Dialog Semiconductor Capital Markets Day 16 September 2015, London personal portable connected
SmartBond Bluetooth Smart Sean McGrath SVP Connectivity, Automotive and Industrial personal portable connected
Agenda Market update Product update Key takeaways
Bluetooth Smart What Is It? What Is It? Evolution of current Bluetooth standard open and license-free standard Focus on ultra-low power consumption Faster connection set-up and tear-down Ideal for transferring small amounts of data 4
Bluetooth Smart market size Fast growing market opportunity Bluetooth Smart - Market size M$ $1,200 $1,000 73% CAGR 2014-2017 $800 $600 $400 $200 $0 2014 2015 2016 2017 2018 2019 Source: IHS, Juniper, Dialog 5
2018 Market Segmentation Market Segmentation $823m in 2018 25% 19% HID/RCU Beacon/Proximity Wearables/Health and Fitness 5% 3% 5% 2018 SAM 13% 21% 9% Smart Home Medical Audio Automotive Other Source: IHS, Juniper, Dialog 6
Bluetooth Smart segment maturity Increasing number of significant verticals emerge Volume today Health and Fitness / wearables Proximity (tags and beacons) Human Interface Devices Emerging Smart Homes Medical Wireless Charging (A4WP) Automotive and many on the horizon Industrial Payments Audio Toys Anything with a USB connection! 7
Agenda Market update Product update Key takeaways
Dialog Bluetooth Smart one year on Since our first product release 18 months ago From initial product to complete portfolio DA14580: still the lowest power, highest integration released to the market DA14581: wireless charging DA14582: integrated voice codec DA14583: on-board Flash memory DA14680: complete wearable systemon-chip And more in the pipeline 9
A complete solution Increasing portfolio reference designs Remote control with voice & gesture Proximity tag Dialog Serial Port Service Battery powered beacon Range extender Mouse Keyboard SmartBond Reference Designs Indoor light powered beacon Sensor module Remote control Trace antenna Dice 10
Solid module ecosystem Enables time to market and long tail customers Product name LBCA2BZZFZ (LBCA2HNZYZ) PAN1740 SESUB-PAN- D14580 UGMZ2A (UGMZ2AA) Specs DA14580 16MHz XTAL Passives (Antenna) DA14580 16MHz XTAL 32kHz XTAL Passives Antenna DA14580 16MHz XTAL Passives DA14580 16MHz XTAL Passives (Antenna) DA14580 16MHz XTAL Passives DA14580 16MHz XTAL Passives Our module partners offer: Highest level of integration Smallest form factor Certified modules Little to no RF know-how needed Complete solution Easy to integrate and use 11
Jan'14 Feb'14 Mar'14 Apr'14 May'14 Jun'14 Jul'14 Aug'14 Sept'14 Oct'14 Nov'14 Dec'14 Jan'15 Feb'15 Mar'15 Apri'15 May'15 Jun'15 Jul'15 Aug'15 Sep'15 Broad market recognition Engineers shifting to Dialog SmartBond TM engineering community Over 5,532 registered engineers (2014 was 1,140 ) 348 registrations per month (2014 was 186 ) Balanced regional spread 500 450 400 350 300 250 200 150 100 50 0 (blank) Japan EMEA APAC Americas Development kit sales More than 400 kits shipped in last 4 months Shipping >100 development kits/month Web Portal for: Documentation Support Reference Designs 12
Significant Tier 1 traction Estimated top three market position Select design wins Select design wins: 13
SmartBond TM DA1458x Bluetooth Smart: Power, Size and System Cost without Compromise www.dialog-semiconductor.com/bluetoothsmart 14
Next generation for key verticals Expanding from radio sub-system to full application Applications (Multi-sensor) wearable devices Consumer health Fitness / activity trackers Medical monitors Smart home devices Security HVAC Lighting Human interface devices Key Benefits Lowest power consumption Smallest system size Lowest system cost High security levels 15
Meet our SmartBond TM family A Breakthrough Solution for Wearable Devices 16
Product Roadmap DA14680 World s First Single-Chip Solution for Wearables Support Bluetooth 4.2 Processing power on-demand Unlimited execution space High-level security Sensor hub functionality Battery and system power management Rich analog and digital set of interfaces Optimized for Flexibility Lowest power consumption Smallest footprint Lowest system cost High volume production ramps in Q4 17
Meet Our SmartBond TM family A Breakthrough Solution for Smart Home Applications 18
Smart Home solutions Approved by the major eco-system shapers BLE & 15.4 BLE BLE 19
Agenda Market update Product update Key takeaways
Key takeaways Bluetooth Smart continues to be adopted in a multitude of high volume applications resulting in a rapidly growing market One year since introduction: Dialog is recognised as a leader in Bluetooth Smart Established partners and dynamic engineering design community Dialog is a Tier 1 supplier and continues to increase its market footprint Dialog has extended it Smartbond portfolio with the most highly-integrated solutions for wearables and the smart home 21
Thank you... personal portable connected 22