Microchip Technology Incorporated · NASDAQ:MCHP
Microchip Technology — Needham Automotive Conference 2017
27 slides from Microchip Technology's conference presentation, June 2017
Slide 1: Microchip In Automotive
Ganesh Moorthy Microchip In Automotive President and Chief Operating Officer ©June 2017
Slide 2: Business Update
Business Update Net sales for Q1FY18 expected to be +4.5% to +6% sequentially (previous guidance +2% to +7%). Non GAAP EPS for Q1FY18 expected to be between $1.22 to $1.26 per share (previous guidance $1.17 to $1.27 per share). Business conditions continue to be very strong. Backlog is strong.
Slide 3: Corporate Overview
Corporate Overview Leading provider of: • High-performance Microcontrollers, Digital Signal Controllers and Microprocessors • Mixed-Signal, Analog, Interface and Security solutions • Clock and Timing solutions • Wireless and Wired Connectivity solutions • Non-volatile EEPROM and Flash Memory solut
Slide 4: Our Vision
Our Vision Be The Very Best Embedded Control Solutions Company Ever ©June 2017 4
Slide 5: Annual Net Sales Growth
Annual Net Sales Growth 4000 3900 3800 3700 3600 106 consecutive quarters of profitability! 3500 3400 3300 3200 3100 MCU Analog Memory Licensing MMO 3000 2900 2800 2700 $ Million 2600 2500 2400 2300 2200 2100 2000 1900 1800 1700 1600 1500 1400 1300 1200 1100 1000 900 800 700 600 500 400 300 200 100
Slide 6: WW MCU Market Share
WW MCU Market Share 2003 2008 2009 2010 2012 2014 2015 2016 No. Rank Rank Rank Rank Rank Rank Rank Rank 1 Renesas Renesas Renesas Renesas Renesas Renesas Renesas Renesas 2 Motorola NEC NEC Freescale Freescale Freescale NXP NXP 3 NEC Freescale Freescale Samsung Infineon ST-Micro ST-Micro Microchip 4
Slide 7: Revenue by End Market
Revenue by End Market Communication ©June 2017 7
Slide 8: Automotive Semiconductor Supplier Ranking
Automotive Semiconductor Supplier Ranking 1. NXP 2. Infineon Technologies 3. Renesas Electronics 4. ST Microelectronics 5. Texas Instruments 6. Robert Bosch (mostly captive) 7. ON Semiconductor 8. Microchip 9. Toshiba 10. Rohm Semiconductor Source: Semicast Research 2017 ©June 2017 8
Slide 9: Automotive Semiconductor Content
Automotive Semiconductor Content Vehicle Shipments (Munits) Semiconductor Content / Vehicle 120 $450 $400 100 $350 80 $300 $250 60 $200 40 $150 $100 20 $50 0 $- 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 Source: Statista Source: PWC,
Slide 10: Networking
Networking Ethernet ©June 2017 10
Slide 11: Security
Security • >20 years in secure IC market • Automotive grade stand alone Security ICs • Secure Crypto Microcontrollers • Securing in vehicle networks, including legacy CAN • Enabling Secure BOOT – no fraudulent firmware All you need is Trust ©June 2017 11
Slide 12: Access Control Systems
Access Control Systems Passive Entry – Walk Away Locking Highly Secure Keyfobs RF link + LF immobilizer Relay Attack Theft Prevention: Homelink – Garage Doors Low Power UWB Radar ©June 2017 12
Slide 13: Advanced HMI: Capacitive Sensing
Advanced HMI: Capacitive Sensing Multi-Point Touch Screens Touch Pad Controls Capacitive Gesture Recognition Buttons and Sliders ©June 2017 13
Slide 14: Interior and Exterior Lighting
Interior and Exterior Lighting Exterior LED Front Lighting LED Tail Lights Interior Ambient Lighting - RGB Instrument Cluster Backlighting ©June 2017 14
Slide 15: Body Electronics
Body Electronics Steering Wheel control Kick Sensing Door Handle Sensing Pressure Monitoring ©June 2017 15
Slide 16: Motor Control
Motor Control Fuel Pumps Cooling Fans Water Pumps Turbo Wastegate ©June 2017 16
Slide 17: Electrification / Fuel Economy
Electrification / Fuel Economy EV Portable Charger Start Stop Voltage Stabilization (DC/DC) Inductive Wireless 48V System Solutions Charging Control ©June 2017 17
Slide 18: Advanced Driver Assist Systems
Advanced Driver Assist Systems Collision Avoidance Systems Lane Departure Warning Smart Mirrors Blind Spot Detection ©June 2017 18
Slide 19: Microchip Content in ADAS
Microchip Content in ADAS MCU Network/Analog Memory Lane Departure Back up Camera Lane Keep Assist Surround View Camera Front Collision Avoidance Autonomous Parking Automatic Emergency Braking LED Matrix Lighting Adaptive Cruise Control Pedestrian Detection Blind Spot Detection TPMS Traffic Sign Rec
Slide 20: ADAS Drives Sensor Proliferation
ADAS Drives Sensor Proliferation Camera Radar Ultrasonic Laser Automation Level 2 Level 3 Level 4 Sensor / Year 2015 2020 2025 Radar ≥3 ≥6 ≥ 10 Camera * ≥1 =2 ≥8 *) excluding backup camera and Lidar 0 ≤1 ≥1 surround view cameras ©June 2017 20
Slide 21: Increasing Number of Sensors Will Drive Revenue Growth
Increasing Number of Sensors Will Drive Increased bandwidth requirements – raw data - high speed links Revenue Growth Safety related ADAS Sensors: Parameterics Security Needed Monitoring & Sensor control ©June 2017 21
Slide 22: Applications in S-Class
Applications in S-Class 29 MCUs / 8 Analog / 6 USB / 6 Memory / 6 MOST / 4 Kleer Surround View Camera COMPASS Telephone Touch Dialer Garage Door Opener Roof Controller Cluster Navigation Head Unit HVAC Blower Approach Sensors Airbag Amplifier PTC Heater Wiper Mirror Rear Seat Entertainment Engine Co
Slide 23: Applications in Hyundai Genesis
Applications in Hyundai Genesis 30 MCU, 22 Analog, 5 Memory, 3 MOST®, 2 USB Overhead Automatic Sunroof Console Garage Defogger Lamp CO2 Opener Sensor Monitor I-Box Headunit Cabin Lamp Airbag DRL Active Seatbelt Breakout Box (Rear) AVN Audio Mirror Personal Lamp LED Adaptive Driver Front Module Level
Slide 24: OEMs using Microchip
OEMs using Microchip Confidential 24
Slide 25: Summary
Summary Microchip is a significant Automotive semiconductor player with 25 years experience serving the market Microchip dominates multiple application areas in automobiles Microchip is well positioned for the explosive ADAS growth ahead ©June 2017 25
Slide 26: Thank you!
MICROCHIP Thank you!
Slide 27: Questions?
MICROCHIP Questions?
Microchip Technology — Needham Automotive Conference 2017 on 6ix