義隆電子 elan microelectronics corp
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義隆電子 ELAN Microelectronics Corp.
義隆電子 ELAN Microelectronics Corp.
Sales Breakdown by Product Line (Consolidated)
• Touch: Touchscreen Chip, Touchpad, Fingerprint ID• Non-touch: MCU, Pointing Stick, Affiliated Co. Products
Sales: NT$M 1,400 1,552 1,959 1,648 1,589 1,8676,559 2,160
義隆電子 ELAN Microelectronics Corp.
3Q17 Income StatementYoY Comparison (Consolidated)
NT$M
* Based on the current 434 million shares (Reviewed)* Based on the weighted average number of shares outstanding
3Q17 % 3Q16 % YoY(%)
Sales 2,160 100 1,959 100 10
Gross profit 994 46 814 42 22
Sales expense 85 4 91 5
G&A expense 80 4 71 4
R&D expense 361 17 339 17
Operating profit 468 21 313 16 50
Non-operating income & exp. 11 1 (31) (2)
Profit before tax 479 22 282 14 70
Net profit 390 18 228 11 71
Belong
Parent company 400 243
Non-Controlling Interests (10) (15)
* EPS (NT$) 0.96 0.59 63
義隆電子 ELAN Microelectronics Corp.
NT$M
* Based on the current 434 million shares (Reviewed)* Based on the weighted average number of shares outstanding
3Q17 Income StatementQoQ Comparison (Consolidated)
3Q17 % 2Q17 % QoQ(%)
Sales 2,160 100 1,867 100 16
Gross profit 994 46 831 45 20
Sales expense 85 4 79 4
G&A expense 80 4 77 4
R&D expense 361 17 344 19
Operating profit 468 21 331 18 41
Non-operating income & exp. 11 1 14 1
Profit before tax 479 22 345 19 39
Net profit 390 18 280 15 39
Belong
Parent company 400 292
Non-Controlling Interests (10) (12)
* EPS (NT$) 0.96 0.70 37
義隆電子 ELAN Microelectronics Corp.
NT$M
* Based on the current 434 million shares (Reviewed)* Based on the weighted average number of shares outstanding
1Q17~3Q17 Income StatementYoY Comparison (Consolidated)
1Q17~3Q17 % 1Q16~3Q16 % YoY(%)
Sales 5,616 100 4,911 100 14
Gross profit 2,522 45 2,012 41 25
Sales expense 230 4 230 5
G&A expense 230 4 218 4
R&D expense 1,036 18 980 20
Operating profit 1,026 19 584 12 76
Non-operating income & exp. (43) (1) (40) (1)
Profit before tax 983 18 544 11 81
Net profit 795 14 438 9 82
Belong
Parent company 832 491
Non-Controlling Interests (37) (53)
* EPS (NT$) 2.00 1.18 69
義隆電子 ELAN Microelectronics Corp.
ELAN Optimized Products Mix
Smart Card
Notebook Input Device
Smart Human Interface Fingerprint Sensor
BLDC Applications
Smart Phone NB & Tablet
Home Appliance
Smart Home
Tablet
Smart Phone+
TDDI
NB & AIO
Touch Pad
Pointing Stick
Chrome book
MCU
義隆電子 ELAN Microelectronics Corp.
ELAN Smart-TouchscreenTM 2-in-1 Devices
T102 T305 T303
Lenovo Miix2 & 3 Toshiba Click 2 ProHP Split 13x2
Asus Transformer
義隆電子 ELAN Microelectronics Corp.
On-Cell Touch (OTP) for Clamshell Devices
Dell 15.6” Inspiron Dell 15.6” Latitude
HP 15.6” Pavilion
Dell 11.6” Chromebook
Acer 11.6” Chromebook R11HP 11.6” Chromebook G5
義隆電子 ELAN Microelectronics Corp.
Top 5 NB Brands Adopted ELAN’s Microsoft Pen Solution
Asus Zenbook Flip S13.3” 4K UHD
Starting at $1099
Asus Transformer T30312.6” 3KStarting at $899
Asus Transformer T30512.6” 3KStarting at $799
Asus Transformer T10210.1” HDStarting at $399
Acer Switch 512” 2160 X 1440Starting at $799
Lenovo MIIX320 10.1”
HP Spectre x360 1515.6” 4K UHD
Starting at $1279
HP Spectre x360 1313.3” ” 4K UHD
Starting at $1199
HP Spectre x2 12.3” ” 3K
Starting at $1149
DELL Inspiron 15 700015.6” 1920 X 1090Starting at $799
DELL Inspiron 13 700013.3” 1920 X 1090Starting at $999
DELL Inspiron 15 500013.3” 1920 X 1090Starting at $879
Acer Switch 312.2” 1920 X 1200Starting at $399
Demo
義隆電子 ELAN Microelectronics Corp.
Microsoft Pen Demo
義隆電子 ELAN Microelectronics Corp.
Demo: Simultaneous Pen and Touch with MPP
義隆電子 ELAN Microelectronics Corp.
New Feature: Tilt Enabled within Windows
義隆電子 ELAN Microelectronics Corp.
Microsoft Pen Protocol (MPP)
* CTE: China Technology Ecosystem
IP3 S01-2 (CTE) 11.6”
Starting at $569
Emdoor EM-H8911C (CTE) 11.6”
Starting at $299
Eve-Tech (CTE) 12.3” IGZO 3K
Starting at $1399
ELAN Supporting CTE
義隆電子 ELAN Microelectronics Corp.
Microsoft Surface Leading the Trend of Stylus
AIO DesktopDetachable ClamshellClamshellTablet with KB coverSurface Pro 12.3”
($799~$2,699)Surface Laptop 13.5”
($999)Surface Book 13.5”
($1,499~)Surface Studio 28”
($2,999~)
BestSeller !
Active Pen
Next Target Client
義隆電子 ELAN Microelectronics Corp.
1000+ New Pen Apps in Microsoft Store 2017
義隆電子 ELAN Microelectronics Corp.
Apple iPad Pro Followed the Trend of Stylus
Source: Apple
義隆電子 ELAN Microelectronics Corp.
Next Growth Driver - Stylus
Worldwide Stylus Market Shipment
Unit: M set
*Source: Jon Peddie Research、TSIA estimated
義隆電子 ELAN Microelectronics Corp.
Next Target Market : Smartphone
100%
傳音科技 TECNOCapacitive Pen
Samsung Note 7 Electromagnetic pen
Established in 2006, after 10 years of expansion, , the company is now a leading player in the mobile industry, with a market share of over 40% in Sub-Saharan African countries.
Manned by 15000+ employees, Transsion has a global sales network in 58 countries, including Nigeria, Kenya, Tanzania, Ethiopia, Egypt, UAE(Dubai), Saudi Arabia, India, Pakistan, Indonesia, Vietnam, Bangladesh, etc.
TRANSSION Holdings
義隆電子 ELAN Microelectronics Corp.
NB Touchpad Shipments
Source: TrendForce, TRI, ELAN
(Unit: M set)
Global vs. ELAN
義隆電子 ELAN Microelectronics Corp.
Share Gain from China NB Market
With Strong NB Competitive Advantage
義隆電子 ELAN Microelectronics Corp.
Dominate Chrome Market
Year 2014 - 2017
ELAN Design Wins50 +
Still Counting
ELAN Touchpad for Chrome
ELAN Touchscreen for Chrome
ELAN>95%
Chromebook 11 Chromebook 14
HP
C200
C740 CB5-311 C910 C720CB3-311/R11
ACER
TOSHIBA
Chromebook 2
DELL
Chromebook 11
LENOVO
Thinkpad X131e
Flip C300C201
Chromebook 14 N20/N20P/N21/N22 100S
ChromeBase21/24
ASUS
Google Expectation: Highest Quality + Instant Service
ELAN>70%
義隆電子 ELAN Microelectronics Corp.
Fingerprint Sensor in Smartphone & NB
ASUS Transformer 3 ASUS Transformer Mini
Micromax Canvas Unite 4 ASUS ZenFone Sharp Z2
ASUS ZenBook 3
義隆電子 Elan Microelectronics Corp.
ELAN Smart-Face IDTM Key Strengths
• IR PSA Camera + 3D* with Depth Information
• Anti-Spoofing
• Anti-Light Impact
• AI Deep Learning
• Self Learning
• Works perfectly in Dark room with 0 LUX
• 3% FRR @ 1/50,000 FAR
• Simple Module Process Flow
義隆電子 Elan Microelectronics Corp.
ELAN iPhone X Galaxy S8
Technology 3D* 3D 2D
IR Projection Yes Yes No
Anti-Photo Spoofing Ok Ok No
Dark Room Ok Ok No
Distance Range 20cm~50cm 20cm~50cm 20cm~50cm
FAR Performance 1 in 50,000 1 in 1,000,000 Not Reported
Hardware Cost Low High Low
Face Recognition Technology Comparison
義隆電子 ELAN Microelectronics Corp.
Q & A