Analog Devices, Inc. · NASDAQ:ADI
Analog Devices — Investor Presentation (June 2023)
12 slides from Analog Devices's investor presentation, June 2023
Slide 1: ADI Uncovered: Gigafactories
ADI UNCOVERED: GIGAFACTORIES MARTIN COTTER JUNE 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 our anticipated business growth and expansion; new or improved products, technologies, capacities, and competitive ad
Slide 3: Sustainable use cases can be a revenue driver and are critical to global net zero goals
SUSTAINABLE USE CASES & ARE CRITICAL TO CAN BE A REVENUE DRIVER GLOBAL NET ZERO GOALS Sustainable ~1,180 use case examples: 2x Primary energy demand, petajoules Industrial & Improvement in building efficiency Energy efficiency Mobility ~575 9x & grid >30% 2022 revenue Communications Increase in Rene
Slide 4: Addressing Sustainability Through Factory Digitalization
ADDRESSING SUSTAINABILITY THROUGH FACTORY DIGITALIZATION NEW & RETROFITTING DIGITAL FACTORIES LOW EMISSION ASSETS Equipment spend Sustainable Gigafactory industrialization HSD $650B through CAGR Semiconductors digital factories ~$20B 2030 SAM1 Additive Manufacturing 2020 2030E Industrial Efficienc
Slide 5: ADI Innovation in Digital Factories
ADI INNOVATION IN DIGITAL FACTORIES Specialized digital factories with IT/OT convergence deploying advanced industrial automation & mission critical instrumentation CONTROL Increase energy efficiency driving modular, agile motor control & highest performance robotic systems CONNECT Access enterprise
Slide 6: ADI's Leading Innovations That Enable the Digital Factory
ADI'S LEADING INNOVATIONS THAT ENABLE THE DIGITAL FACTORY PRECISIONS SYSTEM SEAMLESS PRECISION EFFICIENT POWER CONTROL CONNECTIVITY MEASUREMENTS SYSTEMS Analog Devices Confidential Information. ©2023 Analog Devices, Inc. All rights reserved. 6
Slide 7: Gigafactories: Fastest Growing Digital Factory
GIGAFACTORIES: FASTEST GROWING DIGITAL FACTORY Gigafactories: Fastest Growing GROWTH IN Digital Factory INCREASING ADI CONTENT OF WHICH CAN ADDRESS TO CAPTURE BATTERY CELL DEMAND OPPORTUNITY BY PAIN POINTS SIGNIFICANT SHARE Li-ion battery capacity, in TWh ~2x Coating ~3x 6.3 Automation Up to 5% yiel
Slide 8: Rapid Gigafactory Expansion With >190 New Gigafactories Planned Worldwide
RAPID GIGAFACTORY EXPANSION WITH >190 NEW GIGAFACTORIES PLANNED WORLDWIDE NORTH AMERICA EUROPE CHINA ~25 ~40 ~125 Gigafactories Gigafactories Gigafactories Announced Announced Announced ~$45B IN ANNUAL GIGAFACTORY EQUIPMENT INVESTMENT BY 2030E1 Source: External corporate websites & press releases. 1
Slide 9: Robotics Modular System Solutions
ROBOTICS MODULAR SYSTEM SOLUTIONS Adv Sensors YESTERDAY TODAY TOMORROW ~$100 ~$300 ~$500 ADI CONTENT 1 ADI CONTENT 1 ADI CONTENT OPPORTUNITY2 Limited manufacturing automation Expanding system capabilities Constant visibility & Joint & motion Industrial vision real time info capture End effectors & t
Slide 10: Inline Measurements for Always-On Monitoring
INLINE MEASUREMENTS FOR ALWAYS-ON MONITORING TODAY TOMORROW High Precision ~2x Technology ADI CONTENT OPPORTUNITY1 Ultralow Noise Regulators Precise Motion Control Off production line Additional ADI technology detects accurate Continuous automated sample testing in-production measurement (slow labor
Slide 11: Key Takeaways
KEY TAKEAWAYS ⦿ Digital factories expected to help achieve 2x efficiency improvement, necessary to address sustainability challenges ⦿ ADI is a key player in the digital factory ecosystem, leveraging its portfolio breadth, continuous innovation & domain knowledge ⦿ ADI has a strong position across t
Slide 12: Martin Cotter
MARTIN COTTER Martin Cotter Senior Vice President, Industrial and Multi-Markets, and President, ADI EMEA Region Martin Cotter is Senior Vice President of the Industrial and Multi Markets Business Unit and President of Analog Devices (ADI) EMEA region. He is responsible for driving strategic growth,