Silicon Labs Corporate Overview J A N U A R Y 2 0 2 0 The leader in silicon, software and solutions for a smarter, more connected world.
Silicon Labs REVENUE FOUNDED IN 1996 $868M $838M A leading provider of silicon, software $698M $769M and solutions for a smarter, more connected world LISTED SLAB ▪ Core competencies in mixed-signal and RF integration ▪ A track record of multiple industry firsts, transforming and disrupting large markets ▪ Focus on high-quality, diversified markets positioning us ~ 35,000 CUSTOMERS well for sustainable growth 2016 2017 2018 2019 ▪ Scalable, fabless manufacturing model 2015, 2016, 2017, 2018, 2019 Most Respected Public Semiconductor Company Achieving $500 Millionto $1 Billion in Annual Sales >1,700 PATENTS 2
A Global Company >1500 EMPLOYEES WORLDWIDE HEADQUARTERED IN AUSTIN INTERNATIONAL HQ SINGAPORE R&D Centers Sales Offices 3
Leader in Silicon, Software and Solutions We provide significant advantages in performance, energy efficiency, connectivity and design simplicity. ▪ Diverse range of applications and customers ▪ Flexible hardware and software platform MCUs | Wireless | Sensors Secure wireless stacks Modules | Reference designs Embedded OS | OTA Updates Cloud services | Tools 4
We Believe in a More Connected World Our technologies enable customers to transform industries and improve lives. Together, we are creating a smarter, more connected world that benefits us all. 5
A More Connected World is … S A F E R B R I G H T E R H EA LT H I E R Allegion’s door locks enable delivery Yeelight’s LED lightbulbs allow you to Propeller Health makes it possible for service access without homeowners control lights with just the touch of asthma and COPD patients to better needing to be on-site. your phone. manage their treatment. Zigbee Bluetooth Mesh Bluetooth SiP 6
A More Connected World is … DATA - D R I V E N G R E E N E R M O R E I N F O R M E D Unrivaled, scalable approach for Highly reliable clocks and crystal oscillators Superior products reduce size and cost for service the backbone of the Internet electric vehicles and charging stations developing auto infotainment systems Automotive Infotainment Timing Isolation 7
A Diversified Product Portfolio INTERNET OF THINGS INFRASTRUCTURE BROADCAST ACCESS MCU | Wireless | Sensors Timing | Isolation Automotive Radio | TV Tuners Modems | SLICs | PoE ~60% REVENUE ~20% REVENUE ~15% REVENUE >5% REVENUE H I G H G R OWT H M AT U R E 8
IoT Driving $12.1B Opportunity Pipeline ▪ Total SLAB Market Opp ▪ Design-win lifetime revenue up >30% y-y ▪ Wireless solutions driving growth ▪ >65% 2019 IoT revenue ▪ Grew 14% in FY19 vs WSTS down 16% ▪ IoT growth drivers ▪ Smart home & security ▪ High volume lighting ▪ Smart metering ▪ Broad industrial market IoT Other 9
IoT: Market Opportunity Automotive Computing Automotive Communication Computing Communication 13% 25B 53B Consumer CAGR Consumer INSTALLED BASE INSTALLED BASE 2019 2025e Industrial Industrial Source: IHSM 2019 Q3 10
IoT: Leadership in Wireless Silicon, Software and Solutions ▪ Scalable hardware and software platform ▪ Provide complete solution from silicon to cloud ▪ Enable market-leading integrated security ▪ Broad offering of low-power SoCs ▪ Extensive wireless protocols including Bluetooth, mesh, proprietary, and Wi-Fi ▪ Simplicity to drive support leverage STRATEGIC GROWTH TARGET 20% ▪ 1,000’s of applications and 10,000’s of customers Wireless Secure wireless stacks Modules MCUs Embedded OS Simplicity Studio Sensors Device management Application examples 11
IoT: Executing a Platform Strategy CUSTOMER REQUIREMENTS High performance, reliable, maintainable Easy to develop and deploy Long life solution WHY WE WIN Best connectivity — RF SoCs and modules Robust SW framework simplifies development Upgradeable, cloud connected 12
We Address all Facets of the IoT D E V I C E S A N D S O F T WA R E D E V E LO P M E N T TO O L S S O LU T I O N Wireless SoCs and Modules Leading Tools Silicon-to-Cloud Superior RF performance Fast time-to-market | Simplicity Studio IDE Complete solution | RTOS Multiprotocol | Robust stacks | Security Cloud connectivity Connectivity kits | Network optimization 13
IoT: Solutions to Shorten the Path to Connectivity S TA R T E R K I T S WI R E L E S S M O D U L E S A N D S I P S A P P L I C AT I O N E X A M P L E S Rapid prototyping Pre-certified, small footprint Examples with source code for both SoC and mobile applications 14
Platform-based Edge Node Architecture Home Automation & Control Lighting Industrial Automation Smart Metering Retail & Commercial Host Environment Toolchains Other MISRA, Energy Profiler Hardware Config App Builder IAR Sample Applications Precertification Static Analysis Developer Tools Documentation Network Analyzer Radio Config Secure Programming GCC Mobile Apps Large Network Testing Application Notes SEMICONDUCTOR PROVIDED CUSTOMER IMPLEMENTED Other Coexistence BR / Gateway Connectivity Software Multiprotocol Test Harness RADIO ABSTRACTION LAYER RTOS Drivers Security Core Platform Utilities Middleware C-Lib, KAL Security Libraries Sleep IPC Memory Micrium POSIX FS, IO NCP, CLI Cap Sense Platform Software Diag, Stats, Error Codes, Micrium Kernel Timers Events System EmLib Secure Element Bootloader NVM Graphics Lib Assert Chips Modules Development Boards Secure MCU Multi-protocol radio Secure Element Antenna Match Certifications Starter Kits Reference Designs Hardware Power/Energy eFlash/RAM I/O, Interfaces PCB, SiP Shield Radio/Expansion Cards Evaluation Boards Management 15
Infrastructure: Leadership in Performance and Integration ▪ Breakthrough architectures leading industry ▪ Timing: leading in core/metro and expanding into data center, wireless and industrial applications ▪ Isolation: replacing traditional optocouplers in power supplies, motor controls and green energy applications STRATEGIC GROWTH TARGET 10% ▪ Long life, highly profitable revenue Timing: Clocks & Digital Low Touch Oscillators Isolation Easy to Design-in 16
Timing Portfolio ▪ Leading in core/metro and expanding into data center, wireless, industrial and automotive applications ▪ Patented technologies yield performance advantage ▪ Flexibility, programmability simplify design ▪ Oscillators deliver time to market advantage ▪ 9 of the top 10 telecom equipment providers rely on our timing solutions XO/VCXO Jitter Attenuating Clocks Clock Buffers Synchronization Clock Generators Wireless Clocks 17
Timing Opportunity T E L EC O M DATA C E N T E RS WI R E L E S S Increasing amount of data being Pictures/video social media, cloud storage Implementation of small cells, distributed transferred within / between cities, driving huge connected data centers antenna systems to increase coverage countries 18
Timing Performance Wins C U S TO M E R R EQ U I R E M E N T S Faster data rates require higher performance More features in a smaller form factor WH Y WE WI N Industry-leading performance and flexibility Provide complete clock solutions with highest level of integration 19
Isolation Portfolio ▪ Replacing traditional optocouplers in power supplies, motor controls and green energy applications ▪ Patented RF, capacitive isolation technology ▪ Field proven, more than 1B channels shipped ▪ Best emissions, immunity performance ▪ Compact size supports shrinking electronics ▪ High-speed and tight timing improve efficiency ▪ #1 in digital isolation for electric vehicles, cloud and telecom power supplies Isolated Driver Isolated ADC Isolated Analog Digital Isolator 20
Isolation: Global Trends Driving Growth G R E E N E N E R G Y E F F I C I E N C Y R E G U L AT I O N Server, storage, networking Governments issuing Electric & hybrid-electric power supplies efficiency standards vehicles 300M industrial electric Reduction in greenhouse Solar inverters & motors installed emissions wind turbines 21
Isolation Performance Wins C U S T O M E R R E Q U I R E M E N T S Improve efficiency Robust operation in noisy environments Smaller PCB footprints W H Y W E W I N Delivers faster switching times Best-in-class noise immunity Higher density and more integrated features 22
A Broad Range of Customers and Application Areas We’ve shipped more than 150 million 30 million hours saved yearly Boosted energy capacity by 6.8 MW in mesh networking devices with smart metering applications 13.8 million solar inverters We’re in more than We help coordinate On board 100% of cherry red electric 1M EV/HEV cars 90% of Internet traffic roadsters currently orbiting the sun 23 Source: Silicon Labs estimates
High Quality, Agile Supply Chain Partnering with world-class suppliers to 20+ YEARS manage products from development to customer delivery OF PROVIDING SILICON, SOFTWARE, AND SOLUTIONS ▪ Reliable, responsive, high volume supply ▪ Support unexpected surges in demand 15 YEAR ▪ Quality-centered assembly and test, TIER 1 FOUNDRY/ dual sourced ASSEMBLY PARTNERSHIP ▪ ISO9001/14001 certified and ISO/TS16949 compliant 24
Recommend
More recommend
