X-fab Silicon Foundries Se · EURONEXT:XFAB
X-fab Silicon Foundries — Investor Day (2021)
17 slides from X-fab Silicon Foundries's investor day presentation, Jul 30, 2021
Slide 1: We make your visions become reality
We make your visions become reality Luigi Di Capua, VP Product Marketing Company Confidential
Slide 2: Key messages: our way forward
Key messages The foundry of choice for the Automotive market OUR WAY FORWARD Make Medical the next Automotive Industrial applications require a committed foundry partner Increasing our footprint in Asia and expanding in China Support the deployment of 5G Innovating to support the future of › Mobilit
Slide 3: The foundry of choice for the automotive market
The foundry of choice for the automotive market Automotive is in our DNA › Half of our revenues generated from automotive market Revenue by market segment (full year 2020) CCC 23% Medical Automotive 49% 7% Industrial 20% Due to rounding differences, numbers may not add up to 100% X-FAB Investor Day
Slide 4: Analog devices for automotive market are the driving force
Analog devices for automotive market are the driving force › Automotive delivers the strongest CAGRs for analog device sales (2020-2025F) › We are supporting the transition from internal combustion engines (ICE) to electrical vehicles (EV) CAGRs for analog device sales (2020-2025) Automotive Automot
Slide 5: Semi content of electrical vehicles (EV) is significantly expanding
Semi content of electrical vehicles (EV) is significantly expanding Major car manufacturers pledge to “go electric” › Strong adoption of electric vehicles in all major regions going forward › EVs expected to represent about 60% of all light vehicle sales by 2040 Semiconductor power device market for
Slide 6: The right technology mix for EV: CMOS, SiC and GaN
X-FAB technology portfolio for EV The right technology mix for EV: CMOS, SiC and GaN Traction DC/DC Battery On-board Charging inverter converter management charger infrastructure New opportunities for EV growing exponentially X-FAB Investor Day 2021 Company Confidential 6
Slide 7: Our solutions to support the future of mobility (CASE)
Our solutions to support the future of mobility (CASE) › CASE will offer even more opportunities beyond EV Connected Autonomous Shared Electric Powering CMOS, SOI, SiC, GaN Battery management, power inverters, DC/DC converters, fast chargers and onboard chargers Sensing CMOS & MEMS Sensors Current/v
Slide 8: We are making medical the next automotive
We are making medical the next automotive › Innovation in medical electronics driving the growth › Our medical revenues expected to see double-digit growth over the next 5 years Medical share of X-FAB total revenues 8% 7% 6% 5% 4% 3% 2% 1% 0% 2012 2013 2014 2015 2016 2017 2018 2019 2020 X-FAB Invest
Slide 9: We are becoming the foundry of choice for medical
We are becoming the foundry of choice for medical Developing a unique expertise in medical › Analog/mixed-signal technologies for personal medical devices › High-voltage SOI technologies for ultrasound equipment › Large high speed pixel CMOS sensors for x-ray scanners and computer tomography › Micro
Slide 10: Industrial applications require a committed foundry partner
Industrial applications require a committed foundry partner › Highly fragmented market with large amount of low volume products › Steadily growing market fueled by a large number of applications for future growth Number of active opportunities (2020) Automotive Medical Industrial Industrial CCC X-FA
Slide 11: Industrial applications supported by X-FAB
Industrial applications supported by X-FAB › Smart to Green: The right technology mix to sustain revenue growth Smart buildings Smart cities Industry 4.0 Sustainable energy › Ambient › Hazard & › 5G cellular › Smart grid & › Motor drivers › Wired and › AC/DC › Battery sensing pollution network power
Slide 12: Consumer, Communications & Computer (CCC)
Consumer, Communications & Computer (CCC) Increasing our footprint in Asia › CCC new client project wins in Asia Pacific (AP) accounted for 75% of all CCC wins in 2020 › Out of which about 80% originated from China New client project wins in CCC (2020) NA EMEA AP AP X-FAB Investor Day 2021 Company C
Slide 13: CCC applications supported by X-FAB
CCC applications supported by X-FAB › X-FAB delivers high value solutions for CCC Sensors Power management Radio frequency (RF) › Optical ambient light › Touch controller › Micro LED drivers › Battery management › RF switch › PLL sensor › Gas sensor › Micro OLED displays for power tools › Low noise
Slide 14: China is our big opportunity for growth
China is our big opportunity for growth › Consumption will almost triple from 2020 to 2030 Consumption of semiconductors in China1 and represent about 50% of worldwide semiconductor market by 2024 “ $539bn “China continues to lag in many key ” areas of technology” 1 $369bn $191bn › The major opportu
Slide 15: RF – Connecting people and devices worldwide
RF – Connecting people and devices worldwide X-FAB supports the deployment of 5G › Our RF SOI technology already deployed in 5G infrastructure with a leading manufacturer › Many growing opportunities for 5G smartphones in China › Developing the next RF technologies for 5G mmWave applications “ “5G g
Slide 16: Summary: we are well positioned for future growth
Summary WE ARE WELL POSITIONED FOR FUTURE GROWTH Mobility Healthcare Strengthening our n°1 position as Automotive pure-play foundry Becoming the foundry of choice for Medical Energy Connectivity Staying committed to the Industrial market Increasing our footprint in China X-FAB Investor Day 2021 Comp
Slide 17: Thank you.
Thank you. www.xfab.com Company Confidential