through Package Design

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晶焱的產品分類

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Consumer Industrial Automotive AI IoT


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TVS Array

Product

Families

Family Name Functions

AZ1 High Speed, ESD/EFT/Lightning/EOS Protector

AZ2 Low Speed, ESD/EFT/Lightning Protector

AZ3 Lightning Protector

AZ4 High Voltage (> 5V), ESD/EFT/Lightning/EOS Protector

AZ5 Tiny Package, ESD Protector

AZ6 Low Voltage (<3.3V), ESD Protector

AZ9 Automotive Application, ESD Protector

AZC Customization, High Speed, ESD Protector

晶焱TVS產品家族

TVS is suitable for every electronic product

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Part Number：Over 400。& 持續更新與汰換。


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晶焱RS232/RS485收發器產品家族

RS232/RS485 Transceiver is suitable for Industry application.

RS232/RS485

Transceiver

Product

Family Functions

Surge RS485 30A Surge Protection RS485 with H/L speed

ESD RS485 System 15kV ESD Protection RS485

Polarity Free RS485 Transceiver with bus Polarity Free Function

Low Power RS485 3.3V RS485 with H/L Speed

Ultra High Speed RS485 60Mpbs Ultra High Speed RS485

Profi-bus RS485RS485 Transceiver for Profi-bus

application

RS232nTx/ nRx RS232 Transceiver with 8kV

system level ESD

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晶焱CAN收發器產品家族CAN Transceiver is suitable for Industry and automotive application.

CAN

Transceiver

Product

Family Functions

AZCAN1044T5Mpbs HS-CAN Bus Transceiver with Fault

Protection for Automotive application

AZCAN1042T2Mpbs HS-CAN Bus Transceiver with Standby

mode for Automotive application

AZCAN1040T2Mpbs HS-CAN Bus Transceiver with Standby

mode for Industry application

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業績與財務

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0

10

20

30

40

50

60

70

2017 2018 2019 2020 2021 2022 2023 2024 2025

Source : OMDIA Technology Consulting 2021Year

PC

S in B

illion

ESD TVS used in the world

靜電放電防護是非常重要的

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Table 3.3

World Market Shares - Pure ESD Protection DevicesRevenues ($M)

Company Name 2019 Sales 2019 Share 2020 Sales 2020 Share

($M) % ($M) %

1 Nexperia 189.3 24.9% 192.0 24.6%

2 ON Semiconductor 104.6 13.8% 105.1 13.5%

3 Amazing 86.3 11.4% 98.6 12.6%

4 Semtech 58.6 7.7% 60.3 7.7%

5 ST Microelectronics 55.0 7.2% 53.5 6.9%

6 Infineon 42.4 5.6% 45.6 5.9%

7 ROHM 43.3 5.7% 39.4 5.1%

8 Littelfuse 39.1 5.1% 37.1 4.8%

Others 141.4 18.6% 148.0 19.0%

Total 760.0 779.6

Source: OMDIA © 2021 OMDIA

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Nexperia, 24.6%

ON Semiconductor, 13.5%

Amazing, 12.6%Semtech, 7.7%

ST Microelectronics, 6.9%

Infineon, 5.9%

Rohm, 5.1%

Littelfuse, 4.8%

Others, 19.0%

全世界ESD供應商的排名


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85%

11%

4%

Consumer

Industrial

Automotive 80%

12%

8%

營收分佈

2020 2021H1

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歷年營業額USD/Million

26

10

22

30

47 4651

64

76

9295

92

112

81

0

20

40

60

80

100

120

2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 202107

Sale Revenue


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毛利

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NTD/Million

2018 2019 2020 2021H1

$2,905 $2,762

$3,188

$1,905

$1,166 $1,168 $1,191

$792

營收毛利

40%

42%

37%

42%

毛利率


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營業費用

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營業費用佔營業收入比重研發費用佔營業費用比重

2018 2019 2020 2021H1

20%21%

18% 18%

2018 2019 2020 2021H1

49%

48%

49%

50%


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淨利與EPS

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NTD/Million淨利

EPS

2018 2019 2020 2021H1

$563 $503 $531

$357

2018 2019 2020 2021H1

$7.18 $6.37 $6.46

$3.94


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損益表(YoY)

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2021 Q1~Q2 2020 Q1~Q2 YoY

營業收入 $1,905 $1,391 37 %

營業毛利 $ 792 $ 501 58 %

營業費用 $ 363 $ 266 36 %

營業淨利 $ 429 $ 235 83 %

營業外收 ( 支 ) - $ 18 $ 12 -250 %

稅前淨利 $ 411 $ 247 66 %

所得稅費用 $ 69 $ 44 55 %

稅後淨利 $ 342 $ 203 68 %

歸屬母公司稅後淨利 $ 357 $ 215 66 %

基本每股盈餘 $ 3.94 $ 2.69 -

NTD/Million


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資產負債表

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2018/12/31 2019/12/31 2020/12/31 2021/06/30

Amount % Amount % Amount % Amount %

現金及約當現金 $ 663 21 % $1,319 38 % $1,229 27 % $1,386 24 %

應收帳款 /票據 $ 602 19 % $ 678 19 % $ 707 16 % $1,426 25 %

存貨 $ 428 13 % $ 301 9 % $ 470 10 % $ 338 6 %

總資產 $3,199 100 % $3,505 100 % $4,533 100 % $5,744 100 %

負債 $ 842 26 % $ 860 24 % $ 888 20 % $1,677 29 %

股東權益 $2,357 74 % $2,645 76 % $3,645 80 % $4,067 71 %

NTD/Million


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總結

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晶焱的發展策略：

• 產品開發以滲透到每一個電子產品為目標，不停歇的產品開發步調。

• 業務拓展以滲透到所有應用領域及全球市場為目標，不停歇的同步拓展步調。

• 生產管理以跟供應商共存共榮為目標，不停歇的品質管制、成本控制、及產能開發步調。

• 提供客戶有效的解決方案、無虞的供貨服務、合理的價格、以增加客戶的產品競爭力為終極目標。

• 成為可以永續發展的企業。

從2020至2021H1在疫情的考驗下，上述策略經過實證，可以創造出可觀的成果。

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