栢能集团2024年报

目 錄 24810317697101109116117119120122196 公司簡介 栢 能為 電 腦 電 子 產 品 之 領 先 製 造 商。我 們 的主 要 產 品 為 圖 像 顯 示 卡、主 機 板 及 迷 你 個 人 電腦。我 們 亦 為 全 球 知 名 品 牌 提 供 一 站 式 電 子 製造服務。 作 為 行 內 領 導 者 之 一，我 們 利 用 卓 越 研 發 能 力及 先 進 之 生 產 設 施，不 斷 為 市 場 帶 來 嶄 新 之 產品 理 念 及 先 進 之 創 意 產 品。我 們 致 力 保 持 行 內之領先優勢，滿足我們客戶需要之餘，確保獲得理想業績及競爭力。 我 們 為 一 間 擁 有 之 科 技 公 司。 公司資料 勄2225344 1 勄2222LOW Teck Seng22344 22344 LOW Teck Seng22344 34 6BDO LLP#23–01 Parkview Square600 N Bridge RoadSingapore 188778 11125 #11–27, West Tower, 20 Pasir Panjang RoadMapletree Business CitySingapore 117439 Rajah & Tann Singapore LLP#06–07 West Tower9 Straits ViewMarina OneSingapore 018937 88828 12206–19 Ocorian Trust (Cayman) LimitedWindward 3Regatta Office ParkP.O. Box 1350Grand Cayman KY1-1108Cayman Islands Windward 3Regatta Office ParkP.O. Box 1350Grand Cayman KY1-1108Cayman Islands Standard Chartered Bank (Singapore) Limited B.A.C.S Private Limited77 Robinson Road#06–03 Robinson 77Singapore 068896 183171712–1716 www.pcpartner.com 6BDOLLP 主席報告 +1 BlackwellGPUBlackwellBlackwell GPU 管理層討論及分析 ODM/OEMZOTACInno3DManliODM/OEM70NVIDIAAMDGPU EMSATMPOSZOTAC AIGPU 914.710.0%9,167.210,081.9NVIDIASUPERGPUGPUODM/OEM1,215.716.7%7,266.18,481.8626.710.8%5,815.66,442.3288.08.6%3,351.63,639.6 0.7%2.6%NVIDIASUPERGPU123.321.4 ISO9001ISO14001 ISO45001 QC080000 ISO13485RBA NVIDIAGPUNVIDIAGPU NVIDIAGPUNVIDIAGPUNVIDIA67.9%NVIDIAGPU NVIDIAGPUNVIDIANVIDIANVIDIANVIDIANVIDIANVIDIAAINVIDIAGPUAINVIDIAAIGPUGPU NVIDIANVIDIAAICNVIDIAGPUNVIDIA GPU ASICRAMPCB90% (trade restriction on advanced computing integrated circuits)NVIDIAGPU 9,167.2914.710,081.910.0%ODM/OEM 7,266.11,215.78,481.816.7%NVIDIAGPUSUPERODM/OEM 5,661.2656.96,318.111.6%NVIDIASUPERGPUSUPERGPU ODM/OEM1,604.9558.82,163.734.8%NVIDIASUPERGPURTX4090 DODM/OEMSUPERRTX4090 DODM/OEM EMS739.062.6676.48.5%ATMPOSEMS 1,162.1238.4923.720.5% 5,815.6626.76,442.310.8%NVIDIASUPERGPU3,351.6288.03,639.68.6% 33.0%6.4%NALAEMEAI0.5%11.9% 3,274.21,080.84,355.033.0%ODM/OEMNVIDIASUPERGPUODM/OEM NALA NALA1,275.61,282.36.70.5%RTX4090210.8NVIDIASUPERGPU 2,263.12,127.3135.86.4%RTX4090D GPUODM/OEMNVIDIASUPERGPU EMEAI EMEAI2,188.22,483.4295.211.9%RTX4090383.4NVIDIASUPERGPU 8,225.3681.28,906.58.3%89.7%1.4%88.3%NVIDIASUPERGPU241.221.3219.98.8%ODM/OEM10.3% 955.5700.7254.836.4%9.5%7.6%ODM/OEMNVIDIASUPERGPU 30.820.251.065.6%50.213.663.82.42.85.28.029.11.230.3 138.28.6129.66.2%NVIDIASUPERGPU 89.2442.820.1%532.0323.064.1387.119.8%119.825.1144.921.0% 3.16.53.4 59.322.536.837.9% 50.928.222.780.5% 262.160.8 262.10.680.6860.80.160.160.1558.2 667.5108.8776.316.3% 557.479.6637.014.3% 92.616.6109.217.9% 1%1.2 5.81.87.631.0% 8.37.70.55.710.816.5189.5% 4,627.9389.04,238.98.4% 842.31,135.5293.225.8%GPU575.395.7479.616.6%541.1206.7334.438.2%19.19.228.348.2% 894.186.8980.99.7%752.740.5712.25.4%61.930.292.148.8% 1133111.41.91.510.4280.31133110.30.50.51.7305.7668.760.8% 79.597.1176.6122.1%CBP 38.69.629.024.9% 68.515.852.723.1% 2,491.2157.22,334.06.3% 2,452.2378.32,073.915.4% 1,280.1203.71,076.415.9%1,046.9230.7816.222.0%GPU233.227.0260.211.6% 48.813.235.627.0% 61.09.251.815.1% 982.4162.9819.516.6% 41.10.640.51.5% 11030.27.337.524.2% 8.64.012.646.5% 69.010.379.314.9% 2,862.038.80.12,823.3 2,177.42,165.01,874.2 842.31,135.5293.225.8%6440GPURTX 50GPU 804.3814.610.31.3%4029 816.21,046.9230.722.0%GPURTX50GPU4337 1,954.83,575.1 150.1382.3 2,009.03,293.81,812.93,119.2 0.3353.1 100% 50.8%49.0% 149.5 16.2107.1 16.9 7.0 3014BNTR301CBPCBPHTSUSNTR3013330125%301 CBPHTSUS325%301 HTSUS25196 CBPCBP 2,5362,490 7,961,8662.05% 123.3 環境、社會及管治報告 ESGESG ••• C2ESG711ALR711A711BLR711B7.6PN7.6GRIKPIs(TaskForce onClimate-related Financial Disclosures)TCFD ESG ESGESGESGESG ESGESGESGESGESGESGESG(i)ESG(ii)ESG(iii)(iv)ESGESG(v)ESGESG ESG (GRI) ESG ESG ESGESGESG 1—ESGLR 711AGRIESG21 2—ESGESG1621ESGESG 3—ESG A. A1.GRI 2, 3, 305, 306 NOxSOxPM 1.44555.44%1.5241 (DB44/27–2001)(GB16297–1996)(GB18483–2001) 12 1% • •• •• 0.0300 1% PCB 0.00581% •••••• A2.GRI 2, 3, 301, 302, 303 2,338.598.52% 1%A1 21.351514.94% 1% (RoHS)(REACH) 0.143926.17% A3.GRI 2, 3, 303, 305, 306 A4.GRI 2, 3, 201 TCFDTCFD ESGESG ESG 123 B. B1.GRI 2, 3, 401, 405, 406 2,5362,4901712,154211 B2.GRI 2, 3, 403 RBAISO45001RBA ISO45001ISO45001RBAISO45001RBA 0%54635325 B3.GRI 2, 3, 404 82.45%12.68 RBARBA B4.GRI 2, 3, 407, 408, 409 RBA RBA B5 B5.GRI 2, 3, 308, 414 RoHSREACH 558 RoHSREACH 5822 IECQQC080000ISO14001OHSAS18001 B6.GRI 2, 3, 416, 417, 418 ISO9001 814 24ODM/OEM48D ODM/OEM B7.GRI 2, 3, 205, 415 57961,592 B8.GRI 2, 3, 201, 203 7,000 1.—2023(Sixth Assessment Report) 2.7,733.996,886.23 6. 7. 8. C1 A. B. 135 • ••••• 135177780 3.13 1.2.3.4.5.6.7.8.勄9.10.11. 12.LOW Teck Seng13.14.15.16.17. 15100%7780 7778 C. C.2.1 1313 D. 3.09D 108 108 112 E. 7780 3勄 4100%7780 • a)b)c)BDO LLP • • • • 2100%7780 37780 •••• 3LOWTech Seng7780 37780 ••• 57780 ••••• ••