威鋒電子股份有限公司(6756) 2024-Q4 法說會簡報

免責聲明

本簡報包含一些前瞻性陳述，這些陳述可能會帶來重大風險和不確定性。閱讀者應仔細考慮這些前瞻性陳述，因為此類陳述僅是本公司對未來事件的預期或預測，實際結果可能與前瞻性陳述中包含的內容存在重大差異。本簡報中的前瞻性陳述包括但不限於第三方來源估計的各種市場的增長率，未來產品和技術發展，未來收入增長和盈利能力。本簡報中所提供之資訊，係反映本公司截至目前為止對於未來的看法，並未明示或暗示性地表達或保證其具有正確性、完整性或可靠性。對於這些看法，未來若有變更或調整時，本公司並不負有更新或修正之責任。

公司概覽

威鋒電子股份有限公司，股票代號 6756，於 2024-10 進行法人說明會。

營運實績與財務亮點

Y2021 – 2024/Q3 Revenue
營運現況—2024年第三季合併損益表
營運現況—2024年前三季合併損益表
近五季營運實績-營收及毛利率

單位：新台幣百萬元

近五季營運實績—淨利及每股盈餘

單位：新台幣百萬元
單位：新台幣元

市場概況與策略合作

USB4 Host 平台生態現況

Intel

Tiger Lake ~ Sept 2020 (11th Gen Intel Core)
Alder Lake ~ Oct 2021 (12th Gen Intel Core)
Raptor Lake ~ Jan 2023 (13th/14th Gen Intel Core)
Meteor Lake ~ Dec 2023 (Core Ultra 1)
Lunar Lake ~ Sep 2024 (Core Ultra 2)
Arrow Lake ~ Oct 2024 (Core Ultra 2)

Apple

M1 Family
M1 ~ Nov 2020 (MacBook Air, Mac Mini, MacBook Pro 13-Inch, iMac, iPad Pro)
M1 Pro ~ Oct 2021 (MacBook Pro (14-Inch/16-Inch))
M1 Max ~ Oct 2021 (MacBook Pro (14-Inch/16-Inch), Mac Studio)
M1 Ultra ~ Mar 2022 (Mac Studio)
M2 Family
M2 ~ June 2022 (MacBook Air, MacBook Pro 13-Inch, iPad Pro, Mac Mini)
M2 Pro ~ Jan 2023 (MacBook Pro (14-Inch/16-Inch), Mac Mini)
M2 Max ~ Jan 2021 (MacBook Pro (14-Inch/16-Inch))
M3 Family
M3 ~ Oct 2023 (iMac, MacBook Air, MacBook Pro 14-Inch)
M3 Pro ~ Oct 2023 (MacBook Pro (14-Inch/16-Inch))
M3 Max ~ Oct 2023 (MacBook Pro (14-Inch/16-Inch))
M4 Family
M4 ~ May 2024 (iPad Pro (11-Inch/13-Inch))

Ryzen 6000 Series Mobile ~ Feb 2022 (“Rembrandt”)
Ryzen 7000 Series Mobile ~ May 2023 (“Phoenix”)
Ryzen 8000 Series Mobile ~ Dec 2023 (“Hawk Point”)
Ryzen AI 300 series ~ July 2024 (“Strix Point”)

Qualcomm

Snapdragon X Elite ~ Announced Oct 2023
Snapdragon X Plus ~ Sep 2024

VLI 作為高通合作夥伴 (Qualcomm advantage network)
VLI 作為認證的 Google QPOP (Qualified Peripheral ODM/IC Partner (QPOP))
Phone Gaming 有持續成長之趨勢

Phones/Handhelds for 3A Gaming

High-end Phones with Ray Tracing Support
Apple iPhone 15 and iPhone 16 (A17/A16)
Samsung Galaxy S23 (Qualcomm Snapdragon 8 Gen 2)
iQOO 11 5G (VIVO/Qualcomm Snapdragon 8 Gen 2)
OnePlus 11 5G (Qualcomm Snapdragon 8 Gen 2)
Xiaomi 13 (Qualcomm Snapdragon 8 Gen 2)
VIVO X100 Pro 5G (MTK Dimensity 9300)
ASUS ROG Phones 8 (Qualcomm Snapdragon 8 Gen 3)

Gaming handheld

ASUS ROG Ally
MSI CLAW
Valve Steam Deck
ACER Nitro Blaze 7

Gaming Docking Stations

Steam Deck Docking Station

產品與技術創新

VL830/VL832 USB4 Endpoint Device

USB4
UFP
DP Out
USB3 Hub
DP Adapter Port (Up to 20Gbps)
USB DFU
USB-C Bridge
DP Redriver/Retimer
ECDSA & SHA256
USB2
DFP 5
VL832 is USB4 Certified
USB4 Device Router

VLI 客戶量產新品

Sony Play Station 5 Pro (VL181 Inside)
Cable Matters 7-in-1 USB4 Hub 【Designed for Microsoft Surface】 (VLI Hub / PD Solutions Inside)
ASUS Gaming Monitor ROG Strix XG259QNS-W (VLI Hub / PD Solutions Inside)
MSI Gaming Monitor MPG 341CQPX (VLI Hub / PD Solutions Inside)
PHILIPS Gaming monitor 27M2N3200A (VLI Hub / PD Solutions Inside)

USB 2.0 480Mbps Hub Controllers

USB 2.0 480Mbps
Mass Production

VL122 USB 2.0 480Mbps Hub

Key Features:

Product Consolidation: 4-Port/2-port package are P2P with 850G
Integrated 5V to 3.3V Linear Regulator
EEPROM programming over USB
Optimized Design for Improved Functionality, Small size, and Performance
Modernized Hub Core meets USB 2.0 and Compliance Testing Updates to date
Industry-Leading Low-Power Consumption during USB Suspend
Management the configuration through EEPROM for customized VID/PID, port configuration, etc.
Earned USB 2.0 USB-IF certification TID# 10038

Packages:

QFN28 5x5mm: 4-Port Configuration
QFN24 4x4mm: 2-Port Configuration

VL60x USB-C SST PCON

VL600 (MP Now)

HDMI 2.0b
DP1.4 to HDMI2.0 PCON
DP1.4 HBR3/8.1Gb 4-Ln RX
HDMI2.0b TMDS TX
HDCP 2.3 & 1.4 Repeater w/i Keys
DSC1.2 & 1.1
USB-C DP Alt-mode w/i USB BB
DP 2-Ln @ 4K60
Static HDR
Share SPI flash w/i VLI PD or Hub
QFN60 7x7mm

VL605 (MP Now)

DP2.1 HBR3 to HDMI2.1 PCON
DP2.1 HBR3/8.1G 4-Ln RX
HDMI2.1 FRL 12Gb & TMDS TX
HDCP 2.3 & 1.4 Repeater w/i Keys
DSC1.2a & 1.1
USB-C USB4/DP Alt-mode + Charge-Thru
8K60 & 4K240
Dynamic HDR/VRR
Secure FW Update
DP 2.1 Source-controlled Mode
QFN68 8x8mm

DP2.1 Source-controlled Mode

HDMI2.1 capable PCON asks Autonomous mode and Source-controlled mode on HDMI FRL Link establishment
Autonomous mode: Legacy mode of PCON in the market. PCON run FRL link training when connected HDMI Sink device is FRL-capable and is ready to handle FRL link training
Source-controlled mode: PCON follows DP Source instructions. PCON shall enable HDMI link signal transmission, either TMDS or FRL, only when a DP Source device sets the HDMI_LINK_ENABLE bit
VL605 supports these two modes; validated with top-tier US company

VL605 Supports VRR

DP adaptive sync/AMD Freesync to HDMI VRR
VLI OUI will be added into AMD driver in Q4/24’
VL605 VRR Disabled
VL605 VRR Enabled

結束語

感謝聆聽股票代號 6756

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