Company Overview May Silicon Motion Technology Corp. All rights reserved.
|
|
- Tobias Hopkins
- 5 years ago
- Views:
Transcription
1 Company Overview May Silicon Motion Technology Corp. All rights reserved.
2 Safe Harbor Statement This presentation contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Such forward-looking statements include, without limitation, statements regarding trends in the consumer electronics and semiconductor industries, any future growth projections or expectations in such markets and our future results of operations, financial condition and business prospects. Although such statements are based on our own information and information from other sources we believe to be reliable, you should not place undue reliance on them. These statements involve risks and uncertainties, and actual market trends or our actual results of operations, financial condition or business prospects may differ materially from those expressed or implied in these forward looking statements for a variety of reasons. 2
3 Company Background Silicon Motion is the global leader in supplying NAND flash controllers for solid state storage devices and the merchant SSD controller leader Supply 750+ million controllers annually, more than any other Broadest portfolio of controller technologies & solutions Est in San Jose, CA; now corporate offices in HK, Taiwan & US NASDAQ : SIMO (2005 IPO) 2016 revenue = $556m ( CAGR = 27%) 1,122 employees (2016 year-end) & 82% engineers Design centers in Taiwan, Korea, US & China Non-GAAP results 3
4 Continuing Proliferation & Expansion of NAND All Solid State Storage Devices Need Controllers We Benefit from This Rapid NAND Supply Growth & Improvement in Affordability Bit Growth = +39% CAGR Rapid Demand Growth for NAND Flash Solid State Storage Application Ubiquitous embedded memory Smartphones & other smart devices Replacement for mechanical HDD Client computing 50 0 $/GB = -25% CAGR Big memory for Big Data Enterprise servers & hyperscale data centers Source: Forward Insights 4
5 Expanding Portfolio of Growth Drivers Products Market Trends End Applications Client SSD Controllers Accelerating HDD displacement Notebooks & desktop PCs, non-mission critical data center applications Embedded Storage emmc Controllers Industrial SSDs New classes of devices, emerging markets & replacement demand Expanding proliferation of applications Smartphones, tablets & IOT devices Industrial, commercial, automotive, datacom/telecom & surveillance Hyperscale SSDs Pervasive cloud computing, big data & IoT Data center servers database virtualization & transaction facilitation Expandable Storage SD Card Controllers USB Flash Drive Controllers HD video recording & external storage capacity Emerging markets, back-to-school, gifts Smartphones, DSCs & videocams Portable personal storage 5
6 Value-Added Role of a Controller Storage Devices Increasingly Faster, Cheaper & Better: More Sophisticated Applications: from Smartphones to PCs to Datacenters Faster Data Read/Write Speed (IOPS) Lower Latency Higher Stability Better Data Security Greater Scaled Capacity NAND Component Increasingly Cheaper, but Weaker: Issues Arising from: Geometry Shrink, Multi- Level Cell (MLC, TLC, QLC) & Higher 3D Layer Count Increasing Data Corruption from Weaker Data Retention, More Circuitry Noise & Worse Read/Write Interference Lower Endurance Expanding Value-Added Role of a Controller Optimized for Performance, Power, Cost & Ease of Use Solutions Include LDPC Algorithms Specifically- Optimized for NAND, RAID Protection & DSPs for Data Shaping 6
7 Client SSD Controller Merchant Market Leader SSD cost rapidly converging with HDD Faster, more reliable, lower power & smaller form factor Rapid displacement of HDD driving 20%+ CAGR Our controller solution: Highly customizable H/W + F/W turnkey solution Customers: 3 flash vendors & module makers PC OEM (all top 5 WinTel PC OEMs) & channel markets Target high performance, mainstream, DRAM-less cost competitive & BGA markets Supports MLC, TLC & 3D NAND SATA & PCIe NVMe Sources: WDC, Forward Insights Quarterly SSD Volume & Market Penetration SSD Market Shipments -- m Units HDD Market Shipments -- m Units SSD as % of HDD+SSD 1 Q 14 2 Q 14 3 Q 14 4 Q 14 1 Q 15 2 Q 15 3 Q 15 4 Q 15 1 Q 16 2 Q % 20 % 15 % 10 % 5 % 0 % 7
8 emmc Controller Merchant Market Leader emmc standard embedded memory for Android smartphones, tablets & other smart devices Small BGA form factor, low power, high performance & cost effective Smartphone demand + new AI & IoT applications Our controller solution: Used by all top 10 Android phone OEMs From flagships to low-costs emmc & emcp plus UFS & umcp Supports MLC, TLC & 3D NAND emmc 4.5, 5.0 & 5.1; UFS 2.1 Primary customer: SK Hynix Source: SIMO Estimates, Industry Analysts, Brokerage Forecasts 8
9 A Leader in Customized Specialty SSD Solutions Shannon Hyperscale SSDs: Focused on China, world s largest internet market Provide high-performance enterprise-grade SSDs customized for specific low latency, high IOPS, high capacity, high stability and low power consumption requirements Primary customers are China s hyperscalers Ferri Industrial SSDs: Target industrial and commercial applications that require customized solutions Provide high-performance industrial-grade single-chip SSD solutions for space-constrained applications that operate in demanding environments Primary customers are Japanese OEMs 9
10 1Q 2017 Operating Highlights Financial Revenue = $127.3m (-12% QoQ, +13% Y/Y) Gross Margin* = 51.0% (vs. 50.2% prior Qtr) Operating Margin* = 26.4% (vs. 30.4% prior Qtr) EPS* (diluted) = $0.70 (vs. $0.95 prior Qtr) Business Embedded Storage sales decrease approx. 10% Q/Q and accounted for about 80% of total sales, similar to previous Qtr Client SSD controller sales decreased approx. 20% Q/Q emmc controller sales was approx. flat Q/Q SSD Solutions sales decreased approx. 10% Q/Q Secured first design-in with leading handset OEM for UFS controller *Note: Non-GAAP results 10
11 Product & Revenue Trends Last 3 Years Last 5 Quarters Others QoQ YoY Expandable Storage Embedded Storage 11
12 Gross & Operating Margin Trends Last 3 Years Last 5 Quarters Note: Non-GAAP results 12
13 EPS Trends Last 3 Years Last 5 Quarters QoQ YoY Notes: Non-GAAP results; EPS is earnings per ADS 13
14 Target Financial Model Revenue %YoY +25% -20% +28% +25% +54% Gross Margin 47% 47% 52% 51% 49% Operating Expenses Long-Term Model Robust Growth About 50% Disciplined Expansion Operating Margin 23% 20% 24% 24% 28% 2Q 2017 Guidance Revenue = $134 to 140m (+5% to 10% Q/Q) Gross margin = 48.5 to 50.5% Operating margin = 25.5 to 27.5% Up to 30% 2017 Guidance Revenue = $556 to 612m (0% to +10% Y/Y) Gross margin = 49 to 51% Operating margin = 27.5 to 29.5% Note: Non-GAAP results & targets 14
15 1Q 2017 P&L (Non-GAAP) ($m) Q Q Q %QoQ %YoY Mobile Storage % 12% Mobile Communications % 32% Others % -13% Total Revenue % % % -12% 13% Cost of sales % % % -13% 12% Gross profit % % % -10% 14% R&D % % % 7% 25% SG&A 8.7 8% 7.5 5% 8.8 7% 16% 0% Operating expense % % % 10% 17% Operating profit % % % -23% 11% Other income/(expense) 0.4 0% 0.6 0% 0.7 1% 21% 76% Pre-tax earnings % % % -23% 12% Tax expense/(benefit) 6.3 6% % 9.3 7% -12% 46% Net income % % % -26% 3% Dilute ADS (in millions) % 1% Earnings per ADS (diluted) % 2% 15
16 1Q 2017 Non-GAAP Reconciliation ($m) Amortization Non-GAAP % of Stock-Based of intangible Litigat. FX Gain GAAP % of Revenue Comp. assets Exp. / (Loss) Revenue Revenue % % Cost of sales % % Gross profit % (0.1) % Research & development % % Sales & marketing 5.1 4% % General & administrative 3.6 3% % Amortization of intangible assets % Total operating expenses % % Operating income % (3.1) (0.5) (0.0) % Other income / (expense) 0.8 1% (0.3) 0.4 0% Income before income taxes % (3.1) (0.5) (0.0) (0.3) % Provision for income taxes 9.3 7% (2.4) (0.0) 6.9 5% Net income % (0.8) (0.5) (0.0) (0.3) % Earnings per ADS, diluted Diluted ADS Effective tax rate 27% 23% 16
17 Silicon Motion Technology Corp. All rights reserved.
Wi-Fi Perfected. Second Quarter 2017 Earnings Presentation August 7, Proprietary Software. Cloud Analytics. Semiconductors
Wi-Fi Perfected Semiconductors Proprietary Software Cloud Analytics Second Quarter 2017 Earnings Presentation August 7, 2017 Safe Harbor and Non-GAAP Financial Measures This presentation contains forward-looking
More informationSilicon Motion Technology Corporation
Silicon Motion Technology Corporation Silicon for Mobile Information Investor Presentation March 2006 Safe Harbor Statement This presentation does not constitute or form part of any offer for sale or subscription
More informationNanya Technology. CREDIT SUISSE 18th Annual Asian Technology Conference
Nanya Technology CREDIT SUISSE 18th Annual Asian Technology Conference Presentation to Investors & Analysts, September 6 th -7 th, 2017 Dr. Pei Ing Lee, President & Spokesman Mr. Joseph Wu, AVP & Deputy
More informationNanya Technology. WATERLAND Investment Forum Presentation to Investors & Analysts, August 29 th, 2017 Joseph Wu, AVP & Deputy Spokesman
Nanya Technology WATERLAND Investment Forum 2017 Presentation to Investors & Analysts, August 29 th, 2017 Joseph Wu, AVP & Deputy Spokesman Safe Harbor The information herein and the presentation made
More informationApacer Technology Inc Investor Conference
Apacer Technology Inc. 2017 Investor Conference Stock Code:8271 August, 10th, 2017 Disclaimer The predictive information mentioned in the present briefing and as promulgated simultaneously is set up on
More informationSpreadtrum Communications, Inc.
Spreadtrum Communications, Inc. Technology for the Mobile World b 2012 Second Quarter Results China United States Korea India Taiwan www.spreadtrum.com 1 Safe Harbor Statement This presentation contains
More informationInvestor Presentation. January 28, 2009
Investor Presentation January 28, 2009 Forward Looking Statements and Non-GAAP Financial Measures This presentation contains forward-looking statements that are based on our current opinions and estimates.
More informationBusiness of NAND: Trends, Forecasts & Challenges
Business of NAND: Trends, Forecasts & Challenges Rahul Advani, Microsemi & Mark Webb, MKW Ventures Key Messages Ramp of 3D NAND will be slower than most people think And uneven by vendor NAND roadmaps
More information2012 NAND Flash Outlook
2012 NAND Flash Outlook -IN NAND WE TRUST- Sean Yang June 7 th, 2012 Agenda Overview for 2012 NAND Flash Market NAND Flash Supply Side Status NAND Flash Demand Side Status Smartphone, Tablet and Ultrabook
More informationInvestor conference 2018/Q3
Investor conference 2018/Q3 Disclaimer The information presented and referred herein are based upon the information obtained internally and externally from our company. In light of the forward-looking
More informationI N V E S T O R S P R E S E N T A T I O N
I N V E S T O R S P R E S E N T A T I O N Rafi Amit, CEO Moshe Eisenberg, CFO November 2018 SAFE HARBOR The information presented today contains forward-looking statements that relate to anticipated future
More informationNanya Technology. KGI Greater China Corporate Day 2017Q4. Presentation to Investors & Analysts, December 14 th, 2017 Joseph Wu, AVP & Deputy Spokesman
Nanya Technology KGI Greater China Corporate Day 2017Q4 Presentation to Investors & Analysts, December 14 th, 2017 Joseph Wu, AVP & Deputy Spokesman Safe Harbor The information herein and the presentation
More informationINVESTOR PRESENTATION APRIL 2017
INVESTOR PRESENTATION APRIL 217 Forward Looking Statements This presentation contains forward-looking statements that involve risks and uncertainties, as well as assumptions that, if proven incorrect,
More informationB. Riley & Co. 16 th Annual Investor Conference. Jeffrey Andreson, CFO
B. Riley & Co. 16 th Annual Investor Conference Jeffrey Andreson, CFO May 2015 Forward-Looking Statements This communication contains forward-looking statements within the meaning of the safe harbor provisions
More informationInvestor conference 2017 Hong Kong
Investor conference 2017 Hong Kong Disclaimer The information presented and referred herein are based upon the information obtained internally and externally from our company. In light of the forward-looking
More information2016 Fourth Quarter Earnings. March 2017
2016 Fourth Quarter Earnings March 2017 Disclaimer The information is provided for informational purposes only, and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security
More informationSpreadtrum Communications, Inc. Investor Presentation 4Q12
Spreadtrum Communications, Inc. Technology for the Mobile World b Investor Presentation 4Q12 China United States Korea India Taiwan www.spreadtrum.com 1 Safe Harbor Statement This presentation contains
More informationJANUARY 28, 2014, SAN JOSE, CA. ABR Investment Strategy, LLC, TRENDFOCUS. PCIe SSD Opportunities in Client and Enterprise
JANUARY 28, 2014, SAN JOSE, CA PRESENTATION Matt Bryson, TITLE John GOES Chen HERE ABR Investment Strategy, LLC, TRENDFOCUS PCIe SSD Opportunities in Client and Enterprise Agenda NAND supply dynamics PC/tablet
More informationForward Looking Statement
Forward Looking Statement This presentation contains forward-looking statements which are statements that refer to expectations and plans for the future and include, without limitation, statements regarding
More informationB. Riley & Co. Annual Investor Conference. May 25, 2017
B. Riley & Co. Annual Investor Conference May 25, 2017 Forward Looking Statement and Financial Presentation This presentation contains forward-looking statements within the meaning of Section 27A of the
More informationCredit Suisse European Technology Conference
Credit Suisse European Technology Conference Franki D Hoore Director European Investor Relations May 12, 2010 / Slide 1 Safe Harbor "Safe Harbor" Statement under the US Private Securities Litigation Reform
More informationSeagate Technology Revenue: Driven by Product, Cloud Storage?
Seagate Technology Revenue: Driven by Product, Cloud Storage? By Adam Rogers Apr 03, 2018. 02:24 PM Seagate Technology Stock since Fiscal 2Q18 Results Seagate stock has risen 4% since its fiscal 2Q18 results
More informationNEWS RELEASE SanDisk Corporation 951 SanDisk Drive Milpitas, CA Phone:
NEWS RELEASE SanDisk Corporation 951 SanDisk Drive Milpitas, CA 95035-7932 Phone: 408-801-1000 SanDisk Announces Third Quarter 2015 Results MILPITAS, Calif., October 21, 2015 - SanDisk Corporation (NASDAQ:
More informationUFS 3.0 Controller Design Considerations
UFS 3.0 Controller Design Considerations JEDEC Mobile & IOT Forum Copyright 2018 Phison Electronics Corp. Keith Tsai Mobile Storage Evolution emmc Latest widely adopted standard before UFS 2.x Limited
More informationSignal Processing IP for a Smarter, Connected World. May 2017
Signal Processing IP for a Smarter, Connected World May 2017 Forward Looking Statements This presentation contains forward-looking statements that involve risks and uncertainties, as well as assumptions
More informationMay High Performance Data-Path Processing Solutions
May 2015 High Performance Data-Path Processing Solutions 1 Safe Harbor Statement This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as
More informationCan Embedded Applications Utilize the Latest Flash Storage Technologies?
Can Embedded Applications Utilize the Latest Flash Storage Technologies? Grady Lambert Sr. Director, Embedded Engineering Swissbit Santa Clara, CA 1 Agenda Storage Tech Headlines! Embedded Applications
More informationMicron Technology, Inc.
Micron Technology, Inc. 2015 Summer Analyst Day All rights reserved. Information, products, and/or specifications are subject to change without notice. All information is provided on an AS IS basis without
More informationSamsung Electronics Announces Third Quarter 2017 Results
Samsung Electronics Announces Third Quarter 2017 Results Registers net profit of KRW 11.19 trillion on sales of KRW 62.05 trillion 3Q consolidated operating profit reaches KRW 14.53 trillion SEOUL, Korea
More informationSanDisk Enterprise Storage Solutions
SanDisk Enterprise Storage Solutions Mike Chenery Senior Fellow Deutsche Bank Technology Conference Las Vegas, Nevada September 14, 2011 Forward-looking Statement During our meeting today we will be making
More informationSafe Harbor Statement
May 2017 1 Safe Harbor Statement Matters discussed in this presentation may contain forward-looking statements that are subject to risks and uncertainties. These risks and uncertainties could cause the
More informationEricsson First quarter 2018
Ericsson First quarter 2018 April 20, 2018 Ericsson Internal 2018-02-21 Peter Nyquist Vice President Investor Relations Ericsson Internal 2018-02-21 First quarter 2018 April 20, 2018 This presentation
More informationLumentum Overview. Alan Lowe President and CEO. November 18, 2015
Lumentum Overview Alan Lowe President and CEO November 18, 2015 Forward Looking Statement and Financial Presentation This presentation contains forward-looking statements within the meaning of Section
More informationT-Mobile US Q4 and Full Year 2013
T-Mobile US Q4 and Full Year 2013 Disclaimer This presentation contains forward-looking statements within the meaning of the U.S. federal securities laws. For those statements, we claim the protection
More informationCincinnati Bell Third Quarter 2011 Results. November 3, 2011
Cincinnati Bell Third Quarter 2011 Results November 3, 2011 Today s Agenda Performance Highlights Jack Cassidy, President & Chief Executive Officer Review of Wireline, Wireless, IT Services & Hardware
More informationCredit Suisse 18 th Annual Technology Conference
Credit Suisse 18 th Annual Technology Conference Alper Ilkbahar, Vice President, Marketing SanDisk Enterprise Storage Solutions December 3, 2014 1 Forward-Looking Statements During our meeting today we
More informationQ Earnings Conference Call. August 7, 2018
Q2 2018 Earnings Conference Call August 7, 2018 Safe Harbor Statement This presentation includes forward-looking statements within the meaning of Section 27A of the Securities Act and Section 21E of the
More informationFourth Quarter and Full Year 2018 Earnings Presentation. February 21, 2019
Fourth Quarter and Full Year 2018 Earnings Presentation February 21, 2019 1 Safe Harbor Caution Concerning Forward-Looking Statements Various remarks that the Company makes contain forward-looking statements
More informationHimax Technologies (HIMX) Devin D Angelo
Himax Technologies (HIMX) Devin D Angelo Agenda Executive Summary Industry Thesis Company Thesis Valuation & Recommendation 2 Business Overview Revenue By Segment 2013 16% 54% 30% Large Panel Drivers Small
More informationSamsung Electronics Announces First Quarter Results
Samsung Electronics Announces First Quarter Results Registers net profit of KRW 7.68 trillion on sales of KRW 50.55 trillion 1Q consolidated operating profit reaches KRW 9.90 trillion SEOUL, Korea April
More informationSanDisk Overview. Mike Chenery Senior Fellow. 5th Annual Needham HDD & Memory Conference Boston, MA. November 3, 2011
SanDisk Overview Mike Chenery Senior Fellow 5th Annual Needham HDD & Memory Conference Boston, MA November 3, 2011 Forward-looking Statement During our meeting today we will be making forward-looking statements.
More informationCincinnati Bell Inc. March 4, 2013
Cincinnati Bell Inc. March 4, 2013 Safe Harbor This presentation and the documents incorporated by reference herein contain forwardlooking statements regarding future events and our future results that
More informationQ Earnings Conference Call. November 6, 2018
Q3 2018 Earnings Conference Call November 6, 2018 Safe Harbor Statement This presentation includes forward-looking statements within the meaning of Section 27A of the Securities Act and Section 21E of
More informationCincinnati Bell Second Quarter 2012 Results. August 8, 2012
Cincinnati Bell Second Quarter 2012 Results August 8, 2012 Today s Agenda Performance Highlights Jack Cassidy, President & Chief Executive Officer Review of Cincinnati Bell Communications Ted Torbeck,
More informationStock Symbol: IVDA GO
Enabling Cloud Video Surveillance Bob Brilon, President & CFO INVESTOR PRESENTATION October 2015 Common Stock 27.7 MM Shares Stock Symbol: IVDA GO FORWARD LOOKING STATEMENT This presentation contains forward-looking
More informationRed Hat Acquisition of Qumranet Adds next generation virtualization capabilities. September 4, 2008
Red Hat Acquisition of Qumranet Adds next generation virtualization capabilities September 4, 2008 Safe Harbor Forward-Looking Statements Certain statements contained or discussed in this presentation
More informationInvestor Overview 2018
Investor Overview 2018 1 SAFE HARBOR This presentation contains forward-looking statements that involve risks, uncertainties and assumptions. If the risks or uncertainties ever materialize or the assumptions
More informationfourth QUARTER 2017 Jan 31, 2018
fourth QUARTER 2017 Jan 31, 2018 Peter Nyquist Vice President Investor Relations fourth QUARTER 2017 Jan 31, 2018 This presentation contains forward-looking statements. Such statements are based on our
More informationThis presentation and the documents incorporated by reference herein contain forward-looking statements regarding future events and our future
This presentation and the documents incorporated by reference herein contain forward-looking statements regarding future events and our future results that are subject to the safe harbor provisions of
More informationSteve Milligan President & Chief Executive Officer. April 22, 2010
Steve Milligan President & Chief Executive Officer April 22, 2010 Cautionary Statement Certain statements found in this document may constitute forward-looking statements as defined in the U.S. Private
More informationCyberLink(5203.TW) The Innovative Solutions Provider for the Connected Digital Lifestyle. Credit Suisse Asian Technology Conference
CyberLink(5203.TW) The Innovative Solutions Provider for the Connected Digital Lifestyle Credit Suisse Asian Technology Conference Sept. 9th, 2010 Safe Harbor Notice The following pages contain projections
More informationGlobal 3D NAND Flash Memory Market Research Report 2021
Published on Market Research Reports Inc. (https://www.marketresearchreports.com) Home > Global 3D NAND Flash Memory Market Research Report 2021 Global 3D NAND Flash Memory Market Research Report 2021
More informationInvestor Relations Presentation
A T H E R O S C O M M U N I C A T I O N S, I N C. Investor Relations Presentation Q1 2008 WIRELESS FUTURE. UNLEASHED NOW. ATHEROS COMMUNICATIONS Safe Harbor Statement Some of the information in this presentation
More informationSMART FLASH SOLUTIONS EMBEDDED AND REMOVABLE STORAGE PRODUCTS
SMART FLASH SOLUTIONS EMBEDDED AND REMOVABLE STORAGE PRODUCTS SMART MODULAR TECHNOLOGIES INDUSTRY EXPERIENCE DESIGN EXPERTISE GLOBAL MANUFACTURING SMART Modular Technologies is a global leader in specialty
More information4Q 2015 Earnings Conference Call. February 26, 2016
4Q 2015 Earnings Conference Call February 26, 2016 Safe Harbor Statement This presentation includes forward-looking statements within the meaning of Section 27A of the Securities Act and Section 21E of
More informationI N V E S T O R S P R E S E N T A T I O N
I N V E S T O R S P R E S E N T A T I O N Rafi Amit, CEO Moshe Eisenberg, CFO April 2018 SAFE HARBOR The information presented today contains forward-looking statements that relate to anticipated future
More information18 August Hong Kong. SSIL 2015 Interim Results Announcement 18 Aug 2015 P. 1
18 August 2015 18 Hong August Kong 2014 Hong Kong P. 1 Disclaimer This presentation does not constitute an offer or solicitation to anyone in any jurisdiction in which such offer or solicitation is not
More informationTaiwan Mobile Co., Ltd.
Taiwan Mobile Co., Ltd. 4Q12 Results Summary January 31, 2013 1 Disclaimer The information contained in this presentation, including all forwardlooking information, is subject to change without notice,
More informationVolterra Semiconductor
Silicon Power Solutions Volterra Semiconductor Jefferies 2013 Conference May 7, 2013 Mike Burns, CFO Nasdaq: VLTR Safe Harbor Statements This presentation contains forward-looking statements based on current
More informationGuardian Technology Platform Webcast
John Scaramuzzo Guardian Technology Platform Webcast Senior Vice President & General Manager, Enterprise Storage Solutions December 12, 2013 1 Forward-Looking Statements During our meeting today we may
More information2017 Q4 Earnings Conference Call
2017 Q4 Earnings Conference Call Forward Looking Statements This presentation includes certain forward-looking statements that are made as of the date hereof and are based upon current expectations, which
More informationInvestor Presentation February 2019
Investor Presentation February 2019 1 Safe Harbor Caution Concerning Forward-Looking Statements Various remarks that the Company makes contain forward-looking statements regarding acquisitions, acquisition
More informationQ2 FY06 Earnings April 19, 2006
Safe Harbor Before we proceed with our presentation, we would like to point out that the following discussion will contain forward-looking statements from industry consultants, QUALCOMM, and others regarding
More informationVeeco Expands Solar Equipment Product Line Acquisition of Mill Lane Engineering. May 22, 2008
Veeco Expands Solar Equipment Product Line Acquisition of Mill Lane Engineering May 22, 2008 Veeco Expands Thin Film Solar Equipment Product Line Completed purchase of Mill Lane Engineering Privately held
More informationNAND Flash Market Trend and Beyond-
NAND Flash Market Trend -2016 and Beyond- Sean Yang NAND Flash Team Memory & Storage Division, TrendForce May, 2016 Page 1 NAND Flash Market: 2016 is a Challenging Year 2016 NAND market momentum is softened
More informationInvestor Presentation October 2018
Investor Presentation October 2018 Safe Harbor This presentation contains forward-looking statements concerning Atomera Incorporated ( Atomera, the Company, we, us, and our ). The words believe, may, will,
More informationFlash Technology: Annual Update
Flash Technology: Annual Update Jim Handy OBJECTIVE ANALYSIS OBJECTIVE ANALYSIS Profound Analysts Reports & Services Custom Consulting Objective Analysis Semiconductor Forecast Accuracy Year Forecast Actual
More informationSamsung Electronics Announces Fourth Quarter & FY 2015 Results
Samsung Electronics Announces Fourth Quarter & FY 2015 Results SEOUL, Korea January 28, 2016 Samsung Electronics announced financial results for the fourth quarter ended December 31, 2015. Samsung posted
More informationInvestor Presentation Stifel Nicolaus Technology, Communications & Internet Conference Presented by: Pete Rodriguez Kevin Bauer
Investor Presentation Stifel Nicolaus Technology, Communications Presented by: Pete Rodriguez Kevin Bauer Cautionary Remarks Forward-Looking Statements: This presentation contains forward-looking statements
More information2016 Analyst Conference
2016 Analyst Conference Positioned for Success Friday, February 12, 2016 2016 Micron Technology, Inc. All rights reserved. Information, products, and/or specifications are subject to change without notice.
More informationLeading in the Data-Driven World
Leading in the Data-Driven World George Kurian Chief Executive Officer Agenda 1) Industry Context 2) Our Market Opportunity 3) Transforming to Lead Industry Context The world is changing fundamentally
More informationNanya Technology. Cathay Securities 1Q2017 Investor Summit. Presentation to Investors & Analysts, March 16 th, 2017 Joseph Wu, AVP & Deputy Spokesman
Nanya Technology Cathay Securities 1Q2017 Investor Summit Presentation to Investors & Analysts, March 16 th, 2017 Joseph Wu, AVP & Deputy Spokesman Safe Harbor The information herein and the presentation
More informationNanya Technology DRAM Environment & Company Update
Nanya Technology DRAM Environment & Company Update Presentation to Investors and Analysts 21 June 2016 Joseph Wu, AVP & Deputy Spokesman June 21, 2016 2016 Nanya Technology Corp. Safe Harbor The information
More informationConference call February 2, :00 / Helsinki 08:00 / New York 1 Nokia Q4 and FY 2016
Conference call February 2, 2017 15:00 / Helsinki 08:00 / New York 1 Nokia 2016 Q4 and FY 2016 Disclaimer It should be noted that Nokia and its business are exposed to various risks and uncertainties,
More informationJefferies 2013 Global Technology, Media and Telecom Conference
Jefferies 2013 Global Technology, Media and Telecom Conference May 9, 2013 Important Notice Please read this management presentation together with the Company s press release issued earlier announcing
More information3Q Investor Presentation
3Q 2017 Investor Presentation 1 SAFE HARBOR STATEMENT This presentation contains statements of a forward-looking nature. These statements are made under the safe harbor provisions of the U.S. Private Securities
More informationWindstream acquisition of Broadview Networks Transaction overview April 13, 2017
Windstream acquisition of Broadview Networks Transaction overview April 13, 2017 Safe Harbor Statement Windstream Holdings, Inc. claim the protection of the safe-harbor for forward-looking statements contained
More informationTrends in the HDD Industry
Trends in the HDD Industry Blount Ventures 650-380-2345 hbqwerty@yahoo.com www.blountventures.com 1 Agenda 2007 Industry Report Card Competitive Analysis 2008 Outlook and Future Consolidation Things to
More informationSeagate Point of View Cloud and Data Center Trend
DATA IS IN OUR DNA Seagate Point of View Cloud and Data Center Trend Raj Rajagopalan March 2018 1 Safe Harbor Statement This document contains forward-looking statements within the meaning of Section 27A
More informationKey Components of Mobile Device -A whole new Era for emmc- Memory and Storage Division Sean Yang June 5 th, 2014
Key Components of Mobile Device -A whole new Era for emmc- Memory and Storage Division Sean Yang June 5 th, 214 NAND Demand Outlook: Majority from Mobile Device NAND demand momentum continued with strong
More informationTech Talk on HPC. Ken Claffey. VP, Cloud Systems. May 2016
Tech Talk on HPC Ken Claffey VP, Cloud Systems May 2016 Safe Harbor Statement This document contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section
More informationFlash Memory Overview: Technology & Market Trends. Allen Yu Phison Electronics Corp.
Flash Memory Overview: Technology & Market Trends Allen Yu Phison Electronics Corp. 25,000 20,000 15,000 The NAND Market 40% CAGR 10,000 5,000 ($Million) - 2001 2002 2003 2004 2005 2006 2007 2008 2009
More informationAmerican Power Conversion (Nasdaq: APCC)
American Power Conversion (Nasdaq: APCC) Smith Barney Citigroup 18th Annual Global Industrial Manufacturing Conference March 9, 2005 Grand Hyatt, New York, NY Don Muir, APC Senior Vice President Finance
More informationQUALCOMM Reports First Quarter Results Revenues $941 Million, $.65 EPS
Contact: Julie Cunningham Vice President, Investor Relations Ph 619-658-4224 Fax 619-651-9303 E-mail: juliec@qualcomm.com QUALCOMM Reports First Quarter Results Revenues $941 Million, $.65 EPS SAN DIEGO
More informationFirst Quarter 2018 Earnings Presentation. May 8, 2018
First Quarter 2018 Earnings Presentation May 8, 2018 1 Safe Harbor Caution Concerning Forward-Looking Statements Various remarks that the Company makes contain forward-looking statements regarding acquisitions,
More informationCorporate Update. Enabling The Use of Data January Mellanox Technologies
Corporate Update Enabling The Use of Data January 2018 Safe Harbor Statement These slides and the accompanying oral presentation contain forward-looking statements and information. The use of words such
More informationWINNING IN A MULTICLOUD WORLD
WINNING IN A MULTICLOUD WORLD Rami Rahim CEO, Juniper Networks 2 CAUTIONARY STATEMENTS Forward-Looking Statements. This presentation contains forward-looking statements within the meaning of Section 27A
More informationSamsung Electronics. 10 th KRX Global Investors Conference -1 -
Samsung Electronics 10 th KRX Global Investors Conference June 2007-1 - Corporate Overview -2 - Business Portfolio TV N-PC DVD/STB Printer Memory System LSI Storage Home Theater Monitor Digital Media 27%
More informationFlash Storage in Surveillance Edge Recording
Flash Storage in Surveillance Edge Recording Amit Gattani Sr. Director, Segment Marketing Embedded Business Unit agattani@micron.com 2016 Micron Technology, Inc. All rights reserved. Information, products,
More informationSSD Update Samsung Memory. August 2016 Samsung Memory NAND Marketing
SSD Update Samsung Memory August 2016 Samsung Memory NAND Marketing Contents 1. Market Overview 2. SSD Product Roadmap 3. New SSD Features 2 Contents 1. Market Overview 2. SSD Product Roadmap 3. New SSD
More informationSlide title 48 pt 21 july 2011 Slide subtitle 30 pt
21 july 211 Helena norrman SENIOR VICE PRESIDENT COMMUNICATIONS THIS PRESENTATION CONTAINS FORWARD-LOOKING STATEMENTS. SUCH STATEMENTS ARE BASED ON OUR CURRENT EXPECTATIONS AND ARE SUBJECT TO CERTAIN RISKS
More informationSolomon Systech (International) Limited 2010 Annual Results Announcement. 24 March 2011 Hong Kong
Solomon Systech (International) Limited 2010 Annual Results Announcement 24 March 2011 Hong Kong Table of contents Summary Financial Review Business Review Outlook P. 2 Summary P. 3 Results summary Unit
More informationPrepared Remarks Red Hat Q3FY2018 Earnings Call 12/19/17
Speaker: Tom McCallum, VP of Investor Relations Thank you operator, Hello everyone, and welcome to Red Hat's earnings call for the third quarter of FY18. Speakers for today's call will be Jim Whitehurst,
More informationMANAGEMENT DISCUSSION AND ANALYSIS THIRD QUARTER 2013 MD&A. Total active subscribers (in thousand) Q212 Q312 Q412 Q113 Q213 Q313
MD&A Q313 Highlights On 23 July 2013, we successfully launched the new 3G 2.1GHz network, together with our existing 2G and 3G 850MHz networks, enabling us to serve our customers with better customer experience
More information1Q 2016 Earnings Conference Call. April 29, 2016
1Q 2016 Earnings Conference Call April 29, 2016 Safe Harbor Statement This presentation includes forward-looking statements within the meaning of Section 27A of the Securities Act and Section 21E of the
More informationINVESTOR PRESENTATION
INVESTOR PRESENTATION Jefferies Technology Conference May 2018 Safe Harbor 2 Safe Harbor Disclaimer This presentation may contain forward-looking information with respect to plans, projections, or future
More informationNasdaq: DAIO. Anthony Ambrose. President and CEO. Data I/O Corporation May 2017 B. Riley & Co. Conference -- Investor Presentation
Nasdaq: DAIO Anthony Ambrose President and CEO Data I/O Corporation May 2017 B. Riley & Co. Conference -- Investor Presentation Safe Harbor The matters that we discuss today will include forward-looking
More informationController Concepts for 1y/1z nm and 3D NAND Flash
Controller Concepts for 1y/1z nm and 3D NAND Flash Erich F. Haratsch Santa Clara, CA 1 NAND Evolution Planar NAND scaling is coming to an end in the sub- 20nm process 15nm and 16nm NAND are the latest
More informationVerizon closes 2017 with strong wireless customer growth and retention, well-positioned in new markets
News Release FOR IMMEDIATE RELEASE January 23, 2018 Media contact: Bob Varettoni 908.559.6388 robert.a.varettoni@verizon.com Verizon closes 2017 with strong wireless customer growth and retention, well-positioned
More information2nd Quarter 2017 Earnings Results
2nd Quarter 2017 Earnings Results August 2, 2017 Forward-Looking Statements Except for historical and factual information, the matters set forth in this presentation and other of our oral or written statements
More information