今天，战特想和大家分享一个公司的新闻，而这个公司和未来的趋势有关联。
也许大家看了很非常"兴奋"，所以还请各位冷静下来思考，自己做功课研究。
先看看战特在上个礼拜在JBTALKS看到的一个转载新闻，内容如下：
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当互联网概念在中国资本市场上方兴未艾之时，互联网巨头谷歌公司的执行董事长埃里克·施密特在前段时间举行的座谈会上大胆预言：互联网即将消失，一个高
度个性化、互动化的有趣世界——物联网即将诞生。施密特的此番言论可谓自我颠覆。他说：“我可以非常直接地说，互联网将消失。”
一、互联网即将消失，物联网将无所不能
施密特称，未来将有数量巨大的IP地址、传感器、可穿戴设备，以及虽感觉不到却可与之互动的东西，时时刻刻伴随你。“设想下你走入房间，房间会随之变化，有了你的允许和所有这些东西，你将与房间里发生的一切进行互动。”
他表示，这种变化对科技公司而言是前所未有的机会，“世界将变得非常个性化、非常互动化和非常非常有趣”。这位谷歌掌门人认为：“所有赌注此刻都与智
能手机应用基础架构有关，似乎将出现全新的竞争者为智能手机提供应用，智能手机已经成为超级电脑。我认为这是一个完全开放的市场。”
美国市场研究公司Gartner预测：到2020年，物联网将带来每年300亿美元的市场利润，届时将会出现25亿个设备连接到物联网上，并将继续快
速增长。由此带来的巨大市场潜力已经成为美国科技公司新的增长引擎，包括思科、AT&T、Axeda、亚马逊、苹果、通用电气、谷歌与IBM等在
内的美国公司争相抢占在物联网产业的主导地位。
二、看高科技500强争相布局物联网
在1月9日刚刚落幕的2015国际消费电子展(CES)上，物联网概念成为最大看点之一。智能家居、数字医疗、车联网等产品的推出，使得物联网技术真正服务于智能生活。
“物联网不是趋势，它是现实。”三星电子总裁兼首席执行官尹富根(YoonBoo-keun)在CES的演讲上，把物联网作为了三星重点业务方向。尹
富根同时透露了三星技术支持物联网的时间表：到2017年，所有三星电视将成为物联网设备;五年内所有三星硬件设备均将支持物联网。
无独有偶，芯片巨头高通也在CES上披露了自己的物联网计划。高通总裁德雷克?阿伯勒(DerekAberle)在CES上表示，高通向全球超过30
个国家推出了15款物联网设备，涉及数字眼镜、儿童跟踪器、智能手表等多个产品。未来，高通将以智能手机为支点，拓展车联网、医疗、可穿戴设备等领域。
制造业巨头也希望在物联网中确立自己的领导者地位。通用电气去年十月宣布与一众技术巨头结盟建立起物联网联盟。通用电气此举的目的是寻求各方对旗下Predix平台的支持。Predix软件旨在令各种物联网端点具备智能化。
全球范围内的其他合作也正在展开。英特尔已携手美国圣何塞市，利用公司强项，进一步推动该市的“绿色视野(GreenVision)”计划。英特尔公
司全球物联网业务开发销售总监GreggBerkeley表示，英特尔目前正与二三十个全球合作伙伴，讨论如何利用英特尔的物联网技术建设智能城市，有些
合作在亚洲，有些遍及欧洲。
三、物联网和互联网究竟有什么区别?
作为互联网的延伸，物联网利用通信技术把传感器、控制器、机器、人员和物等通过新的方式联在一起，形成人与物、物与物相联，而它对于信息端的云计算和实体段的相关传感设备的需求，使得产业内的联合成为未来必然趋势，也为实际应用的领域打开无限可能。
在过去一年，云计算和大数据继续发酵，物联网也成为未来大趋势之一。很多网友对于物联网和互联网之间有何关系存在疑惑，让我们一起来看看。什么是互联
网?即 Internet，又称网际网路，因特网等，是网络和网络之间串联而成的庞大网络。而物联网是的英文缩写是The Internet of
things，也即物物相连的网络。
物联网的定义是通过射频识别(RFID)、红外感应器、全球定位系统、激光扫描器等信息传感设备，按约定的协议，把任何物品与互联网相连接，进行信息
交换和通信，以实现对物品的智能化识别、定位、跟踪、监控和管理的一种网络。简单地说，物联网是一种建立在互联网上的泛在网络。物联网技术的重要基础和核
心仍旧是互联网，通过各种有线和无线网络与互联网融合，将物体的信息实时准确地传递出去。
四、物联网是一个新的江湖，一个比互联网大太多太多的江湖
互联网在20多年来帮助人们解决了信息共享、交互，几乎在瞬间颠覆了很多传统的商业模式，把卖产品变为卖内容和服务，是个了不起的产业成就。雷军很早前曾说过：“未来没有所谓的互联网企业，未来每个公司都变成物联网公司。”这个江湖够大了吧。
但从分工上理解，互联网还只是物联网中的一部分，主要是IT服务方面。物联网因为其“连接一切”的特点(“连接一切”是马化腾在2013的WE大会上
提出来的未来第一路标)，它具有很多互联网所没有的新特性。比如，互联网已经连接了所有的人和信息内容，提供标准化服务，而物联网则要考虑各种各样的硬件
融合，多种场景的应用，人们的习惯差异等问题。相对于互联网，物联网需要更有深度的内容和服务，以及更加差异化的应用，也将更加的人性化，这也符合们不停
地追求更好的服务体验，这是个亘古不变的刚需。
因此，也可以这样断言，未来所有的公司都是物联网企业。他们享受着物联网的各种便利，利用物联网工具和技术，生产物联网产品，为人们提供物联网服务。
五、物联网的关键技术
针对互联网的特性，专家总结了物联网应用中的三项关键技术：
1.传感器技术
这也是计算机应用中的关键技术。大家都知道，到目前为止绝大部分计算机处理的都是数字信号。自从有计算机以来就需要传感器把模拟信号转换成数字信号计算机才能处理。
2.RFID标签
也是一种传感器技术，RFID技术是融合了无线射频技术和嵌入式技术为一体的综合技术，RFID在自动识别、物品物流管理有着广阔的应用前景。
3.嵌入式系统技术
是综合了计算机软硬件、传感器技术、集成电路技术、电子应用技术为一体的复杂技术。经过几十年的演变，以嵌入式系统为特征的智能终端产品随处可见;小
到人们身边的MP3，大到航天航空的卫星系统。嵌入式系统正在改变着人们的生活，推动着工业生产以及国防工业的发展。如果把物联网用人体做一个简单比喻，
传感器相当于人的眼睛、鼻子、皮肤等感官，网络就是神经系统用来传递信息，嵌入式系统则是人的大脑，在接收到信息后要进行分类处理。这个例子很形象的描述
了传感器、嵌入式系统在物联网中的位置与作用。
总之，我们可以发现物联网概念是在互联网概念的基础上，将其用户端延伸和扩展到任何物品与任何物品之间，进行信息交换和通信的一种网络概念。物联网和物联网概念的关系也是相互依存的关系。
根据TechNode评选，2015年国内最值得期待的Top 10物联网创新公司，是最被看好的10家正在“连接一切”新硬件创业公司。
2015年国内物联网创新经过近两年的积累，已经初成气候。物联网市场在中国被迅速开拓和发展，并且在智能家居、可穿戴设备、城市和汽车之间的互联，以及某些产业中产巨大的影响甚至是颠覆。而到了2015年，这10家企业或许代表着中国物联网创新的走向。
1.小米
小米正试图在硬件行业中复制其在智能手机市场的商业模式，毕竟它在智能手机市场还是非常成功的。凭借物美价廉的智能手环在智能穿戴市场取得初步成功
后，小米推出了100家硬件公司战略，企图通过这个战略来使小米能连接到更多的智能小工具的领域，譬如医疗保健（iHealth），智能家居
（Ants，Yeelink）等等（前面括号中的是在智能硬件相应区域的产品供应商中的佼佼者）。该公司还宣布与中国家电巨头美达成战略合作伙伴关系。
2. Broadlink
Broadlink是智能家居解决方案的供应商，他们的产品主要面向物联网的无线网络连接。除了现有的智能插座和红外设备的远程控
制，Broadlink也在发展丰富自身的产品，而这有助于传统家电制造商研发更智能的产品。
现在Broadlink的Wi-Fi解决方案已经被集成到小米的智能路由器。
3. Gizwits
Gizwits是中国物联网技术平台，它所做的工作是把家用电器和电子产品连接到互联网或智能手机上。
GizWits提供给物联网开发者一些数据分析和相关开发工具，譬如远程接入，通知，和OTA固件升级。该公司已经为智能家居设备推出了自助式软件开发平
台Gizwits2.0和一个可编程微控制器板GoKit。
4. Ayla
Ayla中国网络公司是美国Ayla在中国的分公司，它为中国开关制造商提供云连接解决方案和HVAC等智能设备。今年得到的1450万美元的投资
后，该公司进入中国市场采取了一系列动作:推出中国网站，与新浪合作来推广公司，加入了中国导演协会。该公司的CEO和联合创始人，戴夫?弗里德曼，认为
中国将在这一领域引领世界潮流。
5. Lifesmart
Lifesmart是杭州的一家本土公司，主要从事智能家居设备的开发，其产品线包括智能控制中心，智能插座，监控摄像机，环境传感器等。
6. Yeelink
Yeelink帮助制造商打造智能产品，他们为制造商提供从硬件设计到移动应用程序的开发，从概念阶段到最初的产品的一条龙服务。
7. Landing
Landing科技是一家总部位于深圳的智能家居公司，致力于开发、生产和销售智能家居设备和可穿戴设备并且提供相关的技术支持。他们的“IVYLINK”和“Goldweb”品牌分别涵盖智能设备和网络设备及其配件。
8. Orvibo
Orvibo专注于物联网和智能家居设备。其产品线包括智能小工具，全数字可视门铃，并为成千上万的物联网终端提供智能服务云平台。该公司的旗舰产品Kepler是一台智能气体检测仪，它承诺保护您的家庭和亲人远离任何潜在的危险气体泄漏。
9. MXchip
MXchip在2005年年初成立于上海，主打方向是短距离无线网络技术及产品。
10.Phantom
Phantom是一家智能家居解决方案供应商，专注于智能照明和监控产品。报道称该公司去年的A轮融资中获得了150万美元。
以上文章摘自与 JBTALKS 谷歌掌門人大膽預言 互聯網即將消失 (◕‿◕)
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各位有头绪了吗？那就是【KEYASIC 佳易科技】。
下图显示BursaMarketPlace 2016年2月21日的Alpfa Factor 给予的评级供参考：
2産品助改善表現 佳易科技冀可轉盈
http://finance.sina.com 2015年06月19日 07:39 光華日報
（吉隆坡19日訊）蒙受虧損的無限網絡産品供應商佳易科技有限公司（KEYASIC，0143，科技組），放眼透過2項新推介産品K-Card和K-Drive，於截至2016年12月止的下個財政年度裏轉虧為盈。
其主席吳家義透露，該公司已在過去4年每年耗資700萬美元於上述2項産品，它們將佔據其未來收益的大部分。
他在出席公司告訴記者：“我們希望於明年轉虧為盈。如果我們的新産品出售，我們必須在明年看到盈利。這些是新産品，不只是我們，同時也是整個市場。”
他解釋，K-Card是一種擁有WiFi功能的SD卡，讓未裝有WiFi功能的設備如相機，可轉換數據到雲端存儲。
與此同時，K-Drive則是一種容量32GB的USB WiFi驅盤，容許用戶從流動電話和電腦等設備透過WiFi網絡備份數據。
吳家義指出，於上述新産品的投資，已侵蝕佳易科技的流動現金，促使該公司於今年較早前提出私下配售建議。
“我們剛於數天前獲得批准上述私下配售。所籌得的資金將用於商品的生産與行銷。”
他補充，K-Card已讓佳易科技處於優勢，因這項産品可用於任何擁有SD卡槽的設備。
在2015財政年，他说，達到收支平衡是可行的，惟展望仍然陰沉。
“從現在開始的6個月內它將會更清楚，因我們最近才推介我們的産品。”
在截至3月杪的首季裏，佳易科技蒙受490萬令吉的更大凈虧損，比較一年前為475萬令吉，而收益則從之前的468萬令吉滑落42%至272萬令吉。
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以下新闻来自 The Star
Changes appear to be taking place in semiconductor design company, Key ASIC Bhd.
For this company, which has been floundering in losses over the last
four financial years, next year may appear to be its turnaround year
based on two main developments.
Firstly, the losses over the last four years were incurred in the
investment and research & development for two of its main categories
of products, the chips SPG101 and SPG102 and the system products -
Kcard and Kdrive.
The investment phase for these chips is now over, and it is in the midst of shipping orders.
Over the last two years, more than one million pieces of SPG101 were
shipped to the likes of Toshiba and Lenova. The narrowing of Key ASIC’s
losses for the first half ended June 30, 2015 is evident of its
improving financials.
For the six months to June 30, 2015, net losses narrowed to RM8.07mil
from RM9.37mil previously. Revenue was up 30.85% to RM9.25mil. The
company has no borrowings and cash of some RM3mil as of the period.
Losses incurred in financial year 2014 (FY14), FY13, FY12 and FY11 were
RM34.25mil. RM7.55mil, RM19.07mil and RM38.85mil respectively.
Secondly and more importantly, the SPG102, K ard and K Drive will start shipping by end 2015.
Effectively, the company is adding three more products into the revenue stream commencing 2016.
“It took us four years to build these chips and it has been worth the
effort. Our K-Card for instance is the fastest SD Wifi Card in the
world.
The biggest acknowledgement is that these chips are now being used by
Toshiba in their transfer jet card, and Lenova in their SD Wifi card,
under their own brand.
In fact, they launched these products last month. The initial pilot
production has been shipped to these customers and we are looking
forward to more shipments subsequently,” said a clearly pleased Eg Kah
Yee, the non executive chairman and CEO of Key ASIC.
The retail price of the SD WiFi Card and USB WiFi Drive is in the range of US$35 to US$50 depending on the configuration.
This will help to increase its revenue and profit when these products go into consistent volume shipment.
Key ASIC last traded at 8 sen yesterday.
Big Shareholders
An interesting facet of the company is its list of shareholders. The
second largest shareholder of the company is Khazanah Nasional Bhd,
which owns a 20.7% stake in the company. This is followed by Commerce
Technology Ventures Sdn Bhd which holds a 6.84% stake. The biggest
shareholder of the company is Key Asic Limited (KAL) which holds a
40.61% stake.
Another noticeable character of the company is Taiwanese Benny Hu, who
was formerly the Chairman of China Development Investment Bank (this is
equivalent to Khazanah except it is publicly listed). Hu is the
independent director of Key ASIC.
Hu is believed to have led the investing team behind KAL.
Hu’s interest in semiconductor design and technology is notable from his
various investments in technology companies, including some of the top
global semiconductor foundries such as United Microelectronics Corp
(UMC) and Worldwide Semiconductor Manufacturing Corp (WSMC). (WSMC was
bought over by Taiwan Semiconductor Manufacturing Co in 2000).
To date, Hu has the experience of investing in over 60 fabless design companies worldwide.
He is currently founder and chairman of Whitesun Partner Ltd investment
fund where he continues to invest in technology and life science
businesses. He is also vice chairman of Taipei 101 and the director of
Taiwan High Speed Rail among many other positions.
Now what would attract these big names into Key Asic - a little
loss-making company with no dividends and a market cap of only
RM68.2mil. Its shares are still trading below its 10 sen par value, at
its last traded price of 8 sen. This is one of its all-time lowest
price, as the stock has been on a virtual downtrend since scaling its
high of 82.5 sen back in 2009.
When asked how Key ASIC attracted such big shareholders, Eg is not keen
to divulge details, although he hints that the potential of the K-Card
and K-Drive are reasons for their interest.
“I can’t speak for others, but I would say that our SPG products, K-Card
and K-Drive are quite revolutionary. Who says Malaysian products cannot
be world class? Because of these two chips, Key Asic has been awarded
over 16 patents for these technologies that we have developed from the
US, Japan, Taiwan and Singapore. These patents are now being filed for
China,” explained Eg.
The K Card and K Drive
Eg explained that Key ASIC is the only semiconductor company in Malaysia
that has developed a complete System on a Chip (SoC), system product
and applications software on its own.
“Our SoC is a 32-bit central processing unit capable of running up to
250MHz with Secure Digital (SD) and USB (Universal Serial Bus)
interface, that is connected to WiFi modules. “It is a ultra low powered
SoC designed for the Internet Of Things (IOT), which is expected to be
the next exploding trend after the personal computer and smart phones,”
explains Eg.
Eg says that the applications of IOT devices are broad and deep. It is
widely used in wearable devices for fitness and healthcare such as Apple
Watch, Fitbit and many others.
It is also used for FDA approved medical devices such as Bluetooth blood
pressure monitor, electrocardiography, glucose meters, oxymeters and
many others. Data accumulated from these medical devices needs to be
stored somewhere in a timely basis, where it can be analysed.
“The reason why medical devices are currently moving towards WiFi
connectivity, is to get connected to the Cloud. A person’s medical data
for example, is becoming extremely valuable in early detection of
certain diseases. This is why Key ASIC has developed the SPG SoC
solution for the IOT and cloud market,” says Eg.
In explaining the technology behind the K Card, Eg says that it is the fastest SD WiFi Card in the world today.
It is capable of running at real time programmable multiple clock speeds up to 200MHz.
This capability is unique and important for products because it allows
the system to operate at different clock speeds for best power
optimisation.
Typically, the SD WiFi card is widely used in the digital camera where
users no longer need to remove the SD Card to insert into laptop to
download photos or videos taken.
“Users can directly transfer from the digital cameras into the smart
phone, laptop or upload directly to Facebook, Instagram, Youtube,
Dropbox, etc,” says Eg.
It is estimated that about 50 million digital cameras are shipped a year.
As for the K drive, this is used in the USB WiFi Drive.
It has all the similar capabilities of the K card, and is wireless, with
WiFi mobile storage for smart phones, tablets or laptop.
Files or even the entire smart phone can be backed up into K drive
through WiFi freely through point to point WiFi without going through
the Internet.
The K drive has this powerful capability of connecting to the Internet and be used as a private Cloud over the Internet.
Therefore, users can upload their files from smart phones or tablets over the Internet to K drive wherever they are.
“You don’t need to get to a PC to download huge files,” explained Eg.
The company is presently in the midst of implementing its 10% private placement of up to 81.18 million shares.
It would appear that the fortunes of Key Asic hinge on these two chips
moving forward. Eg says the company is implementing its private
placement of shares to support the expansion of these new products.
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以下新闻来自The Edge Markets
Stock With Momentum: Key Asic
KEY Asic (Fundamental: 1.55/3, Valuation: 0/3) was slapped with an
unusual market activity (UMA) query yesterday, after its share price
rose a whopping 106.3% to 16.5 sen on Monday.
The usually thinly traded stock climbed another 24.2% to close at an
all-time high of 20.5 sen yesterday. A total of 10.0 million shares were
traded, 88.3 times its average daily trading volume of 113,267.
The semiconductor design company had not responded to Bursa’s UMA query at the time of writing.
Key Asic, an MSC-status company, provides turnkey application — specific
integrated circuit (ASIC) design services, data management,
telecommunications, and other engineering services. It was granted an
extension of its pioneer status, and will be tax exempt until 13th April
2016. There was no significant development recently, save for its 2Q15
earnings announcement on August 20.
To recap, the company has been making losses from 2010-2014. For 1H2015,
net losses narrowed to RM8.1 million, from RM9.4 million in 1H2014,
mainly due to a 30.8% increase in revenue to RM9.2 million from both its
recurring and non-recurring services.
It is planning to turn things around by launching two new products,
K-Drive and K-Card by end-September 2015. K-Drive is essentially a
portable Wi-Fi personal backup device while K-Card is an in-house brand
that turns non Wi-Fi devices into Wi-Fi enabled devices.
Key Asic will fund the research and development of both new products
through private placement of up to 81.2 million new shares. It plans to
raise a maximum of RM6.1 million from the entire exercise, 88.4% of
which will be used for research and development of its new products,
6.7% for working capital and the rest for related private placement
expenses.
Historically, Key Asic has not declared any dividends. The stock is trading at 5.3 times book.
This article first appeared in digitaledge Daily, on September 9, 2015.
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以下新闻来自 Focus Malaysia
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以下文章来自www.keyasic.com
Key ASIC Makes USB3.0 Offering for Internet of Things (IOT)
(Kuala Lumpur, Malaysia)– October 14, 2015 – Key ASIC Berhad, announces
its USB3.0 Device PHY and USB3.0 Device Controller that have been
certified by USB-IF since July/2015 (TID: 340000140) to the market in an
effort to strengthen its offering in the IOT solution.
Key ASIC will license the USB3.0 IPs to any chip design companies and
will also provide a complete ASIC design service with this IP. Revenue
will be generated from the licensing of IPs as well as design services
and the sales of packaged chips with USB3.0.
It is reaching 3 billion units of USB enabled devices shipped each year
and is expected to continue to grow with the rapid growth of IOT
devices. Capturing a fraction of this market in the IOT devices would
mean a future revenue boost for the company.
Its USB3.0 PHY has passed the Super Speed of 5 Gigabit per second on
0.13u process technology which is extremely challenging. A large
percentage of the IOT devices are done at 0.18u and 0.13u process
technologies.
USB3.0 with microUSB socket is widely used in the fast growing IOT
products where the systems do not really demand for high CPU performance
but ultra-low power, most of the chips are designed on 0.18u or 0.13u
process technology with ultra-low power consumption.
USB with microUSB connector is now the de facto standard charging
connector for many mobile and wearable devices in addition to its data
transfer function. IOT products with USB such as smart watches, wearable
fitness devices such as pulse meter, medical devices such as blood
pressure monitors, glucose meters, etc. are fast growing.
It is reaching 3 billion units of USB enabled devices shipped each year
and is expected to continue to grow with the rapid growth of IOT
devices.
Ability to offer online diagnostic services through the Cloud for the
IOT devices or appliance is one of the areas that are fast growing.
Household appliances such as air conditioner, factory equipment or
machinery and hospital equipment or devices can all be connected to the
Cloud for regular online diagnostics on a regular basis. The
manufacturers of the equipment can have real time status of the usage
conditions of the equipment deployed in the sites.
“IOT devices need more than just USB. It needs WiFi or 3G/4G connection
to the Cloud and also a APP-Cloud platform where customers can develop
their applications and APP. We offer a complete solution in silicon and
system with our SPG Wi-Fi platform with Wi-Fi, APP and K-Cloud, the
Cloud platform for IOT applications,” said Kah Yee Eg, Chairman and CEO
of Key ASIC. “This will greatly accelerate the time to market for our
customers with a total IOT solution offering,” he added.
Figure 1: Some of the popular USB 3.0 devices
Figure 2: Key ASIC Kdrive – USB WiFi Drive
About Key ASIC Key ASIC is a leader in providing a total solution in
Internet of Things (IOT) ranging from chips, system, APP to Cloud
delivering customers in the shortest time to market. Additionally, it is
also a market leader in providing ASIC design services with its own IP
blocks. Key ASIC has offices in Malaysia, Taiwan, Japan and Singapore.
More information on Key ASIC is available at: www.keyasic.com
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以下文章来自 The Edge Markets
Key Asic readies for its first bite of IoT pie
KUALA LUMPUR: The emergence of the Internet of Things (IoT), in which
everyday objects have network connectivity to send and receive data, is
transforming the way businesses are conducted, and little-known
semiconductor design company Key Asic Bhd is readying itself to grab a
bite of the estimated US$1.7 trillion (RM7.24 trillion) IoT industry.
It launched two main products last month: Its SPG1-01 chip (which has
already been shipped to Lenovo Group Ltd and Toshiba Corp for their
respective wireless cards) and the Wi-Fi micro secure digital (micro SD)
card known as K-Card for WiFi-enabled electronic devices.
The K-Card is also touted to be the world’s fastest WiFi SD card today,
and is capable of running at real-time programmable multiple-clock
speeds of up to 200MHz.
Perhaps in anticipation of the launches, Key Asic’s share price rallied
in early September, tripling from eight sen on Sept 4 to 24 sen on Sept
10. Last Friday, the stock closed unchanged at 20 sen, but was heavily
traded with some 19.44 million shares done. In comparison, its trading
volume was only averaging 774,976 shares in the last 200 days.
Key Asic is looking to launch two more products, the SPG1-02 chip and
the K-Drive, a portable WiFi personal backup Universal Serial Bus (USB)
device that can back up personal data even without Internet connection,
to round up its stable of key products that could create an entire IoT
ecosystem.
It is interesting to note that sovereign wealth fund Khazanah Nasional
Bhd has a 20.7% stake in Key Asic — taken up since 2012 — while the
company’s largest shareholder now is Key Asic Ltd, with a total
stakeholding of 40.61%.
“The microchips (SPG1-01 and SPG1-02) we produce have the ability to
offer online diagnostic services through the cloud for IoT devices or
appliances, one of the areas that are fast growing,” Key Asic
non-executive chairman and chief executive officer Eg Kah Yee told The
Edge Financial Daily in an interview recently.
“Household appliances such as air conditioners, factory equipment or
machinery, and hospital equipment or devices can all be connected to the
cloud for regular online diagnostics on a regular basis.
“This means the manufacturers of the equipment can have real-time status
of the usage conditions of the equipment deployed,” Eg explained.
“IoT devices need more than just a USB [slot and cable]. It needs WiFi
or 3G or 4G connection to the cloud, and also an app-cloud platform,
where customers can develop their applications [for both desktops and
mobile devices],” he added.
As for the K-Card and K-Drive, with them, “users can now directly
transfer data from their cameras to other devices, such as smartphones
or laptops, for uploading to their social networking accounts or web
storage”, said Eg.
The group estimated that about 50 million digital cameras are shipped a
year. The two products will allow the company to tap into the digital
camera market.
The local retail price of the K-Card is comparable to the prevailing
market rate of micro SD cards, which is about RM140 per piece.
Meanwhile, Key Asic’s SPG1-01 chips are already being shipped to Toshiba
for use in its TransferJet cards, and to Lenovo for the manufacturing
of its Wi-Fi SD cards. Over the past two years, Key Asic shipped about
1.2 million pieces of the chip to the two tech giants.
“We officially launched the K-Card last week (early October), while for
the SPG1-02 and K-Drive, we will start shipping [them] by [the] end of
the year,” Eg said.
Key Asic is also readying its K-Cloud, a cloud platform for IoT
applications, to be offered to complete its full IoT solution range.
“This will greatly accelerate the time to market to our customers a total IoT solution offering,” he added.
Besides the information and communications technology sector, Eg said
the group is also trying to push for its microchips to be used in
medical devices approved by the Food and Drug Administration, such as
Bluetooth blood pressure monitors, electrocardiograms, glucose meters
and oximeters.
“The microchips can also be used in wearable devices for fitness and
healthcare, which allow doctors to keep track of their patients in real
time,” he said.
Financially, Key Asic, which sells its products locally and in Taiwan,
narrowed its net loss to RM8.07 million in the six months ended June 30,
2015 (2QFY15) from RM9.37 million in the same period a year ago.
Turnover improved 30.85% to RM9.24 million from RM7.06 million a year
ago — with the Taiwanese market being its biggest revenue driver —
primarily due to higher demand for its engineered products from both
recurring and new customers.
The company has been in the red since FY10, with accumulated losses of
RM30.22 million as at June 30, primarily due to research and development
of the four products. With the launches, it expects to return to the
black in the next financial year.
Going forward, Eg said the company intends to manufacture microchips
that are low in power consumption to address the battery life issue,
which has been a constant concern of smart device users.
“As we are moving into [the] IoT, evertything will be connected to the
cloud. The battery life [issue] has remained a major concern. It would
be inconvenient for users to keep looking for charging ports.
“We plan to develop an ultra low-powered microchip that is designed for
the IoT, with [a] battery life lasting up to maybe six months with a
single charge,” Eg said.
Key Asic’s last closing price of 20 sen gives it a market value of
RM163.21 million, more than three times from just over a month ago.
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下面是战特在Q3的季报摘出的公司展望。
看了过往的业绩就可以发现这家公司年年都在亏钱，公司说是因为研究与开发经费的关系。
http://invest-tactics141.blogspot.my/2016/02/keyasic-internet-of-things.html
