Silicon Labs Corporate Overview MARCH 2018 The leader in silicon, software and solutions for a smarter, more connected world.
A World-Class Design Culture In 1996, a visionary group of engineers pioneered a new paradigm in RF integration by exploring the foundational principles of design. The resulting insight and understanding into the very physics of combining RF with digital circuitry laid the foundation for a world-class design culture that remains at the heart of everything we do. This methodical approach, combined with our knowledge of how and why things work allows us to deliver breakout hardware and software solutions. 2
Leveraging Our 20-Year History into the Future Wireless Software ~50% MCU IoT Tuners ~20% 1996 Today Broadcast RF Synthesizer Fundamental breakthrough in mixed-signal and CMOS RF integration Timing Isolation Infrastructure ~20% Modem Access ~10%
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 4
About Silicon Labs Multiple industry firsts, transforming and disrupting large markets FOUNDED IN 1996 LISTED SLAB 621 REVENUE ($M) 645 698 769 Core competencies in mixed-signal and RF CMOS Focus on high-quality, diversified markets History of sound financial management with consistent growth and stability in turbulent markets Well positioned for sustainable growth ~35,000 CUSTOMERS 2014 2015 2016 2017 >1,600 PATENTS 2015, 2016 & 2017 MOST RESPECTED SEMICONDUCTOR COMPANY 5
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 Embedded OS OTA Updates Modules Reference designs Cloud services Tools 6
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. 7 Silicon Labs Confidential
A More Connected World is FASTER BRIGHTER HEALTHIER Inboard Technology s M1 skateboard brings style and speed to personal transportation Bluetooth Sengled s Element bulbs blend functionality and simplicity for smart, customizable lighting Zigbee (Mesh) Propeller Health makes it possible for asthma and COPD patients to better manage their treatment Bluetooth SiP 8
A More Connected World is DATA DRIVEN GREENER INFORMED Highly reliable clocks and crystal oscillators service the backbone of the Internet Timing Superior products reduce system size and cost for electric vehicles and charging stations Isolation Unrivaled, scalable approach for developing automotive infotainment systems Automotive Infotainment 9
A Diversified Product Portfolio Enables a More Connected World 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 10
The IoT Represents the Opportunity of our Lifetime 70B Connected devices by 2025 $11.1T In economic value per year in 2025 Source: Silicon Labs estimates, McKinsey study 2015: The Internet of Things Mapping the Value Beyond the Hype 11
P A R T 1 Existing infrastructure and technology The IoT Represents the Opportunity of our Lifetime 100 70 70B 50 30 20 Smartphone Computer IoT 15B Billions 10 7 7.5B Population 7B 5 4B 3 2 2B 2B 1 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Source: IHS and Silicon Labs estimates 12
Making 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 13
We Address all Facets of the IoT DEVICES AND SOFTWARE DEVELOPMENT TOOLS SOLUTION Wireless SoCs and Modules Superior RF performance Multiprotocol Robust stacks Security Leading Tools Fast time-to-market Simplicity Studio Connectivity kits Network optimization Silicon-to-Cloud Complete solution RTOS Cloud connectivity 14
IoT: A Leading SoC Architecture SENSE SENSOR I/F MCU ARM MULTI PROTOCOL RADIO RF Highly integrated IoT platform Features low power Gecko technology Energy-efficient peripherals BATTERY ENERGY MANAGEMENT EMBEDDED FLASH AND MEMORY MIXED- SIGNAL CONTROL Multiprotocol radio 15
IoT: Solutions to Shorten the Path to Connectivity STARTER KITS WIRELESS MODULES AND SIPS REFERENCE DESIGNS Rapid prototyping Pre-certified, small footprint Ready made solutions take you to market faster 16
IoT: 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 17
IoT: Complete Silicon-to-Cloud Solution Device Management Cloud Services Mobile SDK Cloud Connectors Embedded design platform for cloud connectivity and device management Security from factory to field Embedded Application Wireless Protocols MCU SDK Cloud APIs Choice of cloud service providers Complete solution for deploying and managing devices RTOS SoC/Module 18
Infrastructure: 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 19
Timing: 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 20
Timing: Our Oscillators Deliver Time to Market Advantage SILICON SOFTWARE SOLUTION 4:1 Oscillator Integration Higher reliability Superior performance Smaller footprint Customizable Web configurable by customer Speeds Development Custom samples in two weeks versus 24 for other vendors 21
Infrastructure: 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 22
Isolation: 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 23
Isolation 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 24
A 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 25
High Quality, Agile Supply Chain Partnering with world-class suppliers to manage products from development to customer delivery Reliable, responsive, high volume supply Support unexpected surges in demand Quality-centered assembly and test, dual sourced ISO9001/14001 certified and ISO/TS16949 compliant 20+ YEARS OF PROVIDING SILICON, SOFTWARE, AND SOLUTIONS ~35,000 CUSTOMERS 15 YEAR TIER 1 FOUNDRY/ ASSEMBLY PARTNERSHIP 26
Innovation in Testing and Performance CUSTOM TEST HARDWARE FLEXIBLE CAPACITY SMALL FORM FACTOR Modular design so we can be responsive to changing requirements Custom design allows for rapid scaling and deployment A typical ATE is about the size of a car, ours is smaller than a shoe box 27
A Global Company HEADQUARTERED IN AUSTIN ~1300 EMPLOYEES WORLDWIDE INTERNATIONAL HQ SINGAPORE Design Centers Sales Offices 28
Key Take Aways Technology leadership Simplifying the customer experience Track record of strong growth Delivering products that transform industries 29
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