Andes Technology Corp. · TWSE:6533

Andes Technology — Q1 2021 Earnings Presentation

47 slides from Andes Technology's earnings presentation, 2021

  1. Slide 1: 晶心科技股份有限公司

    晶心科技股份有限公司

  2. Slide 2: 投資安全聲明

    投資安全聲明 除簡報內所提供之歷史信息外，簡報事項係屬預測性陳述，受 到風險及不確定性因素影響，可能造成實際結果與陳述內容發 生不符，這些不確定性因素包括但不限於：天氣、競爭性產品 及其定價的影響、產業及市場對半導體產品之供給及需求移轉 、新產品大量量產之能力、技術急遽演進、半導體產業景氣以 及整體經濟環境之變化。 2

  3. Slide 3: 簡報大綱

    簡報大綱 01 公司簡介 02 營運成果 03 產品應用 04 新產品及生態系統 05 總結 3

  4. Slide 4: 公司簡介

    公司簡介 http://www.andestech.com

  5. Slide 5: 晶心亮點

    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。 • 員工人數達220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」。 • 向量處理器核心NX27V獲頒「新竹科學園區優良廠商創新產品獎」 (2020) 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 • 雲端應用,人工智慧及物聯網

  6. Slide 6: 重要里程碑

    重要里程碑  200+ commercial licensees  Geographically distributed in Taiwan, China, Korea, Japan, Europe, and USA Andes-  500+ license agreements signed Embedded SoC  AndeSight™ IDE:  19,000+ installations IP / EDA Design Service / Foundries  Eco-system:  160+ partners Development Environment Misc

  7. Slide 7: 營運成果

    營運成果 http://www.andestech.com

  8. Slide 8: 2021年第一季營業收入

    2021年第一季營業收入 QoQ YoY -43.7% +42.8% (單位:新台幣千元) 8

  9. Slide 9: 2021年第一季度前十大客戶之應用分析

    2021年第一季度前十大客戶之應用分析 單位: 新台幣千元 9

  10. Slide 10: 2021年第一季權利金收入

    2021年第一季權利金收入 QoQ YoY -6.3% 68.2% (單位:新台幣千元) 10

  11. Slide 11: 2021年第一季權利金應用分析

    2021年第一季權利金應用分析 單位: 新台幣千元 11

  12. Slide 12: 2021年第一季營業毛利與毛利率

    2021年第一季營業毛利與毛利率 (單位:新台幣千元) 12

  13. Slide 13: 2021年第一季營業費用

    2021年第一季營業費用 YoY QoQ -3.5 % -5.3 % (單位:新台幣千元) 13

  14. Slide 14: 2021年第一季營業利益(損失)

    2021年第一季營業利益(損失) QoQ YoY -89.5% -% (單位:新台幣千元) 14

  15. Slide 15: 2021年第一季營業利益率

    2021年第一季營業利益率 QoQ YoY -38.08 PT +46.0 PT (%) 15

  16. Slide 16: 2021年第一季合併淨利(淨損)

    2021年第一季合併淨利(淨損) YoY QoQ -% -77% (單位:新台幣千元) 16

  17. Slide 17: 2021年第一季合併淨利率(淨損率)

    2021年第一季合併淨利率(淨損率) QoQ YoY -26.38 PT +53.99 PT (%) 17

  18. Slide 18: 2021年第一季每股盈餘

    2021年第一季每股盈餘 QoQ YoY -2.16 $ +1.54 $ (單位:新台幣元) 18

  19. Slide 19: — 2021S SHRED -ARH

    — 2021S SHRED -ARH EDEMA BBAISWA BAIR WARR tH om ThA yRIScC-V’ 19°

  20. Slide 20: | 20215 B— SWS A -HR

    | 20215 B— SWS A -HR HTaiwan @China MUSA MKorea MEurope Japan Py RISC-V’ 20

  21. Slide 21: 2021 — Si i-embl

    2021 — Si 87 i-embl = V3 mRISC-V_ m™ Custom Computing mN8 mw NX27 mN45. wD25 mN9 N25 m Service @N13 mN22 mACE =N10 N7 mA25 NX25 EVB AX25 |= OTHERS po NN ° ANDES MRISCV" 21 TECHNOLOGY

  22. Slide 22: 2021年第一季銷售分析- RISC-V

    2021年第一季銷售分析- RISC-V 180,000 162,096 160,000 140,000 120,000 105,013 86,059 100,000 60.4% 56.9% 80,000 58,684 60,000 46,159 38,830 40,000 20,873 6,383 29.2% 1,476 20,000 15.7% 0.5% 4.2% - 1Q20 4Q20 1Q21 V3 RISC-V Custom Computing 22

  23. Slide 23: 產品應用

    產品應用 http://www.andestech.com

  24. Slide 24: 晶心概況

    晶心概況  A 16-year-old public CPU IP company  2B+ Andes-Embedded SoC annually in 2020 GNU Toolchains  A founding premier member of the RISC-V International  An active role in RISC-V International & its LLVM extension task groups RISC-V Board Director Vice Chair of Technical Steering Committee RISC-

  25. Slide 25: 晶心嵌入各式各樣新的應用

    晶心嵌入各式各樣新的應用 Sensor Hub WiFi/ BT/ GPS/ FM (combo) NFC Smart Speakers: Bike Sharing: X-Trail: Controller Touch WiFi IoT GPS Ctrl ADAS Ctlr Storage Screen Controller Controller Switch: Andes Embedded in Smart Phones Game Flash Ctlr  In leading machine learning computers for datacenter  In tier-one s

  26. Slide 26: 晶心RISC-V已應用在邊緣到雲端運算的SoC

    晶心RISC-V已應用在邊緣到雲端運算的SoC Edge to Cloud ADAS Datacenter AI accelerators AIoT SSD: enterprise (& consumer) Blockchain 5G macro/small cells FPGA MCU Multimedia Security Wireless (BT/WiFi) 40nm to 5nm 5G Macro Many in AI 26

  27. Slide 27: 晶心RISC-V核心在SoC中被採用的數目

    晶心RISC-V核心在SoC中被採用的數目 o single core ooooo oooooooooooooooooooo…oooooooooooooooooooo 2-8 cores ooo oooooooooooooooooooo…oooooooooooooooooooo oooooooooooooooooooo…oooooooooooooooooooo oooooooooooooooooooo…oooooooooooooooooooo oooooooo oooooooooooooooooooo…oooooooooooooooooooo oooooooo oooooooooooooooo

  28. Slide 28: 新產品及生態系統

    新產品及生態系統 http://www.andestech.com

  29. Slide 29: 晶心RISC-V產品概述

    晶心RISC-V產品概述 Best extensions to RISC-V AndeStar™ Architecture V5 AndesCore™ AndeSight™ Highly optimized Processors Tools Professional IDE design with Standby EDM COP Intf with high code & VIC leading PPA AndesCore uCore quality ITLB MMU/MPU DTLB Instr Instr LM Data LM Data Cache Intf Intf Cache DMA

  30. Slide 30: 晶心RISC-V產品路線圖

    晶心RISC-V產品路線圖 RV32/RV64 Vector Ext. Superscalar Benefits A25MP 27-Series: 45-Series: 512-bit SIMD raises Cache-Coherent AX25MP MobileNet by 30x 1-4 Cores Dual Issue (CNN for mobile vision) Vector Ext. MemBoost MemBoost NX27V N45/NX45 boost performance D45/DX45 by 50% Linux with A25 A27/AX27 A45/AX45

  31. Slide 31: Andes V5適用於廣泛的運算架構

    Andes V5適用於廣泛的運算架構 AndeStar™ V5 CPUs Conventional Computing Domain Specific Architecture Architecture (DSA) RV32/64 Andes Extension N/D-series Leading PPA Embedded Processor Define custom instruction to N22 N(X)25 D25… IoT, Sensing, Storage, Audio, GPS handle time critical codes A-series High Perfor

  32. Slide 32: 晶心RISC-V處理器在AI的各種應用

    晶心RISC-V處理器在AI的各種應用 Data Center Automotive Mobile AR/VR Surveillance • ADAS, HDR • > 10 cameras Smart Home • Face unlock Vector CPUs • Bokeh Smart Camera • Avatar • Intelligent HMI • SLAM • Barge-in • Gesture recognition Smart IoT Devices • High resolution • Beamforming • Speech to text • > 1 camera

  33. Slide 33: RISC-V DSP Extension

    RISC-V DSP Extension • Andes contributed market-proven DSP(SIMD) as P-Extension • Designed to accelerate slow video, audio/voice and low data rate DSP workloads Real world speedup using P-Extension DSP MP3 decode 2 RV32P AMR voice codec 3.7 ML-KWS (keyword spotting) 5.2 PNET (90% of Face Detection)

  34. Slide 34: 晶心向量處理器(NX27V) - One for All Implementations

    晶心向量處理器(NX27V) - One for All Implementations *512b Cloud Computing – Datacenter, HPC, Server *256b NX27V Edge Computing – 5G, Vision Processing Endpoint Computing – Natural Language Processing *128b * Configurable compute data width (VLEN) 34

  35. Slide 35: Andes 客製化指令集延伸

    Andes 客製化指令集延伸  ACE unlocks RISC-V’s Potential of DSA • Define ACE instruction to handle time critical codes • Another approach to co-processor or accelerators  All-in-one COPILOT development environment • Automation tool and ease of use • Extensions are easy to re-use, can be used as a library 35

  36. Slide 36: Taking RISC-V Cores to Next Level

    Taking RISC-V Cores to Next Level Andes is the world-leading supplier shipping the commercial RISC-V cores to market with the support of • D25, D45, A(X)25(MP), A(X)27(L2), P-Extension A(X)45(MP) V-Extension • NX27V, NX45V Custom-Extension • Entire 25, 27, 45 series (w/ ACE* support) *: Andes Custo

  37. Slide 37: 晶心RISC-V產品的優勢

    晶心RISC-V產品的優勢 Performance • Leading PPA and code size & Extensibility • Rich data processing in P, V, and ACE Configurability • Flexible configurations for rich features • Compiler optimizations, and SW stacks Maturity • Comprehensive features in AndeSight IDE 37

  38. Slide 38: 積極參與RISC-V社群活動

    積極參與RISC-V社群活動  Contributing hardware architecture extensions  Chair of the P-extension (Packed SIMD/DSP) Task Group  Co-chair of Fast Interrupts Task Group  Closely reviewing activities of other Task Groups 38

  39. Slide 39: 晶心協助強化RISC-V生態系統

    晶心協助強化RISC-V生態系統  More choices for customers are good  Andes works closely with partners to grow RISC-V ecosystem 39

  40. Slide 40: 晶心在 RISC-V上的定位

    晶心在 RISC-V上的定位 Complete product portfolio Reliable RISC-V core IP vendor Extreme low power consumption, high computing efficiency World’s leading P-, V- and Custom-Ext. Capable RISC-V cores Professional custom computing service 40

  41. Slide 41: 生態系統: Andes 與 Knect.me

    4+ HE Awe: Andes &i Knect.me

  42. Slide 42: Knect.me 生態系統

    Knect.me 生態系統  Built up the community to help FlashFetch Flash/ AndesCore Data RAM ROM/ AHB Intf RAM DMA AHB Masters SPI developing IoT products (quad speed) LMBRG LMBRG AHB Bus AHB Slaves MAC/PHY Crypto Engine Matrix OTP for password,  To knect solutions for silicon IP’s, keys, etc. APB Bridge GP

  43. Slide 43: FreeStart Program

    FreeStart Program  FreeStart Evaluation Program (FSEP)  Support Package (FSSP)  For all RISC-V enthusiasms and  For all educator/researcher  $20K for 1st year, including  Fixed-Configuration N22 RTL • 1 year e-service  Sign simple evaluation agreement directly on • FreeStart AE250 RTL website

  44. Slide 44: Event Promotion

    Event Promotion RISC-V CON RISC-V CON Silicon Valley Beijing RISC-V CON Shanghai RISC-V CON RISC-V CON Hsinchu Shenzhen RISC-V CON series RISC-V Summit, Forum, Workshop & Meetup series TSMC Symposium & OIP series RISC-V Summit in San Jose 2020: Diamond Sponsor 44

  45. Slide 45: 總結

    總結 http://www.andestech.com

  46. Slide 46: A Trusted Computing Expert

    A Trusted Computing Expert Successfully rolled out new series of RISC-V cores (w/ leading P-, V- and Custom-Ext.), custom computing service and FreeStart program to extend more oppty. Andes Aggressively involved in RISC-V International new technology development, contributing and Technology leveragi

  47. Slide 47: Thank You

    Thank You http://www.andestech.com +886-3-5726533 47

Andes Technology — Q1 2021 Earnings Presentation on 6ix