
2008年8月12日 星期二
2008年8月11日 星期一
2008/7/10~11 第1~2天西雅圖Downtown旅遊
第一次坐飛機超過五小時以上,
真難相信,真的到了美國……
在西雅圖住真的都很貴,隨便一晚都要超過US$100以上,
我們選擇Seattle Hotel,是一間很古老的旅館,好處是很便宜而且又在市區….
↓這是這間飯店的外表,真的很老的飯店…
這種船可以水路兩棲,
專門戴觀光客去遊覽西雅圖的市區及他的郊區湖泊
但不便宜喔…………….
↓這是西雅圖的(Bus Tunnel) 。經過西雅圖市區的各種公車都會往地下隧道行走,而且在市區這一段的公車是免費的.
如果要從downtown 的最南邊 到最北邊,可以選擇做免費的公車.
但免費時段是有時間限制…..
↓這是最有名的派克市場,如果運氣好還可以看到賣魚的人在表演丟魚秀..
旁邊就是星巴克的總店..
↓ 派克市場外面有一個廣場,縱使是夏天仍然有許多人在做日光浴
西雅圖的夏天根本就不熱,甚至於沒有太陽的地方還會冷..需要穿薄外套…
在西雅圖做日光浴的感覺,就好像是台灣冷氣團南下曬太陽的感覺..
↓在美國第一次看到流動攤販,
跟攤販買東西還要外加營業稅….真是夠了…
這是我們的晚餐…
看起來很好吃..
可是他的龍蝦腳並不是新鮮現殺的..
感覺是冷凍的….而且還賣很貴..
不建議去吃….
西雅圖是鄰近漁港商港.
來到這裡一定要做船去離島玩一玩
船票非常便宜,US$6左右..
船身非常巨大,船的下面可以塞滿百台汽車及機車
船上可載滿許多人…
這船根本不會晃來晃去….而且非常乾淨
我們坐船到bainbridge island 的小島
這個小島住滿了有錢人……….
有錢人住的就是不一樣….
是不是住在仙境中…
船已經停靠…
汽車及機車先放行….
2008年6月20日 星期五
三角貿易 換單 (Re-invoice) 方法
三角貿易換單常見作法是透過報關的模式,
舉各例子來說,
如果供應商是韓國公司,透過台灣本地公司的通路賣到美國的客人,
對台灣公司而已,希望貨物由韓國直接寄到美國的客人,這樣子可以省運費,不用將貨物寄到台灣再轉到美國,
有時候還可以省進口關稅
但是,直接由韓國寄到美國客人,那美國客人資訊不是就被供應商韓國人看到了嗎?
因此,常見的解法是,貨運公司是由台灣人自己找,韓國公司商仍然叫他記送至台灣客人,
在貨物出了韓國的海關之後,就叫貨運公司將invoice 換成台灣公司對美國公司的invoice,稱為re-invoice
如此一來,韓國供應商還以為是將貨物記送至台灣,但是貨物卻直接由韓國送貨美國,而且資訊也不會洩漏
換單是很常見的貿易技巧,也可以避開不必要的成本(貨運費用或進口關稅)
當然,如果再配合海外公司操作,甚至於隱藏的獲利有可能被會被政府查到
舉各例子來說,
如果供應商是韓國公司,透過台灣本地公司的通路賣到美國的客人,
對台灣公司而已,希望貨物由韓國直接寄到美國的客人,這樣子可以省運費,不用將貨物寄到台灣再轉到美國,
有時候還可以省進口關稅
但是,直接由韓國寄到美國客人,那美國客人資訊不是就被供應商韓國人看到了嗎?
因此,常見的解法是,貨運公司是由台灣人自己找,韓國公司商仍然叫他記送至台灣客人,
在貨物出了韓國的海關之後,就叫貨運公司將invoice 換成台灣公司對美國公司的invoice,稱為re-invoice
如此一來,韓國供應商還以為是將貨物記送至台灣,但是貨物卻直接由韓國送貨美國,而且資訊也不會洩漏
換單是很常見的貿易技巧,也可以避開不必要的成本(貨運費用或進口關稅)
當然,如果再配合海外公司操作,甚至於隱藏的獲利有可能被會被政府查到
2008年4月29日 星期二
China CCD IP CAM Solution
IP CAM divides into two parts. One is CMOS and another is CCD
CMOS IP CAM is focus on retail or DIY market. CCD IP CAM is focus on system Integration Company.
I will introduce the CCD IP cam solution in this topic.In Shenzhen, hundreds of CCTV maker do not have technical about transmission of IP cam. The fast way to develop IP Cam is compression module. They do not have any transmission technical but they also product CCD IP cam

CCD camera module’s composite output will connect to MPEG4 Module and trough the RS-485 to do PTZ control.
CCD Module’s price is about US$25 (Depending on difference ISP, they have difference price); MPEG4 module‘s price is about US$60. The total bom cost is below US$100.
Of courses the H.264 module is more expensive than MPEG-4 module, it is about US$70.
I am very confused. AVS compression type is for China only. But I do not find H/W base AVS compression.
It is said that about 5 ic design house start to develop AVS H/W base SOC.
Please see the below companies.
1. Spreadtrum
2. Shanghai Longjing Microelectronics
3. ST
4. Envivio
5. Broadcom
But we still not find AVS IP CAM in the market.
CMOS IP CAM is focus on retail or DIY market. CCD IP CAM is focus on system Integration Company.
I will introduce the CCD IP cam solution in this topic.In Shenzhen, hundreds of CCTV maker do not have technical about transmission of IP cam. The fast way to develop IP Cam is compression module. They do not have any transmission technical but they also product CCD IP cam

CCD camera module’s composite output will connect to MPEG4 Module and trough the RS-485 to do PTZ control.
CCD Module’s price is about US$25 (Depending on difference ISP, they have difference price); MPEG4 module‘s price is about US$60. The total bom cost is below US$100.
Of courses the H.264 module is more expensive than MPEG-4 module, it is about US$70.
I am very confused. AVS compression type is for China only. But I do not find H/W base AVS compression.
It is said that about 5 ic design house start to develop AVS H/W base SOC.
Please see the below companies.
1. Spreadtrum
2. Shanghai Longjing Microelectronics
3. ST
4. Envivio
5. Broadcom
But we still not find AVS IP CAM in the market.
2008年4月28日 星期一
The analysis of VIVOTEK Supplier chain, sale and conduct management
You can easily get the financial statement information from the below website. http://newmops.tse.com.tw/ search:3454
I will focus on Sales channel, supply chain and conduct management

According to financial statement, I can realize the top three customer are D-link, FONYTEL and Digital Data Communications Asia Co., Ltd

1.D-link

We analyze financial statement in 2005.
“IP CAM” includes the low cost, CMOS sensor and Fixed IP cam.
Average price is: NT$94,545x1,000/25,820 correspond to US$112
PTZ IP CAM means MPEG-4 CCD IP CAM
Avergae price is NT$163,240x1000/25,046 correspond to US$200.5
D-link focus on DIY market. I think they will choose low cost ip cam
2. FONYTEL
They purchase MPEG-4 CCD camera and target on 3G mobile phone market in 2005.
Avergae price is NT$ 56,197x1000/(7508+1500) correspond to US$191
3. Digital Data.
CCD Zoom IP camera average price is NT$ 4,980x1000/490 correspond to US$312
Low cost CMOS IP camera is NT$10,357x1000/3940 correspond to US$81
I can get the below strange result.
a. Low cost CMOS IP camera
D-link’s cost is higher than Digital Data but D-link’s purchase amount is higher than Digital Data.
b. MPEG-4 CCD IP CAM.
D-link’s cost is higher than FONYTEL.
Why did D-link get higher cost than others?
I don’t know.
Supply Chain.

Vivotek DO NOT product ccd camera so they will purchase from CCTV maker.
He will focus on compression module design. When they purchase ccd camera, they will combine their compression. That is ccd IP camera.
CCD camera price is approach US$31.5 (NT$1022/32.44). I think they could buy SONY high resolution board camera.
ViVOTEK start zoom camera product line after 2005. I feel they could buy all10x zoom camera from Mintron. Assume Vivotek’s purchase price is US$150, their total Qty for zoom camera is about 11K in 2004.
We can guess it is about 1K~2K zoom camera model per month.
Conduct analysis

The difference days between giving money to supplier and get money from customer is about 69.9 days
The revenue of VIVOTEK is about 900 million. The minimum working capital must be 900 million X 69.9/365=172million
The fact that you can get working capital information in the financial report is higher than 172million.
I will focus on Sales channel, supply chain and conduct management

According to financial statement, I can realize the top three customer are D-link, FONYTEL and Digital Data Communications Asia Co., Ltd

1.D-link

We analyze financial statement in 2005.
“IP CAM” includes the low cost, CMOS sensor and Fixed IP cam.
Average price is: NT$94,545x1,000/25,820 correspond to US$112
PTZ IP CAM means MPEG-4 CCD IP CAM
Avergae price is NT$163,240x1000/25,046 correspond to US$200.5
D-link focus on DIY market. I think they will choose low cost ip cam
2. FONYTEL
They purchase MPEG-4 CCD camera and target on 3G mobile phone market in 2005.
Avergae price is NT$ 56,197x1000/(7508+1500) correspond to US$191
3. Digital Data.
CCD Zoom IP camera average price is NT$ 4,980x1000/490 correspond to US$312
Low cost CMOS IP camera is NT$10,357x1000/3940 correspond to US$81
I can get the below strange result.
a. Low cost CMOS IP camera
D-link’s cost is higher than Digital Data but D-link’s purchase amount is higher than Digital Data.
b. MPEG-4 CCD IP CAM.
D-link’s cost is higher than FONYTEL.
Why did D-link get higher cost than others?
I don’t know.
Supply Chain.

Vivotek DO NOT product ccd camera so they will purchase from CCTV maker.
He will focus on compression module design. When they purchase ccd camera, they will combine their compression. That is ccd IP camera.
CCD camera price is approach US$31.5 (NT$1022/32.44). I think they could buy SONY high resolution board camera.
ViVOTEK start zoom camera product line after 2005. I feel they could buy all10x zoom camera from Mintron. Assume Vivotek’s purchase price is US$150, their total Qty for zoom camera is about 11K in 2004.
We can guess it is about 1K~2K zoom camera model per month.
Conduct analysis

The difference days between giving money to supplier and get money from customer is about 69.9 days
The revenue of VIVOTEK is about 900 million. The minimum working capital must be 900 million X 69.9/365=172million
The fact that you can get working capital information in the financial report is higher than 172million.
2008年4月25日 星期五
Analysis of The Worldwide Security/Surveillance Camera (security market) and the Total amount
Analysis of The Worldwide Security/Surveillance Camera and the Total amount
We can divide security/surveillance into two viewpoints.
The first viewpoint is sensor type and the second is transmission way.
Sensor type means ccd and CMOS sensor.
Transmission way means Analog and Ethernet output.

From AS magazine Taiwan type, the Total amount of ccd unit are about 24.9 million. But I DO NOT have any quantity information about CMOS of analog output. Regarding CCD IP cam part, it is about 3.%%~5% percent of analog CCD IP cam.
Analysis of diagram.
A.Board Camera
=>ccd∩ analog
B.Zoom Camera
=>ccd∩analog
c.CMOS Camera
=>CMOS∩analog
D.CCD IP camera
=>ccd∩IP CAM
E. Nessy Ⅱ solution
SONY Progressive CMYG ccd solution.
You can reference another topic.
F. Retail CMOS IP Camera
=>CMOS∩IP CAM
A.Board camera
This is the most popular CCTV camera in the world. The focus point is image quality and traditional analog composite output.
B.ZOOM camera
Analog auto focus zoom camera is about 24.9million x 5%=12.45million
Zoom camera maker need powerful technical including AF solution. The popular maker is including Japan SONY, Hitachi, SANYO, Korea CNB and LG.
Many makers in China Shenzhen claim they have auto focus solution. But compare with Japan and Korea maker, the quality is NOT good enough.
It is very pity that Taiwan’s multimedia ic design house DO NOT understand the big profit about Security auto focus SOC chip.
If you are interested in auto focus solution, you can reference my another topic in my blog.
C.CMOS camera
CMOS sensor maker had provided one chip solution that analog output. But it is similar a little camera maker do not accept quickly. I think CCTV field is NOT consumer market and system integration company do not easily accept new one compared with ccd.
D.ccd ip camera.
It is very interested that IP cam maker do not product ccd camera.
1. If IP cam maker want product CCD IP cam, he will purchase ccd camera from traditional CCTV maker. And then add the compression module. It become CCD IP CAM.
2. If CCTV maker want to product CCD IP cam, he will purchase compression module from IP cam maker. For example, many Shenzhen CCTV maker claim they have CCD IP cam. The most of them use compression mouduel solution.
But the most CCTV maker in Taiwan have started design in SOC compression chip and own IP CAM develop team. The difference between CCTV maker and ip cam maker is not clear.
E.CMOS IP CAM
This type application is for consumer product. Maybe you can buy from Wal-Mart. It is defined as home surveillance and the cost sensitivity is very high.
You can use mobile phone to catch video/picture through 3GPP. it is not concern with security directly.
We can divide security/surveillance into two viewpoints.
The first viewpoint is sensor type and the second is transmission way.
Sensor type means ccd and CMOS sensor.
Transmission way means Analog and Ethernet output.

From AS magazine Taiwan type, the Total amount of ccd unit are about 24.9 million. But I DO NOT have any quantity information about CMOS of analog output. Regarding CCD IP cam part, it is about 3.%%~5% percent of analog CCD IP cam.
Analysis of diagram.
A.Board Camera
=>ccd∩ analog
B.Zoom Camera
=>ccd∩analog
c.CMOS Camera
=>CMOS∩analog
D.CCD IP camera
=>ccd∩IP CAM
E. Nessy Ⅱ solution
SONY Progressive CMYG ccd solution.
You can reference another topic.
F. Retail CMOS IP Camera
=>CMOS∩IP CAM
A.Board camera
This is the most popular CCTV camera in the world. The focus point is image quality and traditional analog composite output.
B.ZOOM camera
Analog auto focus zoom camera is about 24.9million x 5%=12.45million
Zoom camera maker need powerful technical including AF solution. The popular maker is including Japan SONY, Hitachi, SANYO, Korea CNB and LG.
Many makers in China Shenzhen claim they have auto focus solution. But compare with Japan and Korea maker, the quality is NOT good enough.
It is very pity that Taiwan’s multimedia ic design house DO NOT understand the big profit about Security auto focus SOC chip.
If you are interested in auto focus solution, you can reference my another topic in my blog.
C.CMOS camera
CMOS sensor maker had provided one chip solution that analog output. But it is similar a little camera maker do not accept quickly. I think CCTV field is NOT consumer market and system integration company do not easily accept new one compared with ccd.
D.ccd ip camera.
It is very interested that IP cam maker do not product ccd camera.
1. If IP cam maker want product CCD IP cam, he will purchase ccd camera from traditional CCTV maker. And then add the compression module. It become CCD IP CAM.
2. If CCTV maker want to product CCD IP cam, he will purchase compression module from IP cam maker. For example, many Shenzhen CCTV maker claim they have CCD IP cam. The most of them use compression mouduel solution.
But the most CCTV maker in Taiwan have started design in SOC compression chip and own IP CAM develop team. The difference between CCTV maker and ip cam maker is not clear.
E.CMOS IP CAM
This type application is for consumer product. Maybe you can buy from Wal-Mart. It is defined as home surveillance and the cost sensitivity is very high.
You can use mobile phone to catch video/picture through 3GPP. it is not concern with security directly.
2007年12月26日 星期三
高殖利率貨幣定存 如何避免匯率損失
一年期台幣的定存利率(2%)遠比紐西蘭高(6.45%)
如果貿然的轉成紐西蘭幣雖然利息多,可能在轉回台幣的時候會造成匯率上的損失
我們必須要設一個停損點,
內心希望的預期報酬為臨界,如果低於這個報酬 就要設停損點
我們要算出那個臨界匯率是多少,才能達到內心的預期報酬.
假設預期台幣的報酬是4%,紐西蘭賣出匯率為25.1246,紐西蘭 一年期貨幣報酬為6.45%,手頭上有 台幣100元
1.轉成紐西蘭幣
100/25.1246=3.9801 扭幣
2.一年後紐西蘭幣本利和
3.9801x(1+6.45%)=4.23688
3.預期有4%的台幣報酬,可以算出臨界匯率(y)
(4.23688Y-100)/100=0.04
y=24.55
如果要轉成台幣的買入匯率必須要比24.548好(數字要更大),才會比心中的預期報酬高
換成代號說明如下
e0:台幣轉成外幣的賣出匯率
re:內心預期報酬
k:外幣的報酬
臨界匯率=e0(1+re)/(1+k)
如果是這樣,代入公式 可算出要把投資後的外幣轉成台幣之臨界匯率為 25.1246(1+0.04)/(1+6.45%)
一樣可以算出是24.55 的紐西蘭幣轉成台幣之買入匯率
以上的簡單算法是針對一年期.如果要用n年期,k年的投資時間..那公式要再改一改囉..
如果貿然的轉成紐西蘭幣雖然利息多,可能在轉回台幣的時候會造成匯率上的損失
我們必須要設一個停損點,
內心希望的預期報酬為臨界,如果低於這個報酬 就要設停損點
我們要算出那個臨界匯率是多少,才能達到內心的預期報酬.
假設預期台幣的報酬是4%,紐西蘭賣出匯率為25.1246,紐西蘭 一年期貨幣報酬為6.45%,手頭上有 台幣100元
1.轉成紐西蘭幣
100/25.1246=3.9801 扭幣
2.一年後紐西蘭幣本利和
3.9801x(1+6.45%)=4.23688
3.預期有4%的台幣報酬,可以算出臨界匯率(y)
(4.23688Y-100)/100=0.04
y=24.55
如果要轉成台幣的買入匯率必須要比24.548好(數字要更大),才會比心中的預期報酬高
換成代號說明如下
e0:台幣轉成外幣的賣出匯率
re:內心預期報酬
k:外幣的報酬
臨界匯率=e0(1+re)/(1+k)
如果是這樣,代入公式 可算出要把投資後的外幣轉成台幣之臨界匯率為 25.1246(1+0.04)/(1+6.45%)
一樣可以算出是24.55 的紐西蘭幣轉成台幣之買入匯率
以上的簡單算法是針對一年期.如果要用n年期,k年的投資時間..那公式要再改一改囉..
2007年12月11日 星期二
pdf轉word & 破解各式各樣文件密碼的軟體
最近因為要收集市場資訊,
抓到的pdf檔案,想要作文字編輯都無法直接做,而需要間接的複製在貼上
情況慘一點的是,有些還要輸入密碼
最近在一個論壇
www.eyny.com/
抓到兩個軟體
1.pdf直接轉成word
solidDocument
2.破解pdf, rar ,xls, doc....的密碼
passware
pdf直接轉成word 轉的程度比我預期好很多,幾乎是直接貼上
破解密碼的話更神奇,他是跑一個回圈一直跑跑...總有一天被try出來
大概八位數的密碼大概花30分鐘
抓到的pdf檔案,想要作文字編輯都無法直接做,而需要間接的複製在貼上
情況慘一點的是,有些還要輸入密碼
最近在一個論壇
www.eyny.com/
抓到兩個軟體
1.pdf直接轉成word
solidDocument
2.破解pdf, rar ,xls, doc....的密碼
passware
pdf直接轉成word 轉的程度比我預期好很多,幾乎是直接貼上
破解密碼的話更神奇,他是跑一個回圈一直跑跑...總有一天被try出來
大概八位數的密碼大概花30分鐘
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