X-fab Silicon Foundries Se · EURONEXT:XFAB
X-fab Silicon Foundries — Investor Day (June 2023)
13 slides from X-fab Silicon Foundries's investor day presentation, June 2023
Slide 1: X-FAB – serving the fastest growing markets
X-FAB – serving the fastest growing markets Luigi Di Capua | VP Product Marketing
Slide 2: Our technologies for the fastest growing markets
Our technologies for the fastest growing markets Automotive Automotive is the foundation of our business MEMS SiC CMOS Industrial We leverage technologies developed for the automotive industry and apply them to the medical and industrial markets Medical 2
Slide 3: Our DNA is and has always been automotive
Our DNA is and has always been automotive 58% of total X-FAB revenue in Q1 2023 Growth drivers Comfort Electrification Safety & convenience 3
Slide 4: In the sweet spot for automotive semiconductors
In the sweet spot for automotive semiconductors 28 nm <28 nm to <65 nm 6% 6% Automotive semiconductors 65 nm continue to rely on mature nodes to <110 nm 11% ≥350 nm 2022 57% 110 nm to Our rich technology portfolio ranging <350 nm from 110 nm to 1 µm can address 20% more than 75% of automotive wafer
Slide 5: Our solutions for sensing, actuating and powering
Our solutions for sensing, actuating and powering In-vehicle network Comfort & convenience CAN/LIN Transceiver Window & door control Ethernet Intelligent key systems Safe-by-wire Climate control In-car data bus Seat control Mirror & wiper control Adaptive cruise control Interior lighting Power train
Slide 6: We support the shift to Electric Vehicles (EV)
We support the shift to Electric Vehicles (EV) Up to 180 chips made by X-FAB in current high-end On-board EV charger SiC BCD-on-SOI, galvanic isolation Traction DC/DC inverter converter SiC, BCD-on-SOI, SIC, galvanic isolation BCD-on-SOI, Battery management BCD-on-SOI, galvanic isolation 6
Slide 7: Average revenue per car has more than doubled
Average revenue per car Our average revenue per car has more than doubled in 6 years. Average revenue per car 6,00 5,00 4,78 4,38 x2 growth 4,00 3,23 3,08 3,00 2,69 2,78 USD 2,31 2,00 1,00 0,00 2016 2017 2018 2019 2020 2021 2022 7
Slide 8: Medical – sensing, analyzing, monitoring
Medical – sensing, analyzing, monitoring Wide array of applications driven by 3 growth pillars: personal medical devices, medical equipment and lab-on-a-chip Pacemaker Cochlear implant Contactless thermometer Blood pressure monitor Inhalers Medical ultrasound Radiography CT scanner DNA sequencer Dru
Slide 9: Our CMOS & MEMS capabilities enable leading-edge solutions for lab-on-a-chip
Our CMOS & MEMS capabilities enable leading-edge solutions for lab-on-a-chip Connecting the two worlds of microelectronics and microfluidics Fast, accurate and non-invasive lab-on-a-chip solutions X-FAB 1 2022 Revenue CAGR 33% 32% of X-FAB’s performance medical revenue Lab-on-a-chip 2 market perform
Slide 10: Industrial end applications enabled by X-FAB
Industrial end applications enabled by X-FAB Supporting 4 global trends: smart cities, smart buildings, smart manufacturing and sustainable energy Thermal camera Robotics/cobots Machine to machine Smart home Transportation communication Industrial power Automated test Residential energy Renewable en
Slide 11: We support the increasing demand for renewable energy
We support the increasing demand for renewable energy Towards a more sustainable future Current share of renewables (2019) The transition to renewable energy, 21.8% efficient energy conversion and storage is driving the adoption of SiC technologies. SiC greatly improves the power 42.5% EU Target con
Slide 12: Confirming our strategic focus for future growth
Confirming our strategic focus for future growth Mobility Healthcare Energy Strengthening our #1 position as Becoming the foundry of Supporting the transition to automotive pure-play foundry choice for medical green energy 12
Slide 13: Thank you.
Thank you. @) &) @ @) @ xfab.com