Andes Technology Corp. · TWSE:6533
Andes Technology — Andes Technology Investor Conference 2024
34 slides from Andes Technology's conference presentation, Mar 4, 2024
Slide 1: 晶心科技法人說明會
晶心科技 法人說明會 報告 張弘毅 發言人 113年3月4日
Slide 2: 投資安全聲明
投資安全聲明 除本文包含的歷史資訊外，本演示文稿中涉及的事項均為前 瞻性陳述，涉及某些可能導致實際結果出現重大差異的風險 和不確定性，包括但不限於天氣、競爭產品和定價的影響、 半導體產品供需的全行業變化、快速的技術變革、半導體行 業週期、 和一般經濟狀況。 除法律要求外，晶心不承擔因新資訊、未來事件或其他原因 而更新任何前瞻性陳述的義務。 2
Slide 3: 報告標題
報告標題 ⚫晶心公司簡介 ⚫財務與經營狀況 ⚫關鍵應用與趨勢 ⚫研發暨技術能量 3
Slide 4: 晶心科技公司簡介
晶心科技公司簡介 晶心亮點 •2005年3月設立於台灣新竹科學園區。 •根基穩健的高科技上市公司。 •員工人數超過500人；80%為工程師。 •獲得TSMC 2015年新的 IP OIP Award 。 •晉升為RISC-V國際聯盟(前身為RISC-V基金會) 首席會員。 (2020) •獲得Al Global Media頒發「2020年最傑出嵌入式處理器IP供應商」。 •EE Awards亞洲金選獎 -「Taiwan 產品獎」,「Asia 企業獎」(2021) •2023亞太區 前五百大高成長企業 晶心任務 • 創新架構高效能/低功耗嵌入式處理器。 晶心利基 • 智能及環保之電子設備 • 雲
Slide 5: 晶心科技公司現況
晶心科技公司現況 晶心科技指標性資訊 19 Years 500+ 400+ Customers 14Bn+ SoC Pureplay CPU vendor Employee , > 80% R&D Licensing AndesCore Total Customer Shipment 2023年營運數字 Revenue $ Growth License $ Growth Royalty $ Growth SoC Shipping Q’ty 1.04 Bn, NT$ 18.3% YoY -1.2% YoY 2.1Bn 13.5% YoY 晶心科技參與RISC-V International (R
Slide 6: 財務與經營狀況
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Slide 7: 4Q23 整體營收分析
4Q23 整體營收分析 YoY QoQ +64 % YoY +31.2 % +13.5 % (NTD ’000) (NTD ’000) Taking RISC-V® Mainstream 7
Slide 8: 2023 Q1-Q4 營收應用類別分析
2023 Q1-Q4 營收應用類別分析 Taking RISC-V® Mainstream 8
Slide 9: 2021 to 2023 營收應用類別分析
2021 to 2023 營收應用類別分析 (NTD ’000) Taking RISC-V® Mainstream 9
Slide 10: 4Q23 權利金收入分析
4Q23 權利金收入分析 YoY QoQ YoY +32.3 % +8.1 % -1.2 % (NTD ’000) (NTD ’000) Taking RISC-V® Mainstream 10
Slide 11: 2023 Q1-Q4 營收商業模式分析
2023 Q1-Q4 營收商業模式分析 Taking RISC-V® Mainstream 11
Slide 12: 2023 Q1-Q4 地區別營收分析
2023 Q1-Q4 地區別營收分析 Taking RISC-V® Mainstream 12
Slide 13: 4Q23 RISC-V營收佔比分析
4Q23 RISC-V營收佔比分析 (NTD ’000) Taking RISC-V® Mainstream 13
Slide 14: 歷年授權金收入分析
歷年授權金收入分析 (NTD ’000) License Revenue Taking RISC-V® Mainstream 14
Slide 15: 歷年權利金收入分析
歷年權利金收入分析 (NTD ’000) Royalty Revenue Taking RISC-V® Mainstream 15
Slide 16: 關鍵應用與趨勢
關鍵應用與趨勢 16
Slide 17: 關鍵應用與趨勢
關鍵應用與趨勢 RISC-V will capture RISC-V will command 28% of the RISC-V-based AI SoCs will grow 73.6% 10% of the Automotive market by 2025 IoT market by 2025 CAGR to 25B units and $291B in revenue Counterpoint, Sept 2021 Counterpoint, Sept 2021 by 2027 Semico Research, Dec 2021 Taking RISC-V® Mainstream 1
Slide 18: 產業領導者引領RISC-V成長勢頭
產業領導者引領RISC-V成長勢頭 Leading Semiconductor Industry Players Join RISC-V crypto core is qualified to ASIL-D for NSITEXE Selects ImperasDV for Automotive Forces to Accelerate RISC-V automotive designs Quality RISC-V Processor Functional Design Aug. 2023 Jan. 2020 Verification May 2022 Renesas Extends Lea
Slide 19: 晶心科技RISC-V IP支援車用電子
晶心科技RISC-V IP支援車用電子 Since founded in March 2005, 2024 Andes Technology is working step-by-step on 2022 RISC-V for ISO 26262 Functional Safety AndesCore 2020 D25F-SE to be AndesCore Released 2017 Andes N25F-SE Certified • A series of Andes for ISO 26262 Functional Safety Development CPU cores will 20
Slide 20: AndesCore for Automotive Electronics
AndesCore for Automotive Electronics ◼ Supporting a Wide Variety of Functional Safety Applications: ⚫ Dashboard display, in-car monitoring, keyless entry, lighting control, tire pressure monitoring, vision ADAS, microcontroller and many more ◼ Developers using AndesCore Functional Safety Processors
Slide 21: Andes FUSA Roadmap
Andes FUSA Roadmap High Performance Mission Critical AX6X-SE 13-stage Computing Power D45-SE OoO, 4-issue Mainstream 8-stage Low Power Processing Dual-issue & Security ASIL-D Compliant D25F-SE D23-SE N25F-SE 5-stage ASIL-D Compliant ASIL-B Supported 3-stage 5-stage Single-issue Single-issue Single-i
Slide 22: 晶心科技車用電子生態系統
晶心科技車用電子生態系統 ◼ Co-working with global leading suppliers in the automotive industry ◼ Andes and ecosystem partners jointly deliver the trusted RISC-V automotive solutions to designers complying with the standard of functional safety ISO 26262 ◼ Partner Ecosystem Catalogs Security Safety RTOS AUTOSAR
Slide 23: RISC-V for Datacenter & Cloud
RISC-V for Datacenter & Cloud RISC-V offers unique Custom computing for Achieve your Opportunity for AI and performance and accelerators other emerging power targets workloads RISC-V CPU core market will grow 115% CAGR, capturing > 14% of all CPU cores by 2025 23
Slide 24: Andes RISC-V Processors to Fit Your AI
Andes RISC-V Processors to Fit Your AI Data center >100 TOPS Automotive Mobile AR/VR >10 TOPS Surveillance • ADAS, HDR • > 10 cameras >1 TOPS Smart Home • Face unlock • Bokeh Andes V-Series Avatar >1 GOPS Smart Camera • (RV64GCPV) • Gesture recognition • Intelligent HMI • SLAM AnDLA • Barge-in • Hig
Slide 25: MTIA: Meta Training/Inference Accelerator
MTIA: Meta Training/Inference Accelerator ◼ ISCA 2023 paper, “MTIA: First Generation Silicon Targeting Meta’s Recommendation Systems” ◼ Proc-A/B: AX25-V100, an early version of the popular NX27V ◼ Custom extensions: for new interfaces, instructions and registers ◼ Performs quite well on low and medi
Slide 26: Edge AI With Analog In-Memory Computing
Edge AI With Analog In-Memory Computing ◼ TetraMem Analog In-Memory-Computing MX200 (RRAM-based) ◼ 8-bit 256x256 (64K) MAC Engines, >30 TOPS/W performance ◼ ML core operators (conv, gemm) processed in NPU ◼ Remaining operations processed in RISC-V Vector processors and control CPU AXI Bus "Thousands
Slide 27: Endpoint AI
Endpoint AI ◼ Renesas R9A06G150 Voice-Control ASSP ◼With 100MHz DSP-capable D25F processor ◼ML-based voice recognition gets >50% speedup by using P-extension ◼ Spacetouch SPV60 Intelligent audio processor ⚫ High performance for customer development ◆ 100 GOPS NPU for noise reduction, echo cancellati
Slide 28: AndesAIRE: Andes AI Runs Everywhere
AndesAIRE : Andes AI Runs Everywhere ◼ HW/SW Solutions for AI from the Edge to the Cloud NN models AndesAIRE NN SDK AndeSight IDE AndesAIRE NNPilot • GCC/LLVM Toolchains Pruning, Quantization, Optimization, Evaluation • Build, debug, profile Generated C code template Generated NN models • Analysis a
Slide 29: AndesAIRE - Andes AI Runs Everywhere
AndesAIRE - Andes AI Runs Everywhere Smart Camera Smart Sensor Smart Home Appliance AIoT / tinyML Robotics Wearable 29
Slide 30: 研發暨技術能量
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Slide 31: 晶心科技 RISC-V CPU Cores
晶心科技 RISC-V CPU Cores AX60 Series AX65 AX66 AX6X-SE A72~A78; 13-stage OOO Linux MP N1/V1/X1 Categories Power-efficient Mid-range Extended FUSA 45 Series AX45MPV A53/55, R52/ N45, NX45 D45 D45-SE 8-stage Superscalar A45(MP), AX45(MP) R82, M7 27 Series NX27V A27(L2), AX27(L2) A5/7/35 5-stage MemBoost
Slide 32: RISC-V Continues to Rapidly Grow
RISC-V Continues to Rapidly ⚫ RISE: RISC-V Software Ecosystem, a project under LF Europe ⚫ To accelerate the development of RISC-V open source SW ⚫ Led by industry leaders ⚫ Areas to focus over time: ⚫ Compilers & Toolchains ⚫ Language Runtimes ⚫ System Libraries ⚫ Debug & Profiling Tools ⚫ Simulato
Slide 33: 晶心科技合作夥伴暨生態系統
晶心科技合作夥伴暨生態系統 AI tools, SW Security and IP DSP, Audio and Vision RTOS Development tools 33
Slide 34: 感謝聆聽
感謝聆聽
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