Moschip Technologies Ltd · NSE:MOSCHIP
Moschip Technologies — Investor Presentation (June 2023)
18 slides from Moschip Technologies's investor presentation, Jun 12, 2023
Slide 1: Submission of Investor Presentation to BSE
Date: 12th June, 2023 To General Manager - Listing The Department of Corporate Services – CRD BSE Ltd, PJ Towers, Dalal Street, Mumbai – 400 001. Dear Sir/Madam, Sub: Submission of Investor Presentation Ref: Scrip Code: 532407 ********* Pursuant to Regulation 30 of the SEBI (listing Obligations & Di
Slide 2: Investor Presentation
CONNECTING THE WORLD Silicon | Systems | IoT MosChip Technologies Limited Investor Presentation 1
Slide 3: Overview
Overview Domain expertise in Focused on 1200+ engineers IoT, Consumer, Product spread across Developed and Networking Engineering in Silicon valley - USA, shipped & Telecommunication Established Mixed signal IP, Hyderabad, millions of s, Handheld, Storage, in 1999, with Turnkey ASICs, Bangalore, Pun
Slide 4: Office Locations
Office Locations Santa Clara, CA Ahmedabad Pune Hyderabad (HQ) IND Bengaluru Global Headquarters Subsidiary / Branch Office 3
Slide 5: Board of Directors
Board of Directors Mr. Venkata Sudhakar Simhadri Mr. K. Pradeep Chandra MD & CEO Independent Director Mr. D.G. Prasad Mr. Damodar Rao Gummadapu Independent Director Non-Executive Director Mr. Rajeev Krishnamoorthy Mrs. Madhurika Nalluri Venkat Independent Director Independent Director 4
Slide 6: MosChip Management Team
MosChip Management Team Venkata Simhadri, MD and CEO Srinivasa DVR Murthy, AJN, Jayaram, Giri Kondaveeti Albert, Chief Swamy, Kalpana, Kakumanu, Strategy RISC V BU Head CFO Architect SVP Bus. Dev VP HR IT Head BU Head Semicon Platform/Products Embedded 5
Slide 7: Business Units
Business Units Semiconductors Embedded System Design & IoT Engineering Semiconductor Product / Semiconductor IP Turn-key ASIC Embedded Software IOT Products Design Services System Design • Digital IP • RTL design & ▪ RTL to Volume • High Speed • OS Porting & Board • Smart Street • Verification IP ve
Slide 8: Services Offered
Services Offered ▪ 800 + VLSI Engineers ▪ 3.0+ Million Engineering Hours Delivered ▪ 100+ ASIC tape-outs with 100% first pass silicon PHYSICAL DESIGN / SYNTHESIS / DFT / TIMING ANALOG LAYOUT DESIGN VERIFICATION success ▪ Engagement Model: ODC | T&M | Turnkey ▪ Achieved “first-pass silicon success” a
Slide 9: Overview of Embedded Systems Group
Overview of Embedded Systems Group MosChip offers various Embedded Product Design Services such as: 400+ Engineers ▪ Embedded Product Design: Turn-key solutions with System ▪ 20+ Years Track Record in Embedded Design, Software Development, FPGA Integration, Bring-up, Software Development & System De
Slide 10: Chip Design Cycle
Chip Design Cycle Ideation/Specification/ Architecture/Micro RTL Design Feasibility -Architecture Design Verification/FPGA DFT Synthesis Validation/Emulation PNR STA/PV Fabrication ** Board Substrate Deployment Design/Packaging/ Design/Bring-up Testing ** 9 Items marked in Blue forms part of MosChip
Slide 11: ECO System Partners
ECO System Partners IP EDA FABS Packaging/Test 10
Slide 12: Semiconductor industry value chain
Semiconductor industry value chain ASIC & ASSP ** • Margin - High • Customer stickiness – High • Competition – High • Scalability – High (for ASSP) Turnkey ASIC • Margin - Moderate • Customer stickiness – High • Competition – Moderate • Scalability – High (volume production) Staffing (design service
Slide 13: Financial performance
Financial performance Revenue EBITDA in Mns 1,984 15%, 294 1,476 16%, 233 993 1,052 748 8%, 87 602 5%, 21 376 -8%, (51) 54 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 -162%, (87) -17%, (129) -13%, (133) • Restructuring measures along with operational changes, over
Slide 14: Total Head Count
Total Head Count 1300 + 1133 792 586 574 541 217 167 80 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 Q1FY24 13
Slide 15: MosChip Competitive Strength
MosChip Competitive Strength • First Publicly listed Semiconductor Company in India with a proven track record in taking products to volume production • Silicon proven high speed interface IP • Strong Leadership and global partnerships. • 1200+ engineers across various skillset. • Lab and R&D space
Slide 16: MosChip Recent Acquisition
MosChip Recent Acquisition • MosChip has recently acquired Softnautics Inc, a California based company with a focus on Product Engineering Solutions in Embedded, FPGA and VLSI • Softnautics has established strong customer relationships with top-tier companies across North America and will add 185+ e
Slide 17: Indian government semiconductor incentive and opportunity
The government of India had approved $10 billion (Rs 76,000 Crore) incentive to build semiconductor ecosystem in India, this has created a huge opportunity for indigenous semiconductor companies. With the overall Indian economy size reaching USD 3.1 trillion and with a target of reaching USD 5.0 tri
Slide 18: THANK YOU
THANK YOU Disclaimer: Certain Statements in this presentation concerning our future growth prospects are forward-looking statements, which involve a number of risks and uncertainties that could cause actual results to differ materially from those in such forward-looking statements. The risks and unc
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