Silicon Labs Corporate Overview - JULY 2018 The leader in silicon, software and solutions for a smarter, more connected world.
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Silicon Labs Corporate Overview J U LY 2 0 1 8 The leader in silicon, software and solutions for a smarter, more connected world.
Leveraging Our 20-Year History into the Future
Wireless
Software ~50%
MCU IoT
Tuners ~20%
1996 Today
Broadcast
RF Synthesizer Timing
Fundamental breakthrough in
~20%
mixed-signal and CMOS RF integration
Isolation
Infrastructure
~10%
Modem Access
2
A Track Record of Disruptive Technologies
Modem TV Tuner Timing Bluetooth SiP Module
Oscillator Oscillator
Oscillator Oscillator
5X SMALLER | GLOBAL 20X SMALLER | GLOBAL QUAD PROGRAMMABLE OSCILLATOR 10X SMALLER | LOW POWER
3
Silicon Labs
FOUNDED IN 1996
REVENUE ($M)
769
698
645
A track record of multiple industry 621
firsts, transforming and disrupting
large markets LISTED SLAB
§ Core competencies in mixed-signal and
RF CMOS silicon architectures, software,
and systems
§ Focus on high-quality, diversified markets
~35,000 CUSTOMERS
§ Well positioned for sustainable growth 2014 2015 2016 2017
2015, 2016 & 2017 MOST RESPECTED
SEMICONDUCTOR COMPANY
>1,600 PATENTS
4
The Leader in Silicon, Software, and Solutions
We’re on a mission to create the silicon,
software and solutions for a smarter,
more connected world.
§ Diverse range of applications and
customers
§ Common hardware and software
platform
MCUs | Wireless | Sensors Secure wireless stacks Modules | Reference designs
Embedded OS | OTA Updates Cloud services | Tools
5
We Believe in a More Connected World
We believe a smarter, more connected world benefits everyone. We’re dedicated to bringing
disruptive technologies to our customers so they can help make this a reality.
6
A More Connected World is…
FA S T E R BRIGHTER H E A LT H I E R
Inboard Technology’s M1 skateboard Sengled’s Element bulbs blend Propeller Health makes it possible for
brings style and speed to personal functionality and simplicity for smart, asthma and COPD patients to better
transportation customizable lighting manage their treatment
Bluetooth Zigbee (Mesh) Bluetooth SiP
7
A More Connected World is…
D ATA D R I V E N GREENER INFORMED
Highly reliable clocks and crystal Superior products reduce system size Unrivaled, scalable approach for
oscillators service the backbone of the and cost for electric vehicles and developing automotive infotainment
Internet charging stations systems
Timing Isolation Automotive Infotainment
8
A Diversified Product Portfolio
INTERNET OF THINGS INFRASTRUCTURE BROADCAST ACCESS
MCU | Wireless | Sensors Timing | Isolation Automotive Radio | TV Tuners Modems | SLICs | PoE
~50% REVENUE ~20% REVENUE ~20% REVENUE ~10% REVENUE
HIGH GROWTH MATURE
9
IoT Opportunity
Automotive
Computing
Communication
27B
INSTALLED BASE
73B Consumer
INSTALLED BASE
2017
2025e
Industrial
Source: Q317 IHS reports and Silicon Labs estimates. Communication estimate includes handsets. Computing estimate includes PCs.
10IoT Opportunity
100
70 70B
50
30 Smartphone Computer IoT
20 15B
Billions
10 P A R T 1
Existing infrastructure
and technology
7.5B Population 7B
7
5
4B
3
2B 2B
2
1
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Source: IHS and Silicon Labs estimates
11Making it Easy to Build Connected, Interoperable Devices
§ Broad offering of low-power MCUs
§ Extensive wireless protocols including Bluetooth,
mesh, proprietary, and Wi-Fi
§ Variety of sensors including infrared, proximity,
heart rate, and position sensors
§ Tools, embedded software, and cloud services
to accelerate development
8-bit, 32-bit MCUs Wireless MCUs Wireless modules
Sensors Embedded software
and cloud services
12We Address all Facets of the IoT
D E V I C E S A N D S O F T WA R E DEVELOPMENT TOOLS SOLUTION
Wireless SoCs and Modules Leading Tools Silicon-to-Cloud
Superior RF performance Fast time-to-market | Simplicity Studio Complete solution | RTOS
Multiprotocol | Robust stacks | Security Connectivity kits | Network optimization Cloud connectivity
13IoT: Solutions to Shorten the Path to Connectivity
S TA R T E R K I T S WIRELESS MODULES AND SIPS REFERENCE DESIGNS
Rapid prototyping Pre-certified, small footprint Ready made solutions take
you to market faster
14IoT: Differentiated Tools
§ Automated code creation and debug
§ Energy profiling and optimization
§ Graphical wireless application development
§ Network debug, packet trace, and analysis
§ Stacks, SDKs, documentation, and examples
15IoT: Complete Silicon-to-Cloud Solution
Embedded design platform for
Cloud Services
cloud connectivity and device
management
Device Management Mobile SDK Cloud Connectors
§ Security from factory to field
§ Choice of cloud service providers
Embedded Application
§ Complete solution for deploying and
Wireless Protocols MCU SDK Cloud APIs managing devices
RTOS
SoC/Module
16Infrastructure: Timing Portfolio
§ Leader in high performance clocks and oscillators
§ Patented technologies yield performance advantage
§ Flexibility, programmability simplify design
§ The top 10 data center interconnect providers rely
on our products
XO/VCXO Jitter Attenuating Clocks Clock Buffers
Synchronization Clock Generators Wireless Clocks
17Timing: Performance Wins
CUSTOMER REQUIREMENTS
Faster data rates require higher performance
More features in a smaller form factor
WHY WE WIN
Industry leading performance and flexibility
Provide complete clock solutions with
highest level of integration
18Timing: Our Oscillators Deliver Time to Market Advantage
SILICON S O F T WA R E SOLUTION
4:1 Oscillator Integration Customizable Speeds Development
Higher reliability | Superior performance Web configurable by customer Custom samples in two weeks versus
Smaller footprint 24 for other vendors
19Infrastructure: Isolation Portfolio
§ Our digital isolation delivers higher integration and
robustness compared to optical solutions
§ Patented RF, capacitive isolation technology
§ Field proven, nearly 500M channels shipped
Digital Isolator Isolated Driver Isolated Analog
Isolated ADC
20Isolation: Customer Requirements
CUSTOMER REQUIREMENTS
Improve efficiency
Robust operation in noisy environments
Smaller PCB footprints
WHY WE WIN
High-speed and tight timing improve efficiency
Best noise immunity and emissions performance
Higher density and more integrated features
21Isolation Technology Leads in Performance
§ Best emissions, immunity performance
§ Compact size supports shrinking electronics
§ High-speed and tight timing improve efficiency
§ Industrial grade solution reduces bill of materials
and simplifies design
22A Broad Range of Customers and Application Areas
30 million hours saved yearly with smart metering
applications
We’ve shipped more than 150 million mesh
networking devices
Boosted energy capacity by 3,600 MV in 5 years
in 7.3 million solar inverters
We help coordinate 90% of Internet traffic
We’re in more than 360,000 EV/HEV cars
On board 100% of cherry red electric
roadsters currently orbiting the sun
23High Quality, Agile Supply Chain
Partnering with world-class suppliers to 20+ YEARS
OF PROVIDING SILICON,
manage products from development to SOFTWARE, AND SOLUTIONS
customer delivery
§ Reliable, responsive, high volume supply
§ Support unexpected surges in demand
~35,000
CUSTOMERS
§ Quality-centered assembly and test,
dual sourced
§ ISO9001/14001 certified and ISO/TS16949 compliant 15 YEAR
TIER 1 FOUNDRY/
ASSEMBLY PARTNERSHIP
24Innovation in Testing and Performance
C U S TO M T E S T H A R D WA R E F L E X I B L E C A PA C I T Y S M A L L F O R M FA C TO R
Modular design so we can be Custom design allows for rapid scaling A typical ATE is about the size of a car,
responsive to changing requirements and deployment ours is smaller than a shoe box
25A Global Company
HEADQUARTERED IN
>1400
EMPLOYEES WORLDWIDE
AUSTIN
INTERNATIONAL HQ
SINGAPORE
Design Centers Sales Offices
26Key Take Aways
§ Well positioned for leadership in IoT
§ Large, growing and diverse market
§ Leading hardware and software platform
§ Control of integration path
§ High quality Infrastructure opportunity
§ Addressing trends in data and green energy
§ Focus on industrial and communications markets
§ Expanding SAM and portfolio
§ Delivering to target financial model
§ Accelerating growth and profitability
§ EPS growth y-y
§ Investing to win
27Thank you
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