Marvell Technology, Inc. · NASDAQ:MRVL
Marvell Technology — Investor Presentation (September 2022)
19 slides from Marvell Technology's investor presentation, Sep 14, 2022
Slide 1: LiquidSecurity 2: Hardware Security Modules for a Secure, Cloud-Based World
LiquidSecurity® 2 Hardware Security Modules for a Secure, Cloud-Based World Amer Haider Vice President, Security, Marvell Sept 2022 (Embargoed until Sept 14, 2022 6AM EST)
Slide 2: Overview
Overview Company founded FY22 revenue 1995 $4.46B Employees Patents worldwide 7,200+ 10,000+ Global fabless semiconductor supplier -100 © 2022 Marv ell. All rights reserv ed. 2
Slide 3: Market-Leading Cloud-Optimized Silicon
Market-Leading Cloud-Optimized Storage Silicon Processors #1 in HDD, SSD and #1 in 4G/5G baseband and Fibre Channel controllers data processor units (DPUs) Electro-optics Networking Security #1 in PAM4 DSPs, linear TIAs, drivers #2 in Ethernet switches, copper PHYs #1 in processors and cloud hardwar
Slide 4: Announcing LiquidSecurity 2
Announcing LiquidSecurity 2 Most advanced unified architecture to meet your security and compliance needs The world will be a safer place if every encryption key is protected in hardware © 2022 Marv ell. All rights reserv ed. 4
Slide 5: Privacy, security, and compliance risks
Privacy, security, and compliance risks ▪ GDPR, HIPAA, CPRA and other regulations impose penalties for inadvertent data disclosure. ▪ All businesses handling user data are now moving to encrypt all their user data at rest. ▪ The average cost of a breach in 2022 is $4.35 million with many cases 1 far
Slide 6: Encryption is at the heart of global commerce
Encryption is at the heart of global commerce 600 Number of cc transactions per year (in billions) ▪ Over 1 billion credit card 500 468 1 transactions per day . 441.1 400 ▪ 2.8 billion credit cards in use 368.8 ▪ Rest (2020+) (and that’s credit only) . 2 ▪ Discover/Diners (until 2020) 300 295.7 257.
Slide 7: Encryption also gaining enterprise momentum
Encryption also gaining enterprise momentum Trends in encryption strategy. Country samples are consolidated. 70% Company has an encryption 62% strategy applied consistently across the entire enterprise 60% 50% 40% 38% 30% 20% Company does not have 10% 15% 16% an encryption strategy 0% 2006 2007 2008
Slide 8: What is an HSM?
What is an HSM? ▪ Hardware security modules (HSMs) are specialized devices for key management, encryption and authorization. ▪ Private keys are stored and operated in tamper-resistant FIPS certified hardware ▪ Certification of FIPS-140 standard managed by NIST. ▪ The problem? Traditional HSM costs t
Slide 9: Cloudification expands users and use cases
Cloudification expands users and use cases On-Prem appliances Public Clouds and SaaS Hybrid Clouds © 2022 Marv ell. All rights reserv ed. 9
Slide 10: Broad adoption underway
Broad adoption underway What is Azure Key Vault Managed HSM? https://docs.aws.amazon.com/cloudhsm/latest/userguide/cloudhsm-user-guide.pdf https://docs.microsoft.com/en-us/azure/key-vault/managed-hsm/overview https://www.oracle.com/security/cloud-security/key-management https://www.alibabacloud.com/
Slide 11: LiquidSecurity 1
LiquidSecurity 1 HSM on PCIe adapters ▪ Transformed the category in 2015 with optimized processing. ▪ 100,000 keys, 32 partitions. ▪ Best performance per dollar and per watt. ▪ Public cloud, private cloud, or enterprise. ▪ Technology managed by CSP; access policies managed by customer. Top five soci
Slide 12: Protecting encryption keys as a service
Protecting encryption keys as a service ▪ Pay-as-you-go or embedded into SaaS services ▪ Developers can start using HSMs within minutes to hours and scale quickly ▪ Available now through hyperscaler CSPs Data encry ption 1. Requested encry ption or signing operation Signing </> 3. Encry pted or sign
Slide 13: Securing consumer data on mobile
Securing consumer data on mobile ▪ Today, apps and smartphones rely on cloud storage for back-ups ▪ Marvell's LiquidSecurity HSM secures the encryption operation and stores encryption keys in FIPS boundary ▪ Data easily restored or moved to another device. © 2022 Marv ell. All rights reserv ed. 13
Slide 14: Introducing LS2 Cloud HSM
Introducing LS2 Cloud HSM ▪ Outstanding performance and TCO: up to 100,000 ECC operations per second (10x) for secure key management processing. ▪ Scalable: up to 1 million keys and 45 partitions for scaling multi-tenant operations. ▪ Comprehensive SDK, Source code and examples for flexibility and r
Slide 15: LS2 Highlights
LS2 Highlights Capability LS1 LS2 Benefits # Partitions 32 45 Scale multitenant deployments with tenant isolation Key storage 100,000 1,000,000 10x Key Store (80% AES, 20% RSA or ECC Keys) RSA-2K ops/s 35,000 42,000 20% more ECC P-256 ops/s 10,000 100,000 12x Most ECC performance yet, designed for E
Slide 16: Cloud HSM to rise from 18% to >50% in five years
Cloud HSM to rise from 18% to >50% in five years 1200 1000 Revenue (millions ) 800 600 400 200 0 2022 2027 Cloud and Hybrid Cloud Non-Cloud Architecture Marvell estimates based on market reports and industry experts © 2022 Marv ell. All rights reserv ed. 16
Slide 17: Summary
Summary 1 Marvell cloud-optimized silicon drives best-in-class performance, scalability and cost 2 Demand for cryptography HSM services are growing world-wide 3 Transitioning to the cloud greatly expands the users and use cases for HSM services 4 Unique advantages of LiquidSecurity 2 HSM makes the w
Slide 18: Thank You
Thank You
Slide 19: Marvell: Essential technology, done right
ia MARVELL Essential technology, done right™
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