Post on 26-Dec-2021
SDI Corporation ( 2351 SDI )
2 SDI at a Glance Employees Business Segments
Market Position Financials
Electronic 82%
Stationery 18%
FY2017
Power L/F Leadframe Stationery
No.3 No.1 No.1
Taiwan
Source : SEMI Industry Research and
Statistic , November 2015
US$ M
Total 2,770 employees worldwide
China
1,217 employees
Taiwan
1,380 employees
R&D center : 147 engineers
Subsidiary
173 employees
339
292 302
327
293 294
319
2.5%
5.9%
7.3%
9.6% 8.6%
11.9% 11.1%
2011 2012 2013 2014 2015 2016 2017
Revenue(US) Net Margin%
Electronic 83%
Stationery 17%
1H2018
3
1996
Public listing in Taipei, Taiwan
#2351 SDI
Shuen Der Manufactory was founded by Mr. S.C. Chen
1953
The Electronic Component Division was established
1967
The company name was changed to
SDI Corporation
1983
China plant began operation
1998
2005
New Nantou
Plant expansion
2007
China plant expansion Established SDI Charity foundation
2010
SDI was elected
“ Asia Top 100 Technology Company ”
DG material production
alliance with Mitsubishi
Shindoh
2016 2013
60th anniversary
2015
INGENUITY
win “IF” design &
“good design”
award
certificated
ISO500001、
CSR system
2012
I-PULO win
“IF” design
award
Company History
4
Virginia, USA
Sales office
Osaka, Japan
Sales office
Tokyo , Japan
Sales office
Jiangsu, China Plant
Nantou, Taiwan
SDI Plant , TBT , CSM Changhua, Taiwan Headquarter
Menton, France
Sales office
Global Location Global Location
Factory
Sales office
5
ISO-9000 Certified 1994 QS-9000 Certified 1999, SDC Certified 2000 ISO9000:2000 Edition Certified 2003 ISO14000 Certified 2003 ISO/TS16949 Certified 2004 OHSAS 18000 Certified 2007 QC080000: Certified 2009 ISO500001 Certified 2016 CSR 2016
Quality System Certification
6 Our Leadframe Applications
Automotive Industry Consumer Electronic
Multi Market
• Energy & Engine power
Management
• Powertrain
• Sensors of ADAS &
safety system
• Lighting system
• Motor control units
• Home applications :
Air conditioners ,
washing machines ,
Micro wave,
• Traction : High speed
train ,subway power
Unit
• Computing , mobile
device , power charger
• RF power for base
station
• Security : smart card
• LED lighting ,
Backlighting of LCD
• Aero Space device ,
• Medical
• Renewable energy :
Wind power control ,
solar power control ,
Fuel cell stack
7
High Medium Low
High
Medium
Low
An
nu
al g
row
th r
ate
Technology differentiator
IPM
Sensor
Power Discrete
Auto
Power
Clip
Riveted
SOP
Smart Card
Our Leadframe Technology Strategy
DFN
8
End Market Application Roadmap
產品介紹 Our Future Trend
World Market Position
Power Market Position
• Automotive :
Market growth CAGR 7 ~ 10% , Rapid growing in EV car
powertrain, auto drive system , sensors .
• Industrial : Market growth CAGR 5 ~ 7% , Focus on growth area :
medical, Motor control ,energy efficiency, security.,
SH Materials
11.6%
MHT 11.1%
SDI 9.7%
Shinko Electric 8.1%
ASM Pacific 7.6%
Others 31.1%
SDI 16.2%
SH Materials 12.2%
TSP 10.1%
Possehl 8.5%
Jihlin 6.1%
Others 36.3%
US 978M
Source : SEMI Industry Research and Statistics , December 2015
US 2,991M
Auto 27%
Industry 31%
Consumer 34%
Other 8%
2017
Auto 31%
Industry 32%
Consumer 31%
Other 6%
2Q18
9
Clip – Complicated bending technique for
high power and high current requirement
Surface treatment on Cu/Ag/NiPdAu
finish for MSL-1 requirement
Heat Sink- Rivet technology and DG
for high heat dispatch requirement
Integration of Power and IC device :
High precision stamping capability for
complicated and high density IC lead frame with
riveted heatsink
High precision and reliable plating technique with
NiPdAu & Ag finish
Core competence of Leadframe
Complicative dual gauge rolling
10 Stationery Product
Innovative slide-arm patent
Saving effort up to 50%
Flat clinch patent
can save 30% paper space
Light Force Stapler
Advance auto open / close lid patent
Pencil shaving will not fall out
Innovative ratchet mechanism patent
Twist sharpening & 2X speed
Twist Pencil Sharpener
Push button auto-lock patent
Convenient to use
Unique swivel eraser patent
Easy to use and refill
Unique blade limited slot patent
stabilizes blade during cutting
Correction Tape Precision cutter
Strong auto-lock withstands
up to 3kg
12 Financial Performance
Revenue and Operating Margin Earnings Per Share
Return On Equity
US$ M
8.6%
13.0%
15.1%
17.8%
17.0%
20.8%
19.3%
2.5%
5.9%
7.3%
9.6%
8.6%
11.9%
11.1%
-
50.00
100.00
150.00
200.00
250.00
300.00
350.00
400.00
0%
5%
10%
15%
20%
25%
2011 2012 2013 2014 2015 2016 2017
Revenue(US) G.M.% Net Margin%
0.83
1.56
2.69
3.95
3.16
4.00 3.93
-
0.50
1.00
1.50
2.00
2.50
3.00
3.50
4.00
4.50
2011 2012 2013 2014 2015 2016 2017
5.1%
8.5%
13.2%
16.7%
12.5%
15.4%
14.1%
0.0%
2.0%
4.0%
6.0%
8.0%
10.0%
12.0%
14.0%
16.0%
18.0%
2011 2012 2013 2014 2015 2016 2017
13 年別經營績效
Item 2012 2013 2014 2015 2016 2017 1Q18 2Q18
Gross margin 13.0% 15.1% 17.8% 17.0% 20.8% 19.3% 18.2% 19.3%
Operating margin
5.9% 7.3% 9.6% 8.6% 11.9% 11.1% 10.1% 11.4%
Op Exp % 7.1% 7.8% 8.3% 8.4% 8.9% 8.3% 8.1% 7.9%
EPS 1.56 2.69 3.95 3.16 4.00 3.93 0.85 1.33
ROE 8.5% 13.2% 16.7% 12.5% 15.4% 14.1%
Financial performance Financial Performance
14
http://www.sdi.com.tw