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VIA TECHNOLOGIES,INC 3Q2018 Business Review 2018/11/23

VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

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Page 1: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

VIA TECHNOLOGIES,INC

3Q2018 Business Review

2018/11/23

Page 2: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

Safe Harbor Notice

VIA’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 evens, or otherwise.

Page 3: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

1.VIA Business update

2.VIA Embedded & IoT Systems

Business update

3.VIA Labs Inc. Product Introduction

4.Q&A

Page 4: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

VIA Business update

Page 5: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

VIA Business update

3Q2018 P&L (CONSOLIDATED)

In NT Millions 3Q18 2Q18 QoQ% 3Q17 YoY%

Net Sales 1281 1125 14% 1098 17%

Cost of Sales (903) (838) 8% (815) 11%

Gross Profit 378 287 32% 283 34%

Operating Expenses (576) (670) -14% (666) -14%

Operating Income (198) (383) -48% (383) -48%

Non-operating Items 214 405 -47% 401 -47%

Income Before Tax 16 22 -27% 18 -11%

Income Tax (1) (1) 0% (4) -75%

Net Income (loss) 15 21 -29% 14 7%

Minority Interest 2 4 NA (4) -150%

Net Income(attributable to the parent) 13 17 -24% 18 -28%

EPS 0.03 0.04 0.04

Page 6: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

1Q-3Q2018 P&L (CONSOLIDATED)

VIA Business update

In NT Millions 1Q-3Q18 1Q-3Q17 YoY%

Net Sales 3,437 3,387 1%

Cost of Sales (2,512) (2,473) 2%

Gross Profit 925 914 1%

Operating Expenses (1,903) (1,940) -2%

Operating Income (978) (1,026) -5%

Non-operating Items 1,049 1,076 -3%

Income Before Tax 71 50 42%

Income Tax (3) (10) -70%

Net Income (loss) 68 40 70%

Minority Interest (10) (8) 25%

Net Income(attributable to the parent) 58 48 21%

EPS 0.12 0.10

Page 7: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

VIA Embedded & IoT Systems

Business update

Page 8: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

From Silicon Platforms to Edge AI Solutions

CPUs, GPUs, Chipsets

Embedded Motherboards

Embedded Systems

Industrial IoT

Peripheral ICs, Codecs, SoCs,

System on Modules

Extended I/O

Artificial Intelligence

Computer Vision

Edge Computing

Smart Cities

1997

2002

2010

2013

2016

Page 9: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

VIA Enterprise IoT

Smartness at the Edge

Image stitching

ADAS + SVS

Robotic mapping and

navigation

ADAS + Machine Learning

Facial recognition

Object detection

ComputerVision

EdgeComputing

Artificial Intelligence

Deep Learning

Machine Learning

AI workload allocation

Load balancing

Real-time analytics and

actuation

Page 10: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

Computer

Vision

Rich

Connectivity

Robust

Security

Artificial

Intelligence

Wireless

Communication

Application

Specific SoCs

Ultra Compact

System Design

Multimedia

& Graphics

Solving IoT complexity at every connection point, allowing

customers to focus on their core applications and derive true value

Machine

Learning

Deep

Learning

VIA Enterprise IoT

Design Services

Page 11: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

VIA Computer Vision

Edge AI Application APIs

Mobile360

ADAS

License Plate

Recognition

Driver

Monitoring

Facial Rec.

Demographics

Object

Detection

Page 12: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

AIComputer

VisionEdge

• Kiosks

• AR Mirrors

• Signage Systems

• ADAS + SVS NVR

• Delivery Robots

• Service Robots

• Video Phone Systems

• Presentation Systems

• Wireless Projectors

Business UHD Terminals

Vehicles & Robotics

Intelligent HMI

VIA Enterprise IoT

Qualcomm Snapdragon at the Core

Page 13: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

AIComputer

VisionEdge

Industrial Automation

• Security

Access control

Facial recognition

People counting & tracking

Automated alerts

• M2M

• Gateways

• Intelligent HMI Smart Building

• Smart robots

Warehouse management

Assembly line automation

• Video monitoring and inspection

• Warehouse vehicle 360° AVM cameras

Smart Factory

Smart Enterprise

Building & Factory Automation

Page 14: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

VIA Enterprise IoT

Machine Vision

Page 15: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

Kiosks

• Facial Recognition + Demographics

• Customer metrics

• Emotion detection

• Queue manager

• Traffic mapping

• Theft prevention

• 4K UHD Interactive touch

displays

• Camera support

• Real-time analytics and ML

Smart Monitoring

• 4K UHD multiscreen support

• VIA MagicQ CMS

• Menu boards

• Video Wall

Digital Signage

AI

Computer Vision

Edge

Smart Enterprise

Retail Automation

Page 16: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

• Real-time big data analysis for accurate customer

demographics and traffic reporting

• VIP intelligent greetings

• Loss/leakage prevention with alerts

• Demo application and SDK available

Blacklis

t

Whitelis

t

App

ControlDemographic

s

ALTA DS 3

ARTiGO A920

VIA Retail AI

Facial Recognition & Demographics

Page 17: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

LDWLane Departure

Warning

BSDBlind Spot

Detection

OCRTraffic Sign & License

Plate Recognition

RCWSRear Collision

Warning

PASParking Assist

System

Parking Assist

System

SVMSurround View

Monitor + DVR

Surround View

Monitor

Driving Video

Recorder

FCWSForward Collision

Warning

MODMoving Object

Detection

DVRDriving Video

Recorder

Lane Departure

Warning

Moving Object

Detection

Lane Departure

WarningSpeed Limit Detection

Blind Spot Detection

Forward Collision

Warning

Rear Collision Warning

DMSDriver Monitoring

Driver Monitor

System

Smart Vehicles AI

ADAS & SVS Sensor Fusion

Page 18: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

VIA Embedded – 2018

Achievement I

Page 19: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

VIA and Migu Announce Strategic Cooperation Agreement to Enable Personalized Consumer Experiences for China Retail

Market

VIA wins the Best Value Prize in 2018 OFweekHigh- Technology Awards

Page 20: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

Strategic Partnership for Computing

Platform

VIA Launches VIA Edge AI Developer Kit VIA Launches VIA SOM-9X20 Featuring Qualcomm® Snapdragon™ 820 Embedded Platform

“The Snapdragon 820 embedded platform provides the

performance, energy efficiency, and connectivity required in

cutting-edge Enterprise IoT devices,” said Jeffery Torrance, vice

president, business development, Qualcomm Technologies, Inc.

“We are delighted that VIA is making the power of Snapdragon

available in an ultra-compact SoM that will help developers

quickly create new and exciting commercial IoT systems,

scenarios, and use cases.”

Page 21: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

Cloud Partnership in China

VIA Enables Support for Alibaba Cloud IoT Open Edge Computing Platform Link Edge in VIA ARTiGO A820 Enterprise IoT Gateway

VIA Honored as Best Alibaba Cloud IoT Intelligent Manufacturing Partner

VIA Partners with Alibaba Could IoT for AIoT gateway system-Product launch announcement in 2018 The

Computing Conference Hangzhou

Page 22: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

Cloud Partnership for Global

VIA Adds Support for Windows 10 IoT Core on VIA VAB-820 Edge Computing Platform

VIA SOM-9X20 module now Microsoft Azure Certified for IoT

Page 23: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

Strategic Partnership for IoT

VIA Partners with FogHorn to Integrate Industry-Leading FogHorn Edge Intelligence in VIA Edge AI Systems

VIA Partners with Lucid to Develop Industry-Leading VIA Edge AI 3D Developer Kit Powered by Qualcomm

APQ8096SG Embedded Processor

Page 24: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

VIA Video Wall wins three prizes in 2018 Taiwan Digital Signage Award

VIA Smart Digital Touch Kiosk won the 27th "Taiwan Excellence Award"

Page 25: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

Pro-partner headquarters building

Taipei 101 kiosk

Smart Retail

Page 26: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

Singapore Restaurant

IKEA, Xinzhuang

Smart Retail

Page 27: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

Hong Kong Customs

Taoyuan Airport MRT

Smart Transportation

Page 28: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

Taipei luxury residential building

Caesar park Hotel, banqiao

Smart Building (Home and Hotel)

Page 29: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

National Taichung Theater

National Theater & Concert Hall Gallery

Field of Art and Museum

Page 30: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

VIA Labs Inc. Product

Introduction

Page 31: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

Expertise on USB technology

Disciplined Design focuses on USB and End-User Experiences

Emphasis on collaborating with industry, designing, and deploying leading-edge products based on the latest standards

Spec Contributors/Reviewers

Active Development of Latest USB & China Fast Charging Standards

Strong Ecosystem & Developer Relationships: USB-IF /Intel /AMD /Microsoft /Google /Apple /Huawei, and may others

Core Competence

Established Position of Trust and Expertise in our Ecosystem

Core Analog and Logic Designers are from VIA Chipset Teams

Strong Joint-Development and Customization Services

Disciplined Product Design

Founded: July, 2008

President: J. Daniel Lin, Ph. D.

Headquarters: Taipei, Taiwan

Frontrunner of USB 3.0/USB3.1/USB-C

Page 32: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

Complete Computing Solutions

USB 3.1USB

Type-C™

USB Power

Delivery

Alternate

Mode

USB 3.1 Gen1 / Gen2 complete products line:

Host, Hub and SATA.

USB Type-C™ related IC: E-Marker、DP Alt-

mode Controller IC、Data Switch with CC Logic

、USB Type-C™ DFP CC Controller…

Battery Charging

USB Power Delivery(PD)

Power Management

Battery Management System (BMS)

USB 3.1 Gen1 / Gen2 and USB Type-C™ SolutionsHub、Multi-Function Docking、Video Dongle、Cable、Power Bank、

Car Charger、Wall Charger…

Page 33: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

KEY ACCOMPLISHMENTS

Page 34: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

KGH -Known Good Hub VL811+

Page 35: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

Gen2 KGH -Known Good HubVL820

Page 36: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

KGD -Known Good Device VL716

Page 37: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

USB-C “Modular” – Pick What You Need

Page 39: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

VLI Standard Product Categories

USB 3.1

Host Controller

Hub Controller

SATA Bridge Controller

USB Type-CTM

Electronic Marker

DisplayPort Alternate Mode Controller

USB Data Switch

USB Audio Controller

Power IC

Normal USB with Protection

Normal USB with Charging Detection

USB-C™ Port Controller(DFP / UFP / DRP)

USB PD Wall Adapter

Page 40: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

USB 3.1 Gen2 PDUSB Hub Recommendation

USB PD Support

Mass Production Now

VL821-Q7 (4-Port)Standard-A USB Hub w/USB-PD + Alt-ModeIntegrated TCPM, DPM, PPMIntegrated BB + HIDSupports PD BridgeQFN76 9x9mm

VL821Q7

Page 41: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

PRODUCT APPLICATION

Page 42: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery
Page 43: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery
Page 44: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery
Page 45: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery
Page 46: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

Q & A

Page 47: VIA TECHNOLOGIES,INC · Host, Hub and SATA. USB Type-C™ related IC: E-Marker、DP Alt-mode Controller IC、Data Switch with CC Logic 、USB Type-C™ DFP CC Controller… Battery

Thank You