silicon-labs-company-presentation
TRANSCRIPT
2 Silicon Labs Confidential
Consumer
Global mixed-signal semiconductor company Founded in 1996; public since 2000 (NASDAQ: SLAB)
>1,000 employees and 10 R&D locations worldwide
Focused on innovation and simplicity Products serve a broad range of customers, applications and markets
Fabless model with >5 billion devices shipped and >1,300 patents issued or pending
Strong track record of revenue growth and profitability
Company background
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Diversified markets
No product line or customer > 20%
revenue
20,000 customers across a range of
applications
Strong track record of success
Powerful differentiation
Growth across markets and applications
We have a broad range of customers
REVENUE
AutomotiveComputing
Industrial Communications
Consumer
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A diversified product portfolio
Internet of ThingsInternet
InfrastructureAutomotive Consumer Voice and Data
MCU | Wireless | Sensors Timing | Power Radio | TV Tuners | Demodulators Modems | SLICs | PoE
COMPANY REVENUE
~50%COMPANY REVENUE
~35%COMPANY REVENUE
~15%
HIGH GROWTH STABLE
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Revenue growing faster than the industry
Focused on high growth segments
Investing aggressively
Our approach to the market is yielding results
$492
$563
$580
2011 2012 2013
REVENUE, $M
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Broad-based products fuel strategic markets
Internet Infrastructure
Timing | Power
Internet of Things
MCU | Wireless | Sensors
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Internet of Things | Tip of the iceberg
In 2014 nearly 2 Billion
connected devices will be shipped
This number will grow to nearly
8 Billion devices for the year 2020*Not including mobile phones
3.7B Home (Consumer)
0.4B Transport (Mobility)
0.3B Body (Health)
1.7B Buildings (Infrastructure)
1.5B Cities (Industry)
Source: Harbor Research, Inc. 03/2014
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Alarms | Access | Security | Climate | Lighting | Motion
The IoT is here today | Smart homes
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Wireless Sensor Networks | Interfaces | Remote Controls
The IoT is here today | Smart buildings
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The IoT Is here today | Smart metering
Electricity | Water | Gas | Heat
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Sensor Networks | Interfaces | Motor Control
The IoT Is here today | Smart industry
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2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
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SIZE OF THE DIGITAL UNIVERSEAnnual Data Created & Consumed
Market drivers
Growing demand for bandwidth
Network complexity is increasing
Time to market pressure
Enhanced network reliability
Internet Infrastructure must support explosive growth
Data Source: IDC Digital Universe 2012
ZETTABYTES/YEAR
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Leading Internet infrastructure providers rely on our
Timing and Power solutions because of their higher
performance and ease-of-use
BASE STATION SERVER AND
DATA CENTERTELECOM ETHERNET
SWITCHES
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We’re building momentum in
cloud-based applications
Making deeper inroads into storage, servers and data centers
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Ultra-low energy MCUs
Wireless Tx/Rx and SoC
Sensors
Networking software
Tools
You find them all in our portfolio
Not just hardware. A solution for our customers.
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Microcontrollers
Our product lines give us diversity
Sensors
32-bit ARM Cortex-M, 8-bit 8051
Extreme low energy
High performance analog
Humidity
Temperature
Proximity/Ambient Light
Ultraviolet
Wireless
Timing
RF SoCs, Wireless MCUs
2.4 GHz, sub-GHz
Radio Protocols
Oscillators
Clocks
Buffers
CMEMS
Power
High voltage
Isolators
Gate drivers
Current sensors
Broadcast
CMOS RF expertise
AM/FM
Auto Radio
TV tuners & demods
Access
ProSLICs, Modems, DAAs, PoE
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The world’s most energy friendly MCU solutions
6x Lower MCU
energy consumption
Lower Cost | Smaller Size | Longest Battery Life
Broad family of 8-bit
mixed-signal MCUs
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Connect everything seamlessly
ZigBee®
Sub-GHz
Transceivers
Wireless MCUs
Wireless portfolio for seamless connectivity
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Covering >90% of low-power wireless
ZigBee
Leading market position
Dominates in Smart Home solutions
Smart Meters
Bluetooth Smart
Mobile accessories and wearable devices
Automotive applications – e.g. keyless entry
Coming 2H14
2.4 GHz and Sub-GHz
Broad applications
Asset tracking
Source: IHS 2013 “Internet Connected Devices”, Silicon Labs
2012 2018
Low-power WiFi
ZigBee
Bluetooth Smart
Other Sub-GHz
Other 2.4 GHz
0%
100%
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Unique automatic code creation, debug, and power profile tools
Updated tools, software and documentation at your finger tips
Simplicity Studio™. Simplicity for you.
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Intelligent sensing
Enabling existing and emerging application areas
TEMPERATURE HUMIDITY LIGHT PROXIMITY
ULTRAVIOLET BLOOD OXYGENHEART RATE
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TIMING:
Comprehensive web and desktop tools,
with fast-turn custom samples
POWER:
Reference designs and
complete configuration tools
Customization and development is fast and easy
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Isolating | Powering | Driving the industrial market
Isolating up to 5000 V,
never use an opto-isolator or transformers again
INDUSTRIAL
CONTROL
FACTORY
AUTOMATION
MOTOR
DRIVES
TEST
EQUIPMENT
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Analog | Digital | Terrestrial | Cable | Satellite | 4K | 8K
Technology leadership
Healthy and growing advanced demodulator business
Little threat to tuner integration — 100x harder than FM
New opportunity — SAM expansion into STB
Video is a long-term business
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9 of Top 10 TV Makers
Choose Silicon Labs’ Tuners
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SILICON TUNER ADOPTION STRATEGIC CUSTOMER RELATIONSHIPSEMERGING
STANDARDS
Consumer growth drivers
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Expanding content in automotive radios
Complete AM/FM/Digital Portfolio
Highest performance tuner
Fewest external components
Ten Tier 1 wins
AM/FM | Digital HD/DAB+ | Navigation | Multi-tuner | Audio DSP | Software
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Partner with world-class suppliers
Manage products from development to customer delivery
Support unexpected surges in demand
Reliable, high volume supply
Fifteen year partnership with TSMC
Stable foundry technology ranging from 0.5um to 55nm
Quality centered assembly and test
Dual sourced for capacity assurance
ISO9001/14001, ISO/TS 16949 certified company
Manufacturing strategy
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Strong growth
Conservative financial management
Cash flow positive since 2000
Commitment to R&D investment
Continuous innovation helps
customers achieve their roadmaps
Financials