大鵬科技股份有限公司(7689) 2026Q3 法說會簡報

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• 本簡報係於當時公司資料及整體經濟發展現況所得之資訊，對過去、現在及未來營運彙總與評估；及同時發布之相關訊息所提及之前瞻性資訊，受風險、不確定性與推論所影響，包括但不限於成本增加、市場需求，各種政策法令與金融經濟現況之改變以及其他非本公司所能控制之風險等因素，實際結果可能與這些前瞻性資訊大不相同。 This presentation summarizes and assesses past, present and future operations based on company information and prevailing economic conditions at the time of preparation. Forward-looking statements herein and in related announcements are subject to risks, uncertainties and assumptions, including but not limited to cost increases, market demand, changes in policies, regulations and financial or economic conditions, and other factors beyond the Company's control. Actual results may differ materially from these forward-looking statements.
• 本簡報資料中所提供之資訊不構成任何明示或默示之聲明或保證其具有正確性、完整性、或可靠性，亦不代表本公司、產業狀況或後續重大發展的完整論述。 The information in this presentation does not constitute any express or implied representation or warranty as to its accuracy, completeness or reliability, nor is it a complete discussion of the Company, the industry, or subsequent material developments.
• 本簡報中對未來的展望，反映本公司截至目前為止的看法，對於這些看法，未來若有任何變更或調整時，本公司並不負有隨時更新或修正本簡報資料內容之責任。 Forward-looking views in this presentation reflect the Company's views as of the date hereof. The Company assumes no obligation to update or revise this presentation should such views change.

Company Overview

• 公司名稱 (Company Name): 大鵬科技股份有限公司 (Climax Technology Co., Ltd.)
• 股票代號 (Ticker): 7689
• 設立日期 (Founded): 1984年12月6日 (December 6, 1984)
• 實收資本額 (Paid-in Capital): 新台幣5.85億元 (NT$585 million)
• 董事長 (Chairman): 張再發先生 (Michael CHANG)
• 員工數 (Employees): 620人 (研發人員126人) (620, incl. 126 R&D staff)
• 營業項目 (Business): 大鵬專注於無線通訊安防與長照警報系統研發製造，整合自有雲端平台，協助保全與照護業者打造智慧化解決方案。 (Climax focuses on the R&D and manufacturing of wireless security and telecare alarm systems, integrated with its own cloud platform, helping security and care service providers build smart solutions.)
• 總公司 (Headquarters): 臺北市內湖區新湖二路258號 (No. 258, Xinhu 2nd Rd., Neihu Dist., Taipei City)
• 內湖廠 (Neihu Plant): 臺北市內湖區新湖二路250巷1號3樓 (3F, No. 1, Ln. 250, Xinhu 2nd Rd., Neihu Dist., Taipei City)
• 汐止廠 (Xizhi Plant): 新北市汐止區中興里中興路43、43-1、43-2、43-3及43-5號9樓 (9F, No. 43, 43-1, 43-2, 43-3 & 43-5, Zhongxing Rd., Xizhi Dist., New Taipei City)
• 海外據點 (Overseas): 美國子公司 Climax Technology USA LLC (U.S. subsidiary Climax Technology USA LLC)
• 未來擴展 (Expansion): 內湖新廠已於2026年8月動土，總投資約新台幣23億元，預計2029年投產 (New Neihu plant broke ground in Aug. 2026; total investment approx. NT$2.3 billion; production expected to start in 2029)
• 公司願景/價值觀 (Company Slogan/Values):
  • 科技大鵬—挑戰自我、追求卓越 (Climax of Technology — Challenge Ourselves, Pursue Excellence)
  • 人本大鵬—以身為大鵬人為幸運、為驕傲 (Climax of People — Proud and Fortunate to Be Part of Climax)
  • 無限大鵬—卓越無限、發展無限、福利無限 (Climax Without Limits — Limitless Excellence, Growth and Benefits)

Financial Highlights

營收與獲利 (Revenue & Profitability)

• 2026年1-8月累計營收 (Jan-Aug 2026 cumulative revenue): NT$3,908,227千元 (NT$3,908,227 thousand), 年增32.76% (+32.76% YoY)
• 上半年營收 (1H 2026 revenue): 年增40.92% (+40.92% YoY)
• 2026 H1營收 YoY (1H26 Revenue YoY): +40.92%
• 2026 H1稅後淨利 YoY (1H26 Net Income YoY): +43.06%

Business Segments

產品別營收占比 (Revenue by Product)

2025年 全球營收區域分布 (2025 Global Revenue by Region)

• 歐洲 (Europe): 61.84%
• 南美地區 (South America): 19.76%
• 北美 (North America): 14.24%
• 其他地區 (Other Regions): 4.16%

Products & Technologies

主要產品 (Main Products)

• 大鵬專注於無線通訊安防與遠距照護設備，透過自主RF通訊技術與雲端平台整合，為全球保全與照護業者提供智慧安全與遠距照護解決方案。 (Climax focuses on wireless security and telecare devices. Through proprietary RF communication technology and cloud platform integration, it provides smart security and telecare solutions for professional security and telecare service providers worldwide.)
• 公司以B2B及B2B2C合作模式為主，協助客戶建構從終端設備到雲端平台的整合解決方案。 (Operating mainly under B2B and B2B2C models, Climax helps customers build integrated solutions from end devices to cloud platforms.)
• 安防警報系統和智慧家庭安全設備 (Security Alarm Systems & Smart Home Safety Devices)
  • 無線智慧安防警報系統 (Smart Home Alarm Systems)
    • 主要組件: 智慧安防主機 (Smart Home Gateway)、環境監測 (Environmental Monitoring)、保全 (Security) 設備、智慧家庭 IoT (Smart Home IoT) 設備、雲端管理平台 (Home Portal / Cloud Management Platform)。
  • 有線/無線混合型智慧安防警報系統 (Hybrid Alarm System)
• 長者遠距智慧照護居家設備 (Remote Smart Care Devices for Seniors at Home)
  • 無線智慧照護警報系統 (TeleCare Alarm System / Personal Emergency Response System (PERS))
    • 應用場景: 居家照護 (Indoor Home Care)、行動照護 (On-the-Go Care)、機構照護 (Nursing Home Care)。
    • 管理平台: 照護警報管理平台 (Care Alert Platform)。

核心技術模組與無線通訊平台 (Core Technology Modules & Wireless Communication Platform)

• 以模組化架構結合自主RF通訊與多協定技術，快速組合客戶所需產品與解決方案。 (A modular architecture combining proprietary RF and multi-protocol technologies to quickly assemble the products and solutions customers need.)
• 模組化架構 (Modular architecture): 藉由各項技術模組的積木式組合，可依客戶需求精準定義產品功能。 (Building-block combinations of the technology modules (Partner/Alliance, HW/FW Core, SaaS, Wireless Connectivity, ECO System, AI/ML, 3rd Party Integration, Certification (FC, CE, UL, Patent)) precisely define product functions to customer needs.)
• 跨協定整合 (Cross-protocol integration): 結合多元通訊模組，整合私有通訊協定 (F1/SF1/SFV) 或全球標準 (Matter/Z-wave/etc.)，滿足不同區域市場需求。 (Communication modules (Wi-Fi, SFV, Halow, Matter, 5G, UWB, NB-IoT, NFC, SF1, Bluetooth, ULE Alliance, 4G LTE, RFID, F1, DECT-ULE, LoRa, Sigfox, ZigBee, Legacy RF, DECT, Z-Wave) are integrated to meet the needs of different regional markets.)
• 優化開發週期 (Shorter development cycle): 透過成熟的技術矩陣與國際認證基礎，協助ODM客戶在最短時間內推出高競爭力方案。 (A mature technology matrix and international certification base help ODM customers launch competitive solutions in the shortest time.)

SF1無線通訊技術與同業效能比較 (SF1 Wireless Technology vs. Peers: Performance Comparison)

• 自主SF1通訊技術在測試條件下，傳輸距離、速度與電池壽命均優於比較產品。 (Under test conditions, proprietary SF1 outperforms compared products in range, speed and battery life.)

新技術發展 - SFV (New Technology Development - SFV)

• 自主 SFV 雙向語音技術，可作為 DECT 替代方案，實現更長距離與供應鏈自主。 (Proprietary SFV two-way voice technology serves as a DECT alternative, enabling longer range and supply-chain independence.)
• 傳輸距離 (Transmission range): 900公尺 (900 m)
• 應用 (Applications): 照護對講 (Care Intercom), 勤務中心一鍵呼叫 (One-touch Call to Monitoring Center), 穿戴裝置觸發回撥 (Wearable-triggered Callback), 行動穿戴裝置 (Mobile Wearable)。

全球首創: Apple Access與安防系統整合 (World First: Apple Access Integrated with a Security System)

• 最新進度: 歐洲客戶端整合順利進行中，將透過客戶通路導入歐洲終端市場。 (Latest: integration with European customers on track; rollout to European end markets via customer channels.)

品質保證-無線通訊測試 (Quality Assurance – Wireless Communication Testing)

• 56 間 RF 隔離室 (56 RF shielding rooms)
• 100% PCBA 測試 (100% PCBA testing)
• 100% 成品 RF 測試 (100% finished-product RF testing)
• 內湖廠 (Neihu Plant): 40間 RF 隔離室 (40 RF shielding rooms)
• 汐止廠 (Xizhi Plant): 16間 RF 隔離室 (16 RF shielding rooms)

自動化測試與製程升級 (Automated Testing & Process Upgrade)

• 導入自動化測試設備與機械手臂，持續提升測試一致性、作業效率與製程管理能力。 (Introducing automated test equipment and robotic arms to continuously improve test consistency, operational efficiency and process management.)

從終端設備到雲端平台的完整解決方案 (A Complete Solution from End Devices to Cloud Platform)

• 整合各類感測與安全設備、無線通訊技術、雲端服務與AI分析能力，提供可擴展的系統平台。 (Integrating sensing and security devices, wireless communication, cloud services and AI analytics into a scalable system platform.)
• 產品類別: 長照警報系統 (Telecare Alarm Systems), 安防警報系統 (Security Alarm Systems)。
• 生態系統夥伴/認證: AWS, Alexa, Verizon, AT&T, EN (EN 50131-1 Grade 2&3, EN 14604), UL (UL 1023, UL 217/UL 985), FC, CE, SaaS, Care Alert, Smart Track System, DPS, Vesta, Modulized Wireless System, Modulized HW/FW Core, AI/ML, Patent, 3rd Party Integration, Partner/Alliance, Silicon Labs, Sunplus, Kneron, NXP, Renesas, ULE Alliance, Himax。

智慧雲端平台與AI應用 (Smart Cloud Platform & AI Applications)

• 結合SaaS平台與AI/ML技術，提供智慧安全與照護應用服務。 (Combining a SaaS platform with AI/ML technology to deliver smart security and care services.)
• AI演算法應用在三大層面 (AI algorithms are applied at three levels):
  • 終端設備層 (End-device level): 我們在影像感測器中導入了邊緣運算，實現精準的人形偵測。 (Edge AI in image sensors enables accurate human detection.)
  • 主控主機層 (Control-panel level): 透過AI進行訊號過濾與智慧警報分級，有助於降低誤報率。 (AI signal filtering and smart alarm prioritization help reduce false alarms.)
  • 雲端平台層 (Cloud-platform level): 利用 SaaS 平台上的大數據進行 AI 模型訓練，為全球保全客戶提供預測性的安全分析。除此之外，亦將延伸應用至智慧照護領域，提供預警性照護服務。 (Big data on the SaaS platform trains AI models, providing predictive security analytics for security customers worldwide. This will also extend to smart care, providing early-warning care services.)

核心無線通訊技術平台 (Core Wireless Communication Technology Platform)

專利佈局與全球產品認證 (Patents & Global Product Certifications)

• 整合多項核心技術專利，產品符合全球主要安防、通訊與電信標準。 (Integrating multiple core patents; products meet major global security, communication and telecom standards.)
• 核心技術專利佈局 (Core patents filed): 於美國、歐洲與台灣主要市場，支援智慧安全與照護多元應用。 (In key markets — the U.S., Europe and Taiwan - supporting diverse smart security and care applications.)
• 產品符合標準 (Products meet global standards): 安防、通訊與電信標準，並整合主流生態平台。 (Global security, communication and telecom standards and integrate with mainstream ecosystem platforms.)
• 認證/整合 (Certifications/Integrations): AI/ML, Visual, SaaS, 2km+, Wireless, Fall Detection, Power Saving, Fire & Smoke Alarm, UL, EN, FC, CE, Apple Homekit, Access, Google Home, Amazon Alexa, ZigBee, Z-Wave, AT&T, Verizon。

Clients & Markets

市場地位 (Market Position)

• A&S Security 50: 為知名安防媒體 A&S 依全球安防企業營收進行排名，主要納入上市公司並透過財務數據分析評選出全球市場表現領先之安防企業，已成為安防產業重要指標之一。 (The A&S Security 50, compiled by security media A&S, ranks global security companies by revenue. It mainly covers listed companies and uses financial data to identify market leaders, and has become a key industry benchmark.)
• 本公司2025年營收達約1.4億美元。若參考2025年A&S Security 50榜單所揭示之企業營收規模，已超越該榜單第23名之營收門檻。惟該榜單主要依各公司2024會計年度公開或提交之財務資料編製，本項比較僅供規模參考，並非A&S正式排名結果。 (Climax's 2025 revenue was approx. US$140 million. Based on the revenue levels disclosed in the 2025 A&S Security 50, this exceeds the revenue threshold of the 23rd-ranked company. As the list is mainly based on companies' FY2024 financial data, this comparison is for scale reference only and is not an official A&S ranking.)
• 註 (Note): 上述比較僅作企業營收規模參考，本公司並未宣稱正式列入Security 50排名。 (The above comparison is for revenue-scale reference only; the Company does not claim to be officially ranked in the Security 50.)

主要客群與市場 (Key Customers & Markets)

• 客戶類型 (Customer types): 專業保全服務商及遠距照護服務商或通路商 (professional security and telecare service providers or distributors)。
• 市場分布 (Markets): 歐洲、北美及拉丁美洲為主 (mainly Europe, North America and Latin America)。
• 合作模式 (Collaboration): 長期合作專案為主，具持續性與穩定性 (mainly long-term projects with continuity and stability)。

西班牙市場應用案例 (Application Cases in Spain)

• 世界遺產大教堂 (World Heritage Cathedral), 薩拉曼卡 (Salamanca): 導入智慧安防系統整合樓宇自動化，保護不可替代的文化遺產。 (A smart security system integrated with building automation protects irreplaceable cultural heritage.)
• 高齡照護機構 (Senior Care Facility), 阿利坎特 (Alicante): VistaSol 5 住宅型照護機構，升級無線警報與緊急呼叫系統，提升住民安全與照護品質。 (VistaSol 5 residential care facility upgraded its wireless alarm and emergency call systems, improving resident safety and quality of care.)
• 鄉村莊園(周界防護) (Rural Estate (Perimeter Protection)), 科爾多瓦 (Córdoba): La Carlota 大型私人莊園，部署周界偵測與無線警報系統。 (La Carlota, a large private estate, deployed perimeter detection and wireless alarm systems.)
• 歷史建築(百年建物) (Historic Building (Century-old)), 巴塞隆納 (Barcelona): Casa Berenguer 百年歷史建築，系統升級並整合現代安防方案，兼顧歷史建物保存與安全需求。 (Casa Berenguer, a century-old historic building, upgraded to a modern integrated security solution, balancing heritage preservation and safety.)
• 大型商業冷鏈設施 (Large Commercial Cold-Chain Facility), 巴塞隆納 (Barcelona): Mercabarna 歐洲最大食品批發市場，導入無線溫控監測解決方案，確保冷鏈全程合規與食安管理。 (Mercabarna, Europe's largest food wholesale market, adopted a wireless temperature monitoring solution to ensure cold-chain compliance and food safety.)
• 遊輪接駁渡輪 (Cruise Shuttle Ferry), 阿利坎特 (Alicante): Kon-Tiki 系列觀光遊輪接駁船，配備獨立運作無線警報系統，無需外部基礎設施即可全船覆蓋。 (The Kon-Tiki sightseeing cruise shuttle boats use a standalone wireless alarm system, covering the whole vessel without external infrastructure.)
• 註 (Note): 以上為部分代表性應用情境，圖片由合作夥伴提供並經授權使用。 (These are selected representative applications; images provided by partners and used with permission.)

ESG / Sustainability

Environmental: 環境保護 (Environmental Protection)

• 已建立制度並持續強化碳盤查與資源管理基礎 (Systems established; continuing to strengthen carbon inventory and resource management)。
• 已取得 ISO 14001:2015 認證，並依制度定期執行內外部查核。 (ISO 14001:2015 certified, with regular internal and external audits.)
• 依 ISO 14064-1 進行溫室氣體盤查，內湖廠區排放資料已完成第三方查證。 (GHG inventory conducted in accordance with ISO 14064-1; emissions data for the Neihu site have been independently verified.)
• 因應歐洲客戶邀請，自2021年起以內湖廠為範圍，完成CDP碳揭露。 (At the invitation of European customers, CDP carbon disclosure completed for the Neihu plant since 2021.)
• 正推動全公司溫室氣體盤查，逐步建立各營運據點排放邊界與基準。 (Company-wide GHG inventory under way, progressively establishing emission boundaries and baselines for each site.)
• 能資源管理: 依既定的能資源管理程序，管理水、電、機械設備等能源使用。 (Energy and resource management: water, electricity and machinery energy use managed under established procedures.)
• 廢棄物管理: 依分類、貯存及清運流程執行紀錄與控管並委由合格廠商處理並留存清運紀錄。 (Waste management: sorting, storage and removal recorded and controlled; handled by qualified contractors with removal records retained.)
• 能源與廢棄物單位營收用量皆有下降趨勢。 (Energy and waste usage per unit of revenue both trending down.)
• ESG目標與時程 (ESG Goals and Timeline):
  • 2025: 完成內湖廠區溫室氣體盤查及第三方查證。 (GHG inventory and third-party verification completed for the Neihu site.)
  • 2026: 蒐集汐止廠區及其他據點盤查資料；維持內湖廠區溫室氣體盤查及第三方查證資料。 (Collecting inventory data for the Xizhi site and other locations; Maintaining GHG inventory and third-party verification data for the Neihu site.)
  • 2028: 公司目標: 完成個體公司溫室氣體排放確信。 (Target: GHG emissions assurance for the parent company.)

Social: 社會責任與員工關懷 (Social Responsibility & Employee Care)

• 透過制度化員工關懷與持續公益投入，強化企業長期社會價值。 (Strengthening long-term social value through structured employee care and ongoing community investment.)
• 公益投入與社會參與 (Community Engagement):
  • 設立財團法人大鵬科技慈善基金會，持續投入教育、兒少發展及醫療資源等公益計畫。 (The Climax Technology Charity Foundation supports community programs focused on education, youth development and healthcare resources.)
  • 偏鄉閱讀推廣 (Rural Reading Program):
    • 2026年5月至2027年4月，公益訂閱《未來兒童》及《未來少年》，捐贈全臺40所偏鄉國小，共82份一年期月刊。 (From May 2026 to April 2027, Climax is sponsoring 82 one-year subscriptions to《未來兒童》and《未來少年》for 40 rural elementary schools across Taiwan.)
    • 透過持續且適齡的閱讀資源，協助偏鄉學童拓展學習機會，縮小城鄉教育資源落差。 (The program provides sustained, age-appropriate reading resources to expand learning opportunities and help narrow the urban-rural education gap.)
  • 其他公益行動 (Other Community Programs): 持續辦理兒少活動、捐贈醫療設備，並透過獎助學金支持經濟弱勢學生。 (Climax continues to support youth activities, medical equipment donations and scholarships for students from economically disadvantaged backgrounds.)
• 員工關懷與工作環境 (Employee Care & Work Environment):
  • 提供定期健康檢查，安排醫療院所到廠服務。 (Regular health checkups with on-site medical services.)
  • 提供國內外員工旅遊補助，促進團隊凝聚與身心平衡。 (Domestic and overseas employee travel subsidies to foster team cohesion and well-being.)
  • 設有員工保險及多元福利制度，支持員工健康與生活需求。 (Employee insurance and diverse benefits supporting employees' health and daily needs.)
  • 建立穩定工作環境，重視員工留任與長期發展。 (A stable work environment that values retention and long-term development.)

Governance: 公司治理 (Corporate Governance)

• 強化董事會獨立性與資訊透明度，落實制度化公司治理。 (Strengthening board independence and transparency for institutionalized governance.)
• 董事會結構與獨立性 (Board Structure & Independence):
  • 董事會9席，其中獨董4席。 (9 board seats, including 4 independent directors.)
  • 獨立董事具財務及商務專業背景。 (Independent directors with finance and business expertise.)
• 監督機制與董事會運作 (Oversight & Board Operations):
  • 獨立董事與會計師及內部稽核主管定期溝通，強化公司治理。 (Independent directors communicate regularly with the CPA and internal audit head to strengthen governance.)
  • 2025年度董事完成6–12小時進修。 (Directors completed 6-12 hours of continuing education in 2025.)
  • 董事會運作制度化。 (Institutionalized board operations.)
• 資訊揭露與治理強化 (Disclosure & Governance Enhancement):
  • 於公司網站建置「投資人關係」與「永續發展」專區，並即時更新與公開資訊觀測站相關訊息，以保障利害關係人。 (Dedicated 'Investor Relations' and 'Sustainability' sections on the company website, updated promptly in line with MOPS disclosures to protect stakeholders.)
• 公司治理發展時程 (Corporate Governance Development Timeline):
  • 短期 (Short-term): 宣導公司各項治理法規，並舉辦教育訓練活動。 (Promoting governance regulations and holding training sessions.)
  • 中期 (Mid-term): 委請專業顧問輔導及引進外部審查機構。 (Engaging professional consultants and external reviewers.)
  • 長期 (Long-term): 串聯供應鏈上下游，完善整體ESG制度。 (Connecting the upstream and downstream supply chain to complete the overall ESG framework.)

Outlook & Strategy

競爭優勢 (Competitive Advantages)

• 技術領先 持續創新 (Tech Leadership / Continuous Innovation):
  • 自主研發 F1 / SF1 / SFV 無線通訊技術，較現有技術傳輸速度快、距離遠、電池壽命長，效能指標領先國際大廠*。 (Proprietary F1 / SF1 / SFV wireless technologies offer faster transmission, longer range and longer battery life than existing market technologies, with performance ahead of major international vendors*.)
  • 持續投入研發，強化技術領先優勢。 (Continuous R&D investment to strengthen technology leadership.)
• 品牌深耕 享譽國際 (Global Brand Recognition):
  • 40年專注無線通訊技術，Climax專業原廠品牌在國際市場具高度認知度。 (40 years focused on wireless communication; the Climax brand is highly recognized as a professional manufacturer in international markets.)
• 客製能力 快速響應 (Custom & Fast Response):
  • 擁有完整軟硬體開發團隊，能依據不同國家安規進行產品客製化開發。 (A complete hardware and software team able to customize products to each country's safety regulations.)
  • 快速響應能力，提高客戶黏著度。 (Fast response increases customer stickiness.)
• 平台協議 全面整合 (Platform Integration):
  • 深耕全球生態圈，建構千項認證與整合平台應用優勢，包含Apple HomeKit、Google Home、Amazon Alexa 等等。 (Deeply engaged in the global ecosystem with a thousand-plus certifications and platform integrations, including Apple HomeKit, Google Home and Amazon Alexa.)
• 國際設計大獎與代表產品 (International Design Awards and Representative Products):
  • STCB-1 (2023 紅點設計大獎 / Red Dot Design Award)
  • CareUnity (2022 Tomorrow's Care 大獎 / Tomorrow's Care Award)
  • WTRS2 (2017 紅點設計大獎 / Red Dot Design Award)
  • GX Cubic (2019 德國創新大獎 / German Innovation Award)
  • SmartLife Care Flex (2025 德國創新大獎 / German Innovation Award)
• 註 (*Note): 於特定測試條件下，傳輸速度、距離及電池壽命優於比較產品。 (*Under specific test conditions, transmission speed, range and battery life outperform compared products.)

研發中心與研發投入 (R&D Center & R&D Investment)

• 持續高比例研發投入，建立核心技術競爭力。 (Sustained high R&D investment builds core technology competitiveness.)
• 本公司長期維持高比例研發投入。近三年研發費用約占營收8%；2026H1研發費用為1.86億元，占同期營收6.30%。截至2026年8月31日，研發人員126人，占全公司員工620人的20.3%。透過持續投入研發，公司建立自主RF通訊與系統平台技術，並持續推出智慧安防與遠距照護產品。 (Climax has long maintained a high level of R&D investment. R&D expenses have been about 8% of revenue over the past three years; 1H26 R&D expenses were NT$186 million, 6.30% of revenue for the period. As of Aug. 31, 2026, R&D staff numbered 126, or 20.3% of 620 employees. Through sustained R&D, Climax has built proprietary RF communication and system platform technologies and continues to launch smart security and telecare products.)

RF通訊研發與驗證實驗室 (RF R&D and Verification Labs)

• 建置與歐美認證實驗室同規格之RF測試環境，加速產品認證與上市時程。 (RF test environment built to the same specifications as European and U.S. certification labs, accelerating certification and time to market.)
• 產品銷往歐美專業安防市場，除一般電子產品認證外，需符合特殊無線通訊警報系統認證要求。 (Products sold to European and U.S. professional security markets must meet special wireless alarm certification requirements in addition to general electronics certifications.)
• 自主開發 F1、SF1、SFV 等無線通訊技術、天線設計及射頻架構。 (In-house development of F1, SF1 and SFV wireless technologies, antenna design and RF architecture.)
• 建置同規格無線通訊實驗室，加速研發驗證與國際認證。 (Wireless labs built to the same specifications to accelerate R&D verification and international certification.)
• 實驗室數量 (Labs): 3間 RF天線實驗室 (RF Antenna Labs) (第三間已正式啟用 / Third lab now in operation), 1間 EMC實驗室 (EMC Lab)。
• 強化天線設計、無線通訊效能及電磁相容性之自主驗證能力。 (Strengthening in-house verification of antenna design, wireless performance and electromagnetic compatibility.)

AI及先進技術中心 (AI & Advanced Technology Center)

• 成立日期 (Established): 2026.10.01
• 以既有AI、RF與系統整合能力為基礎，擴大前瞻技術投入與新應用探索。 (Building on existing AI, RF and system integration capabilities to expand forward-looking technology investment and explore new applications.)
• 專責投入前瞻技術 (Dedicated to Forward-looking Technologies): 擴大跨領域人才招募 (Recruiting cross-disciplinary talents)，投入原型驗證與技術移轉資源 (Resources for prototype validation and technology transfer)，與既有研發中心協作，成熟技術再導入產品團隊 (Working with the existing R&D center; mature technologies transfer to product teams)。
• 既有核心能力 (Existing Core Capabilities):
  • 自主RF通訊與天線設計 (Proprietary RF communication & antenna design)
  • 邊緣AI、影像與智慧感測 (Edge AI, imaging & smart sensing)
  • 多協定系統、雲端與App整合 (Multi-protocol systems, cloud & app integration)
  • 歐美客戶驗證與量產能力 (Customer validation & mass production for Europe and the U.S.)
  • 已長期投入相關技術與產品開發 (Long-term investment in related technologies and products)
• 深耕邊緣運算技術護城河 (Deepening Our Edge-Computing Moat):
  • 首項計畫聚焦新一代AI感測平台 (First project: a next-generation AI sensing platform)。
  • 延續既有智慧感測技術，強化多區域感測與AI判斷能力，預計於2027年進入原型開發及客戶驗證。 (Building on existing smart sensing technology to strengthen multi-zone sensing and AI judgment; prototype development and customer validation expected in 2027.)
  • 智慧影像: 無線與影像的結合 (Smart Imaging: Combining Wireless and Imaging)。
  • 將RF、低功耗通訊與智慧感測能力結合影像技術，擴展產品線的應用領域。 (Combining RF, low-power communication and smart sensing with imaging technology to expand product applications.)
• 技術長 (CTO), AI & Advanced Technology Center: 邱立誠 (Alex Chiu) | 國立臺灣大學資訊工程博士; 曾任 OTUS Imaging 創辦人、總經理暨技術長, 及太欣半導體資深總監。 (Ph.D. in Computer Science & Information Engineering, National Taiwan University; formerly Founder, GM & CTO of OTUS Imaging and Senior Director at Syntek Semiconductor.)
• 註 (Note): 本中心經2026年9月23日董事會通過設立，10月1日正式運作。上述發展方向屬目前規劃，實際進度將視研發及客戶驗證結果調整。 (The Center was approved by the Board on Sept. 23, 2026 and began operating on Oct. 1. The above directions are current plans; actual progress will depend on R&D and customer validation results.)

全球業務布局與成長動能 (Global Business Presence & Growth Drivers)

• 透過電信通路拓展、平台合作深化及產品應用升級，持續推動安防與長照業務之成長。 (Driving growth in security and telecare through telecom channel expansion, deeper platform partnerships and product upgrades.)
• 安防警報系統 (Security Alarm Systems):
  • 保全業者借助電信通路擴大規模 (Security providers scaling through telecom channels): 海外指標性保全業者選擇與本公司合作，並引入電信通路作為銷售管道，將安防服務觸及更廣泛的終端用戶。此一模式已歷經完整的市場驗證，歐洲市場率先建立標竿案例；北美合作已進入試賣階段，正式上市時程將配合合作夥伴平台整合進度推進。目前正持續推進其他新市場導入。保全業者之所以選擇本公司，正是看重其在安防產品上的專業深度，這也是與一般網通產品的根本差異所在。 (Leading overseas security providers partner with Climax and use telecom channels to reach more end users. The model has been fully validated, with a benchmark case first established in Europe; the North American partnership is in trial sales, with formal launch timed to the partner's platform integration. Other new markets are being pursued. Security providers choose Climax for its depth in security products — the fundamental difference from general networking products.)
  • 借平台打入傳統通路 (Reaching traditional channels via platforms): 透過國際主流安防雲平台，運用平台生態系優勢，協助切入傳統安防品牌的既有客戶群。北美指標性安防品牌商已進入出貨階段，歐洲市場亦有主要安防業者開始測試樣品，平台策略的規模效益正逐步擴大。 (Through leading international security cloud platforms and their ecosystems, Climax reaches the existing customer base of traditional security brands. A leading North American security brand has begun shipments, and major European security providers have started testing samples; the platform strategy's scale benefits are expanding.)
  • 專業安防市場佈局 (Professional security markets): 憑藉品牌口碑與指標性國際認證，持續開拓北歐新客戶，鞏固高階專業市場地位。目前已在多個國際市場建立合作夥伴關係，並持續深化與全球知名保全品牌的合作，擴大在拉丁美洲及歐洲市場的合作版圖。 (Leveraging brand reputation and key international certifications, Climax continues to win new Nordic customers and consolidate its position in the high-end professional market. Partnerships are established in multiple international markets, and cooperation with global security brands continues to deepen in Latin America and Europe.)
• 長照警報系統 (Telecare Alarm Systems):
  • 北美 (North America): 核心長照客戶新產品已開始出貨，另有區域型長照服務業者正式開始採購。 (Shipments of new products to a core telecare customer have begun, and a regional telecare provider has started purchasing.)
  • 歐洲 (Europe): 新世代產品已完成英、荷、德及北歐等主要市場客戶導入，有助於提升高毛利產品營收占比，並優化公司產品組合。 (Next-generation products introduced to customers in the UK, the Netherlands, Germany and the Nordics, raising the share of higher-margin products and improving the product mix.)
  • 亞太 (Asia-Pacific): 澳洲在地合作夥伴深化合作，拓展當地市場。 (Deeper cooperation with a local partner in Australia to expand the market.)

新產品線布局與應用拓展 (New Product Lines & Application Expansion)

• 各國法規與市場採用逐步跟進，開啟無線安防技術的新應用版圖。 (As regulations and market adoption follow, new applications open up for wireless security technology.)
• 防災應用 (Fire safety): EN 54系列標準早已建立無線火災警報設備的技術規範，近年隨歐洲各國當地法規、認證制度及市場採用逐步跟進，無線火災警報系統的商業化條件更加成熟。本公司可運用長期累積的無線通訊與安防系統能力，拓展防災及公共安全應用市場。 (The EN 54 series has long defined technical requirements for wireless fire alarm equipment. As local regulations, certification schemes and market adoption follow across Europe, commercialization conditions for wireless fire alarm systems are maturing. Climax can leverage its long-accumulated wireless and security system capabilities to expand into fire safety and public safety markets.)
  • 新產品線 – 無線火災警報系統 (New Product Line – Wireless Fire Alarm Systems): EN 54 Fire Alarm System。
• 商用場域升級 (Commercial upgrades): 產品應用從住宅及小型商店延伸至有高規格安防需求的特殊場域，如銀行、藥局、博物館、美術館等文化機構，以及大型商用環境如賣場、辦公大樓、學校等，客戶對產品可靠性與規格的要求顯著提升。 (Applications extend from homes and small shops to sites with high security requirements, such as banks, pharmacies, museums and galleries, and large commercial settings such as stores, office buildings and schools, where customers demand much higher reliability and specifications.)
  • 新產品線 – 無線 EN Grade 3 高安全等級系統 (New Product Line – Wireless EN 50131 Grade 3 Security System):
    • 採用新一代 Auctics F1 無線協定，無需佈線即可達到 EN 50131 Grade 3 防護等級。 (Powered by the next-generation Auctics F1 wireless protocol, achieving EN 50131 Grade 3 protection without running cables.)
    • 優勢 (Advantages): 更快 (Faster) (高速無線傳輸, 警報回報與影像傳送更即時), 更省電 (Lower Power) (超低功耗設計, 延長電池壽命、減少維護), 距離更遠 (Longer Range) (戶外通訊距離比現行方案更遠, 穿透性佳, 適合大型建築與複雜場域)。
    • 應用場域 (Applications): 銀行、博物館、珠寶店、AI 資料中心、政府機關及歷史建築等高風險或佈線困難的場所。 (Banks, museums, jewelry shops, AI data centers, government buildings, historic buildings and other high-risk or hard-to-wire sites.)
    • 註 (Note): 產品開發中，相關規格以正式上市版本為準。 (Products under development; specifications subject to final release.)
• 城市防災應用 (City-level disaster prevention): 運用NB-IoT / Cat-M無線通訊技術，切入城市級防災監控應用，雖目前仍屬早期階段，但代表本公司無線通訊技術向公共基礎設施領域延伸的潛在方向。 (NB-IoT/Cat-M wireless technology enables entry into city-level disaster monitoring. Though still at an early stage, it represents a potential direction for extending Climax's wireless technology into public infrastructure.)

智慧照護與主動關懷 (Proactive Care)

• 長者希望在熟悉的家中生活更久，照護服務也正從事件發生後的緊急通報，延伸至日常的主動關懷。 (As older adults wish to live at home for longer, telecare is evolving from emergency response after an incident toward proactive, everyday care.)
• 透過遠距照護警報主機結合居家感測與穿戴裝置，在不干擾日常生活的前提下了解使用者的活動與作息；當日常模式出現變化時，協助照護端及早掌握並主動關懷。 (By combining Telecare panels with home sensors and wearables, care providers can understand users' daily activity and routines without disrupting their lives, and reach out early when daily patterns change.)
• 資料蒐集以尊重隱私與使用者同意為前提。大鵬將以既有遠距照護警報產品為基礎，持續發展相關感測與資料應用能力，並可與客戶的照護平台介接。 (Data collection is based on respect for privacy and user consent. Building on its Telecare portfolio, Climax continues to develop related sensing and data capabilities that can integrate with customers' care platforms.)
• 目標 (Goal): 從緊急事件通報，延伸至持續、低干擾的日常照護。 (From emergency alerts to continuous, unobtrusive everyday care.)

新廠建設計畫: 研發製造整合與中長期成長布局 (New Plant: R&D-Manufacturing Integration and Mid-to-Long-Term Growth)

• 因應業務成長與研發規模擴張，推進內湖新廠建設，強化研發、製造與全球供應能力。 (To support business growth and R&D expansion, the new Neihu plant will strengthen R&D, manufacturing and global supply capabilities.)
• 產研整合綜效 (R&D-production synergy): 新廠鄰近內湖總部，建立「開發與製造一體化」基地，縮短新產品導入週期。 (Located near the Neihu HQ, the integrated development-and-manufacturing base shortens new product introduction.)
• 研發空間倍增 (Doubled R&D space): 配置研發與自動化開發中心，緩解空間壓力並持續吸引高階技術人才進駐。 (R&D and automation development centers ease space constraints and attract senior technical talent.)
• 產能顯著提升 (Significant capacity increase): 規劃智慧化生產線，預計將較目前產能增加55%-60%。 (Smart production lines are expected to raise capacity by 55%-60% over current levels.)
• 計畫內容與時程規劃 (Plan & Timeline):
  • 投資規模 (Investment): 總金額約新台幣23億元，包含土地、廠房興建及設備。 (Approx. NT$2.3 billion in total, including land, plant construction and equipment.)
  • 基地位置 (Location): 位於台北市內湖區舊宗段，鄰近公司現有內湖總部。 (Jiuzong Section, Neihu Dist., Taipei City, near the existing Neihu HQ.)
  • 建設進度 (Progress): 已於2026年8月10日舉行新廠動土典禮，後續建設作業依計畫進行。 (Groundbreaking ceremony held on Aug. 10, 2026; construction proceeding as planned.)
  • 投產目標 (Production target): 預計於 2029年度投入生產。 (Expected to start production in 2029.)

Additional Data

公司里程碑 (Company Milestones)

• 大鵬創立 初期發展 (Founding & Early Growth):
  • 1984: 大鵬成立，成立初期專注於國際電報交換機、電腦傳真等。 (Climax founded; initially focused on international telex switches and computer fax.)
• 技術轉型 產品擴張 (Tech Transformation & Product Expansion):
  • 1992: 設立汐止廠，並研發警報系統。 (Xizhi plant established, development of alarm systems.)
  • 1994-2005: 陸續開始研發PSTN、GSM、IP等系列警報系統。 (Developed PSTN, GSM and IP alarm system series.)
  • 1998: 通過ISO 9001。 (ISO 9001 certified.)
  • 2006: 總部遷至內湖科學園區。 (HQ relocated to Neihu Technology Park.)
• 技術創新 價值提升 (Innovation & Value Creation):
  • 2009: 陸續加入ZigBee、Z-Wave 等國際聯盟，進軍智慧家庭市場。 (Joined ZigBee, Z-Wave and other alliances; entered the smart home market.)
  • 2012: 推出首款安防警報 SaaS 平台 Home Portal Server。 (Launched first security alarm SaaS platform, Home Portal Server.)
  • 2013、2022、2024: 開發專屬 F1、SF1、SFV 無線通訊技術，強化產品競爭力。 (Developed proprietary F1, SF1 and SFV wireless technologies to enhance competitiveness.)
• 永續發展 全球佈局 (Sustainability & Global Presence):
  • 2023: 成立財團法人大鵬科技慈善基金會。 (Established the Climax Technology Charity Foundation.)
  • 2025: 設立美國子公司。 (Established U.S. subsidiary.)
  • 2025/10: 登錄興櫃。 (Listed on the Emerging Stock Board.)
  • 2026/7: 股票於臺灣證券交易所上市。 (Listed on the Taiwan Stock Exchange.)
  • 2026/8: 內湖新廠動土。 (Groundbreaking of new Neihu plant.)
  • 2026/10: 成立AI及先進技術中心。 (Established AI & Advanced Technology Center.)

經營團隊 (Management Team)

• 註 (Note): 組織及職稱自2026年10月1日起生效。 (Organization and titles effective Oct. 1, 2026.)

| 職稱 (Title) | 姓名 (Name) | 主要學經歷 (Education & Experience)