矽力杰股份有限公司
Si lergy Corp .
(Stock Symbol:6415)
May 20, 2015
SILICON ENERGY- POWERING THE FUTURE 22
Profile
Company Name:Silergy Corp.
Found in Feb. 2008
Chairman & CEO:Wei Chen
Headcounts:372 (as of March 2015)
Product:Analog IC
Shares:77.3M (as of March 30, 2015)
SILICON ENERGY- POWERING THE FUTURE 3
Milestones
2008
2010
2012
2011
2009
Industry First
6V,2A,1MHz
Sync Buck IC
in SOT23
Industry First
6V,3.5A,1MHz
Sync Buck IC
in DFN3x3
World’s smallest6V/6A/1MHz Sync Buck in DFN2x2
Industry FirstPFC/PSR/QRC Isolated LED Lighting Controller
In SOT23
World’s Smallest dual 6A smart load switch in DFN2x2
Industry First 30V/2A/1MHz Buck-boost MR16 LED Lighting Driver
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 smallest18V/5A Sync Buck IC in SOT23-6
2013
Industry FirstSync Boost 6A input Smart Charger in DFN3x3
Industry’s Smallest 6A input Sync Boost IC in DFN2x2
Silergy - Hangzhou subsidiary
Incorporated
Silergy
Incorporated
Silergy US subsidiary
Incorporated
Silergy- NanJin g subsidiary
IncorporatedSilergy Hangzhou
High-Tech company certification in China
IC design house certification in China
ISO9001Certification
Mass production
IPO at Taiwan
Redherring Gobal Top 100 Award
2014
Industry First Triac Dimmable MR16 LED driver
Industry First DFN4x4 30V/15A Synchronous Boost Regulator
SILICON ENERGY- POWERING THE FUTURE 4
Board of Directors
。
Name Share %
Chairman/CEO/
PresidentWei Chen 8.8
Director/CTO Budong You 5.5
Director/CID
PartnerTony Huang -
DirectorShanghai Walden Venture Capital Enterprise
Representative: Hing Wong6.0
Independent
Director郭明棟 (Peter Kuo) -
Independent
Director 柯順雄 (Eric Ko) -
Independent
Director蔡永松 (Daniel Tsai) -
Total 20.3
SILICON ENERGY- POWERING THE FUTURE 5
Title Name Expr Expertise Experience
CEO/ President
Issac Chen, PhD
18 System Architect
PhD, EE, from Virginia TechApplications Manager, Linear Technology Corp.VP of System and Apps, Monolithic Power System18 years’ industry experience
CTOAlbert You,
PhD 13Semiconductor Process/Device/ Adv Packaging
PhD, EE, from Virginia TechTechnology Director, Volterra13 years’ industry experience
VP of Eng. Michael Grimm
29 IC DesignMS, EE, from UC Berkley Managing Director, NB BU, Maxim29 years’ industry experience
Exec. Design
DirectorJaime Tseng 29 IC Design
BS, EE, from UC Berkley Design Manager, Linear Technology Corp.29 years’ industry experience
Management Team
SILICON ENERGY- POWERING THE FUTURE 6SILICON ENERGY- POWERING THE FUTURE 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 187 patents awarded
– More than 621 patents pending
• Committed to Developing Industry Leading Products
– Smaller size
– Higher efficiency
– More Intelligence
SILICON ENERGY- POWERING THE FUTURE 7
Stable Shareholders Structure
: 5.89%
: 20.11%
: 11.92%
: 59.38%
: 1.46%: 0.25%
: 0.98%
SILICON ENERGY- POWERING THE FUTURE 8SILICON ENERGY- POWERING THE FUTURE 8
Silergy
Inside
SSD
HD STB, IP STB
Server
Smart Monitor & TV
LED Lamps
Smart phone
Ultrabook Tablet PC
Diversified End Applications
Power BankPOS
IP Camera
Network Equipment
SILICON ENERGY- POWERING THE FUTURE 9SILICON ENERGY- POWERING THE FUTURE 9
According to tracking report aimed at
power management IC market made by
IHSiSuppli,there will be a growth of
7.6% of world power management IC in
2013,summed up to 32.2 billion dollars.
IHSiSuppli predict moderate growth of
market in 2013 and its following 3
years. The total amount will be 38.7
billion dollars in 2016,reaching a growth
of 29.4% compared with 29.9 billion in
2012.
Data source:Tracking reports of HIS power market(2012.11)
Power Management IC Market and Trend
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
World power management IC marketUnit: billion dollars
Future Trend-Smartness+Efficiency+ IOT
Energy Efficient Terminals for Industrial applications is a significant
opportunity for growth in the next 5 years
• China Policy already in place
– Over 70% energy is
consumed by industrial
applications
– Burst in 2016, first year of
“13th Five-Year Plan
資料來源:Pike reaerch
Smart Energy Network
Concentrator
Water Meter
Gas Meter
Programmable Communicating
Thermostat
HVAC SystemLoad System
Load Control Device
In-Home Display
Lighting Controls
Internet
Smart Homes
In the longer run the “Smart Home” concept adds another
100M units to the “Smart Grid” Infrastructure
Smartness+Efficiency+IOT
SILICON ENERGY- POWERING THE FUTURE 12
Total Solution for Smart Homes
Internet
SILICON ENERGY- POWERING THE FUTURE 13
Future Focus-Smart Hardware
Silergy+
Inside
Wearable
Device
Smart Medical
Device
Robots
Intelligent
Transportation
SILICON ENERGY- POWERING THE FUTURE 14SILICON ENERGY- POWERING THE FUTURE 14
Plan for product development
Consumer
Products
Industrial
ProductsSmart
Meter
Automobile
Electronics
Motor
Drive
Wireless
Charger
White
Goods
Medical
Device
High Res
Smart TV
Aiming at fast-growing consumer and industrial applications
Wearable
device
POS
system
Mobile
Payment
AI
Application
SILICON ENERGY- POWERING THE FUTURE 15SILICON ENERGY- POWERING THE FUTURE 15
Focus on develop high margin products
0%
25%
50%
75%
100%
2010 2011 2012 2013 2014 2015Q1
Consumer Industrial Computing CommunicationProducts portfolio
Year 2010 2011 2012 2013 2014 2015Q1
Consumer 63.71% 58.49% 48.02% 39.34% 38.39% 38.37%
Industrial 0.09% 6.85% 26.17% 35.03% 31.00% 39.60%
Computing 32.32% 31.62% 24.86% 23.77% 27.38% 18.06%
Communication
3.89% 3.04% 0.95% 1.86% 3.23% 3.96%
SILICON ENERGY- POWERING THE FUTURE 16SILICON ENERGY- POWERING THE FUTURE 16
Fast Growth
Revenue : USD
2014 : YoY >55%
6,687,742
16,288,049
46,344,640
70,301,478
107,989,574
0
20000000
40000000
60000000
80000000
100000000
120000000
2010 2011 2012 2013 2014
SILICON ENERGY- POWERING THE FUTURE 17SILICON ENERGY- POWERING THE FUTURE 17
Gross Margin and Net Margin Rate
2010 2011 2012 2013 2014GM rate 42% 44% 52% 48% 45%NI rate -31% -17% 28% 25% 24%
42% 44%
52%48%
45%
-31%
-17%
28%25% 24%
-40%
-20%
0%
20%
40%
60%
SILICON ENERGY- POWERING THE FUTURE 18
Key Figures Unit :TWD K
SILICON ENERGY- POWERING THE FUTURE 19SILICON ENERGY- POWERING THE FUTURE 19
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 PrincipleUpholding 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 20SILICON ENERGY- POWERING THE FUTURE 20
Our edge
SILICON ENERGY- POWERING THE FUTURE 21SILICON ENERGY- POWERING THE FUTURE 21
Thanks!