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Q4, 2019
Tecom – Investor Conference
TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019 2
Disclaimer
The information presented and referred herein are based upon the information
obtained internally and externally from our company. In light of the forward-
looking operational results, financial condition and business results, they might
be different from those information expressly or impliedly presented herein due
to various factors, including but not limited to market risks, supply chains,
market demand and our upcoming high-quality products.
We undertake no obligation to publicly update or revise any statements
regarding those information presented and referred herein in the event of any
further changes or updates to the information presented herein.
TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019 3
Agenda
Company Overview
Major Business and Products
Key Products & Applications
Installation Sites
Financial Report
Q & A
TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019 4
Company Overview
TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019 5
Overview
Established : 1980
Headquarter : Taiwan (SBIP, Hsinchu)
IPO : 1991/11
Chairman : C. K. Liu
GM : K.R. Chen
Capital : 6.3B
TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019 6
Overview
TECOM Co., Ltd, a TECO Group High-tech company was established in 1981, at the famous Hsinchu Science Park.
• Teco Established in 1956; the No. 1 Motor Manufacturer in Taiwan; acquired whole Motor Division of Westinghouse, USA in 1995.
• Ranked No. 4 Mid-High Voltage Industrial Motors maker in the world.
• Motors, Inverters, Switch-Gears, Circuit-Breakers, marketing in 62 countries worldwide.
• One of the Role-Model, Hightech Start-up in the Science Park
• ODM suppliers to most world leading vendor
• Taiwan No.1 Business Communications Maker
• e-Home System,Taiwan No.1。
• TECOM innovative communications products have been ODMed to many a world leading telecom equipment vendors and major telecom carriers.
• The innovative applications of the IoT Gateway lead Taiwan.
• Join with TECO, integrates Information and Communications Technology (ICT) with industry rotating machinery, we introduce the Brand-New, Next-Generation
“ Smart Machine Health managing MHm Platform.”
TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019 7
Major Business and Products
TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019 8
Major Business and Product
IIoT
Enterprise
Consumer
Business Communication System
Mobile Business Communication System
Secured BB IoT System
Smart Home System
Cloud Video Doorbell
Machine Health
managing system (MHm)
Smart Sensors
Portable Vibration
Diagnosis Instrument
TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019 9
Product Solution for Small-Medium Enterprise
Smartphone Business
Communication System
IG7600
X16 (6x16, 16 users) KTS (10 ~300 users)616A / 412H / 2488 / 360F
IPKTS (50~200 users )IP50 / IP100 / IP320
Video Conference SpeakerphoneConverged Business Phone System
SDX-500
Fusion Access System for SMB Secured BB IoT System
Business Communication System
Broadband Access
TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019 10
Product Solution for Consumer
IP Video Outdoor Phone
IP Video Outdoor Phone
7” / 10”Indoor Phone
APP for Android, iOS
e-Gateway Central Management Security Phone
Smart Home System
Smart Video Doorbell
IP Video Doorbell Cloud Video Doorbell
APP for Android, iOS
TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019 11
IIoT -Smart Machine Products
(Sensor)
(AIoT Gateway)
(Cloud Platform)
Vibration Gauges Electrical MeterTemperature Sensor
AIoT Gateway Portable Vibration Diagnosis Instrument
AIoT GatewayHigh Speed (~20,000 Hz),
High resolution
Gateway with Touch-Screen
MHm-API MHm-P Cloud Server
APP
TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019 12
Key products & Applications
TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019 13
Three-Tier Architecture
Machine Health managing system (MHm)
1. Sensor
2. AIoT Gateway
3. Cloud Platform
A Standard IIoT-Based Platform
(Industrial Internet of Things, IIoT)
TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019 14
Sensors
1. Smart Sensors
• Temperature(Magnet、Stick-on)
• Electrical Meter(Voltage, current, power, power factor)
TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019 15
Vibration (World class, 3-axis, MEMS, Vibration Sensor and Signal Transducer
Integration, RS485 , ModBus RTU, 420mA)
TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019 16
TP-7 7” Touch Panel with built-in Vibration Expert System
2. AIoT Gateway
• Edge-ComputingRMS, FFT, DiagnosisTrending Alert, Sudden Change Alarm)
• IoT Proxy
• Three-in-oneLocal -------> On-site visualization
Remote-------> APP Instant push
Cloud-------> Cloud push
• Leading two years
TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019 17
3. Cloud Server
• MHm + APIPrivate Cloud via API, connect to users existing SCADA or Cloud
• MHm-PPublic Cloud for Health
Management and Services
TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019 18
Technical content
Sensor: MEMS, Sensor and Signal Transducer
Integration
Gateway: IoT, Three-in-one, Edge Computing, Interactive Diagnosis, Multi-Users/Sites,
Cloud: Private, Public, Application Specific (AS-Cloud)
TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019 19
Installation Sites
TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019 20
TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019 21
TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019 22
TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019 23
TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019 24
Financial Report
TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019 25
Financial Report-
Unit: NT$M
2019
Jan.~Jun.%
2018
Jan.~Jun.%
Net Operating Revenue 899.0 100 1,186.2 100.0
Gross Profit 77.3 8.6 116.4 9.8
Operating Expenses (153.4) (17.1) (184.7) (15.6)
Operating Income(Loss) (76.0) (8.5) (68.3) (5.8)
Net Income(Loss) (43.0) (4.8) (34.5) (2.9)
Basic EPS(NT$) (0.28) (0.18)
Consolidated Statements of Comprehensive Income-YOY:6 Months
TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019 26
Financial Report-Consolidated Balance SheetsUnit: NT$M
Assets 2019/6/30 % 2018/6/30 %
Cash and Cash Equivalents 181.6 7.1 354.0 15.9
Current Assets 1,304.2 50.9 1,524.7 68.5
Total Assets 2,563.6 100.0 2,225.2 100.0
Liabilities and Stockholders' Equity 2019/6/30 % 2018/6/30 %
Short-term Credit 716.1 27.9 739.4 33.2
Current Liabilities 1,131.5 44.1 1,268.9 57.0
Total Liabilities 1,767.1 68.9 1,708.2 76.8
Stockholders' Equity 796.4 31.1 516.9 23.2
Liabilities and Stockholders’ Equity 2,563.6 100.0 2,225.2 100.0
TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019 27
Q and A
TECOM PROPRIETARY AND CONFIDENTIAL. TECOM © 2019 28
www.tecom.com.tw
Thank You
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