Analog Devices, Inc. · NASDAQ:ADI
Analog Devices — Investor Presentation (October 2023)
12 slides from Analog Devices's investor presentation, October 2023
Slide 1: ADI Uncovered: Electrification Ecosystem
ADI UNCOVERED: Electrification Ecosystem GREG HENDERSON OCTOBER 2023 Analog Devices Confidential Information. ©2023 Analog Devices, Inc. All rights reserved. 1
Slide 2: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS This presentation contains forward-looking statements, which address a variety of subjects including, for example, our statements and projections regarding energy consumption, efficiency, storage and management trends; our performance towards environmental projections, act
Slide 3: Sustainable use cases can be a revenue driver and are critical to net zero goals
SUSTAINABLE USE CASES & ARE CRITICAL TO CAN BE A REVENUE DRIVER GLOBAL NET ZERO GOALS ~1,180 Sustainable use case examples: 2x Primary energy demand, petajoules Industrial & Improvement in building efficiency Energy efficiency Electrification ~575 ~30% 2022 revenue Mobility & Grid Communications 9x
Slide 4: The Great Energy Transition
THE GREAT ENERGY TRANSITION Annual global clean energy investments need to increase ~3x by 2030 to reach Net Zero ANNUAL GLOBAL CLEAN ENERGY INVESTMENTS ($T) ~$5 ~70% Electrification Mobility & Grid Electric vehicles (EVs) $1.6 $1.7 Meters $1.2 $1.3 $1.4 Grid infrastructure $1.7 Energy storage syste
Slide 5: >$1B in Electrification Revenues Today
>$1B IN ELECTRIFICATION REVENUES TODAY One of the fastest growing markets with tremendous opportunity by 2030 ADI’S ELECTRIFICATION INVESTING ACROSS 3 DISTINCT GROWTH & OUTLOOK TECHNOLOGY PLATFORMS Store Manage Convert $13B Manage DOUBLE-DIGIT 2030E SAM CAGR → Manage $5B Current SAM Manage Manage Ma
Slide 6: ADI #1 in BMS for Electric Vehicles
ADI #1 IN BMS FOR ELECTRIC VEHICLES Store Encouraging greater EV adoption by quelling range anxiety, increasing convenience, while reducing total cost of ownership for customers MARKET POSITION TECHNOLOGY LEADERSHIP BMS DESIGNED INTO 16 OF TOP 20 EV OEMS MOST MILES 20M ADI SHIPPED INTO ELECTRIC VEHI
Slide 7: Growing Opportunity in Energy Storage
GROWING OPPORTUNITY IN ENERGY STORAGE Store ADI’s technology used in 60% of energy storage systems (ESS) across residential, commercial, & grid scale networks ANNUAL GLOBAL ENERGY STRONG POSITION & TECHNOLOGY POSITION OPPORTUNITY ACROSS STORAGE INSTALLATIONS ESS OEM LEADERS BMS SOLUTIONS ~400 FOR ES
Slide 8: Driving Efficiencies in Power Conversion
DRIVING EFFICIENCIES IN POWER CONVERSION Convert POWER MARKET POSITION SAM EXPANSION OPPORTUNITIES IN HIGH POWER ENERGY CONVERSION SHIPPING OVER 650M+ UNITS PER YEAR UP $50 EXAMPLE: SMART SIC POWER SWITCH FOR TO ONBOARD EV CHARGERS DESIGNED INTO 18 20 OEMS OF TOP MY2026 CONTENT ADDED PER EV ENABLES
Slide 9: Enabling the Modern Grid
ENABLING THE MODERN GRID Manage Unit & content growth compounding ADI’s opportunity in the electric grid GLOBAL METERING UNITS TECHNOLOGY POSITION STRONG POSITION & OPPORTUNITY ACROSS GRID & EV INFRASTRUCTURE Residential LEADERS solar panels Commercial solar panels 17% CAGR Residential ESS HIGHEST A
Slide 10: ADI's Potential Green Impact
ADI’S POTENTIAL GREEN IMPACT If end applications enabled in part by technology like ADI’s were fully adopted & scaled, roughly half of global emissions could be eliminated or reduced DELIVERING ADI’S GREEN REVENUE ADI’S OPPORTUNITY TO BUILD A BETTER PLANET ~51GT GHG WHAT NEEDS EMISSIONS INVESTING TO
Slide 11: Key Takeaways
KEY TAKEAWAYS ⦿ ADI solutions are a key enabler to sustainable electrification & achieving Net Zero ⦿ Addressing $13B 2030 SAM with three leadership platforms: energy storage, energy management, power conversion ⦿ Driving double digit growth in ADI’s $1B+ electrification business Analog Devices Conf
Slide 12: Greg Henderson
GREG HENDERSON Senior Vice President, Automotive & Energy, Communications and Aerospace Group Dr. Greg Henderson is Senior Vice President of the Automotive & Energy, Communications, and Aerospace Group at Analog Devices (ADI). He is responsible for the strategy and execution of ADI’s system-level pr
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