Elmos Semiconductor Se · XETR:ELG
Elmos Semiconductor — Investor Day (November 2024)
13 slides from Elmos Semiconductor's investor day presentation, Nov 11, 2024
Slide 1: Applications, Market & Customers, Design Wins
November 11, 2024 Applications, Market & Customers, Design Wins Dr. Jan Dienstuhl, CSO
Slide 2: More Efficient, More Comfortable & Safer
More Efficient, More Comfortable & Safer Electrification & Efficiency Comfort & Premium Safety & ADAS Autonomous Driving Ambient Lighting Touchless Control Airbag Exterieur Functions Rear Lighting ▪ 360° sourround sensing ▪ Stripes ▪ Display gesture recognition ▪ Passenger ▪ Aerodynamic flaps ▪ Dyna
Slide 3: Electrification & Efficiency – Application Examples
Electrification & Efficiency – Application Examples Electrical Fuse Control Enables Zonal Board Nets Motor Control for Aerodynamic Flaps Extends Driving Ranges In-Cylinder Pressure Sensing for Efficient Combustion EV Thermal Management with Pump, Valve and Blower Control 3
Slide 4: Comfort & Premium – Application Examples
Comfort & Premium – Application Examples Hand Gesture Detection to Control Charging Flaps Well-being with Direct Flow Control for New Air Vents Multi-Pixel Dynamic Front Lighting Applications Ambient RGB LED Control for Surface Lighting 4
Slide 5: Safety & ADAS – Application Examples
Safety & ADAS – Application Examples 360° Environment Detection for Reliable Safety Hands-On Steering Wheel Sensing for L2-L4 Autonomous Driving Safe Airbag Firing Control for L1-L5 Autonomous Vehicles Dashboard Ambient Light Control for Safety Warnings 5
Slide 6: At the Edge M/S ICs Do the Sensing & Control the Action
At the Edge M/S ICs Do the Sensing & Control the Action Elmos Products: Mixed Signal ICs (M/S) Centralized / Domain / Zonal Architecture ▪ Already supplied over 6 billion M/S ICs for ▪ Zones 2-4 the global automotive industry ▪ CCUs / DCUs / ECUs 4-50 ▪ M/S ICs are edge devices, bridging the ▪ Modul
Slide 7: BEV Car Platforms Supporting Further Demand Growth
BEV Car Platforms Supporting Further Demand Growth Internal Combustion Engine (ICE) sdfsdfToday‘s Drivetrain Independent / PHEV Tomorrow‘s vs. Battery Electric Vehicle (BEV) ▪ sdfsdf ICE Vehicle Premium Premium BEV ▪ On average 8 Elmos ICs per every new car produced globally ▪ Vast majority of appli
Slide 8: Elmos ICs on the Road Everywhere
Elmos ICs on the Road Everywhere 8
Slide 9: Elmos ICs Delivered to All Major TIER 1 Companies
Elmos ICs Delivered to All Major TIER 1 Companies ...and many more 9
Slide 10: Strong USPs for Sustainable Profitable Growth
Strong USPs for Sustainable Profitable Growth Elmos Key Strengths ▪ Close proximity to our customers and long-standing relationships with OEMs and Tier 1s ▪ Strong system understanding in our focus applications ▪ Access to the best technology for each Mixed Signal application through a leading globa
Slide 11: Automotive Semiconductor Market Positions
Automotive Semiconductor Market Positions Aiming to be the #1 Automotive IC Supplier in all of Elmos Focus Applications Motor Control ICs for ICs for LED Lighting ICs for Ultrasonic Pressure Sensing ICs Airbag Firing ICs HVAC Actuators Interior and Exterior Parking & 360° Ranging for Brake Systems f
Slide 12: Design Wins are Key to Sustainable Growth
Design Wins are Key to Sustainable Growth Design Wins Lifetime Revenue of Won Business since 2019 (Reference 2019 = 100%) ▪ Lifetime revenue of won business more than doubled since 2019 ▪ Applications of new business quite Safety evenly spread over the automotive 35% & ADAS megatrends ▪ Significant
Slide 13: Disclaimer
Disclaimer This presentation contains forward-looking statements based on beliefs of Elmos‘ management. Such statements reflect the company‘s current views with respect to future events and are subject to risks and uncertainties. Many factors could cause the actual results to be materially different