ASPEED Technology (Ticker:5274)

Transcription

1 ASPEED Technology (Ticker:5274) Chris Lin, Chairman and President June 2013

2 Agenda Company Profile Product Line Introduction Advantages Future Developments 2

3 Company Profile - Information Foundation Date: Nov. 15 th, 2004 Paid-In Capital: NTD 233M (USD 7.8M) Number of Employees: 39 Headquarter: 2F, No.15, Industry East 4 th Rd., Hsinchu Science Park Business Model: Fabless IC Company Shareholder Structure: Board of Directors 29.72%, Employees and Spouses 26.47%, Strategic Investors and VCs 28.28% Product Line: Remote Server Management (SOC) PC & AV Extension (SOC) Desktop Virtualization (SOC) Vision:Becoming a Leader in centralized enterprise computing SOC solution provider 3

4 Product Intro Product Line and Sales Revenue Plan Sales Revenue Sales Revenue Plan Desktop Virtualization 2012 Server Management PC/AV Extension Time Server Management IC 1 st Generation 2 nd Generation 3 rd Generation 4 th Generation 4

5 Product Intro Remote Server Management (Major Functions and Protocols) IPMI (Intelligent Platform Management Interface) Standardized Computer System Interface led by Intel and supported by Dell, HP and NEC SNMP (Simple Network Management Protocol) Internet-Standard Protocol for Management Devices on IP networks KVMoIP (Keyboard-Video-Mouse Over Internet Protocol) Hardware device that allows a user to control multiple computer/servers BMC (Baseboard Management Controller) Remote Management Controller to implement IPMI, SNMP and KVMoIP Major Functions Remote activation and management Automatic Hardware Detect (Voltage, temp, fan, memory) Server Condition Monitoring (Program Condition, System resource allocation, etc.) Provide Equipment Information (Including CPU, memory, HDD) Remote activate applications System restore and status management Receive alerts Event log Remote assets inventory System Health indication Remote System Configuration Fault Warning Function Automatic Alert to Mobile Devices 5

6 Product Intro Remote Server Management (System Architecture) PECI SDRAM SDRAM GPIO I2C TACH Server CPU Server CPU PWM SDRAM Flash Server Managem ent (BMC) PCIE USB LPC Server Chipsets RGB UART SD NIC ADC UART Ethernet 6

7 Product Intro Remote Server Management (Business Model & Supply Chain Management) Foundry S/W Partners Production Marketing Brand End Products End Customers Mask Wafers BSP S/W BSP S/W Marketing End Products End Products Turnkey Vendors Design SOC ASPEED SOC ODM/OEM Go Direct ASI C Wafers Brand ODM/OEM HP, DELL, IBM, Oracle, Fujitsu-Siemens, Lenovo, Cisco QCI, Inventec, Winstron, Mitac, Foxconn, Asus, Tyan Testing/ Packaging House Turnkey Vendors Foundry Testing/ Packing House GUC, Faraday, CMSC TSMC, UMC, SMIC ASE, SPIL 7

8 Product Intro Remote Server Management (Market Analysis) Worldwide Server Shipments Volume, 2005~2013 Server Management Competitor Analysis: There are 3 major providers WW, RENESAS (listed in Tokyo Stock Exchange), ASPEED Technology, Emulex (listed in NYE) ASPEED is the only Taiwan local provider Market Status: 2012 WW Server Shipment Estimate 10M Approx. 30% are for Cloud Server Shipment 15%~20% GAGR for Cloud Server One server may use more than one BMC 8

9 Product Intro PC & AV Extension (Scenario and Major Functions ) Remote Desktop Switch Major Function for PC Extension Remote Centralized Management Improve IT Security Decrease IT Management Budget Fault report and System Operating Information Receive r Dynamic login Provide Remote Support 9

10 Product Intro PC & AV Extension (Market Analysis) CAGR 19% CAGR 19% Fu-Jen University Station *Source: Display Research (2012/Q1) IEK (2012/09) 10

11 Product Intro Desktop Virtualization (System Architecture) AST3100 Support Microsoft RDP/RemoteFX 7.1 Protocol Support Microsoft Windows Server 2012/2008 Support Hyper V3.0/V2.0 Provide same user experience as PC (2D/3D/Video) 1/3 of Conventional thin client BOM cost Improve IT security, decrease deployment cost Less than 5 watt Power consumption, less than 0.5 watt under idle mode Virtual Desktop PC Size:12cm(L)* 12cm(W) Virtual All-In-One PC 11

12 Product Intro Remote Desktop Management (Market Analysis) As application varies, an individual physical server can be divided into multiple (ie. 10~20) isolated virtual desktop computers. An individual user is able to access to the server via network connection by adopting a Thin-Client computer or a Zero-Client computer. Major virtualization application software suppliers and competitive status.: Supply Virtualized Software Protocols Virtual Software Price SOC Provider VMware VMware View PCoIP ~ USD 350/Seat Teradici, TI Citrix XenDesktop HDX ~ USD 350/Seat NComputing, TI Microsoft Hyper V RDP/RemoteFX Free ASPEED, TI 12

13 Competitive Advantages The only Server Management SoC Provider in Taiwan Fully Self Sustaining Technologies Own Key Technology Patent Leader in Technology Local Support Provide Customers with on-time support Prompt technical support for customers Partners Customers Oriented Platform & Launch Schedule Alignments with Intel Signed Microsoft RemoteFX Protocol Close customer relationship Provide Design-In and customized support Full Product Line 13

14 Future Development Future Main Product Desktop Virtualization High Growth Product PC & AV Extension Stable Cash flow product SoC for Server Management 14

15 Q & A 15