panjitheadquarters sales office r&d sites frond-end china beijing china wuxi / suzhou china...
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PANJITInternational Inc
Copyright© 2020 PANJIT International Inc. All rights reserved.1
Copyright© 2020 PANJIT International Inc. All rights reserved.2
Aug. 2020 n 關於強茂n 財務資訊n 新技術發展
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關於強茂
Copyright© 2020 PANJIT International Inc. All rights reserved.
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PANJIT Overview
Copyright© 2020 PANJIT International Inc. All rights reserved.
PANJIT International Inc. is a leading global manufacturer dedicating in supplying high
quality semiconductors, serving the consumer, green power, industrial, automotive,
communication and computing segments.
n Capital: $3.3 Billion NTD
n TWSE: 2481 (2001 IPO)
n 2019 Consolidated revenue: $9.1 Billion NTD
n Approximately 2,500 employees worldwide
n 2 front-end fabrication sites
n 2 back-end manufacturing sites
Consumer 33%Green Power
20%
Industrial 15%
Computing 15%
Automotive 12%
Communication 5%
2019 revenue
Market Segments
1986
Establish HQ in Gangshan
l Wuxi factoryl Pynmax (FE)
2000 2005
TS16949 certificated
2018
IATF16949certificated
2019
IBUR&D center in SJ and Hsinchu
Set up PANJIT Korea
2008
Set up Beijing Office
2014
9.1B NTD
PANJIT Group
Copyright© 2020 PANJIT International Inc. All rights reserved.5
PANJIT International Inc.Est. 1986.05Product: Discrete Packaging & Testing
PYNMAX Technology Inc.Est. 2000.03Product: Wafer Foundry
Sumnergy Co., Ltd.Est. 2017.06Product: BMS, Battery PackApplication: EV, 3C
PANJIT Global Foot Print
6Copyright© 2020 PANJIT International Inc. All rights reserved.
U.S.APhoenix
MexicoGuadalajara
Headquarters Sales Office R&D Sites Frond-End
ChinaBeijing
ChinaWuxi / Suzhou
ChinaShenzhen / Hong Kong
TaiwanTaipei
South KoreaSuwon
TaiwanHsinchu
IndiaBangalore
GermanyMunich
U.S.ASan Jose
CanadaToronto
BrazilBrasiliaTaiwan
Kaohsiung PYNMAX
TaiwanHeadquartersKaohsiung
ChinaShandong
Back-End
Region Revenue
China67%
TW12%
EU9% NEA
6%SEA4%
America2%
9.1B NTD2019 revenue
Wafer & Assembly Capacity
Copyright© 2020 PANJIT International Inc. All rights reserved.7
Package: Small Signal Devices/SMD Bridge
Capacity: 1,700 KK /month
PANJIT Kaohsiung, Taiwan
Package: Power Package Devices
Capacity: 400 KK /month
PANJIT Wuxi, China
PYNMAX Kaohsiung, Taiwan
n 4”/5”/6” EPI Wafer: 70,000 pcs/month
n 5”/6” Schottky Wafer: 50,000 pcs/month
n 6” ESD/TVS Wafer: 3,000 pcs/month
n 6” ZENER Wafer: 3,000 pcs/month
n 8” wafer: In construction
n 4” ESD/TVS Wafer: 25,000 pcs/month
PANJIT Shandong, China
Wafer Capacity Assembly Capacity
Product Blue Print
Copyright© 2020 PANJIT International Inc. All rights reserved.8
New Product Focus
MOSFET IGBT
FRED SiC
• SGT MOSFET 60 - 80V
• SGT MOSFET 100 - 150V
• SJ MOSFET 600 - 650V
• FS Trench IGBT 650 - 750V
• FS Trench IGBT 950 - 1200V
• Si FRED 600 - 650V
• Si FRED 1000 - 1200V
•SiC Diode 650 - 1200V
•SiC MOSFET 900 - 1200V
Protection
17.7%
Zener7.7%
TVS6.0%
ESD4.0%
Diode63.2%
Sky
34.3%
Rectifier
21.0%Switc
hing
7.9%
Transistor19.3%
MOSFET
16.9%
BJT 2.4%
Existing Products
9.1B NTD2019 revenue
Global Power Discrete Ranking & Market Share
Copyright© 2020 PANJIT International Inc. All rights reserved.9
Ranking 2018 20191 Infineon Infineon2 ON Semiconductor ON Semiconductor3 STMicroelectronics STMicroelectronics4 Mitsubishi Nexperia5 Vishay Rohm6 Nexperia Toshiba7 Rohm Vishay8 Toshiba Mitsubishi9 Renesas Electronics Fuji Electric
10 Diodes Diodes11 Fuji Electric Renesas Electronics12 Littelfuse Microchip13 AOS Littelfuse14 CREE AOS15 Microchip CREE16 PANJIT Denso17 Shindengen Electric Shindengen Electric18 Denso Toyota19 Toyota PANJIT
Source : Gartner
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財務資訊
Copyright© 2020 PANJIT International Inc. All rights reserved.
Results summary 2019 1H vs 2020 1H
11Copyright© 2020 PANJIT International Inc. All rights reserved.
2019
1H
Revenues Gross Margin
EBITDA& Margin EPS Cash Flow from
Operating ActivitiesNTD
4.43 Bn 21.3% NTD 797.1 Mn18.0% NTD 0.71 NTD 656.3 Mn
2020 1H
Revenues Gross Margin
EBITDA& Margin EPS Cash Flow from
Operating Activities
NTD 782.2 MnNTD
4.72Bn 22.8% NTD 908.3 Mn19.2% NTD 1.20
YoY 6.6% ⇧ 69.0% ⇧
新技術發展
12Copyright© 2020 PANJIT International Inc. All rights reserved.
Key Products and Applications
Copyright© 2020 PANJIT International Inc. All rights reserved.13
Power System
• PSU for Network• Server Power• Data Center• PC Power• 5G Telecom Power
Green Energy
• PV Inverter• ESS / BMS
Motor Drive
• 2-wheeler / Drone• Hand drill / Forklift
Automotive
• EV Charging Station• xEV OBC / Inverter
• UPS • Welder • Industrial Motor
Industrial
Consumer
• Home Appliance• Digital TV
MOSFET IGBT
FRED SiC
• SGT MOSFET 60 - 80V
• SGT MOSFET 100 - 150V
• SJ MOSFET 600 - 650V
• FS Trench IGBT 650 - 750V
• FS Trench IGBT 950 - 1200V
• Si FRED 600 - 650V
• Si FRED 1000 - 1200V
•SiC Diode 650 - 1200V
•SiC MOSFET 900 - 1200V
PANJIT Focus Power Discrete Technologies
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40V – 1.7 kV is PANJIT focus
Copyright© 2020 PANJIT International Inc. All rights reserved.
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Thank You
Copyright© 2020 PANJIT International Inc. All rights reserved.