Diodes Incorporated · NASDAQ:DIOD
Diodes — Diodes Inc /Del/ — Investor Presentation (May 2012)
22 slides from Diodes's investor presentation, May 24, 2012
Slide 1: Investor Relations Presentation
Exhibit 99.1 Investor INCORPORATED DIODES® Plano, May 22, TXRelations 2012 Presentation
Slide 2: Safe Harbor Statement
Page Safe Any forward-looking million expected quarter Potential in impact of maintain be This information INCORPORATED DIODES® product domestic more statements Harbor presentation 2 of are tosevere its to risks competitive $164 demand anticipated remain and current related Statement and or million,
Slide 3: Management
PageKeh-Shew Management Dr. Director Experience: Senior President Master’s Education: Texas Bachelor’s INCORPORATED DIODES® 3Tech Instruments Vice –Degree and of Diodes Degree University President Texas Representative CEO Luand 10 27 Instruments in Since Doctorate years Engineering years of TI 2005
Slide 4: Management: Investor Relations Director
Pagein4Director Company Laura Since Director Experience: Sales Product Senior Wafer MBA Education: BS INCORPORATED DIODES®May with Electrical Mehrl fab Business Engineer Marketing ofRepresentative design concentration 2010 Investor for and Development atengineer Analog Lattice Manager Relations Rela
Slide 5: About Diodes Incorporated
Page About A communications INCORPORATED DIODES® leading 5 Diodes global Incorporated and manufacturer automotive and segments. supplier of high-quality application specific, standard products within the broad discrete, logic and analog markets, serving the computing, consumer, industrial,
Slide 6: Business Objective
Page Business To and INCORPORATED DIODES® consistently design 6 Objective excellence achievetoabove-market deliver high quality profitable semiconductor growth, utilizing products. our innovative and cost-effective packaging technology, suited for high volume, high growth markets by leveraging proce
Slide 7: Significant Market Opportunity
PageLogic Significant 2011 Discrete Opto Std Diodes’ $23 Memory Micro/Special Analog $21 $19 $42 $61 $134 INCORPORATED DIODES® bn 7Total bn SAM: Semiconductor Market $10- Opportunity $3 $14 -$5 $12 $16 bnbnMarket ($300 bn)
Slide 8: Many Paths for Growth
PageEquipment Diodes Many Performance Targeted Increased Packaging Broad Application Customer Power End Miniaturization Product INCORPORATED DIODES® 8Paths customer packaging Density Growth portfolio arena line Performance Breadth Portfolio end product Base breadth space Space for expansion enhancem
Slide 9: Product Portfolio Progression
Page Voltage Product Protection Transistors Rectifiers MOSFETs Diodes Discrete Analog Standard LED Sensors Low Logic High Advanced Power INCORPORATED DIODES® DISCRETE LOGIC ANALOG Drivers 9Speed Management Switches CMOS Portfolio Linear Ultra-Low Devices CMOS CMOS 2006Progression 2010
Slide 10: Diodes' Product Upgrade Has Expanded Our SAM
Page>10 Performance SKY (Vb MOSFETs (Ultra Bipolar (Low DC-DC (Asynchronous) Diodes’ INCORPORATED DIODES® Rectifiers power) 600v) low LDO product DC-DC RDS(on), DIOFETTM Enhancement CMOS SBR® upgrade (Asynchronous, DC-DC Vb LDO (Super (Low >has 600V) Low expanded Barrier RDS(on), Noise high Rectifie
Slide 11: Product applications: Smart Phones
PagePower Efficiency, Camera LCD Battery USB GPS Current RF System Low Low-Saturation Flip Hall Keypad LED Schottky INCORPORATED DIODES® /Effect Antenna Dropout Flash Drivers 11 Power /Backlighting Bias Slide OLED Voltage Power Monitors Flash Backlighting Diodes Amplifier ICs Functionality Module Se
Slide 12: Product applications: LCD TV and Displays
PageSchottkys Strong Low Synchronous LCD Current 400V CCFL 30V Antenna DC-DC 40V USB System 20V/30V/40V Audio Buck INCORPORATED® DIODES High-gain Low Dropout 12 Power Display LED DC-DC High-gain Amplifier Backlighting Relationships Interface Power Monitors Converters Tuner On-resistance Backlighting
Slide 13: Product applications: Computing
PageEffect Product LCD LED Boost Battery Current Open Hall Audio Wireless DC-DC Low Buck System USB INCORPORATED® DIODES Dropout Drivers 13 Power /DC-DC /Converters Amplifier LED Close Voltage Power Interface Monitors Breadth Converters Connectivity Sensors Backlighting Switches Detection Regulators
Slide 14: Packaging Focus: Miniaturization and Power Efficiency
Pagechip/Wafer Packaging 0.3mm DFN1006-2 DFN0603-2 0.4mm QFN SOT23/523 SOD323F SOT23F SOD-323F SOD123/323 TO220/263/ SOT223 SIP-3/4 SOT89 QSOP16/20L MSOP8/10 SOIC-8/14 TSSOP8 TSOT23-3/5/6 SOT953/963 SOT666 SOT26/363 SOT25/353 SOT143/SC82 PD-5 PM-III PD-123/323 TO252 SOLAR WL-CSP DFN0806-3 TSSOP14/16
Slide 15: Packaging Focus: Miniaturization and Power Efficiency
Page mm Packaging DFN Miniaturization Power Compared 0,62 0,30 TO252 PowerDI®5 INCORPORATED® DIODES 15 0603-2 Efficiency 0,32 Focus: to Possibly amm TO252, Miniaturization the thesmallest PowerDI®5 and Discrete Power package semiconductor Efficiency delivers twice package. the power density from a 5
Slide 16: Efficient Manufacturing Model
Page Efficient Shanghai-based Packaging Flexible Additional Wafer Bipolar High 6” Strong Economies 30 Capex 1.3bn 2001 INCORPORATED® DIODES Wafer 2816 volume 2002 26 2.1bn Fabs Model engineering process and Manufacturing 24 fab 2003 packaging of 22 3.4bn optimized in 5” =Scale: 20 Oldham, 10% techno
Slide 17: Customer Relationships
Page 17 Technologies Collaborative OSRAM Huawei MOTOROLA NOVATEL Panasonic Continental COMPAL DIODES Hisense INCORPORATED® ELECTRONICS, Roche WIRELESS BROADCOM. Customer SHARP BOSCH tycoSAGEM Quanta EMC Microsoft Relationships BOSCH AUO INC. power SHINKO Apple BRAUN MURATA LG CMO CBCRADIANCE Electro
Slide 18: Outperforming the Industry
Page 60% Outperforming Annual 70% 18.2% 2003 Industry *Acquisition DIODES 18 to8.1% 2004 Revenue 2011 (Discrete INCORPORATEDTM INCORPORATED® 50% 2005 35.60% Years Growth the 40% 2006 Growth +Industry Analog) 30% 18.1% Diodes 2007 Rates 20% 2008 15.6% Inc.: 10% 2009 21 -3.3% 0%%2010 -10% SAM 59.9% 20
Slide 19: Revenue Growth 2003-2011
(Revenue 700 2003 137186215343401433434613+41%635+3.6% DIODES In millions 600 - 2011 2004500 Growth INCORPORATED® 2005 (CAGR: )4002006 300 21%) 200 2007 100 2008 0 2009 2010 2011
Slide 20: Revenue Distribution Profile
Page Revenue Distribution Asia Europe North By Consumer Communications Computing Industrial Automotive DIODES Channel Region Segment Pacific 20 America 12% Profile INCORPORATED® 20% 34% 26% 4% 48% 77% 11% –16% 52% 1Q2012 OEM/EMS
Slide 21: First Quarter 2012 Financial Performance
Page First (In 1Q12 Revenue Gross Net $21.2 DIODES millions Income Quarter 21 ($19.9) Profit $161.6 Growth INCORPORATED® $19.7 $$57.4 2012 $1.5 except $143.3 (10.5%) $3.1 $35.5 Financial per$4.9 $144.7 share) $33.7 1.0% ($14.8) Performance ($23.7) ($16.9) 1Q11$1.8 4Q11 ($1.8) $1.4 Earning Y/YGross Q
Slide 22: Thank You
DIODES Thank Smart THE 20TH Company Diodes Director Investor Shelton EVP, P: www.diodes.com 949-224-3874 WALL Investor ANNIVERSARY Money you was Incorporated Group Relations ofINCORPORATED® Contact: Investor named STREET Relations Leanne E:Contact: one lsievers@diodes.com Relations Laura JOURNAL K.