Monolithic Power Systems, Inc. · NASDAQ:MPWR
Monolithic Power Systems — Q4 2025 Earnings Presentation
42 slides from Monolithic Power Systems's earnings presentation, Dec 11, 2025
Slide 1: Corporate Presentation for Avnet Silica customers
Corporate Presentation for Avnet Silica customers 11th of December 2025 – Breda (NL)
Slide 2: Agenda
AGENDA ✓ MPS introduction ✓ Tools and supports ✓ Product life-time, availability and policy ✓ Portfolio overview ✓ Some DC/DC and lighting examples ✓ Micro-Modules and FPGA/CPU RefDesigns ✓ Open questions Corporate Presentation MonolithicPower.com Q2 2025 Page 2
Slide 3: Agenda
AGENDA ✓ MPS introduction ✓ Tools and supports ✓ Product life-time, availability and policy ✓ Portfolio overview ✓ Some DC/DC and lighting examples ✓ Micro-Modules and FPGA/CPU RefDesigns ✓ Open questions Corporate Presentation MonolithicPower.com Q2 2025 Page 3
Slide 4: Corporate Profile
CORPORATE PROFILE MPS – A worldwide silicon-based power solutions company Headquarters – Kirkland, WA USA Founded Revenue 1997 in Silicon Valley, IPO in 2004 NASDAQ: MPWR S&P 500 $2.2B in 2024 (21.2% growth from 2023) Employees Products 4,100+ 4,000+ Worldwide Products in Cloud Computing, Automotive
Slide 5: Outstanding Organic Revenue Growth
OUTSTANDING ORGANIC REVENUE GROWTH +27% Growth Phase and Market split MPS 4 Yr CAGR Consumer $2,748M 9% Storage & Computing Communications 23% 10% $2.2B Industrial 7% Annual Revenue (2024) Automotive 19% Enterprise Data 32% * Wall Street analysts' average revenue Corporate Presentation MonolithicPow
Slide 6: Exclusive Monolithic Process up to 1700V
EXCLUSIVE MONOLITHIC PROCESS UP TO 1700V • Exclusive proprietary process technology • Using the most advanced fab equipment for analog power • Gen 6 – highest level of analog, power integration with digital and memory [55nm, 12” wafer] • Fab-Lite model for SiC/Si 80A Example: 60A MPD11510 Automotive
Slide 7: MPS Proprietary Monolithic MOS
MPS PROPRIETARY MONOLITHIC MOS MPS Intelli-PhaseTM Competitors Multi-Chip-Module(MCM) DrMOS A MPS solution integrates a matrix of drivers + FETs, PWM Logic, Analog Sensing, Regulation and Protection circuits into one piece of silicon by using proprietary Bipolar/Cmos/Dmos process. Corporate Presenta
Slide 8: Partial FET Operation in Light Load Condition
TYP. BENEFIT : MP86971 PARTIAL FET OPERATION (PFO) IN LIGHT LOAD CONDITION ➢ At Light load condition, a portion of the DrMOS driver+FET banks can be turned-off, saving the driving loss. Heavy load operation: Driver Driver Driver Driver Full MOSFET switching Light load PS2 operation: Driver Driver Dr
Slide 9: Packaging: Typical Cross Section
PACKAGING : TYPICAL CROSS SECTION Mesh Connect Competition : (No Wire Bond) Wire Bond High Reliability, Small Form Factor, Better Heat Design, No parasitic inductance, and Faster Response Allow also classic SOT package (easier to use, cheaper) Corporate Presentation MonolithicPower.com Q2 2025 Page
Slide 10: Flip Chip over Lead Frame Package
FLIP CHIP OVER LEAD FRAME PACKAGE “FC” TSOT Mold Compound • 5, 6, 8 pins Bump(Copper) Bump(Solder) Leadframe • Up to 5A load • 50% lower ƟJa Die Corporate Presentation MonolithicPower.com Q2 2025 Page 11
Slide 11: Cross-Section View Example (MPQ8633A-20A)
CROSS-SECTION VIEW EXAMPLE (MPQ8633A-20A) REF/TRK PGOOD MODE RGND AGND BST EN FB CS 4 5 9 8 7 6 2 1 3 VIN 10 Cross-section Picture SW Cross-section Cut Line 20 16 11 12 18 19 17 15 13 14 PGND PGND PGND PGND PGND VCC PGND PGND PGND MPS packaging technology allows an incomparable power density for sma
Slide 12: Direct Advantages
DIRECT ADVANTAGES : BCM (MPS BCD) ZDPTM Quiet-FETTM HTC (Thermal Enhanced) Power Density (Zero Delay PWM) w/ Mesh-ConnectTM Parameters Quiet ZDP FET Excellent Efficiency O O O Cool Thermals O HTC(High Thermal Conductivity) Low Noise(EMI) O O O O O O Reduced BOM cost O (Fewer output Caps) (Smaller fi
Slide 13: EMI: More Silent than Silent Switcher
EMI: MORE SILENT THAN SILENT SWITCHER LT8648S LT8648S MPQ4371 MPQ4371 8dB Better than the “BEST” Corporate Presentation MonolithicPower.com Q2 2025 Page 15
Slide 14: Agenda
AGENDA ✓ MPS introduction ✓ Tools and supports ✓ Product life-time, availability and policy ✓ Portfolio overview ✓ Some DC/DC and lighting examples ✓ Micro-Modules and FPGA/CPU RefDesigns ✓ Open questions Corporate Presentation MonolithicPower.com Q2 2025 Page 17
Slide 15: Few MPS Tools
FEW MPS TOOLS ➢ Online (offline) DC/DC design tool -> DCDC DESIGNER ➢ Online design tool for Flyback, LLC, magnetic angular sensor ➢ Free simulation tool for stability, transient use case -> MPSMART (Simplis/Simetrix) ➢ MPS CAD Model Library ➢ Free GUI for real time design and debug -> Virtual Bench
Slide 16: Important Links
IMPORTANT LINKS : AppNotes/Webminars Corporate Presentation MonolithicPower.com Q2 2025 Page 19
Slide 17: MPS NOW Online Support
« MPS NOW » ONLINE SUPPORT • MPS NOW Remote Customer Support 1 • MPS NOW provides direct project assistance • Project Troubleshooting 2 • Technical Consulting Customer MPSNow MPS Support MPS AppEng-Europe Telecom and Power DC-DCPresentation Corporate AC-DC Motor Sensor Battery Automotive ADC Monolit
Slide 18: Agenda
AGENDA ✓ MPS introduction ✓ Tools and supports ✓ Product life-time, availability and policy ✓ Portfolio overview ✓ Some DC/DC and lighting examples ✓ Micro-Modules and FPGA/CPU RefDesigns ✓ Open questions Corporate Presentation MonolithicPower.com Q2 2025 Page 22
Slide 19: Diversified Manufacturing for OOC Solutions
DIVERSIFIED MANUFACTURING FOR “OOC” SOLUTIONS South Korea Key Foundry Nepes Malaysia Fab Cheongju Cheongju Bump Unisem Malaysia Ipoh Assembly Unisem Malaysia China Final Test Ipoh North TBA Malaysia SMIC BJ SMIC TJ Beijing Tianjin Thailand Central Unisem CD MPS TBA Chengdu Chengdu Thailand TBA East
Slide 20: End of Life Policy
END OF LIFE POLICY MPS Product Life Cycles Our guidelines state that MPS products are not eligible for obsolescence if any of these following conditions exist: 1. The product has had any sales within the last two years (seven years for automotive). 2. The product can be manufactured and has been in
Slide 21: Stock Policy
STOCK POLICY FROM OUR CORPORATE PRESENTATION TOTAL METRIC Cash $1.03B $21.39/Share * Using next quarter revenue Inventory $455M 143 Days* Debt $0 $0/Share Corporate Presentation MonolithicPower.com Q2 2025 Page 25
Slide 22: ESG Commitment
ESG COMMITMENT Greenhouse Gas Emissions Renewable Electricity 18% In 2024, with Goal of 40% Lower Emissions in 2030* 40% Of All Electricity in 2024, with Goal of 75% in 2026 Diverse Workforce Board Composition 40% Female Workforce Globally 5 of 7 Ethnically Diverse 3,100 m 2 Solar Panels on MPS Buil
Slide 23: Agenda
AGENDA ✓ MPS introduction ✓ Tools and supports ✓ Product life-time, availability and policy ✓ Portfolio overview ✓ Some DC/DC and lighting examples ✓ Micro-Modules and FPGA/CPU RefDesigns ✓ Open questions Corporate Presentation MonolithicPower.com Q2 2025 Page 27
Slide 24: Product Families
PRODUCT FAMILIES AC/DC Power Conversion E-Fuse, USB & Load Switches Class-D Audio • High-Voltage Buck Regulators • Configurable Current Limit, Up to 50A per Device • Digital Controllers and Processors • High-Voltage LDOs • Adjustable Slew Rate • Analog Input Class-D Amplifiers • Flyback Controllers
Slide 25: Product Families: Key Spec
PRODUCT FAMILIES : KEY SPEC AC/DC Power Conversion E-Fuse, USB & Load Switches Class-D Audio • <300mW standby power • Mainly integrated FET up to 50A or 48V • Analog Input or PWM • 0W to >3KW output • USB Type-C and USB PD • Output power few W to ~120W • Flyback, PFC, TotemPole and LLC • Few solutio
Slide 26: Product Families
PRODUCT FAMILIES AC/DC Power Conversion E-Fuse, USB & Load Switches Class-D Audio Isolated Solutions Display Backlighting Power Motor Drivers, Position & Current Sensors Power Modules AI & Computing Power LED Lighting & Illumination Automotive (AEC-Q100) & Industrial DC/DC Power Conversion Precision
Slide 27: Agenda
AGENDA ✓ MPS introduction ✓ Tools and supports ✓ Product life-time, availability and policy ✓ Portfolio overview ✓ Some DC/DC and lighting examples ✓ Micro-Modules and FPGA/CPU RefDesigns ✓ Open questions Corporate Presentation MonolithicPower.com Q2 2025 Page 33
Slide 28: DCDC Product Families Visual
DCDC Product Families Visual with and without PMBUS HV Buck HV Buck Controllers HV Buck HV Buck Controllers 100V 50V HV Buck PMIC HV Buck 36V 24V MV Buck MV Buck MV Boost MV Buck MV Buck 18V LDO LDO MV Boost 6V LV Buck LV Boost LV Buck LV Buck PMIC LV Buck LV Boost 1A 6A 8A 12A 40A
Slide 29: E-Fuse Product Families Visual
E-Fuse Product Families Visual with and without PMBUS HV E-Fuse 60V HV E-Fuse 28V MV E-Fuse 22V MV E-Fuse 12V LV E-Fuse 6V LV E-Fuse 1A 3A 5A 7A 15A
Slide 30: MP2462 (32V, 2A SYNC Buck)
MP2462 (32V, 2A SYNC Buck) Powered device through bus Industrial automate FEATURES • Wide 4.2V to 32V Operating Voltage Range • 2A Continuous Output Current • 1.5μA Low Shutdown Supply Current • 50μA Sleep Mode Quiescent Current • 1% Internal Reference Accuracy • Low Dropout Mode • Internal Soft Sta
Slide 31: MP5045 60V/2A E-Fuse
MP5045 - 60/2A E-Fuse with back-to-back MOSFET, Reverse Current Protection and Reverse Polarity Protection FEATURES VIN:4.3V-60V VIN VOUT VOUT • Wide 4.3V to 60V Input Range COUT CIN VCC EN • Parallel Operation for Higher Current applications 2x1uF RFLT 4x1uF 1MΩ • Integrated Reverse Current Protect
Slide 32: MP4201H Synchronous 100V Bi-directional Buck-Boost Controller
MP4201H | Synchronous 100V Bi-directional Buck-Boost Controller FEATURES SCHEMATIC • 4-switch Bi-directional Buck-boost Controller • 4.75V to 100V Operation Input and Output Voltage Range. • 1μA EN Shutdown IQ // 100μA IQ when I2C operation OFF • Programmable Input / Output Continuous Current limit
Slide 33: Agenda
AGENDA ✓ MPS introduction ✓ Tools and supports ✓ Product life-time, availability and policy ✓ Portfolio overview ✓ Some DC/DC and lighting examples ✓ Micro-Modules and FPGA/CPU RefDesigns ✓ Open questions Corporate Presentation MonolithicPower.com Q2 2025 Page 39
Slide 34: Modules with Integrated Coil & Cap
MPS ALSO PROPOSE MODULES WITH INTEGRATED COIL & CAP High Quality Passive Monolithic Switching Components Regulators • Wide Temp Range • Flip-Chip Technology 2.9mm • Tier 1 supplier • Less Parasitic L, Better EMI • Soft-saturation 6mm 5mm Lead Frame ECLGA Package • Mature IC Technology • Highest inte
Slide 35: MPS Power Module: Next Key Advantage Integration
MPS POWER MODULE – NEXT KEY ADVANTAGE : INTEGRATION Monolithic Power Stage Customized, Soft Better EMI Performance Saturation Inductor Wide Temp Mesh-connect Range Passives Packaging Technology MPM38111 (2*1A) MP2152 × 2 Module layout optimized for EMI: Small Solution Size Smaller switch node Smalle
Slide 36: AMD-Xilinx / Intel-Altera Reference Designs
AMD - Xilinx / Intel - Altera Reference Designs Intel Altera Power Partner √ High Efficiency √ Ultra-Fast Transient Response √ Small footprint √ Full reference designs Corporate Presentation MonolithicPower.com Q2 2025 Page 42
Slide 37: DCDC Step Down Modules - Regulated
DCDC Step Down Modules- Regulated Io Vin <1A 1A 2A 3A 4A 6A 10A 20A 30A 40A 50A 100A 100A+ MPM3511 MPM3521 MPM3531 P2P 1A 2A 3A 5x5x2.75mm 5x5x2.75mm 5x5x2.75mm >50V MPM3572 MPM3530 0.6A 3A 6x6x2mm 10x12x4mm MPM3593 MPM3596 3A Dual 3A/Single 6A 6x8mm I2C, 10x10x4.4mm <45V MPM3506A MPM3510A MPM3515 0
Slide 38: MPM3511/MPM3521/MPM3531 Introduction
MPM3511/MPM3521/MPM3531 Introduction Features Typical Circuit U1 C6 BIAS BST 0.1µF • Wide 4.5V to 100V Continued Operating VIN 12V-100V C3 VIN VIN 0.1µF • Vo adjust from 0.8V to 15V C1 SW VOUT • 1A/2A/3A Pin 2 Pin 4.7µFx2 EN EN OUT 12V/3A C2 • MODE/SYNC pin Selectable PSM/FCCM MPM35xx R1 C4 22µFx2 P
Slide 39: Roadmap: Isolated Power Module with Integrated Digital Isolator
ROADMAP: ISOLATED POWER MODULE & WITH INTEGRATED DIGITAL ISOLATOR MPQ27831 No. of 3KVdc, w/ Isolated Power MID3W2424A 50Mbps, CMTI >100kV/µs, Channel Forward/Reverse ch=3/1 MID6W2424A SOICW-16 24V±10%Vin, 24V±10%Vout, 3W & 6W, LGA 10x10mm 4 ch MPQ27822 3KVdc, w/ Isolated Power 50Mbps, CMTI >100kV/µs
Slide 40: MIE1W0505BGLVH Isolated DCDC Power Module
MIE1W0505BGLVH– 5V/1W, Regulated, 2.5KVrms Isolated DCDC Power Module FEATURES • 3V to 5.5V Input Voltage Operation Range • Selectable 5V or 3.3V Output Voltage (VOUT) o 5V to 5V: ≥200mA Available Load Current (ILOAD) o 5V to 3.3V: ≥200mA Available ILOAD o 3.3V to 3.3V: ≥75mA Available ILOAD • 2.5KV
Slide 41: MPQ278XX Digital Isolator with Isolated Power
MPQ278XX: 2-4 Channel Digital Isolator With Isolated Power Integrated Key Feature: • Selectable 5V or 3.3V Output Voltage (VOUT) o 5V to 5V: ≥200mA Available Load Current o 5V to 3.3V: ≥180mA Available Load Current o 3.3V to 3.3V: ≥50mA Available Load Current • Up to 5V/1W Output Power • Supports DC
Slide 42: Q&A
Q&A Florian Dumont-Girard (Sr FAE) > Florian.Dumont-Girard@monolithicpower.com Harald van Veghel (Sr FSE) > Harald.vanVeghel@monolithicpower.com Corporate Presentation MonolithicPower.com Q2 2025 Page 49
Monolithic Power Systems — Q4 2025 Earnings Presentation on 6ix