(Stock Symbol:6415) March 15, 2017

Transcription

1 Silergy Corp. (Stock Symbol:6415) March 15, 2017

2 Profile Company Name:Silergy Corp. Founded in 2008 Chairman & CEO:Wei Chen Headcounts:567(as of December 31, 2016) Product:Analog IC Shares:84.02M (as of December 31, 2016) SILICON ENERGY- POWERING THE FUTURE 2

3 Milestones Silergy Incorporated Silergy US subsidiary Incorporated Silergy - Hangzhou subsidiary Incorporated Industry First 6V,2A,1MH z Sync Buck IC in SOT23 Industry First 6V,3.5A,1M Hz Sync Buck IC in DFN3x3 ISO9001 Certification Silergy Hangzhou High-Tech company certification in China Mass IC design house production certification in China 2010 World s Smallest dual 6A smart load switch in DFN2x2 Industry First 30V/2A/1MH z Buck-boost MR16 LED Lighting Driver 2011 Silergy- NanJin g subsidiary Incorporated World s smallest 6V/6A/1MHz Sync Buck in DFN2x2 Industry First PFC/PSR/QR C Isolated LED Lighting Controller In SOT Industry First PFC/PSR/QRC Isolated LED Lighting Driver with integrated MOSFET in SO8 (2012 China Innovation Award by Ministry of Industry and Information) World s smallest 18V/5A Sync Buck IC in SOT23-6 IPO at Taiwan Redherring Gobal Top 100 Award 2013 Industry First Sync Boost 6A input Smart Charger in DFN3x3 Industry s Smallest 6A input Sync Boost IC in DFN2x Industry First Triac Dimmable MR16 LED driver Industry First DFN4x4 30V/15A Synchronous Boost Regulator 2015 Industry First Motor Driver in SOT23 Industry First High Efficiency MOS Integrated 6.78MHz Wireless Charging Transmitter IC 2016 Industry Smallest PFC Triac Dimmable LED Driver with integrated 500V MOSFET in SOT23 package Industry First Dual Output DCDC Regulator in SOT23 package SILICON ENERGY- POWERING THE FUTURE 3

4 Chairman/CEO/ President Board of Directors Name Share % Issac Chen 8.40 Director/CTO Albert You 4.37 Director 施君徽 (Ryan Shih) - Director 楊光智 (David Yang) - Independent Director Independent Director Independent Director 柯順雄 (Eric Ko) - 蔡永松 (Daniel Tsai) - 李鴻基 (Alex Lee) - Total SILICON ENERGY- POWERING THE FUTURE 4

5 Management Team Title Name Expr Expertise Experience CEO/ President Issac Chen, PhD 20 System Architect PhD, EE, from Virginia Tech Applications Manager, Linear Technology Corp. VP of System and Apps, Monolithic Power System 19 years industry experience CTO Albert You, PhD 15 Semiconductor Process/Device/ Adv Packaging PhD, EE, from Virginia Tech Technology Director, Volterra 14 years industry experience VP of Eng. Michael Grimm 31 IC Design MS, EE, from UC Berkeley Managing Director, NB BU, Maxim 30 years industry experience Exec. Design Director Jaime Tseng 31 IC Design BS, EE, from UC Berkeley Design Manager, Linear Technology Corp. 30 years industry experience SILICON ENERGY- POWERING THE FUTURE 5

6 Silergy Key Points International Culture: marriage of West and East culture West : innovation, leading market positioning East : execution, diligent, fast response Innovation Driven Virtual IDM Platform Model More than 554 patents awarded More than 465 patents pending Committed to Developing Industry Leading Products Smaller size Higher efficiency More Intelligence SILICON ENERGY- POWERING THE FUTURE 6

7 Stable Shareholders Structure SILICON ENERGY- POWERING THE FUTURE 7

8 Diversified End Applications POS Smart Meter SSD LED Lamps Power Bank IP Camera Silergy Inside Smart phone Network Equipment Server HD STB, IP STB Smart Monitor & TV Ultrabook Tablet PC SILICON ENERGY- POWERING THE FUTURE 8

9 Power Management IC Market and Trend World power management IC market Unit: billion dollars Data source:tracking reports of HIS power market(2016. ) The technology trends of power management IC Smaller Size: technology upgrading of portable products Higher Efficiency: longer battery life, meeting government regulation of energy conservation and emission reduction Easy to Use Continuous Cost-Down: higher integration level Development Time Reduction According to tracking report aimed at power management IC market made by IHSiSuppli, it predicted moderate growth of market in the future. The total amount will be 33.5 billion dollars in 2016, reaching to 34.8 billion in SILICON ENERGY- POWERING THE FUTURE 9

10 Future Focus -Smartness/Green Power/ IOT Intelligent Transportation Robots Silergy + Inside Wearable Device Smart Medical Device SILICON ENERGY- POWERING THE FUTURE 10

11 Plan for Product Development Aiming at fast-growing consumer and industrial applications Mobile Payment POS system High Res Smart TV Wireless Charger White Goods Wearable device AI Application Automobile Electronics Smart Meter Motor Drive Medical Device SILICON ENERGY- POWERING THE FUTURE 11

12 Focus on Developing High Margin Business Products portfolio Year Consumer 58% 48% 39% 38% 41% 42% Industrial 7% 26% 35% 31% 37% 39% Computing 32% 25% 24% 27% 17% 14% Communication 3% 1% 2% 3% 4% 5% SILICON ENERGY- POWERING THE FUTURE 12

13 Fast Growth Revenue : TWD M 8,000 7,000 7,139 6,000 5,000 4,701 4,000 3,000 2,000 1,371 2,087 3,273 1, : YoY 52% INCR SILICON ENERGY- POWERING THE FUTURE 13

14 Key Figures 600,000 Unit :TWD K 60% 500,000 48% 47% 46% 45% 45% 47% 47% 50% 50% 400,000 40% 300,000 30% 30% 200,000 22% 25% 24% 18% 19% 20% 24% 20% 100,000 10% Q1 2015Q2 2015Q3 2015Q4 2016Q1 2016Q2 2016Q3 2016Q4 Net Profit 203, , , , , , , ,093 GM 48% 47% 46% 45% 45% 47% 47% 50% NM 22% 25% 24% 30% 18% 19% 20% 24% 0% SILICON ENERGY- POWERING THE FUTURE 14

15 Key Figures-Pro Forma Unit :TWD K 800,000 60% 700, ,000 49% 48% 47% 46% 46% 48% 48% 50% 50% 500,000 40% 400, ,000 27% 28% 29% 27% 25% 29% 29% 32% 30% 20% 200, ,000 10% Q1 2015Q2 2015Q3 2015Q4 2016Q1 2016Q2 2016Q3 2016Q4 Net Profit 239, , , , , , , ,407 GM 49% 48% 47% 46% 46% 48% 48% 50% NOTE: This NM Pro Forma 27% P&L doesn t 28% include: 29% Inventory 27% obsolete 25% loss, 29% RSA/Option 29% expense, 32% amortization and depreciation, asset evaluation gain or loss 0%

16 Vision Misson Relying on technology innovation to produce analog ICs meeting highest efficiency requirements to reduce energy consumption and to be enviromental friendly Goal Best technology leader in analog IC industry Operation Principle Upholding the principle of integrity, creativity, and continuous service, we provide our customers with analog IC with both high efficiency and cost saving, with value added and customized system design support. SILICON ENERGY- POWERING THE FUTURE 16

17 Our Edge SILICON ENERGY- POWERING THE FUTURE 17

18 Thanks! SILICON ENERGY- POWERING THE FUTURE 18