東碩法說會3272

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東碩資訊股份有限公司 報告人 報告人 報告人 報告人: :董事長特助發言人 董事長特助發言人 董事長特助發言人 董事長特助發言人 許智程 許智程 許智程 許智程 Good Way Technology Co., LTD. (股票代號:3272)

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  • 1. (3272)Good Way Technology Co., LTD.

2. . . . . . . QQQQ&&&&AAAA2 3. . 3 4. 11119999999933332-:1100(:,,,)..235131344 5. 5 6. 19931999-2001ISO2002-2003USB Hub(UH644)GWC2004-2008CEROHS:USBPhoneUSB HubSBIR2009-20112012 DU3200WK800020 COMPUTEXTOP30 Supplieron Computex.bizMost-inquiredSupplier()2013 COMPUTEX"TOP30 Supplier onComputex.biz Most-inquiredSupplier ()Most-viewedSupplier () DU3400 (d&i) Best ChoiceAward USB DockingStationSBIR AE6210,DU2600WK6102196 7. .7 8. CableUSB 2.0 USB 2.0 USB 2.0 USB 3.0USB 3.0USB 3.04K2K UHD Thunderbolt Transfer Jet 4K2K USB 3.18 9. ,,,,UUUUSSSSBBBB AAAApppppppplllleeee HHHHAAAA(((() 9 10. 11. 12. 13. Slim PortUSB3.0Mini DP 1.2SmartPhoneNoteBookMacBook Tablet MHL 3.0Transfer Jet DongleAN3890AN3890AY2240VS5010WK9011WK901213 14. 15. 6,000,0005,000,0004,000,0003,000,0002,000,0001,000,0000Docking Available Marketing2012 2013 2014 2015Other InterfaceUSBQty 16. NPD Display Search4K2013160201412304K2K LCD and OLED TV Forecast: DisplaySearch4444KKKK2222KKKK 17. :DisplaySearch4444KKKK2222KKKK MMMMoooonnnniiiittttoooorrrr 4K Monitor , , CAD/CAM . 4K Monitor . 4K Monitor 2014(56%) . 18. 37%63%: IDC: Topology Research InstituteLenovo22%HP20%Dell15%acer7%Toshiba5%Apple7%Others24%: IDC 19. Unit : thousands350,000300,000250,000200,000150,000100,00050,00002012 2013(e) 2014(f) 2015(f)2222000011112222 2222000011113333((((eeee)))) 2222000011114444((((ffff)))) 2222000011115555((((ffff))))VVVVoooolllluuuummmmeeee((((tttthhhhoooouuuussssaaaannnnddddssss)))) 111111119999,,,,555522229999 111177779999,,,,555533331111 222266663333,,,,444455550000 333322224444,,,,555566665555GGGGrrrroooowwwwtttthhhh RRRRaaaatttteeee 99999999....2222%%%% 55550000....2222%%%% 44446666....7777%%%% 22223333....2222%%%%19 20. .20 21. EMIChamber DSA 91304A ESDLAB Intel Apple MFI5.0/6.0 USB2.0/USB3.0 MHL/DP/Thunderbolt Cable Small form factor Intel 21 22. .22 23. 1,012,9011,474,7872,441,257596,364-19,076 77,371193,90192,0353,000,0002,500,0002,000,0001,500,0001,000,000500,000-!!!-500,00023 46% USB 2.0 USB 3.0 66%100101102103 24. -23,09747,107143,97675,49910010110210324 /206% 304%-0.871.755.322.78100101102103 25. 400,000350,000300,000250,000200,000150,000100,00050,00002014/2Q922,599 ()1234561234562522220000111144441111~~~~66662014/1Q 596,3642014/1QEPS : 2.78190,670126,885278,809315,330333,437273,832 26. . 26 27. UUUUSSSSBBBB 3333....1111 11110000GGGG UUUUSSSSBBBB ((HHHHDDDDMMMMIIII 2222....0000,,,, DDDDPPPP1111....2222,,,,TTTThhhhuuuunnnnddddeeeerrrrbbbboooolllltttt GGGGeeeennnn 2222) NNNNBBBB 27 28. , 25.3% Tablet 32% Windows OSFig.3 Usage of Tablet PCsBBS ForumBrowsing11.2%BusinessSource: iMedia ResearchBusiness25.3%Game & Video19.3%Reading &Study 18.5%Other Purpose15.8%5.5% Chat 4.4%Game & VideoReading & StudyOther PurposeBrowsingBBS ForumChatWhich operating system would you prefer to use on your nexttablet (if you knew that your company would support it)?20%12%26%11%1%1%1%11%17%Windows 8 Windows 7 or another Windows OSApple iPad (OS) Google AndroidBlackBerry PlayBook OtherAmozon Kindle or Barnes & Noble Nook No Preference don't knowI don't plan to use a tablet for work 29. -Window OS() ,Windows OS,: Source: Garner,2013/9Windows OS(). 2014 Computex OEMODM9. Intel Bay Trial-T (For Tablet) 4, , Tablet 2011 2012 2013 2014(f) 2015(f)~above59,954 120,203 195,400 270,700 349,100WWWWiiiinnnnddddoooowwwwssss OOOOSSSS0.0% 0.9% 1.7% 3.4 % 5.0%WWWWiiiinnnnddddoooowwwwssss OOOOSSSS0.0 1,082 3,322 9,204 17,455 GW,2014,Docking Station , 2015100()DDDDoooocccckkkkiiiinnnngggg BBBBuuuunnnnddddlllleeee rrrraaaatttteeee 0.10% 0.50 % 6 %DDDDoooocccckkkkiiiinnnngggg ((WWWWiiiirrrreeee ++++ WWWWiiiirrrreeeelllleeeessssssss))))3.3 46.0 1,047 30. UUUUSSSSBBBB 3333....1111 &&&& TTTTyyyyppppeeee-CCCC ccccoooonnnnnnnneeeeccccttttoooorrrr 2015USB3.1 , . USB3.1,:a. USB3.1 10G , .b. USB3.1 Type-C connector , Type-C connector PD (Power Delivery) DP , Type-C connector USB3.1, , ,USB3.1 HostCardUUUUSSSSBBBB3333....1111 ttttooooSSSSAAAATTTTAAAAUUUUSSSSBBBB3333....1111 UUUUSSSSBBBB3333....1111 ttttooooDDDDiiiissssppppllllaaaayyyy UUUUSSSSBBBB3333....1111 USB 3.1 31. TTTThhhhuuuunnnnddddeeeerrrrbbbboooolllltttt&&&& PC , Thunderbolt ,2013worldwideThunderbolt LightRidge , , Intel Falcon Ridge , ,PC,2014Q4ThunderboltLight RidgeDocking 10GThunderboltFalcon RidgeDocking 20GThunderboltAlpine RidgeDocking 40G : 40G PD ,100W 4K 4K 32. HA(Home Automation) (SDK)///PIR//CO//////SSSSeeeennnnssssoooorrrr 32 33. 33 34. / AAAARRRRMMMM SSSSooooCCCC , 34 35. ~THANK YOU~35 36. Q & A36 37. 37 38. ()USB()))) 3C3C 39. ()() 104-113 40. 40 41. ()1. 103A195,468738,891246,04013.25%30.27%41.26%2. 3. ()1. 2. 10010110250.60%59.54%66.76%38.64%34.48%28.57%3. 4. 42. 5. 10010110270.35%69.85%64.81%6. 10251,81210315,89910010110267,37874,30881,4997. ()1. 43. ()1. 2. 3. 103A195,468738,891246,04013.25%30.27%41.26%4. 5. 6. 7. 10010110250.60%59.54%66.76%38.64%34.48%28.57%8. 44. 9. 10. 10010110270.35%69.85%64.81%11. 10251,81210315,89910010110267,37874,30881,49912. 13.