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Q1, 2021

PowerPoint 簡報 - twse.com.tw

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Page 1: PowerPoint 簡報 - twse.com.tw

Q1, 2021

Page 2: PowerPoint 簡報 - twse.com.tw

© ASPEED Technology. Property and Confidential 2

Safe Harbor Notice

➢ ASPEED’s statements of its current expectations are forward-looking statements subject

to significant risks and uncertainties and actual results may differ materially from those

contained in the forward-looking statements.

➢ Except as required by law, we undertake no obligation to update any forward-looking

statement, whether as a result of new information, future events, or otherwise.

Page 3: PowerPoint 簡報 - twse.com.tw

ASPEED in Brief

• Established in Nov. 15th , 2004

• Paid-In Capital: NTD 341M (USD 10.99M)

• Number of Employees: 96

• Location:

– ASPEED Technology Inc.: Hsinchu City, Taiwan

– ASPEED Technology (U.S.A) Inc.: San Jose, USA

© ASPEED Technology. Property and Confidential 3

Page 4: PowerPoint 簡報 - twse.com.tw

Revenue & EPS

© ASPEED Technology. Property and Confidential 4

Revenue, 2,484

EPS, 24.4

0

5

10

15

20

25

30

-

500

1,000

1,500

2,000

2,500

3,000

2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019

NTD

(M

)

10-year Revenue CAGR: 25%10-year EPS CAGR: 16%

Page 5: PowerPoint 簡報 - twse.com.tw

Product Lineup

© ASPEED Technology. Property and Confidential 5

AST1010 AST2200 / AST2150AST2300 / AST1300 / AST1050AST2400 / AST1400 / AST1250AST2500 /AST2510 / AST2520 / AST2530AST2600/Pilot5

28nm LP ProcessDual Core 1GHz CPUDDR4 SDRAMRobust Security Architect and FeaturesA0: July/2019A1: Feb/2020

AST1500 / AST1510AST1520 / AST1525/1530AST1620/AST1625/AST1630

40nm LP ProcessSupport 4K@60 ES: 2020/Q2

AST1220AST1230 2021

40nm LP Process 1GHz CPUPLDDR3 SDRAM6-Cam Real Time StitchingH.264/265 4k2k EndodingPCIe Gen-IIES: Aug. 2018PS: Nov. 2018

Page 6: PowerPoint 簡報 - twse.com.tw

360 Spherical Image Processor SoC

Product Portfolio

© ASPEED Technology. Property and Confidential 6

Server ManagementSoC Solutions

PC/AV ExtensionSoC Solutions

Page 7: PowerPoint 簡報 - twse.com.tw

Remote Server Management

Page 8: PowerPoint 簡報 - twse.com.tw

Remote Management for Beyond

7th GEN ASPEED AST2600Baseboard Management Controller (BMC) chip

Samples AVAILABLE NOW! Shipping Now

AST2600

Optimize Performance High Computing Power Low Power Consumption Enhanced System Security

Page 9: PowerPoint 簡報 - twse.com.tw

© ASPEED Technology. Property and Confidential 9

Server Trend- Mix of Cloud and Edge

Future will be mix of cloud and edge computing.

Page 10: PowerPoint 簡報 - twse.com.tw

360 Spherical Image Processor SoC

Product Portfolio

© ASPEED Technology. Property and Confidential 10

Server ManagementSoC Solutions

PC/AV ExtensionSoC Solutions

Page 11: PowerPoint 簡報 - twse.com.tw

A/V over IP Roadmap

© ASPEED Technology. Property and Confidential 11

Page 12: PowerPoint 簡報 - twse.com.tw

AST15xx Application System Topology

Video Wall

© ASPEED Technology. Property and Confidential 12

1080p/4K 1080p/4K

1080p/4K 1080p/4K

GigaSwitch

Host Box

Client Box

Client Box

Client Box

Client Box

CAT5E Cable > 100M4K Source

Page 13: PowerPoint 簡報 - twse.com.tw

360 Spherical Image Processor SoC

Product Portfolio

© ASPEED Technology. Property and Confidential 13

Server ManagementSoC Solutions

PC/AV ExtensionSoC Solutions

Page 14: PowerPoint 簡報 - twse.com.tw

Huddle Rooms as Mainstream

© ASPEED Technology. Property and Confidential 14

“Huddle rooms are projected to replace almost 70% of all

meeting rooms by 2022” - Frost & Sullivan Market Research

Wide Angle (180o & 360o) Mobile & Portable Plug & Play

Page 15: PowerPoint 簡報 - twse.com.tw

© ASPEED Technology. Property and Confidential

Cupola360 Video Conference Solutions

Application 180 degree VC 360 degree VC

FoV 180(H) x 90(V) 360(H) x 60(V)

Resolution 3840x1920@30fps 3840x2160@24fps(16:9)1920x1080@30fps (16:9)

3840x640/960@30fps(6:1/4:1)

Advantages

Video ConferenceUse Cases

Confidential

15

Page 16: PowerPoint 簡報 - twse.com.tw

Cupola360 Super Turnkey Solution

Cupola360

HDK & SDK

Cupola360

Studio for VC (Windows/Mac/Android)

Calibration-ready

Multi-cam Module

Manufacture

Calibration Tool

& Software

Cupola360 Chipset

1

2

5 3

4

Cupola360 VC

Reference Design 6

© ASPEED Technology. Property and Confidential 16

Confidential

Page 17: PowerPoint 簡報 - twse.com.tw

Innovative Design for Future VC

© ASPEED Technology. Property and Confidential 17

Page 18: PowerPoint 簡報 - twse.com.tw

4-cam Video Conference ID

© ASPEED Technology. Property and Confidential 18

Page 19: PowerPoint 簡報 - twse.com.tw

Combo Designs

© ASPEED Technology. Property and Confidential 19

5G Hub + VC

Smart Speaker+ VC

Page 20: PowerPoint 簡報 - twse.com.tw

© ASPEED Technology. Property and Confidential 20

Page 21: PowerPoint 簡報 - twse.com.tw

© ASPEED Technology. Property and Confidential 21

Consolidated Revenue

Unit : NTD 1,000

Year 2019Q1-Q3 2020Q1-Q3 YOY

Revenue 1,761,337 2,366,229 34.3%

Gross Margin 63.5% 62.8% (1.1%)

Page 22: PowerPoint 簡報 - twse.com.tw

© ASPEED Technology. Property and Confidential 22

Consolidated Revenue

Unit : NTD 1,000

Quarterly Q119 Q219 Q319 Q120 Q220 Q320 YOY QOQ

Revenue 551,125 522,942 687,270 732,368 901,353 732,508 6.6% (18.7%)

Gross Margin 63.6% 64.5% 62.7% 62.4% 62.4% 63.7% 1.6% 2.0%

Page 23: PowerPoint 簡報 - twse.com.tw

© ASPEED Technology. Property and Confidential 23

Consolidated Earning Per Share

Unit : NT$

Year 2019Q1-Q3 2020Q1-Q3 YOY

EPS $ 17.57 $ 22.64 28.9%

Page 24: PowerPoint 簡報 - twse.com.tw

© ASPEED Technology. Property and Confidential 24

Thank You