Slide 1: The Significant Industry Trends For 2023 - uPI Semiconductor Corp.
CONFIDENTIAL CONFIDENTIAL 福邦證券 Grand Fortune Securities The Significant Industry Trends For 2023 uPI Semiconductor Corp. PMIC Industry Development Trends Daniel Huang CEO Confidential: brands, trademarks, and logos shown on the page belong to respective owners.
Slide 2: Disclaimer
Disclaimer CONFIDENTIAL • The forward-looking information mentioned in this presentation, including operating outlook, financial condition and business forecast, is based on information obtained by the Company from internal and external data. • The company's actual future financial position and oper
Slide 3: Introduction of uPI
Introduction of uPI CONFIDENTIAL General Information • Founded in 2005 • IC Design House with both Power Management IC and MOSFET • Capital: ~ NT$783M • HQ: Hsinchu, Taiwan • Shareholder：ASUS • Registered for Emerging Stock Trading on Mar. 12, 2021 and became a Listed Company on Jan. 13, 2022 • Adde
Slide 4: Milestone
Milestone CONFIDENTIAL • Became a Listed Company on January 13, 2022 • Added to MSCI Global Small Cap Indexes on May 13, 2022 (Effective: May 31, 2022) 2022 • Launched Power Stage Solutions for GPU, • Registered for Emerging Stock Trading on March 12, 2021 2021 Motherboard and Laptop • New Gen. MV M
Slide 5: Target Application
Target Application CONFIDENTIAL IC + MOS High Precision High Density IPD (Integrated Power Device) HPC Communication BMS Industrial Consumer High Performance • Server Battery Protection Industrial Applications • Gaming Computing System • Datacenter • Drone • Base station • Mobile phone Confidential:
Slide 6: Power Management IC Market
Power Management IC Market CONFIDENTIAL 2019-2026 power IC market forecast By component type $30 000M $20 000M $10 000M $0M 2019 2020 2021 2022 2023 2024 2025 2026 Multichannel PMICs DC-DC Switching Regulators BMICs Linear regulators Others Data Source：Yole Developpement, 2021 Confidential
Slide 7: Power Management IC Market
Power Management IC Market CONFIDENTIAL 2020-2026 power IC market forecast Mobile & Consumer Industrial 2026 Automotive $25.5B Computing Telecom Medical $11.61B 2020 CAGR 20-26: $21.4B $0.72B 1.4% CAGR20-26: $2.13B 4.9% CAGR 20-26: 1.8% $10.70B $0.54B $4.56B $2.74B CAGR 20-26: $1.91B CAG
Slide 8: Silicon MOSFET Market
Silicon MOSFET Market CONFIDENTIAL 2020-2026 silicon MOSFET market segment value Consumer Automotive 2026 EV/HEV $9.4B Industrial Telecom Others $2.6B 2020 $7.5B $2.3B $1.5B $0.7B $2.8B $0.5B $1.4B $1.6B $0.1B $1B $0.5B $1.5B CAGR20-26 :+3.8% Data Source：Yole Developpement, 2021/08 Confi
Slide 9: Power GaN Device Market
Power GaN Device Market CONFIDENTIAL Consumer Telecom, Datacom Automotive, mobility 2027 Industrial CAGR 21-27：59% $2B $4.2M Energy CAGR 10% Defense, aerospace Others 2021 $964.7M CAGR 52% $126M $617.8M $2M CAGR 69% CAGR 4% $79.6M $17.1M CAGR 56% $308.9M $1.5M $26.7M CAGR 97% $2.4M $86.7M CAGR 45% $
Slide 10: Market Trends for PMIC and MOSFET
Market Trends for PMIC and MOSFET CONFIDENTIAL The Higher the Killer Application Computing Capability Required, the Bigger Current, Higher Efficiency and Higher Power Density Power Solution They Need for End Products Next Generation Processors go to more and more advanced technology nodes which
Slide 11: PMIC Industry Development Trends
PMIC Industry Development Trends CONFIDENTIAL Higher Power Density High Integration With the improved Power density packaging structure, the bolsters performance power components are in smaller spaces. changing the type from High discrete to Integration modularization. + High Compound High Efficienc
Slide 12: uPI's Competitive Strength
uPI’s Competitive Strength CONFIDENTIAL uPI have both PMIC and MOSFET technology and products, to provide hybrid, high Integration, high efficiency and high density power solutions. The power solutions have qualified with the Consumer Grade, Industrial Grade, and Automotive Grade specifications. A
Slide 13: uPI : Your Power IC - Thank You!
CONFIDENTIAL uPI : Your Power IC Thank You! Confidential: brands, trademarks, and logos shown on the page belong to respective owners. 13