LBMA/LPPM Precious Metals Conference 2012
12 November 2012
Session 3 – Chen 1
光洋僅供LBMA/ LPPM 年會參考資料禁止複製、轉載、外流│SOLARTECH DOCUMENT. FOR LBMA/LPPM CONF. DO NOT COPY For internal use only & Proprietary 1
Robust Asia Precious Metals Outlook
2012/11/12 1
光洋僅供LBMA/ LPPM 年會參考資料禁止複製、轉載、外流│SOLARTECH DOCUMENT. FOR LBMA/LPPM CONF. DO NOT COPY
Taiwan Gold Import Demand (1989-2011)
2012/11/12 2
(Year)
Quantity (ton) Average Annual Demand >100 ton
LBMA/LPPM Precious Metals Conference 2012
12 November 2012
Session 3 – Chen 2
光洋僅供LBMA/ LPPM 年會參考資料禁止複製、轉載、外流│SOLARTECH DOCUMENT. FOR LBMA/LPPM CONF. DO NOT COPY
The Consumption Chain
2012/11/12 3
Pricing Selection
Ordering/ Purchasing
Financing
Payment
Receiving
Custodian & Logistics
Using
Repairs & Returns
Final Disposal
Service
光洋僅供LBMA/ LPPM 年會參考資料禁止複製、轉載、外流│SOLARTECH DOCUMENT. FOR LBMA/LPPM CONF. DO NOT COPY
Precious Metal Trading Value Chain Analysis (1)
Make customer purchase decision much faster, at lower cost, more convenient and more friendly.
Eliminate complexity & feeling more reliable
Absorbing cost volatility
2012/11/12 4
LBMA/LPPM Precious Metals Conference 2012
12 November 2012
Session 3 – Chen 3
光洋僅供LBMA/ LPPM 年會參考資料禁止複製、轉載、外流│SOLARTECH DOCUMENT. FOR LBMA/LPPM CONF. DO NOT COPY
Precious Metal Trading Value Chain Analysis (2)
2012/11/12 5
Pricing Selection Ordering/
Purchasing
Financing
Payment
Receiving
Custodian & Logistics
Using
Repairs & Returns
Final Disposal
Service
• GoldTaiwan Platform www. GoldTaiwan.com
• Pricing • Online Purchase • ETF • LBMA/ LPPM bar • Investment products
• Eliminate delivery delay & cost • APEC custodian (Planning)
• FedEx/ UPS / DHL
• Scrap • Product Package & Service
• R&R • Toll Refining
• Leasing
• GDMS • Pool Account • Global Transaction • Quick Cash-In
• Waste Management
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Close-loop Model (1) – PV
External
Product
Under Dev.
Ag paste
AgNO3
Ag powder
LBMA Ag
Ag
management
PV cell
Ag R&R
2012/11/12 6
LBMA/LPPM Precious Metals Conference 2012
12 November 2012
Session 3 – Chen 4
光洋僅供LBMA/ LPPM 年會參考資料禁止複製、轉載、外流│SOLARTECH DOCUMENT. FOR LBMA/LPPM CONF. DO NOT COPY
Close-loop Model (2) – SEMI
2012/11/12 7
Au Slug Si / Quartz / Ceramic / AlN
AlCu Target
Parts Clean
Bonding Wire
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Close-loop Model (3) – Petro-Catalyst
2012/11/12 8
LBMA/LPPM Precious Metals Conference 2012
12 November 2012
Session 3 – Chen 5
光洋僅供LBMA/ LPPM 年會參考資料禁止複製、轉載、外流│SOLARTECH DOCUMENT. FOR LBMA/LPPM CONF. DO NOT COPY
Close-loop Model (4) – Electronic Components (PCB, Lead Frame, Connector)
2012/11/12 9
Precious Metal Mgmt. Center Incinerator R&R Lines
Spent Solution
Solid Waste
Filter Catridge
Connector PCB Photo source: Foxconn
PGC/ PSC LF
光洋僅供LBMA/ LPPM 年會參考資料禁止複製、轉載、外流│SOLARTECH DOCUMENT. FOR LBMA/LPPM CONF. DO NOT COPY
Solar Applied Materials
2012/11/12 10
CHINA (116,636m2)
Date of Incorporation:August 29th, 1978
Chairman : Howard Chen
Operations:
Global Employees : 1,570
Revenue in 2011: USD 2.08 billion
Public Listed in 2005, Taiwan (ticker number 1785)
Rating: twA-(outlook: stable), 2009~2012(Taiwan Credit Ratings)
Top 1000 Manufacturers:49th
66,000 m2 50,636 m2
7,424 m2
92,596 m2
153,000 m2
80,525 m2
6 Manufacture Sites
4 Offshore Sales Branches
1 Emerging and Advance Materials Lab
1 Precious Metal Management Center
TAIWAN (333,500m2)
LBMA/LPPM Precious Metals Conference 2012
12 November 2012
Session 3 – Chen 6
光洋僅供LBMA/ LPPM 年會參考資料禁止複製、轉載、外流│SOLARTECH DOCUMENT. FOR LBMA/LPPM CONF. DO NOT COPY
Operation in Taiwan & China
2012/11/12 11
• Pilot Process & Tech. Dev. • R&D Center • Non-China-Area Products
Sales & Production
• Material Source • Talents Collaboration • Precious Metals R&R • Localized Service
Cross-Strait Niche Alignment/ Global Sales
光洋僅供LBMA/ LPPM 年會參考資料禁止複製、轉載、外流│SOLARTECH DOCUMENT. FOR LBMA/LPPM CONF. DO NOT COPY
Core Industries & Competence
2012/11/12 12
ODS Target
HD Target
FPD Target (ITO)
Semi-con Target
OSL Target
WDC Target
Ag Powder Special
Chemicals
PV Target
Ag Powder/ Flake
P-Si Solar Cell
Fuel Cell Material Hydrogen Storage Alloys
LED Substrate
L/E & LAC Target
Auto-Catalyst Recycle
Petro-Catalyst Recycle Scraps/Solution
High Grade Material R&R E-Scrap R&R (High Efficiency)
Parts Cleaning Mfg. of Special Catalyst VIM/ Refining/
Purification
HP/ HIP/ CIP
Bonding/ Hot Forming
Powder Fabrication
Precision Machining
Precious Metal R&R
Customer Engineering
Core Tech.
LBMA/LPPM Precious Metals Conference 2012
12 November 2012
Session 3 – Chen 7
光洋僅供LBMA/ LPPM 年會參考資料禁止複製、轉載、外流│SOLARTECH DOCUMENT. FOR LBMA/LPPM CONF. DO NOT COPY
Precious Metal R&R Technology
2012/11/12 13
Au: 35 t/Y, Ag: 600 t/Y, Pt: 7 t/Y, Pd: 3 t/Y Chemical Separation
Incineration
Resin Absorption
Scrap/ Solution R&R
GCR R&R
CRT
MRT
APS
光洋僅供LBMA/ LPPM 年會參考資料禁止複製、轉載、外流│SOLARTECH DOCUMENT. FOR LBMA/LPPM CONF. DO NOT COPY
Inspection Capabilities
2012/11/12
Atomic Absorption (AA)
Spectroscope
Induced Coupling Plasma (ICP)
Fire Assay
N/O , C/S Analysis
Differential Thermal Analysis
OM & SEM/EDS
Ultrasonic C-Scan (C-Scan)
Coordinate Measuring Machine
Surface Roughness Measuring
Fine Weighing Micro Vickers
Glow Discharge Mass Spectrometry (GDMS)
C/S
C-Scan
14
LBMA/LPPM Precious Metals Conference 2012
12 November 2012
Session 3 – Chen 8
光洋僅供LBMA/ LPPM 年會參考資料禁止複製、轉載、外流│SOLARTECH DOCUMENT. FOR LBMA/LPPM CONF. DO NOT COPY
National Lab Certification
ISO 9001 ISO 14001 OHSAS 18001
LBMA Ag Accreditation
ISO/TS16949 KS (Automotive)
LPPM Pt Accreditation
Quality System & Certification
2012/11/12 15
Sony Green Partner
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R&R Customer
Role of PMMC
Industrial Application
Product Customer
Mining Company
2012/11/12 16
Bank & Commercial Investment
LBMA / LPPM
Spot Market
PM Bank
ETF
Gold Taiwan Taiwan
Gold Market
LBMA/LPPM Precious Metals Conference 2012
12 November 2012
Session 3 – Chen 9
光洋僅供LBMA/ LPPM 年會參考資料禁止複製、轉載、外流│SOLARTECH DOCUMENT. FOR LBMA/LPPM CONF. DO NOT COPY
Solartech Domestic Network
2012/11/12
●
7,424 m2
KT Plant Au/ Ag/ PM & Chemicals R&R
ESTP Plant Pt/ Ru/ In/ Pd/ Ga R&R
80,525 m2
92,596 m2
TTIP HQ / R&D Center
Solar Park Opto-E & Semi Industry
153,000 m2
North Operation Center
E & AM Lab.
Taichung Office Precious Metal Mgmt. Center
- Emerging Energy Material R&D, Design & Analysis - TF & Component Exp.
● ●
● ●
●
Complete & Rapid Product Development Flow
PM R&R R&D & Mfg. Machining &
Bonding Verification & Analysis
光洋僅供LBMA/ LPPM 年會參考資料禁止複製、轉載、外流│SOLARTECH DOCUMENT. FOR LBMA/LPPM CONF. DO NOT COPY
Solar’s PMC Strength
2012/11/12 18
1. PM/RM R&R lines completed and the tech. and capacity are competitive in international market.
2. The only vendor in Greater China to pass LBMA Ag, Au and LPPM Pt accreditation with delivery record.
3. Manufacture and service at one site. (incl. assay lab, refining vault and logistic service management center)
4. Duty free & Free of VAT
5. Reach major Asia cities within 1~4 hours. (Manila, Singapore, Kuala Lumpur, Hanoi, Bangkok, Hong Kong, Shanghai, Seoul, Osaka, Tokyo) The best transfer point in Asia Pacific.
6. Several banks in Asia Pacific are interested in the service provided. The model will allow larger physical trade and more convenient SWAP.
Au
Ag
Pt
LBMA/LPPM Precious Metals Conference 2012
12 November 2012
Session 3 – Chen 10
光洋僅供LBMA/ LPPM 年會參考資料禁止複製、轉載、外流│SOLARTECH DOCUMENT. FOR LBMA/LPPM CONF. DO NOT COPY
Custodian Design (G4S)
2012/11/12 19
Total Wall Area: 1784.75m2
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Internet Marketing: PM Products
2012/11/12 20
投資型 / Investment
典藏型 / Classic
限量型 / Limited
400 oz 金條/gold bar
1 Kg 金條/gold bar
5 Tael 金條/gold bar
1 Tael 金條/gold bar
10 g 金片/gold plate
1000 oz 銀碇/silver ingot
1 Kg 銀條塊/silver bar
1 oz 銀幣/silver coin
1 Kg 銀元寶/silver Sycees
500 g 銀元寶/silver Sycees
100 g 銀元寶/silver Sycees
300 g 生肖銀條套裝/zodiac silver sets
1 oz 生肖銀幣/zodiac coin
LBMA/LPPM Precious Metals Conference 2012
12 November 2012
Session 3 – Chen 11
光洋僅供LBMA/ LPPM 年會參考資料禁止複製、轉載、外流│SOLARTECH DOCUMENT. FOR LBMA/LPPM CONF. DO NOT COPY
Internet Marketing: GoldTaiwan.com
2012/11/12 21
PM Trading Service
PM Pricing Service
PM Products
News
光洋僅供LBMA/ LPPM 年會參考資料禁止複製、轉載、外流│SOLARTECH DOCUMENT. FOR LBMA/LPPM CONF. DO NOT COPY
Internet Marketing: Online Purchase
2012/11/12 22
Gold Taiwan Platform
(www.goldtaiwan.com)
Truney (www.truney.com)
My Silver (www.mysilver.com.tw)
Book Silver Trade
(www.booksilvertrade.com.tw)
Taiwan, HK, China, Malaysia, Singapore
LBMA/LPPM Precious Metals Conference 2012
12 November 2012
Session 3 – Chen 12
光洋僅供LBMA/ LPPM 年會參考資料禁止複製、轉載、外流│SOLARTECH DOCUMENT. FOR LBMA/LPPM CONF. DO NOT COPY
Au/ Ag/ Pt ETF Plan
• Team Building
• Custodian
• Physical Metal Refiner and Provider
• Marketing Agent
• Participating Dealer
• Regulation Review & Government Approval
• Launch (estimated in 2013)
2012/11/12
光洋僅供LBMA/ LPPM 年會參考資料禁止複製、轉載、外流│SOLARTECH DOCUMENT. FOR LBMA/LPPM CONF. DO NOT COPY
New Potential, Robust Collaboration
2012/11/12 24
• HK & CHINA /INDIA • ASEAN +6
• Precious Metal Mgmt. • Custodian Service
• Raw Material • Product Application
• Local R&R
• Global Collaboration • Process Innovation
• Worldwide Service • Local Touch
Emerging & Strong Demand in Asia Market
Close-loop Model & Service Package
Customer Satisfaction