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Si lergy Corp .
(Stock Symbol:6415)
August 13, 2019
SILICON ENERGY- POWERING THE FUTURE 22
Profile
Company Name:Silergy Corp.
Founded in 2008
Chairman :Issac Chen
CO-CEO and President: Albert You, Michael Grimm
Headcounts:852(as of July 31, 2019)
Product:Analog IC
Shares:90.69M (as of June 30, 2019)
SILICON ENERGY- POWERING THE FUTURE 3
Mass production
ISO9001Certification
Silergy Hangzhou
High-Tech company certification in China
IC design house certification in China
Silergy- NanJingsubsidiary
Incorporated
Silergy
Incorporated
Silergy US Incorporated
Silergy -Hangzhou
Incorporated
Milestones
2008 2018201720162015201420132012201120102009
IPO at Taiwan
RedherringGobal Top 100
Award
Industry First 6V,2A,1MHzSync Buck ICin SOT23Industry First 6V,3.5A,1MHz Sync Buck IC in DFN3x3
World’ssmallest 6V/6A/1MHz Sync Buck in DFN2x2
Industry First PFC/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 smallest 18V/5A Sync Buck IC in SOT23-6
IndustryFirst Sync Boost 6A input Smart Charger in DFN3x3
Industry’sSmallest
6A input Sync Boost IC in DFN2x2
IndustryFirst TriacDimmable MR16 LED driver
Industry First DFN4x4 30V/15A Synchronous Boost Regulator
Industry First
Motor Driver in SOT23
Industry First High Efficiency MOS Integrated 6.78MHz Wireless Charging Transmitter IC
Industry Smallest PFC TriacDimmable LED Driver with integrated 500V MOSFET in SOT23 packageIndustry First Dual Output DCDC Regulator in SOT23 package
Industry Smallest High Efficiency SSD PMIC in 3.2x3.2 sizeIndustry Smallest QFN4x4 20W Power Bank PMICSupporting Fast Charging for Smart PhonesIndustry Smallest QFN2x2 5A OVP/OCP Protection Switch with Reverse Input Voltage Protection
Industry first inductorless high efficiency TriacDimmable LED DriveIndustry smallest 28V/10A 4-switch Monolithic buck-boost converter IC in QFN4x4
Industry First Single Inductor All-Integrated 5-ch LED Driver for Smart Lighting in Tiny QFN5x5Industry First High Efficiency InductorlessTriac Dimmable LED Driver Requiring No MLCC
Ultra Low IQ 0.5A Buck Converter IC for IOT in Tiny QFN2x2
Industry First All-Integrated 60W PD Buck-Boost Converter IC in Tiny QFN5x5
SILICON ENERGY- POWERING THE FUTURE 4
Board of Directors
。
Name Share %
Chairman Issac Chen 7.90
DirectorCO-CEO & President
Albert You 4.27
Director 施君徽(Ryan Shih) -
Director 陳來助(Lai-Juh Chen) -
Independent Director 柯順雄 (Eric Ko) -
Independent Director 蔡永松 (Daniel Tsai) -
Independent Director 金文衡 (Henry King) -
Total 12.17
4
SILICON ENERGY- POWERING THE FUTURE 5
Title Name Expr Expertise Experience
Chairman Issac Chen, PhD
23 System Architect
PhD, EE, from Virginia TechApplications Manager, Linear Technology Corp.VP of System and Apps, Monolithic Power System23 years’ industry experience
CO-CEO & President
Albert You, PhD
18 Semiconductor Process/Device/ Adv Packaging
PhD, EE, from Virginia TechTechnology Director, Volterra18years’ industry experience
CO-CEO&President
Michael Grimm
34 IC DesignMS, EE, from UC Berkeley Managing Director, NB BU, Maxim34 years’ industry experience
Exec. Design
DirectorJaime Tseng 34 IC Design
BS, EE, from UC BerkeleyDesign Manager, Linear Technology Corp.34 years’ industry experience
Management Team
5
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 1,077 patents awarded
– More than 317 patents pending
• Committed to Developing Industry Leading Products– Smaller size
– Higher efficiency
– More Intelligence
6
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Stable Shareholders Structure
7
Management Team, 16.85%
Employees, 7.96%
Foreign Investors, 71.51%
Securities Investment Trust Companies, 1.78%
Dealers, 0.01%Other, 1.88%
Management Team
Employees
Foreign Investors
Securities Investment Trust Companies
Dealers
Other
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According ttro acking report aimed
at power management IC market
made by IHSiSuppli, it predicted
moderate growth of market in the
future. The total amount will be
38.3 billion dollars in 2017,
reaching to 39.9 billion in 2018.
Data source:Tracking reports of IHS power market(2017. )
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
0.0
5.0
10.0
15.0
20.0
25.0
30.0
35.0
40.0
45.0
2012 2013 2014 2015 2016 2017 2018 2019
World power management IC market(US$ bn)
8
9
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
Smart Meter
AI Speaker
SILICON ENERGY- POWERING THE FUTURE
10SILICON ENERGY- POWERING THE FUTURE 10
Future Focus-Smartness/Green Power/ IOT
Silergy+
Inside
Data center
Charging station
Smart Medical
Device
Robots
Intelligent
Transportation
10
11
Automotive/ EV
Power
Signal Condition
Sensor
EV Charge Station
SILICON ENERGY- POWERING THE FUTURE
12SILICON ENERGY- POWERING THE FUTURE
IOT
SensorRF PMIC
SILICON ENERGY- POWERING THE FUTURE
Robot / AI
Household Robot
Industrial Robot
SensorMotor driver
Connectivity
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14SILICON ENERGY- POWERING THE FUTURE
Plan for Product Development
Data
Center
Automobile
Electronics
Motor
Driver
Wireless
Charger
White
Goods
Medical
Device
High Res
Smart TV
Aiming at fast-growing consumer and industrial applications
AI
Speaker
Mobile
Payment
AI
Application
Charging
Station
SILICON ENERGY- POWERING THE FUTURE 15
Focus on Developing High Margin Business
Year 2012 2013 2014 2015 2016 2017 2018 2019H1
Consumer 48% 39% 38% 41% 42% 43% 45% 43%Industrial 26% 35% 31% 37% 39% 40% 39% 38%
Computing 25% 24% 27% 17% 14% 13% 12% 14%
Communication 1% 2% 3% 4% 5% 4% 4% 5%
Products portfolio
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Fast Growth
Revenue : TWD M
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Key Figures-IFRSUnit :TWD K
Key Figures-Pro Forma
NOTE: This Pro Forma P&L doesn‘t include: Inventory obsolete loss, RSA/Option expense,amortization and depreciation, asset evaluation gain or loss
Unit :TWD K
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2017Q1 2017Q2 2017Q3 2017Q4 2018Q1 2018Q2 2018Q3 2018Q4 2019Q1 2019Q2
Sales 1,830,566 2,184,607 2,282,365 2,301,699 2,178,917 2,424,588 2,538,324 2,272,330 2,054,810 2,522,593
Net Profit 515,513 643,414 619,011 679,825 594,985 636,285 746,891 580,080 481,078 669,166
GM 49% 50% 48% 48% 48% 46% 50% 48% 47% 47%
NM 28% 29% 27% 30% 27% 26% 29% 26% 23% 27%
0%
10%
20%
30%
40%
50%
60%
-
500,000
1,000,000
1,500,000
2,000,000
2,500,000
3,000,000
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Fast Growth_USDRevenue : USD K
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Key Figures-IFRS_USD Unit :USD K
Key Figures-Pro Forma_USD
NOTE: This Pro Forma P&L doesn‘t include: Inventory obsolete loss, RSA/Option expense,amortization and depreciation, asset evaluation gain or loss
Unit :USD K
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Vision
MissonRelying on technology innovation to produce analog ICs
meeting highest efficiency requirements to reduce energy
consumption and to be enviromental friendly
GoalBest 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.
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Our Edge
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Thanks!