:4106

2009 5 11
1

For a Healthy Life

For a Healthy Life

For a Healthy Life

BC6000

1769

1947

2000

The Coming Biotech Age, Richard W. Oliver

For a Healthy Life

483

483
294

294
9,320

9,320
1.6

1.6

1,912

1,912

680

680
321

321
11,274

11,274
2.1

2.1

749

749
501

501
20,200

20,200
1.5

1.5

For a Healthy Life

2008


20082101.9220132861.8
6.37%
12

3500
2008
3000

2008~2013CAGR
2861.8

9.75

2500

2013

8.43

2101.92
7.25

2000
1500
1000

10

6.37
4.64

6 %

5.12

1228.25

979.14
825.38
589.45

581.6

393.24

500

93.42148.73

54.52 69.99

Espicom(2008/05) IEK

For a Healthy Life

The global market for home healthcare devices is set to grow by more
than 9% from 2007 to 2012 with the market exceeding $70 billion in 2012.
(Source: Global Markets Direct, 2009/02/09)

Segment

Revenues
($ Billion)

5-Yr CAGR
(2005-2010)

Respiratory Therapy

$6.0 - $8.0

7.5

Infusion Therapy

$4.0 - $6.0

6.9

Home Medical Equipment

$2.0 - $4.0

5.5

Home Nursing Services

$35.0 - $40.0

8.0

Frost&Sullivan (2006)

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For a Healthy Life

(WF)
- Rollator
- Walking Aids
- Bath Aids
- Wheelchair

(EMD)
- TENS
- EMS
- IF Combo

(SS)
- Bubble Pad
- Overlay System
- Replacement System
- Mobile Seat Cushion
- High Voltage Blowers

(RT)
- Nebulizer
- CPAP
- APAP
- Blowers
- Compressors

For a Healthy Life


1990

NTD6.79

60

10

For a Healthy Life

11

For a Healthy Life

11


()
38.0

1,800

36.10%

1,600
1,400

37.0
36.0
35.0
34.0

1,200
1,000

33.0
32.0

800

31.0
30.0

600

29.0
28.0

400
200

27.0
26.0

25.0

2006

2007

2008

2009Q1

1,152

1,318

1,497

323

28.20

30.50

35.00

36.10

12

For a Healthy Life

EPS
()
200

3.0

180
2.5

160
140

2.0

120
100

1.5

80
1.0

60
40

0.5

20
0

0.0

2006

2007

2008

2009Q1

53

153

159

45

EPS

0.81

2.26

2.34

0.66

13

For a Healthy Life


(2009 vs 2008)
:

EPS

2009Q1
2008Q1

%
%

323
100%
316
100%
2%
206
64%
212
67%
117
36%
104
33%
13%
68
21%
60
19%
49
15%
44
14%
11%
55
17%
32
10%
72%
45
14%
29
9%
55%
0.66
0.42

14

For a Healthy Life

2009/3/31
%

269
17%
64
4%
650
41%
459
29%
1,575 100%
244
15%
123
8%
375
24%
679
43%
1,200
76%

2008/12/31

177
12%
52%
72
5%
-11%
664
44%
-2%
378
25%
21%
1,514 100%
4%
233
15%
5%
127
8%
-3%
369
24%
2%
679
45%
0%
1,145
76%
5%

15

For a Healthy Life

16

For a Healthy Life

16

ID
50

(SS)
(APAP)

17

ODM/OEM

OBM

18

For a Healthy Life

ODM

USA 46%

19

For a Healthy Life

OBM

EMEALA
P-ASIA

20

For a Healthy Life

//

FDA Class II/GMP/ISO9001
HME

FDA Class I/ISO9002

HME

2010 ~

2000 ~ 2010
1990 ~ 2000

21

For a Healthy Life

APEX50
30
30

22

For a Healthy Life

Q&A

23

For a Healthy Life