5236 約無創勢南年性心年擴約一心 - sunplusit.com
TRANSCRIPT
T h e B e s t C o n t r o l l e r & P e r i p h e r a l I C S o l u t i o n s P r o v i d e r
Confidential
Confidential Smart Imaging and Human-machine Interface Enabler
Sunplus Innovation Technology Inc.
2021-11-16
1
5236
T h e B e s t C o n t r o l l e r & P e r i p h e r a l I C S o l u t i o n s P r o v i d e r
Confidential
Confidential Smart Imaging and Human-machine Interface Enabler
2006 12 1
5 8 5
2020 18 2 3
2
T h e B e s t C o n t r o l l e r & P e r i p h e r a l I C S o l u t i o n s P r o v i d e r
Confidential
Confidential Smart Imaging and Human-machine Interface Enabler
130 (67% , 70% )
ISP HID
TSMC, UMC, Vanguard, DBH
Greatek, ASE, OSE
3
T h e B e s t C o n t r o l l e r & P e r i p h e r a l I C S o l u t i o n s P r o v i d e r
Confidential
Confidential Smart Imaging and Human-machine Interface Enabler
ISPISP
ISPISP
ISPISP
• HD/Full-HD/5M• Windows Hello/
SecureBIO• NB• 3D (TNR)
• HD/Full-HD/5M• Windows Hello/
SecureBIO• NB• 3D (TNR)
•• Chromebook• All-in-one PC• Windows
•• Chromebook• All-in-one PC• Windows
• USB2.0 HD/Full-HD/5M/8M
• USB2.0• USB2.0 HD• USB3.0
• USB2.0 HD/Full-HD/5M/8M
• USB2.0• USB2.0 HD• USB3.0
•• PC•• /• /•• VR /AR
•• PC•• /• /•• VR /AR
4
T h e B e s t C o n t r o l l e r & P e r i p h e r a l I C S o l u t i o n s P r o v i d e r
Confidential
Confidential Smart Imaging and Human-machine Interface Enabler
////
( )( )
5
ISP +
/Chromebook/AIO
T h e B e s t C o n t r o l l e r & P e r i p h e r a l I C S o l u t i o n s P r o v i d e r
Confidential
Confidential Smart Imaging and Human-machine Interface Enabler
( ) ( )
////
6
//// ////
T h e B e s t C o n t r o l l e r & P e r i p h e r a l I C S o l u t i o n s P r o v i d e r
Confidential
Confidential Smart Imaging and Human-machine Interface Enabler
( ) ( )
7
T h e B e s t C o n t r o l l e r & P e r i p h e r a l I C S o l u t i o n s P r o v i d e r
Confidential
Confidential Smart Imaging and Human-machine Interface Enabler
( ) ( )
8
(VR Headset)(AR Smart Glasses)
T h e B e s t C o n t r o l l e r & P e r i p h e r a l I C S o l u t i o n s P r o v i d e r
Confidential
Confidential Smart Imaging and Human-machine Interface Enabler
9
Acer Dell Dynabook FujitsuHP Huawei Lenovo MINEC Samsung VAIO…
Acer Dell Dynabook FujitsuHP Huawei Lenovo MINEC Samsung VAIO…
Aoni CVTE LogitechLumens…Aoni CVTE LogitechLumens…
//
T h e B e s t C o n t r o l l e r & P e r i p h e r a l I C S o l u t i o n s P r o v i d e r
Confidential
Confidential Smart Imaging and Human-machine Interface Enabler
20202020
� ODMISP 40%
� 1 3 ISP86%
� ISP 12 8
� 92.7% IC22.7%
� ODMISP 40%
� 1 3 ISP86%
� ISP 12 8
� 92.7% IC22.7%
10
T h e B e s t C o n t r o l l e r & P e r i p h e r a l I C S o l u t i o n s P r o v i d e r
Confidential
Confidential Smart Imaging and Human-machine Interface Enabler
( )( )� 2020
�
2021� 2021 Q1 ” ” 40% 12
� 2020
�
2021� 2021 Q1 ” ” 40% 12
11
T h e B e s t C o n t r o l l e r & P e r i p h e r a l I C S o l u t i o n s P r o v i d e r
Confidential
Confidential Smart Imaging and Human-machine Interface Enabler
( )( )
� Q3 Chromebook NBNB
� NB
� NB( )
� Q3 Chromebook NBNB
� NB
� NB( )
12
T h e B e s t C o n t r o l l e r & P e r i p h e r a l I C S o l u t i o n s P r o v i d e r
Confidential
Confidential Smart Imaging and Human-machine Interface Enabler
( )( )
� Amazon5
� 9 20
� Amazon5
� 9 20
13
T h e B e s t C o n t r o l l e r & P e r i p h e r a l I C S o l u t i o n s P r o v i d e r
Confidential
Confidential Smart Imaging and Human-machine Interface Enabler
� TrendForce ( )1. 2021 2.4 ( 16.4%) Windows11 +
Intel2. 2022
7~8% 2.26,000
� IDC1. 2021 2025 PC
3.2% PC
2. ( )2022
� TrendForce ( )1. 2021 2.4 ( 16.4%) Windows11 +
Intel2. 2022
7~8% 2.26,000
� IDC1. 2021 2025 PC
3.2% PC
2. ( )2022
14
T h e B e s t C o n t r o l l e r & P e r i p h e r a l I C S o l u t i o n s P r o v i d e r
Confidential
Confidential Smart Imaging and Human-machine Interface Enabler
�
� AI Always-On
�
�
�
�
VR AR
� ISP� AI
�
� AI Always-On
�
�
�
�
VR AR
� ISP� AI
15
T h e B e s t C o n t r o l l e r & P e r i p h e r a l I C S o l u t i o n s P r o v i d e r
Confidential
Confidential Smart Imaging and Human-machine Interface Enabler
2021 ( ) 2021 ( )
836946
1,823 1,772
61 136
468 486
1.18 2.64 9.09 9.22
41.5%
48.7%
57.1% 62.3%
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
70.0%
0
200
400
600
800
1,000
1,200
1,400
1,600
1,800
2,000
EPS2018 2020 2021 Q1~Q3
16
2019
YOY 42.7%
T h e B e s t C o n t r o l l e r & P e r i p h e r a l I C S o l u t i o n s P r o v i d e r
Confidential
Confidential Smart Imaging and Human-machine Interface Enabler
* Data on 2021/9/30
2021 ( )2021 ( )
17
NB
[ ]
Non-
NB
[ ] NB
[ ]
Non-
NB
[ ]
T h e B e s t C o n t r o l l e r & P e r i p h e r a l I C S o l u t i o n s P r o v i d e r
Confidential
Confidential Smart Imaging and Human-machine Interface Enabler
2021 1~92021 1~9
0.73
0.48
0.84
1.61
1.34 1.53
2.12
1.67
2.10 1.97
1.66
2.01 2.07
2.36 2.08 2.13
1.74 1.68 169.9%
249.5%
138.4%
28.6%
76.1%
35.9%
0.5% 4.2%
-20.0%
(0.50)
0.00
0.50
1.00
1.50
2.00
2.50
3.00
2020 2021 YOY (2020) (2021)
18
1月月月月 2月月月月 3月月月月 4月月月月 5月月月月 6月月月月 7月月月月 8月月月月 9月月月月
T h e B e s t C o n t r o l l e r & P e r i p h e r a l I C S o l u t i o n s P r o v i d e r
Confidential
Confidential Smart Imaging and Human-machine Interface Enabler
� https://www.sunplusit.com/tw
�
1. ( )2. (
)3.
4. ( )5.
�
5236 /
� https://www.sunplusit.com/tw
�
1. ( )2. (
)3.
4. ( )5.
�
5236 /
19
T h e B e s t C o n t r o l l e r & P e r i p h e r a l I C S o l u t i o n s P r o v i d e r
Confidential
Confidential Smart Imaging and Human-machine Interface Enabler
Q&A
20