Andes Technology Corp. · TWSE:6533
Andes Technology — Andes Technology Investor Conference 2024
30 slides from Andes Technology's conference presentation, Sep 25, 2024
Slide 1: 晶心科技 投資者說明會
晶心科技 投資者說明會 張弘毅 發言人 113年9月25日
Slide 2: 投資安全聲明
投資安全聲明 除本文包含的歷史資訊外，本演示文稿中涉及的事項均為前 瞻性陳述，涉及某些可能導致實際結果出現重大差異的風險 和不確定性，包括但不限於天氣、競爭產品和定價的影響、 半導體產品供需的全行業變化、快速的技術變革、半導體行 業週期、 和一般經濟狀況。 除法律要求外，晶心不承擔因新資訊、未來事件或其他原因 而更新任何前瞻性陳述的義務。 2
Slide 3: 報告標題
報告標題 晶心公司簡介 財務與經營狀況 關鍵應用與趨勢 研發暨技術能量 3
Slide 4: 晶心科技公司簡介
晶心科技公司簡介 晶心亮點 •2005年3月設立於台灣新竹科學園區。 •根基穩健的高科技上市公司。 •員工人數超過500人；80%為工程師。 •獲得TSMC 2015年新的 IP OIP Award 。 •晉升為RISC-V國際聯盟(前身為RISC-V基金會) 首席會員。 (2020) •獲得Al Global Media頒發「2020年最傑出嵌入式處理器IP供應商」。 •EE Awards亞洲金選獎 -「Taiwan 產品獎」,「Asia 企業獎」(2021) •2023亞太區 前五百大高成長企業 晶心任務 • 創新架構高效能/低功耗嵌入式處理器。 晶心利基 • 智能及環保之電子設備 • 雲
Slide 5: 晶心科技公司現況
晶心科技公司現況 晶心科技指標性資訊 19 Years 500+ 400+ Customers 14Bn+ SoC Pureplay CPU vendor Employee , > 80% R&D Licensing AndesCore™ Total Customer Shipment 2023年營運數字 Revenue $ Growth License $ Growth Royalty $ Growth SoC Shipping Q’ty 1.05 Bn, NT$ 18.3% YoY -1.2% YoY 2.1Bn 13.5% YoY 晶心科技參與RISC-V International (
Slide 6: RA HS PAS eK}
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Slide 7: 2024/01~ 整體營收分析
2024/01 ~ 06 整體營收分析 YoY QoQ YoY +55.4 % +30.6 % +21.6 % (NTD ’000) (NTD ’000) Taking RISC-V® Mainstream 7
Slide 8: 2024 Q1~Q2 營收商業模式分析
2024 Q1~Q2 營收商業模式分析 Taking RISC-V® Mainstream 8
Slide 9: 2024 Q1~Q2 地區別營收分析
2024 Q1~Q2 地區別營收分析 Taking RISC-V® Mainstream 9
Slide 10: 2021~2023 營收應用類別分析
2021 ~ 2023 營收應用類別分析 (NTD ’000) Taking RISC-V® Mainstream 10
Slide 11: 2024 Q1~Q2 營收應用類別分析
2024 Q1~Q2 營收應用類別分析 Taking RISC-V® Mainstream 11
Slide 12: 2024 Q1/Q2 營業費用分析
2024 Q1/Q2 營業費用分析 YoY QoQ +33.2 % +4.5 % (NTD ’000) Taking RISC-V® Mainstream 12
Slide 13: 2024 上半年營業費用分析
2024 上半年營業費用分析 YoY +39.9% (NTD ’000) Taking RISC-V® Mainstream 13
Slide 14: 2024 Q1/Q2 每股盈餘分析
2024 Q1/Q2 每股盈餘分析 YoY QoQ $-0.71 $ -0.54 (NTD) Taking RISC-V® Mainstream 14
Slide 15: 2024上半年每股盈餘分析
2024上半年每股盈餘分析 YoY $ -0.63 (NTD ) Taking RISC-V® Mainstream 15
Slide 16: 關鍵應用與趨勢
關鍵應用與趨勢 16
Slide 17: 主要應用趨勢
主要應用趨勢 The global Internet of The market size in the Things (IoT) market size is Artificial Intelligence projected to grow from market is projected to $714.48 billion in 2024 to reach US$305.90bn in $4,062.34 billion by 2032, 2024. at a CAGR of 24.3%... The market size is Read More at:- expected to
Slide 18: Safety Mechanisms Andes FuSA cores Implemented
Safety Mechanisms Andes FuSA cores Implemented Mission Critical Low Power & Security Common Safety Features • Advanced ECC • Address Decoder D45-SE D23-SE N25F-SE 8-stage 3-stage 5-stage • White Noise Protection Single-issue Dual-issue Single-issue • Error Status Indication • Core Trap Status Bus In
Slide 19: Andes Automotive Ecosystem
Andes Automotive Ecosystem Security/HSM AUTOSAR Securyzr™ AUTOSAR RT64x eHSM HSM HSM Capital VSTAR Nucleus SafetyCert VOSySmonitoRV TEE MaaZ AUTOSAR PUF/HSM Compiler/Debugger/Tool Safety RTOS & STL EWRISCV TRACE32 Debugger MULTI IDE / Compiler SAFERTOS Microsoft Azure RTOS Compiler LDRA Tool Suite R
Slide 20: RISC-V for Datacenter & Cloud
RISC-V for Datacenter & Cloud RISC-V offers unique Custom computing for AI Achieve your performance Opportunity for and and accelerators other emerging workloads power targets RISC-V CPU core market will grow 115% CAGR, capturing > 14% of all CPU cores by 2025 20
Slide 21: Andes RISC-V Processors to Fit Your AI
Andes RISC-V Processors to Fit Your AI Data center >100 TOPS Automotive Mobile AR/VR >10 TOPS Surveillance • ADAS, HDR • > 10 cameras >1 TOPS Smart Home • Face unlock • Bokeh Andes V-Series Avatar >1 GOPS Smart Camera • (RV64GCPV) • Gesture recognition • Intelligent HMI • SLAM AnDLA™ I-Series • Barg
Slide 22: MTIA: Meta Training/Inference Accelerator
MTIA: Meta Training/Inference Accelerator ISCA 2023 paper, “MTIA: First Generation Silicon Targeting Meta’s Recommendation Systems” Proc-A/B: AX25-V100, an early version of the popular NX27V Custom extensions: for new interfaces, instructions and registers Performs quite well on low and medi
Slide 23: Edge AI With Analog In-Memory Computing
Edge AI With Analog In-Memory Computing TetraMem Analog In-Memory-Computing MX200 (RRAM-based) 8-bit 256x256 (64K) MAC Engines, >30 TOPS/W performance ML core operators (conv, gemm) processed in NPU Remaining operations processed in RISC-V Vector processors and control CPU AXI Bus "Thousands
Slide 24: Endpoint AI
Endpoint AI Renesas R9A06G150 Voice-Control ASSP With 100MHz DSP-capable D25F processor ML-based voice recognition gets >50% speedup by using P-extension Spacetouch SPV60 Intelligent audio processor High performance for customer development 100 GOPS NPU for noise reduction, echo cancellati
Slide 25: AndesAIRE: Andes AI Runs Everywhere
AndesAIRE™: Andes AI Runs Everywhere HW/SW Solutions for AI from the Edge to the Cloud NN models AndesAIRE™ NN SDK AndeSight™ IDE AndesAIRE™ NNPilot™ • GCC/LLVM Toolchains Pruning, Quantization, Optimization, Evaluation • Build, debug, profile Generated C code template Generated NN models • Analys
Slide 26: ft GN Be
ft 35 2 GN Be Anes 26
Slide 27: 晶心科技的 CPU Core IP
晶心科技的 CPU Core IP AX60 Series AX63 AX65 AX66/AX67 AX6X-SE A72~A78; 13-stage OOO Linux MP N1/V1/X1 Categories Power-efficient Mid-range Extended FUSA 45 Series AX45MPV, AX46MPV A53/55, R52/ N45, NX45 D45 D45-SE 8-stage Superscalar A45(MP), AX45(MP) R82, M7 27 Series NX27V A27(L2), AX27(L2) A5/7/35 5-
Slide 28: RISC-V Continues to Rapidly Grow
RISC-V Continues to Rapidly RISE: RISC-V Software Ecosystem, a project under LF Europe To accelerate the development of RISC-V open source SW Led by industry leaders Areas to focus over time: Compilers & Toolchains Language Runtimes System Libraries Debug & Profiling Tools Simulato
Slide 29: 晶心科技合作夥伴暨生態系統
晶心科技合作夥伴暨生態系統 Category Partners IP SW and Dev Env. Design Service, Foundries, EDA and others 29
Slide 30: 感謝聆聽
感謝聆聽
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