introduction & business updates - investors.wacom.com · technology solution business •...

Introduction & Business UpdatesWacom Co., Ltd.

TSE code 6727

August, 2019

All Rights Reserved. Copyright © 2019 Wacom Co., Ltd. 2

Wacom Co., Ltd.

Head Office2-510-1, Toyonodai, Kazo-shi,Saitama, Japan

Date of Founding July 12, 1983

Paid-in Capital JPY 4.2 bn. (as of March 31, 2019)

President & CEO Nobu Ide

Revenue JPY 89.5 bn. (FY 03/2019)

Employees 1,168 (incl. temporary staff) (as of March 31, 2019)

Stock Market Tokyo Stock Exchange 1st Section (6727)

Business Line ・Brand products (creative pen tablet, etc.)

・Technology solution (digital pen sensor system, etc.)

All Rights Reserved. Copyright © 2019 Wacom Co., Ltd.


Who is Wacom ?• Wacom is the global leader in Pen tablet market for creative users.

• As “Technology Company”, we provide cutting-edge digital pen solutions for wide-ranging partners of smartphone, tablet, and digital stationery.


1980年代 1983 Founded in Saitama, Japan1984 First cordless pen tablet introduced1988 Wacom Europe (Germany) established

1990年代 1990 Walt Disney adopted pen for “Beauty & the Beast”1991 Wacom Technology (U.S.) established

2000年代 Subsidiaries established in Asia PacificChina (2000), Korea (2004), Australia (2005)Singapore (2006), Taiwan (2008)

2003 Listed on JASDAQ, 2005 Listed on TSE Sec. 1

2000 2010 Wacom India established2011 Received TSE “Disclosure Award”2011 Smartphone adoption of pen technology2012 Received JIRA “Best IR Award for Small Cap.”2013 “Asia’s 200 Best Under 1 billon USD” by Forbes2018.4 Started “Wacom Chapter 2” by new management team

1990’s

2010’s

2000’s

History1980’s


0

10,000

20,000

30,000

40,000

50,000

60,000

70,000

80,000

90,000

FY 03/15 FY 03/16 FY 03/17 FY 03/18 FY 03/19 FY 03/20

Others

Technologysolution

74,55771,314

Consolidated Sales(JPY Million)

Forecast

as of August 2, ‘19

77,56882,263

89,49995,500


-3,000

-1,000

1,000

3,000

5,000

7,000

FY 03/15 FY 03/16 FY 03/17 FY 03/18 FY 03/19 FY 03/20

6,143

3,664

-1,171

3,5274,152

5,200

6,065

3,777

-870

3,5854,149

5,170

3,473

2,310 2,362

3,8513,440

Operating Profit Ordinary Profit Net Profit

Consolidated Profits

-5,000-5,434*

*including extraordinary losses of JPY -4.2 bn due toimpairment losses in IT intangible assets

Forecast

as of August 2, ‘19

(JPY Million)


Controller IC

Wacom’s Key Technology

Cordless, battery free digital pen technology

⚫ 8K levels of pen pressure sensitivity

⚫ High dynamic performance

⚫ High durability

High-speed high-precisionEMR position sensor

Side Switch

Eraser Switch

Sensor Board


Wacom’s Key Technology

Active ES Technology

Wacom’s original ES (Electrostatics) pen technology

⚫ Shared touch sensor for both pen and touch

⚫ One chip controller for pen and touch

⚫ Eliminated the need for sensor board of pen,

provided a lightweight solution

⚫ Simply structure for system products

⚫ Incorporated battery or charger system

in Active ES Pen


IP Portfolio and Strategy• Global IP applications and proactive IP management• Global team of IP professionals for monitoring and defending IP portfolio

Patents Designs Trademarks

Registered Applied Registered Applied Registered Applied

Japan 234 149 155 8 96 11

Overseas 1,008 592 616 47 704 58

Sub total 1,242 741 771 55 800 69

Total 1,983 826 869

*Overseas patents are applied and registered in the United States, Europe, China, Taiwan and other key countries.* Wacom counts one trademark for one product category as one.(Accordingly, in case of one trademark owned by Wacom for two product categories, the number of trademarks is two.)

(As of the end of March, 2019)


Main Business Line

Technology Solution Business • Technology solution for partners of smartphone,

tablet, note PC, etc.Product line: Digital pen sensor system, etc.

Ink Division

• Development of digital ink technology and related product, software solution services,etc.

Branded Business• Creative Business for creative users

Product line: Pen tablet, Display, Mobile

• Consumer BusinessProduct line: Products optimized for digital ink

・Business Solution for enterpriseProduct line: Digital signature pen tablet, Display pen tablet, etc.

(Note) Other Business: Engineering Solution Business (CAD software) was spun off through a company split and transferred to a new company on December 1, 2017. On the same day, all shares in the new company were transferred to Nitto Kogyo Corporation.


クリエイティブペンタブレットCreative Business Product Lines

11

Creative Mobile Creative Pen Tablet

Creative Display

Pen tablet product is the most basic type of input device

comprised of a digital pen and slate as a PC peripheral.

Display product is a pen tablet equipped with LCD, its user can draw intuitively on the

screen with a digital pen as a PC peripheral.

Mobile product integrating a pen tablet and a tablet PC is a device equipped with

Windows OS and memory for professional creators.

,

,


クリエイティブペンタブレットCreative Business End Users

• Creators for entertainment and industrial design in 2D, 3D, and VR/MR spaces

×

,,


Consumer Products Optimized for Digital Ink

Inkspace,Bamboo Paper Apps

Wacom InkLayer Language


Business Solution

Digital Signature System

Lalaport, Mitsui Fudosan Retail Management, Japan

Citibank, Korea Signature TabletsWacom Clipboard


Technology Solution

• High speed, high resolution multi-touch sensor

• Cordless, battery free, pressure sensitive digital pen

• High optical performance touch panel

• Low power ASIC controller

Integrated user interface solutions with pen and multi-touch technology


Technology Solution

Customers Projects

• Tablets and note PC models on Windows OS • Smartphones and Tablets on Android OS

Wacom Feel IT TechnologiesTechnologies that makes you feel different.

series

Wacom Feel IT Technologies


Wacom Ink Layer LanguageA cross platform universal digital ink technologymade possible by WILLTM

iOS Android Windows Windows/MacOS


EMS Partners

Technology Solution Touch Sensor

Wacom MobileStudio Pro

Vietnam

Display pen tabletSignature tablet

Wacom Intuos pro,Intuos series

Overseas EMS production approx. 99%Domestic EMS production less than 1%Domestic in-house production approx. 1%

Pen tablet product EMS partners

Consumer product EMS partners

Display, mobile product EMS partner

Technology Sol. EMS partners

Business Sol. product EMS partners

Technology SolutionPen Sensor

Technology SolutionPen Sensor

Wacom Cintiq ProWacom Cintiq

Bamboo Ink, etc.


Sales by Product Line

JPY

89.5bn.

Pen Tablet23.4%

Display16.1%

Mobile2.9%

Consumer 2.6%

For smartphone20.4%

Business Solution 5.8%

Technology Solution 49.2%

Creative42.4%

For tablet, note PC, etc.

28.8%

FY 03/2019 (results)


Sales by Regional Subsidiary

EMEA13.5%

Americas16.5%

Japan7.0% Asia

Oceania 13.8%

FY 03/2019 (results)

JPY

89.5bn.

(Note) There are no regional segments in Technology Solution Business due to the regional sales depending on OEM partners. (Its sales price is mainly determined in USD.)

Technology Solution 49.2%


41.2%25.3%

30.7%

Year-end Dividend per ShareBasic policy of profit distribution• Stable payouts to shareholders while maintaining stable financial basis

necessary for future business development.

0.00

5.00

10.00

15.00

20.00

FY 03/16 FY 03/17 FY 03/18 FY 03/19 FY 03/20

18.00

Forecast

as of May 10, ‘19

6.006.00

Forecast

6.00

Repurchase of own shares

May - Sep. 20162.2 mil. shares (0.75 bn JPY)

128.6%

6.50


DisclaimerForward-looking statements regarding future events and performance contained in this presentation are based on currently available information and involve risks and uncertainties, including macroeconomic conditions, trends of the industry in which the company is engaged, and progress in new technologies. Please note that actual results could materially differ from those expressed or implied by the forward-looking statements in this presentation due to these risks and uncertainties. All rights reserved. All other company names and product names are trademarks or registered trademarks of their respective owners.

Investor Relations Inquiries

Wacom Co., Ltd.TEL：+81-3-5337-6502

Sumitomo Fudosan Shinjuku Grand Tower 31F,8-17-1 Nishi-Shinjuku, Shinjuku-ku, Tokyo 160-6131, Japan

Wacom homepage http://www.wacom.com

IR website http://investors.wacom.com/en-jp/

http://www.wacom.com/

http://investors.wacom.com/en-jp/

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