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www.amazingIC.com
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.
www.amazingIC.com
公司簡介
2
© 2021 Amazing Microelectronic Corp. All rights reserved.
www.amazingIC.com
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
3
© 2021 Amazing Microelectronic Corp. All rights reserved.
www.amazingIC.com
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
© 2021 Amazing Microelectronic Corp. All rights reserved.
www.amazingIC.com
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%
5
© 2021 Amazing Microelectronic Corp. All rights reserved.
www.amazingIC.com
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
6
© 2021 Amazing Microelectronic Corp. All rights reserved.
www.amazingIC.com
China
7
Germany
Taiwan
Japan
Korea
Singapore
(Beijing , Shanghai, Shenzhen)
India
Spain
Slovenia
US
Turkey
代理商分佈
© 2021 Amazing Microelectronic Corp. All rights reserved.
www.amazingIC.com
技術與產品簡介
8
© 2021 Amazing Microelectronic Corp. All rights reserved.
www.amazingIC.com
• 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
+ ++
+
++
+
+
+
9
© 2021 Amazing Microelectronic Corp. All rights reserved.
www.amazingIC.com
+ + +
Deep submicron & Nano-meter process IC
is weak to ESD & Cable Discharge Event.
Hot Plug Could Induce Cable Discharge
10
© 2021 Amazing Microelectronic Corp. All rights reserved.
www.amazingIC.com
11
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
© 2021 Amazing Microelectronic Corp. All rights reserved.
www.amazingIC.com
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%
12
※From National Semiconductor & American EOS/ESD Association
※ Extra cost for mass production
※ High Expense to re-work
※ EOS RMA damages reputation
© 2021 Amazing Microelectronic Corp. All rights reserved.
www.amazingIC.com
America, 70
China, 24
Taiwan, 73
Japan, 2
Numbers of Patent Under Process: 47
13
169
晶焱ESD防護技術的專利
© 2021 Amazing Microelectronic Corp. All rights reserved.
www.amazingIC.com
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
14
© 2021 Amazing Microelectronic Corp. All rights reserved.
www.amazingIC.com
15
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
© 2021 Amazing Microelectronic Corp. All rights reserved.
www.amazingIC.com
16
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
© 2021 Amazing Microelectronic Corp. All rights reserved.
www.amazingIC.com
Core Competition-ESD Circuit and Wafer Process Integration
17
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
© 2021 Amazing Microelectronic Corp. All rights reserved.
www.amazingIC.com
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
18
© 2021 Amazing Microelectronic Corp. All rights reserved.
www.amazingIC.com
晶焱的產品分類
19
Consumer Industrial Automotive AI IoT
© 2021 Amazing Microelectronic Corp. All rights reserved.
www.amazingIC.com
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
20
Part Number:Over 400。& 持續更新與汰換。
© 2021 Amazing Microelectronic Corp. All rights reserved.
www.amazingIC.com
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
21
© 2021 Amazing Microelectronic Corp. All rights reserved.
www.amazingIC.com
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
22
© 2021 Amazing Microelectronic Corp. All rights reserved.
www.amazingIC.com
業績與財務
23
© 2021 Amazing Microelectronic Corp. All rights reserved.
www.amazingIC.com
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
24
© 2021 Amazing Microelectronic Corp. All rights reserved.
www.amazingIC.com
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
25
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
© 2021 Amazing Microelectronic Corp. All rights reserved.
www.amazingIC.com
85%
11%
4%
Consumer
Industrial
Automotive 80%
12%
8%
營收分佈
2020 2021H1
26
© 2021 Amazing Microelectronic Corp. All rights reserved.
www.amazingIC.com
27
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
© 2021 Amazing Microelectronic Corp. All rights reserved.
www.amazingIC.com
毛利
28
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
© 2021 Amazing Microelectronic Corp. All rights reserved.
www.amazingIC.com
營業費用
29
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%
© 2021 Amazing Microelectronic Corp. All rights reserved.
www.amazingIC.com
淨利與EPS
30
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
© 2021 Amazing Microelectronic Corp. All rights reserved.
www.amazingIC.com
損益表(YoY)
31
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
© 2021 Amazing Microelectronic Corp. All rights reserved.
www.amazingIC.com
資產負債表
32
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
© 2021 Amazing Microelectronic Corp. All rights reserved.
www.amazingIC.com
總結
33
© 2021 Amazing Microelectronic Corp. All rights reserved.
www.amazingIC.com
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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