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新唐科技股份有限公司 2018222H’17法人說明會

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  • 201822

    2H17

  • 2H172018

    Q&A

  • 2H17

    2H17

    2H17

  • 4Q17 3Q17 2H17 2H16 YoY

    % % % % %

    2,296 100 2,410 100 4,706 100 4,254 100 452 11

    917 40 1,017 42 1,934 41 1,697 40 237 14

    155 7 223 9 378 8 276 6 102 37

    5 0 19 1 24 1 23 1 1 4

    160 7 242 10 402 9 299 7 103 34

    144 6 205 9 349 7 274 6 75 27

    0.70 0.99 1.69 1.32 0.37

    2017207.5

  • Y2017 Y2016 YoY

    % % %

    9,235 100 8,329 100 906 11

    3,733 40 3,408 41 325 10

    714 7 605 8 109 18

    86 1 104 1 (18) (17)

    799 8 709 9 90 13

    688 7 613 8 75 12

    3.32 2.95 0.37

    2017207.5

  • Dec 31 17 Jun 30 17 HoH

    % % %

    1,417 23 1,551 25 (134) (9)

    794 13 967 16 (173) (18)

    376 6 248 4 128 52

    1,634 26 1,537 25 97 6

    591 10 545 9 46 8

    699 11 685 11 14 2

    638 11 660 10 (22) (3)

    6,149 100 6,193 100 (44) (1)

    1,987 32 2,370 38 (383) (16)

    499 8 532 9 (33) (6)

    2,486 40 2,902 47 (416) (14)

    3,663 60 3,291 53 372 11

    2.24 1.91

    / 0.68 0.88

  • 2H17 1H17 HoH

    496 (117) 613

    (124) (209) 85

    (498) 0 (498)

    1,417 1,551 (134)

  • /

    ()

    1,639

    1,901

    1,744

    1,526 1,618

    1,894 1,792

    1,519

    1,632

    1,924 1,987

    1,770 1,852

    2,223 2,150

    2,105 2,123

    2,406 2,410

    2,296

    666

    803 700

    617 692

    829 738

    637 720

    794 816 719

    769

    943 851 846 806

    992 1,017 917

    41% 42%

    40% 40%

    43% 44%

    41% 42%

    44%

    41% 41% 41% 42%

    42%

    40% 40%

    38%

    41% 42%

    40%

    0%

    10%

    20%

    30%

    40%

    50%

    0

    500

    1,000

    1,500

    2,000

    2,500

    3,000

    1Q'132Q'133Q'134Q'131Q'142Q'143Q'144Q'141Q'152Q'153Q'154Q'151Q'162Q'163Q'164Q'161Q'172Q17 3Q17 4Q17

    Revenue Gross Profit GM%

  • 2H17 2018

    2H17-

    2H17-

    2H17

    2018

  • Note: Foundry revenue was not included in the numbers .

    HoH % MCU 0%

    Non-MCU 0%

    YoY % MCU 1%

    Non-MCU -1%

    72%

    28%

    73%

    27% Non-MCU

    MCU

    73%

    27%

    73%

    27% Non-MCU

    MCU

    2H17-

  • YoY % Computer -2%

    Consumer 0%

    Communication & Others 0%

    Car, Industry & Auto 2%

    HoH % Computer 3%

    Consumer -4%

    Communication & Others -1%

    Car, Industry & Auto 2%

    Note: Foundry revenue was not included in the numbers .

    40%

    32%

    4%

    24%

    43%

    28%

    3%

    26%

    Computer

    Consumer

    Communication & Others

    Car, Ind., Auto

    45%

    28%

    3%

    24%

    43%

    28%

    3%

    26%

    Computer

    Consumer

    Communication & Others

    Car, Ind., Auto

    2H17-

  • 2H17(1)

    2H17 YoY + 11% ; +1.2% ; EPS +0.37

    NuMicro Arm Cortex - M0 32

    NuMicro Arm Cortex - M4 32

    TPM 2.0 ECChromebook

  • 2H17(2)

    2H17 NuMicro Arm Cortex - M0 32

    NuMicro Arm Cortex - M4 32

    ChromebookECTPM 2.0

    BMC PurleyArm Cortex A9

    GaN on Si()

  • 2018

    NuMicro Arm Cortex MHMI,

    Arm Cortex M4

    0.5um UHV LED Lighting IC

    0.35um HVIC IC

  • 7,9

    41

    7,3

    42

    7,4

    13

    6,8

    09

    6,8

    22

    7,3

    13

    8,3

    29

    9,2

    35

    0.0

    0.5

    1.0

    1.5

    2.0

    2.5

    3.0

    3.5

    4.0

    4.5

    1,000

    2,000

    3,000

    4,000

    5,000

    6,000

    7,000

    8,000

    9,000

    10,000

    2010 2011 2012 2013 2014 2015 2016 2017(f)

    EPS NT$ Net Sales NT$M

    Net sales Poly. (Net sales)

    2017

  • 7,9

    41

    7,3

    42

    7,4

    13

    6,8

    09

    6,8

    22

    7,3

    13

    8,3

    29

    9,2

    35

    4.13

    2.05

    3.02

    1.25

    1.65

    2.26

    2.95

    3.32

    0.0

    0.5

    1.0

    1.5

    2.0

    2.5

    3.0

    3.5

    4.0

    4.5

    1,000

    2,000

    3,000

    4,000

    5,000

    6,000

    7,000

    8,000

    9,000

    10,000

    2010 2011 2012 2013 2014 2015 2016 2017(f)

    EPS NT$ Net Sales NT$M

    Net sales EPS

    2017

    & EPS

  • Questions & Answers

    Company website

    Nuvoton: www.nuvoton.com