威鋒電子股份有限公司(6756) 2024-Q1 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。
營運實績
- Y2021 – 2024/Q1 Revenue
- 營運現況—2024年第一季合併損益表
- 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
市場概況及新品簡介
USB4 Host 平台生態現況
- Intel
- 11th Gen Intel Core “Tiger Lake” ~ Sept 2020 (H-Series, UP3, UP4)
- 12th Gen Intel Core “Alder Lake” ~ Oct 2021 (Series: H, P, U)
- 13th Gen Intel Core “Raptor Lake” ~ Jan 2023 (Series: H, P, U)
- 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/Pro/Max ~ Oct 2023
- M1 Family
- AMD
- Ryzen 6000 Series Mobile “Rembrandt” ~ Feb 2022 (Series: U, H, HS, HX)
- Ryzen 7000 Series Mobile “Phoenix” ~ May 2023 (7040 Series, 7035 Series)
- Qualcomm
- Snapdragon X Elite ~ Announced Oct 2023
USB4 Endpoint Device
- VL830/VL832 USB4 Endpoint Device
- USB4 Device Router
- UFP
- DP Out
- USB3 Hub
- DP Adapter Port
- USB BB
- USB Adapter Port (Up to 20Gbps)
- USB DFU
- USB-C Bridge
- DP Redriver/Retimer
- ECDSA & SHA256
- USB2
- DFP 5
- VL832 is USB4 Certified
- VL832 UB4 控制晶片取得認證
- A Key Milestone: VL832 USB4 controller is now listed on the USB-IF Integrator's List under TID: 10033.
- USB-IF Integrator's List
Docking 趨勢與 VLI Hubs
- Docking 趨勢: Smart Docking Station
- Source: Goodway Website
- VLI 專利 PortSenseTM
- VLI Hubs 支援 PortSenseTM
- USB 3.2 5Gbps Hub
- USB 3.2 10Gbps Hub
- VL822 (4-Port/ 2-Port)
- QFN88 10x10mm (4-port)
- QFN76 9x9mm (4-port)
- QFN56 7x7mm (2-port)
- VL822 C0
- USB4 40Gbps Device
手機遊戲與 VLI PD 解決方案
- Phone Gaming 有持續成長之趨勢
- 手機支援 Ray Tracing 功能
- Apple iPhone 15 and iPhone 15 Pro (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)
- VL10x PD 適用於手機遊戲
- VLI Solution 1: 成本導向
- VL105-Q6 + VL171
- VLI Solution 2: 更佳的訊號完整性
- VL105-Q6 + VL171 + VL181
VL60x USB-C SST PCON
- VL60x USB-C SST PCON
- MP Now
- VL600
- 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
- DP2.1 HBR3 to HDMI2.1 PCON
- DP2.1 HBR3/8.1Gb 4-Ln RX
- HDMI2.1 FRL 12Gb & TMDS TX
- HDCP 2.3 & 1.4 Repeater w/i Keys
- DSC1.2a & 1.1
- USB-C U4/DP Alt-mode + Charge-Thru
- 8K@60 & 4K@120
- Dynamic HDR/VRR
- Secure FW Update
- DP 2.1 Source-controlled Mode
- QFN68 8x8mm
- VL605 重要規格
- DP2.1 HBR3 to HDMI2.1 Video Converter
- Support 8K60 and 4K240/120
- First to built-in 2-port USB PD3.1 140W controller
- Support DP2.1 Source-controlled Mode (A new spec defined in DP2.1)
- Support HDMI2.0 HDR on Mac platforms
- Lowest working power (8K60: VL605 630mW vs 870mW vs 645mW vs 880mW)
- VL605 應用
- USB4 Dongle (8K60/4K240 (DP Tunneling))
- Charge-thru dongle (8K30/4K120 (DP 2-Ln))
- DP2.1 Source-controlled Mode
- In DP2.1 spec, 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 ready to handle FRL link training
- Source-controlled mode: PCON follows DP Source instructions. PCON shall enable HDMI link training only when a DP Source device sets the HDMI_LINK_ENABLE bit
- VL605 同時支援兩種 mode
- VL605 支援 Mac HDR
- Mac OS has its own HDR spec in HDMI TMDS mode utilizing spec reserved bits
- VL605 Mac OS HDR On
- VL605 Mac OS HDR Off
結語
感謝聆聽