Silergy Corp. (矽力杰股份有限公司) [TWSE: 6415] 2025Q2 法說會簡報
Company Overview
- Company Name: 矽力杰股份有限公司 (Silergy Corp.)
- Establishment Date: February 2008
- Chairman: 陳偉 (Issac Chen)
- CEO & General Manager: 游步東、謝兵 (You Budong, Xie Bing)
- Total Group Employees: 1,700+ (including 1,300+ R&D personnel)
- Paid-in Capital: 新台幣969,994仟元 (NTD 969,994 thousand)
- Main Products: 類比IC (Analog IC)
- Global Presence: 30+ Global Locations
- Rank: No. 1 in Asia for Analog Chip Companies
Business Philosophy
- Mission:
- With innovative technology, pursue the highest energy-saving standards for analog ICs.
- Reduce energy consumption for a cleaner Earth.
- Vision:
- Become the world's leading energy-efficient semiconductor company.
- Core Values:
- Integrity, innovation, sustainable service.
Core Advantages
- International Team: Diverse technical leadership focused on innovation and quick response.
- Leading Technology: Commitment to miniaturization, high efficiency, and intelligence.
- Virtual IDM Model: Proprietary semiconductor process and packaging technology.
Financial Highlights
Recent Annual Revenue and Gross Margin (NTD Million)
| Year | 合併營業收入 (Consolidated Revenue) | 毛利率 (Gross Margin) |
|---|---|---|
| 2014 | 3,273 | 45% |
| 2015 | 4,701 | 46% |
| 2016 | 7,139 | 48% |
| 2017 | 8,599 | 48% |
| 2018 | 9,414 | 47% |
| 2019 | 10,778 | 47% |
| 2020 | 13,876 | 48% |
| 2021 | 21,506 | 53% |
| 2022 | 23,511 | 53% |
| 2023 | 15,427 | 53% |
| 2024 | 18,455 | 43% |
| 2025 | 8,658 | 53% |
Recent Annual Revenue and Gross Margin (USD Thousand)
| Year | 合併營業收入 (Consolidated Revenue) | 毛利率 (Gross Margin) |
|---|---|---|
| 2014 | 107,990 | 45% |
| 2015 | 148,114 | 46% |
| 2016 | 221,272 | 48% |
| 2017 | 282,572 | 48% |
| 2018 | 312,254 | 47% |
| 2019 | 348,660 | 47% |
| 2020 | 469,608 | 48% |
| 2021 | 767,827 | 53% |
| 2022 | 788,830 | 53% |
| 2023 | 495,180 | 53% |
| 2024 | 574,703 | 43% |
| 2025 | 271,748 | 53% |
Business Segments
Main Product Category
- 電源管理IC (Power Management ICs)
Technology Trends of Power Management ICs
- Smaller area, higher efficiency, easier to use, higher integration, programmability to reduce development cycles.
Recent Product Innovations
- 2008-2024 Product Timeline:
- Notable achievements in chip technology, including industry-first developments in various packages and functionalities across the years.
Wide and Diverse End Applications
- Consumer Electronics: Smart TVs, personal electronics, POS machines, etc.
- Network Communication Equipment: Base stations, data centers, etc.
- Automotive: Automotive electronics, smart cockpits, BMS, etc.
- Industrial Applications: Medical, energy storage, smart meters, etc.
Recent Performance and Results (Q1 2025 to Q2 2025)
Summary of Operating Results – Q2 2025 Quarterly Changes (NTD Billion)
| Metric | IFRS (Q1 2025 to Q2 2025) | Pro Forma (Q1 2025 to Q2 2025) |
|---|---|---|
| 營業收入 (Revenue) | 40.94 to 45.64 | 40.94 to 45.64 |
| 毛利率 (Gross Margin) | 53.9% to 51.5% | 54.9% to 52.4% |
| 營業淨利 (Operating Profit) | 2.44 to 5.45 | 7.01 to 8.93 |
| 每股盈餘 (EPS) | 0.93 to 1.63 | 2.12 to 2.53 |
Summary of Operating Results – Q2 2025 (NTD Billion)
| 項目 (Item) | 2025Q2 (NTD Billion) | YoY Change | QoQ Change |
|---|---|---|---|
| 營業收入 (Revenue) | 45.64 | -1.1% | 11.5% |
| 毛利率 (Gross Margin) | 51.5% | -2.3% | -2.4% |
| 營業淨利 (Operating Profit) | 5.45 | -0.6% | 123.2% |
| 稅後淨利 (Net Profit) | 6.30 | 12.4% | 75.7% |
| EPS | 1.63 | 0.17 | 0.70 |
Strategic Initiatives and Plans
Innovation
- Focused on R&D investments and new product solutions aimed at high-efficiency and energy-saving technologies.
Environmental Sustainability
- Goals include carbon peaking by 2028 and carbon neutrality by 2040.
Social Responsibility
- Efforts to protect employee rights and provide a healthy work environment.
Governance
- Commitment to high corporate governance standards and integrity.
Key Charts, Graphs, and Data Points
- Profit and Operating Profit Trends maintained across various quarters detailing revenues and profit margins in both NTD and USD.
This presentation serves as a comprehensive overview of Silergy Corp.'s achievements, strategy, and financials as of Q2 2025, reflecting both the company's growth and its commitment to sustainability and innovation within the semiconductor industry.