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力致 2025Q3 法人說明會
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力致 2025Q3 法說會簡報重點與營運摘要

FORCECON Technology Co., Ltd. (3483.TW) 2023 法說會簡報

Company Overview

About FORCECON (關於力致科技簡介)

  • Founded: 1997
  • Headquarters (總部): Hsinchu (新竹), Taiwan
  • Employees (員工數): 5,200
  • Revenue (營業額): USD 280M
  • Specialization (我們專注於製造):
    • Axial Fan (軸流扇)
    • Centrifugal Fan / Blower Fan (離心扇)
    • Heat Pipe (導熱管)
    • Vapor Chamber (均溫板)
    • Slim Vapor Chamber (薄型均溫板)
    • Thermal Module (散熱模組)
    • Cold Plate (水冷板)
    • Coolant Distribution Unit (CDU) (冷卻液分配裝置)
    • Liquid Cooling System (水冷系統)
    • Immersion Cooling System (浸沒式冷卻系統)

Milestones (里程碑)

  • 1997: Founded in Hsinchu, Taiwan
  • 2000 ~ 2022: Established four manufacturing bases in China
  • 2006: Listed on Taiwan stock exchange
  • 2022: Collaborated with Intel to establish "Advanced Thermal Technology Joint Lab"
  • Certifications: IATF16949 / ISO14001 / ISO9001 / OHSAS18001
  • 2023/2025 (Future Plans):
    • FORCECON Vietnam factory construction
    • FORCECON Xinzhuang, Taiwan factory construction
    • US service points

Global Operations (全球營運)

  • Taiwan Headquarters & Liquid Cooling Manufacturing Center:

    • Marketing Center
    • R&D Center
    • Quality Center
    • Procurement Center
    • HR & Admin Department
    • Finance Department

  • Manufacturing Facilities:

    • Suzhou Factory: Fans, Thermal Modules, Vapor Chambers, Heat Pipes
    • Chongqing Factory: Fans
    • Guang'an, Sichuan Factory: Thermal Modules, Slim Vapor Chambers, Heat Pipes
    • Anhui Factory: Thermal Modules, Heat Pipes
    • Ha Nam, Vietnam Factory: Fans, Thermal Modules

  • Korea Agent:

    • Sales Unit
    • Technical Support

Customer-Oriented Approach (客製化導向)

  • Customized Design (客製化設計):

    • Deep understanding of customer needs
    • Providing exclusive thermal solutions
    • Meeting unique application scenarios

  • Technology Innovation Driven (技術創新驅動):

    • Combining advanced technologies like fans, heat pipes, vapor chambers, liquid cooling
    • Creating efficient and reliable customized products

  • Flexible Manufacturing Capability (彈性化製造能力):

    • Each manufacturing base supports fast and large-scale mass production
    • Ensuring delivery time and quality

Financial Highlights and Key Metrics

Operating Performance (經營實績)

Unit: NTD$ Millions (NTD$百萬元)

Metric20212022202320242025H1
Net Revenue (營收淨額)7,8197,4218,3439,0014,291
Gross Profit Margin (毛利率)18.7%19.8%22.1%20.0%20.0%
Net Profit Margin (純益率)5.1%6.7%7.6%7.7%3.5%

Consolidated Income Statement (合併綜合損益表)

Unit: NTD$ Thousands (NTD$仟元)

Item (項目)20242024 H12025 H1
Sales Revenue (銷貨收入)9,001,173 (100.0%)4,092,668 (100.0%)4,290,638 (100.0%)
Gross Profit (銷貨毛利)1,805,279 (20.1%)816,983 (20.0%)856,396 (20.0%)
Operating Profit (Loss)338,868 (3.8%)158,983 (3.9%)104,178 (2.4%)
Profit Before Tax807,017 (9.0%)389,823 (9.5%)194,631 (4.5%)
Net Profit After Tax696,523 (7.7%)357,964 (8.8%)148,727 (3.5%)
Basic EPS (NTD$)8.273.771.50

Footnote: The 2024 figures are based on financial statements audited by CPAs, and the 2024 H1 and 2025 H1 figures are based on financial statements reviewed by CPAs.

Products, Services & Technology

Product Types (產品種類)

  • Fans:

    • Axial Fan (軸流扇)
    • Centrifugal Fan / Blower Fan (離心扇) - Example Model: DP5200 05070T

  • Thermal Components:

    • Heat Pipe (導熱管)
    • Vapor Chamber (均溫板)
    • Slim Vapor Chamber (薄型均溫板)
    • Thermal Module (散熱模組)

  • Liquid Cooling Solutions:

    • Cold Plate (水冷板)
    • Coolant Distribution Unit (CDU) (冷卻液分配裝置)
    • Liquid Cooling System (水冷系統)
    • Immersion Cooling System (浸沒式冷卻系統)

Monthly Total Production Capacity (產品別總產能 Monthly Based)

  • Fans (風扇):

    • Axial Fan & Centrifugal Fan: 7KK (7 million units)
    • Automotive Fan: 2.3KK (2.3 million units)

  • Thermal Components (導熱元件):

    • Heat Pipe: 5KK (5 million units)
    • Vapor Chamber: 1KK (1 million units)
    • Stainless Steel Slim Vapor Chamber: 1KK (1 million units)
    • Slim Vapor Chamber: 2KK (2 million units)
    • Thermal Module: 4KK (4 million units)

  • Liquid Cooling Systems (液水冷系統):

    • Liquid Cooling System: 10K (10 thousand units)
    • Immersion Cooling System: 100 units

Industry Applications (產業應用)

  • Consumer Electronics (消費性電子):

    • Products: Blower Fan, Axial Fan, Thermal Module, Heat Pipe, Vapor Chamber, Slim Vapor Chamber.
    • Applications: Laptops, Tablets, Smart Glasses, Projectors, VR Headsets, Cameras.

  • Servers & Data Centers (伺服器&資料中心):

    • Products: Axial Fan, Heat Pipe, Vapor Chamber, Thermal Module, Cold Plate, Liquid Cooling (System), CDU, Immersion Cooling (System).

  • Automotive Electronics (車用電子):

    • Products: Blower Fan, Axial Fan, Thermal Module, Heat Pipe, Vapor Chamber, Slim Vapor Chamber.
    • Applications: In-Vehicle Infotainment System, Electronic Control Unit, Head Lamp, Telematics Control Unit, Head-Up display, Vehicle Control Unit, Sensor, Charging Station, Wireless Charger Unit, After Market, Advanced Driver Assistance System.

  • Networking (網通):

    • Products: Axial Fan, Vapor Chamber, Heat Pipe, Thermal Module.
    • Applications: Routers, Switches, Network devices.

Strategic Initiatives and Plans

One-Stop Service | Value Chain from R&D to Mass Production (一站式服務 | 研發到量產的價值鏈)

  1. Demand Analysis (需求分析):

    • Understand customer application scenarios and technical specifications
    • Conduct feasibility analysis and thermal performance evaluation

  2. Product Design (產品設計):

    • Internal design team leads development
    • Adopting advanced CFD simulation technology

  3. Sample Production (樣品製作):

    • Rapid prototyping and functional verification
    • Iterative verification and optimization based on customer feedback

  4. Factory Validation (工廠驗證):

    • In-house mold development, fixture design, and automated production capability
    • Conduct reliability and compatibility testing

  5. Mass Production Introduction (量產導入):

    • Providing after-sales engineering technical support

Certifications (證書)

  • ISO9001: Ensuring consistent product and service quality.
  • ISO14001: Minimizing environmental impact and complying with regulatory requirements.
  • ISO45001: Ensuring employee well-being and minimizing workplace risks.
  • QC080000: Complying with RoHS directive requirements.
  • IATF16949: Complying with Tier 1/2 automotive supplier standards.

Our Advantages (我們的優勢)

  • Vertical Integration (垂直整合):

    • From IC collaborative design to mass production
    • Quality and cost control

  • Complete Product Portfolio (完整的產品組合):

    • Air cooling to liquid cooling
    • Solutions for consumer electronics, servers, AI systems

  • Highest Market Share in Laptop Fans (筆電風扇市佔率最高):

    • 100M+ units shipped

  • R&D Resources (研發資源):

    • 350+ engineers
    • Advanced labs and equipment

  • Certification System (認證系統):

    • Many Tier-1 certifications
    • Automated reliable manufacturing

Key Partners (合作夥伴)

  • Listed but not limited:
    • ASUS, Lenovo, HP, Dell, Acer, MSI, Gigabyte
    • Samsung, BenQ, Huawei, Razer, LG, Bitmain, DJI
    • Compal, Wistron, Inventec, Quanta Computer, Pegatron, Supermicro, Accton
    • Sercom, WNC, Bosch, Hyundai Mobis, Motrex, BYD BHEVS, Geely
    • Porsche, VW, Stellantis, GM, Hyundai, Honda, Mercedes-Benz

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