Marvell Technology, Inc. · NASDAQ:MRVL

Marvell Technology — Investor Presentation (July 2020)

21 slides from Marvell Technology's investor presentation, July 2020

  1. Slide 1: Unveiling the Industry's Most Comprehensive Custom ASIC Offering

    Unveiling the Industry’s Most Comprehensive Custom ASIC Offering Kevin O’Buckley General Manager of ASIC Business Unit July 2020

  2. Slide 2: Overview

    Overview Company founded FY20 revenue 1995 $2.7B Employees Patents worldwide Click to add text 5,000+ 10,000+ Located in Santa Clara, CA R&D centers in US, Israel, India, Germany, China © 2020 Marvell. All rights reserved. 2

  3. Slide 3: Marvell's Mission

    Marvell’s Mission We develop and deliver semiconductor solutions that move, store, process and secure the world’s data faster and more reliably than anyone else. © 2020 Marvell. All rights reserved. 3

  4. Slide 4: Marvell offers the most complete data infrastructure portfolio

    Processors Storage Marvell offers #1 in baseband and data plane processors #1 in HDD and SSD controllers, Fibre Channel the most complete data infrastructure portfolio Networking Security #2 in Switches and PHYs #1 in security processors © 2020 Marvell. All rights reserved. 4

  5. Slide 5: Industry-leading data infrastructure IP portfolio

    Industry-leading data infrastructure IP portfolio DSP Cores Memory Controllers Baseband AI / ML Scalable Cache/ MAC / PHY Core Interconnect Switch Security Arm Arm Arm Compression NVMoE Storage Controller Dataplane HW System I/O Accelerator PCI, CPRI SerDes and Memory Interfaces © 2020 Marvell. All

  6. Slide 6: Acquired custom ASIC leader Avera

    Acquired custom ASIC leader Avera Becoming one-stop data infrastructure semiconductor partner © 2020 Marvell. All rights reserved. 6

  7. Slide 7: Avera brings 25-year custom ASIC track record

    Avera brings 25-year custom ASIC track record 1994 2015 2018 2019 © 2020 Marvell. All rights reserved. 7

  8. Slide 8: Combination accelerates innovation and capabilities

    Combination accelerates innovation and capabilities Best-in-class 25 years standard product IP of custom portfolio and scale ASIC execution Optimized IPs and technologies in leading-node geometries © 2020 Marvell. All rights reserved. 8

  9. Slide 9: Unveiling industry's most comprehensive offering

    Unveiling industry’s most comprehensive offering Standard Product Customer Specific Custom ASIC Customer IP Standard products to custom ASICs with everything in between © 2020 Marvell. All rights reserved. 9

  10. Slide 10: Leveraging best-in-class standard product portfolio

    Leveraging best-in-class standard product portfolio NVMe Storage Ethernet PHYs, Automotive PHYs, Security Infrastructure Server Flash Controllers Controllers Switches and Accelerators and AI Processors Processors and Accelerators and Switches Bridges and Processors Customer Specific Custom ASIC Cust

  11. Slide 11: Marvell Standard Products, CSSP and Custom ASIC

    Marvell Customer Custom ASIC Marvell Standard Specific Standard solution using Products (ASSP) Product (CSSP) optimized Marvell IP Marvell Customer © 2020 Marvell. All rights reserved. 11

  12. Slide 12: Enabling custom silicon across multiple markets

    Enabling custom silicon across multiple markets 5G Carriers Enterprise Networking Aerospace and Defense Cloud Data Centers Automotive © 2020 Marvell. All rights reserved. 12

  13. Slide 13: Marvell Custom ASIC for Wireless Networking

    Marvell Custom ASIC for Wireless Networking Original Enhanced capability capability Octeon TX Advanced thermal package Advanced thermal package Minimum form factor Minimum form factor Multi-chip / Chiplet based packaging Massive on chip interconnect solutions Massive on chip interconnect solutions I

  14. Slide 14: Marvell Custom ASIC for Wired Networking

    Marvell Custom ASIC for Wired Networking Original Enhanced capability capability Massive integration of 56G Massive integration of 112G HBM / SerDes HBM / SerDes memory memory integration Complex interconnect integration Complex interconnect Optimized memory solutions Optimized memory solutions Sear

  15. Slide 15: Marvell Custom ASIC for Cloud Data Centers

    Marvell Custom ASIC for Cloud Data Centers Original Enhanced capability capability Large-scale package integration Large-scale package integration Turnkey interfaces and SOC Turnkey interfaces and SOC On package Machine learning optimized memory memory Machine learning optimized memory Flexible Test

  16. Slide 16: Critical Custom ASIC Technology Differentiators

    Critical Custom ASIC Technology Differentiators Optimized application First time right and Arm SoC qualified design flow subsystem IPs Power optimized Advanced performance at the multi-chip packaging leading edge © 2020 Marvell. All rights reserved. 16

  17. Slide 17: Flexible custom ASIC engagement business models

    Flexible custom ASIC engagement business models COPD Standard Hybrid Turnkey RTL Netlist Place Layout Customer Marvell Close collaboration from design architecture start to tapeout release © 2020 Marvell. All rights reserved. 17

  18. Slide 18: Global engineering capability

    Global engineering capability Sweden Denmark Minnetonka East Fishkill Netherlands Boise Burlington Germany Santa Clara (HQ) Rochester Marlborough Morrisville Japan Irvine Spain Durham China Korea Chandler Israel Austin Houston India Taiwan Vietnam Singapore © 2020 Marvell. All rights reserved. 18

  19. Slide 19: Key takeaways

    Key takeaways 1 With Avera, Marvell is the only one-stop semiconductor infrastructure provider 2 Unveiling the industry’s most comprehensive custom ASIC offering 3 The only complete data infrastructure product portfolio in the industry 4 Delivering advanced technology and IP at the leading edge 5 Gl

  20. Slide 20: Q&A

    Q&A

  21. Slide 21: Marvell: Essential technology, done right

    ia MARVELL Essential technology, done right™

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