義隆電子 elan microelectronics corp
TRANSCRIPT
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義隆電子 ELAN Microelectronics Corp.
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義隆電子 ELAN Microelectronics Corp.
Sales Breakdown by Product Line (Consolidated)
• Touch: Touchscreen Chip, Touchpad, Fingerprint ID• Non-touch: MCU, Pointing Stick, Affiliated Co. Products
Sales: NT$M 1,400 1,552 1,959 1,648 1,589 1,8676,559 2,160
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義隆電子 ELAN Microelectronics Corp.
3Q17 Income StatementYoY Comparison (Consolidated)
NT$M
* Based on the current 434 million shares (Reviewed)* Based on the weighted average number of shares outstanding
3Q17 % 3Q16 % YoY(%)
Sales 2,160 100 1,959 100 10
Gross profit 994 46 814 42 22
Sales expense 85 4 91 5
G&A expense 80 4 71 4
R&D expense 361 17 339 17
Operating profit 468 21 313 16 50
Non-operating income & exp. 11 1 (31) (2)
Profit before tax 479 22 282 14 70
Net profit 390 18 228 11 71
Belong
Parent company 400 243
Non-Controlling Interests (10) (15)
* EPS (NT$) 0.96 0.59 63
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義隆電子 ELAN Microelectronics Corp.
NT$M
* Based on the current 434 million shares (Reviewed)* Based on the weighted average number of shares outstanding
3Q17 Income StatementQoQ Comparison (Consolidated)
3Q17 % 2Q17 % QoQ(%)
Sales 2,160 100 1,867 100 16
Gross profit 994 46 831 45 20
Sales expense 85 4 79 4
G&A expense 80 4 77 4
R&D expense 361 17 344 19
Operating profit 468 21 331 18 41
Non-operating income & exp. 11 1 14 1
Profit before tax 479 22 345 19 39
Net profit 390 18 280 15 39
Belong
Parent company 400 292
Non-Controlling Interests (10) (12)
* EPS (NT$) 0.96 0.70 37
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義隆電子 ELAN Microelectronics Corp.
NT$M
* Based on the current 434 million shares (Reviewed)* Based on the weighted average number of shares outstanding
1Q17~3Q17 Income StatementYoY Comparison (Consolidated)
1Q17~3Q17 % 1Q16~3Q16 % YoY(%)
Sales 5,616 100 4,911 100 14
Gross profit 2,522 45 2,012 41 25
Sales expense 230 4 230 5
G&A expense 230 4 218 4
R&D expense 1,036 18 980 20
Operating profit 1,026 19 584 12 76
Non-operating income & exp. (43) (1) (40) (1)
Profit before tax 983 18 544 11 81
Net profit 795 14 438 9 82
Belong
Parent company 832 491
Non-Controlling Interests (37) (53)
* EPS (NT$) 2.00 1.18 69
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義隆電子 ELAN Microelectronics Corp.
ELAN Optimized Products Mix
Smart Card
Notebook Input Device
Smart Human Interface Fingerprint Sensor
BLDC Applications
Smart Phone NB & Tablet
Home Appliance
Smart Home
Tablet
Smart Phone+
TDDI
NB & AIO
Touch Pad
Pointing Stick
Chrome book
MCU
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義隆電子 ELAN Microelectronics Corp.
ELAN Smart-TouchscreenTM 2-in-1 Devices
T102 T305 T303
Lenovo Miix2 & 3 Toshiba Click 2 ProHP Split 13x2
Asus Transformer
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義隆電子 ELAN Microelectronics Corp.
On-Cell Touch (OTP) for Clamshell Devices
Dell 15.6” Inspiron Dell 15.6” Latitude
HP 15.6” Pavilion
Dell 11.6” Chromebook
Acer 11.6” Chromebook R11HP 11.6” Chromebook G5
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義隆電子 ELAN Microelectronics Corp.
Top 5 NB Brands Adopted ELAN’s Microsoft Pen Solution
Asus Zenbook Flip S13.3” 4K UHD
Starting at $1099
Asus Transformer T30312.6” 3KStarting at $899
Asus Transformer T30512.6” 3KStarting at $799
Asus Transformer T10210.1” HDStarting at $399
Acer Switch 512” 2160 X 1440Starting at $799
Lenovo MIIX320 10.1”
HP Spectre x360 1515.6” 4K UHD
Starting at $1279
HP Spectre x360 1313.3” ” 4K UHD
Starting at $1199
HP Spectre x2 12.3” ” 3K
Starting at $1149
DELL Inspiron 15 700015.6” 1920 X 1090Starting at $799
DELL Inspiron 13 700013.3” 1920 X 1090Starting at $999
DELL Inspiron 15 500013.3” 1920 X 1090Starting at $879
Acer Switch 312.2” 1920 X 1200Starting at $399
Demo
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義隆電子 ELAN Microelectronics Corp.
Microsoft Pen Demo
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義隆電子 ELAN Microelectronics Corp.
Demo: Simultaneous Pen and Touch with MPP
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義隆電子 ELAN Microelectronics Corp.
New Feature: Tilt Enabled within Windows
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義隆電子 ELAN Microelectronics Corp.
Microsoft Pen Protocol (MPP)
* CTE: China Technology Ecosystem
IP3 S01-2 (CTE) 11.6”
Starting at $569
Emdoor EM-H8911C (CTE) 11.6”
Starting at $299
Eve-Tech (CTE) 12.3” IGZO 3K
Starting at $1399
ELAN Supporting CTE
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義隆電子 ELAN Microelectronics Corp.
Microsoft Surface Leading the Trend of Stylus
AIO DesktopDetachable ClamshellClamshellTablet with KB coverSurface Pro 12.3”
($799~$2,699)Surface Laptop 13.5”
($999)Surface Book 13.5”
($1,499~)Surface Studio 28”
($2,999~)
BestSeller !
Active Pen
Next Target Client
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義隆電子 ELAN Microelectronics Corp.
1000+ New Pen Apps in Microsoft Store 2017
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義隆電子 ELAN Microelectronics Corp.
Apple iPad Pro Followed the Trend of Stylus
Source: Apple
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義隆電子 ELAN Microelectronics Corp.
Next Growth Driver - Stylus
Worldwide Stylus Market Shipment
Unit: M set
*Source: Jon Peddie Research、TSIA estimated
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義隆電子 ELAN Microelectronics Corp.
Next Target Market : Smartphone
100%
傳音科技 TECNOCapacitive Pen
Samsung Note 7 Electromagnetic pen
Established in 2006, after 10 years of expansion, , the company is now a leading player in the mobile industry, with a market share of over 40% in Sub-Saharan African countries.
Manned by 15000+ employees, Transsion has a global sales network in 58 countries, including Nigeria, Kenya, Tanzania, Ethiopia, Egypt, UAE(Dubai), Saudi Arabia, India, Pakistan, Indonesia, Vietnam, Bangladesh, etc.
TRANSSION Holdings
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義隆電子 ELAN Microelectronics Corp.
NB Touchpad Shipments
Source: TrendForce, TRI, ELAN
(Unit: M set)
Global vs. ELAN
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義隆電子 ELAN Microelectronics Corp.
Share Gain from China NB Market
With Strong NB Competitive Advantage
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義隆電子 ELAN Microelectronics Corp.
Dominate Chrome Market
Year 2014 - 2017
ELAN Design Wins50 +
Still Counting
ELAN Touchpad for Chrome
ELAN Touchscreen for Chrome
ELAN>95%
Chromebook 11 Chromebook 14
HP
C200
C740 CB5-311 C910 C720CB3-311/R11
ACER
TOSHIBA
Chromebook 2
DELL
Chromebook 11
LENOVO
Thinkpad X131e
Flip C300C201
Chromebook 14 N20/N20P/N21/N22 100S
ChromeBase21/24
ASUS
Google Expectation: Highest Quality + Instant Service
ELAN>70%
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義隆電子 ELAN Microelectronics Corp.
Fingerprint Sensor in Smartphone & NB
ASUS Transformer 3 ASUS Transformer Mini
Micromax Canvas Unite 4 ASUS ZenFone Sharp Z2
ASUS ZenBook 3
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義隆電子 Elan Microelectronics Corp.
ELAN Smart-Face IDTM Key Strengths
• IR PSA Camera + 3D* with Depth Information
• Anti-Spoofing
• Anti-Light Impact
• AI Deep Learning
• Self Learning
• Works perfectly in Dark room with 0 LUX
• 3% FRR @ 1/50,000 FAR
• Simple Module Process Flow
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義隆電子 Elan Microelectronics Corp.
ELAN iPhone X Galaxy S8
Technology 3D* 3D 2D
IR Projection Yes Yes No
Anti-Photo Spoofing Ok Ok No
Dark Room Ok Ok No
Distance Range 20cm~50cm 20cm~50cm 20cm~50cm
FAR Performance 1 in 50,000 1 in 1,000,000 Not Reported
Hardware Cost Low High Low
Face Recognition Technology Comparison
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義隆電子 ELAN Microelectronics Corp.
Q & A