Sintek Photronic Corporation (3049, TT)

Transcription

1 1 Sintek Photronic Corporation (3049, TT) Barry Wu Vice President, CFO, Spokesman Susan Yang Finance Director

2 Agenda Company Profile Introduction Touch Market Sintek Touch Solution Manufacture Process & Capability Sensor Process & Capability Module Process & Capability Quality Introduction Q&A 2

3 Company Profile Establishment Date IPO Date Chairman General Manager Total Capacity September 1999 September 2002 W.Y. Chang Y.J. Wang Generation Substrate (mm 2 ) Capacity Gen 5.3 1,200 x 1, K Substrates / Month Product Focus Color Filter & Touch Panel & PV Module Total Capital US$ 260 million Market Cap. US$ 700 million 3 Employees Taiwan : 950

4 Sintek Photronic Corp. SINTEK CF DIV. 5.3G CF SINTEK PV DIV. PV Module G.D.T (SUZHOU) Backlight Module T/P DIV. Touch Panel G.D.T (NANJING) TP Module XIN-XIN (Investment Consulting) Capital Stock Holdings Company Name Production Capacity Amount (SINTEK) Touch Panel 60K ST/month 2009 Q2 SINTEK US$200M US$260M 100% PV Module 2.5M W / month 2009 Q1 5.0G CF 100K ST/month G.D.T (SUZHOU) US$ 25M 70% 1.2KK PC/month G.D.T (NANJING) US$ 12M 38% 12,000 ton/year 4 XIN-XIN US$ 16M 100% /

5 Sintek Photronic Corp. Organization Board of Directors Audit Office Chairman Wen-yi Chang Industrial Safety Section Environmental Safety Section E.S.H. Dept. General Manager:Y.J. Wang Stock Affairs Office Legal Affairs Office Color Filter B.U. Touch Panel B.U. P.V. B.U. Logistic Center Administration Center ManufacturingTechnology Div. Div. Sales Div. Sales Div. Technology Div. PV Manufacturing Procurement Div. Div. Sales Div. Manufacturing Div. Technology Div. Q.A. Div. General Procurement Div. Finance Div Logistic Management Dept. QSC Dept. General Procurement Dept. I.E. Section H.R. Dept. I.T. Dept. 5 Material Management Section Facility Dept. Sales Material Management Procurement Section Dept. G.A. Dept.

6 Sintek s Plants Locations GDT (China): SUZHOU Plant GDT (China): NANJING Plant 6 Sintek (Taiwan): Tainan Plant

7 7 Tainan Factory & Clean Room

8 NJ Factory & Clean Room-Module Process 1F (Factory Area:9014m 2, C/R Area:3847m 2 ) RA Test IQC Inspecting Area A Grade Material Rejection In Out Lobby 18m 52.2m 35.2m 27.8m Clean Room 53m B Grage Material Final Product Outsourcing Holding Disposal 80m Packing Material 8

9 Factory Overview Cleaner Photo Process ITO Robot 9 Etching Coating Visual Inspection Packing

10 Sales Revenue: 2001 ~ 2009 US$ Million " 02" 03" 04" 05" 06" 07" 08" 09" 10

11 Sintek Customer Base Quick Shift from CF to TP due to Booming Request Over 80% TFT Makers are Sintek s Customers! Over 80% IT Brand and ODM Company are in Sampling Status 11

12 12 What s the Future?

13 Why is Touch? Touch is the most natural & directly Human nature You wanna touch when you see something new This is it 13

14 Touch Product in Everywhere Industry Touch Panel Application Portable E-Home 14

15 15 Touch Application Scenarios

16 Touch Sensor Basic Functions: Windows Gestures Select & Drag Flicks Panning Zoom Press & Tap Press & Hold 16 Rotation Two Finger Tap

17 Touch Screen Module Revenue Forecast Billion -> Billion 17 Source:Display Search 2009/5

18 2007~2012 Touch Panel Shipment Forecast 1, , Unit: Million Pcs 18 Source:DigiTimes 2009/6

19 PC Market and Touch Panel Penetration 19 Source:DisplaySearch

20 All-in-One PC Market and TP Penetration 20 Source:DisplaySearch

21 NB Market and TP Penetration 21 Source: 大和總研

22 Sintek Business Plans & Roadmap Color Filter Supplier CF supplier, the component of TFT LCD Touch Sensor Supplier Sintek get ready to become the touch sensor supplier with the biggest capacity in the world, to produce touch sensor for every customer Touch Module Supplier Provide the Touch module with the reasonable price to expand the application of Touch module Touch LCM Supplier Become a main role to create a keyboardless world! 22 We can provide total solution!

23 Professional TP Supplier Sintek Touch Panel Total Solution

24 Product Applications AIO Mobile Phone GPS Navigator Digital Photo Frame NB & Netbook 24 Tablet PC PMP &Game

25 21.6 Development Status 21.6 will be ready in Jan.(E) 25

26 4 Points Development Status 8-finger detection, 4-finger coordinate report Fast scan rate ( 200Hz, 120Hz, 3- 70Hz, 50Hz ) Dynamic calibration Preliminary demo Feb.(B) Formal demo Feb.(E) 4 Points Application 26

27 G5.3 Substrate Using Benefit Substrate Using Benefit Ratio Sintek G X1300mm Cando G X750mm Wintek G3 550X650mm TPK G X500mm 27

28 Aspect Ratio Min NB 16:9 NB G5.3 Substrate Using Benefit Product Size G4.5 面取 G5 面取數 G5.3 面取數 G5.3/G4.5 G5.3/G5 730x x x1300 ratio ratio x % 113% x % 125% x % 113% x % 114% x x x x768/1600x / x768/1600x900/1902x x900/1920x x % % % % % (15) (18) (120%) % % Niche Niche Niche Niche 2 nd Source Niche Niche 2 nd Source Niche Niche 28

29 Developing Products Size AA OD Ratio W L W L W L 3.2" " " " " " " " " " " " " "

30 Windows 7 Logo Schedule Sintek Logo Family Passed Logo Family Passed Logo Family Passed Cando N/A N/A N/A N/A Wintek N/A N/A N/A N/A N/A N/A N/A 30

31 Core Competence Sintek Technical Capabilities Critical mask design High transparent ITO film Sintek Core Competence 31

32 ITO Sensor Structure Sensor Cell layout Row wiring Row Hard coat (2um) ITO (200A) Insulator (1.5um) Metal (2600A) Glass (0.5~0.63mm) Structure Column wiring Column 32

33 Lamination - UV Resin 1.Touch Sensor & Cover Lens Cover Lens Touch Sensor UV Resin 2.Touch Panel & LCM Touch Panel UV Resin LCD module 33

34 Lamination - UV Resin Touch Panel Bounding Spread LCD UV Curing LCD LCD 34

35 Lamination - OCA for LCM Touch Panel Lamination OCA LCD LCM LCM 35

36 Quality / Environment Policy Quality Policy Sintek is devoted to continuously Quality Improvement and Innovative Technology and provides excellent and stable products for customers. QSC-QM-001 Environment/Safety/Healthy Policy Risk Control, Pollution Free, Green Product and Continuous Improvement. SHC-EM-E01 36

37 Quality / Environment Certification Status Policy Quality system ISO 9001:2000 Qualified 2007/9/28 Pass Certification Agent C.B:TUV NORD Deadline:2010/11 Number: Environment system ISO 14001:2004 Qualified OHSAS 18001:2007 Qualified 2007/10 Pass First Certification Agent C.B:TUV NORD Deadline:2010/12 Number: Number:

38 Touch Panel Module Appearance for Mobile Phone Touch Sensor TP Module (Front View) TP Module (Rear View) 38

39 Touch Panel Module Appearance for NB TP Module (Front View) TP Module (Rear View) 39

40 Touch Sensor Basic Functions Zoom in/out Rotate Slide B 8 Hand write Hello World 1 Hello World 2 Hello World 3 Hello World 4 Hello World 5 Scroll 40

41 Capacitive vs. Analog Matrix Resistive Feature Projective Capacitive AMR Transmittance >90% Win <80% Clearness Perfect Win Poor Power saving Perfect Win Poor Surface hardness 7H Win 3H Durability Perfect Win Poor Accuracy Perfect Win Not good Performance Perfect Win Not good Drive force for using Easy Win Difficult Input method Finger Anything (push) Win Mis-touch No Yes? 41 Cost Sintek Win Good

42 Why Sintek Total Solution One stop shopping shorten supply chain to save lead time and cost Greatest capacity G5.3 mother glass the most in the world Lowest price G5.3 mother glass the largest cutting numbers providing the lowest price Professional Maker Sintek deliveries large sizes and DITO structure to first tier companies 42

43 43 Sintek Touch in CES 2010

44 44