Silicon Laboratories, Inc. · NASDAQ:SLAB
Silicon Laboratories — Investor Presentation (February 2021)
27 slides from Silicon Laboratories's investor presentation, February 2021
Slide 1: Silicon Labs Corporate Overview
Silicon Labs Corporate Overview FEBRUARY 2021 The leader in silicon, software and solutions for a smarter, more connected world.
Slide 2: Silicon Labs
Silicon Labs FOUNDED IN 1996 REVENUE $887M A leading provider of silicon, software $868M $838M $769M and solutions for a smarter, more connected world LISTED SLAB § Core competencies in mixed-signal and RF integration § A track record of multiple industry firsts, transforming and disrupting large ma
Slide 3: A Global Company
A Global Company ~1800 EMPLOYEES WORLDWIDE HEADQUARTERED IN AUSTIN INTERNATIONAL HQ SINGAPORE R&D Centers Sales Offices 3
Slide 4: Leader in Silicon, Software and Solutions
Leader in Silicon, Software and Solutions We provide significant advantages in performance, energy efficiency, connectivity and design simplicity. § Diverse range of applications and customers § Flexible hardware and software platform MCUs | Wireless | Sensors Secure wireless stacks Modules | Refere
Slide 5: We Believe in a More Connected World
We Believe in a More Connected World Our technologies enable customers to transform industries and improve lives. Together, we are creating a smarter, more connected world that benefits us all. 5
Slide 6: A More Connected World is…
A More Connected World is… SAFER BRIGHTER H E A LT H I E R Allegion’s door locks enable delivery Yeelight’s LED lightbulbs allow you to Propeller Health makes it possible for service access without homeowners control lights with just the touch of asthma and COPD patients to better needing to be on-s
Slide 7: A More Connected World is…
A More Connected World is… D ATA - D R I V E N GREENER MORE INFORMED Highly reliable clocks and crystal oscillators Superior products reduce size and cost for Unrivaled, scalable approach for service the backbone of the Internet electric vehicles and charging stations developing auto infotainment sy
Slide 8: A Diversified Product Portfolio
A Diversified Product Portfolio INTERNET OF THINGS INFRASTRUCTURE BROADCAST ACCESS MCU | Wireless | Sensors Timing | Isolation Automotive Radio | TV Tuners Modems | SLICs | PoE ~60% REVENUE ~20% REVENUE ~15% REVENUE >5% REVENUE HIGH GROWTH M AT U R E 8
Slide 9: IoT Driving $15B Opportunity Pipeline
IoT Driving $15B Opportunity Pipeline § Total SLAB Market Opp § Design-win lifetime revenue up 10% y-y § Wireless solutions driving growth § ~66% 2020 IoT revenue § IoT growth drivers § Smart home & security § Portable medical § Smart retail § Industrial automation § High volume lighting § Smart met
Slide 10: IoT: Market Opportunity
IoT: Market Opportunity Automotive Computing Automotive Communication Communication Computing 13% 25B Consumer CAGR 53B Consumer INSTALLED BASE INSTALLED BASE 2019 2025e Industrial Industrial Source: IHSM 2019 Q3 10
Slide 11: IoT: Leadership in Wireless Silicon, Software and Solutions
IoT: Leadership in Wireless Silicon, Software and Solutions § Scalable hardware and software platform § Provide complete solution from silicon to cloud § Enable market-leading integrated security § Broad offering of low-power SoCs § Extensive wireless protocols including Bluetooth, mesh, proprietary
Slide 12: IoT: Executing a Platform Strategy
IoT: Executing a Platform Strategy C U S TO M E R R E Q U I R E M E N T S High performance, reliable, maintainable Easy to develop and deploy Long life solution WHY WE WIN Best connectivity—RF SoCs and modules Robust SW framework simplifies development Upgradeable, cloud connected 12
Slide 13: We Address all Facets of the IoT
We Address all Facets of the IoT D E V I C E S A N D S O F T WA R E DEVELOPMENT TOOLS SOLUTION Wireless SoCs and Modules Leading Tools Silicon-to-Cloud Superior RF performance Fast time-to-market | Simplicity Studio IDE Complete solution | RTOS Multiprotocol | Robust stacks | Security Connectivity k
Slide 14: IoT: Solutions to Shorten the Path to Connectivity
IoT: Solutions to Shorten the Path to Connectivity S TA R T E R K I T S WIRELESS MODULES AND SIPS A P P L I C AT I O N E X A M P L E S Rapid prototyping Pre-certified, small footprint Examples with source code for both SoC and mobile applications 14
Slide 15: Platform-based Edge Node Architecture
Platform-based Edge Node Architecture Home Automation & Control Lighting Industrial Automation Smart Metering Retail & Commercial Host Environment Toolchains Other MISRA, Energy Profiler Hardware Config App Builder IAR Sample Applications Precertification Developer Tools Static Analysis Documentatio
Slide 16: Infrastructure: Leadership in Performance and Integration
Infrastructure: Leadership in Performance and Integration § Breakthrough architectures leading industry § Timing: leading in core/metro and expanding into data center, wireless and industrial applications § Isolation: replacing traditional optocouplers in power supplies, motor controls and green ene
Slide 17: Timing Portfolio
Timing Portfolio § Leading in core/metro and expanding into data center, wireless, industrial and automotive applications § Patented technologies yield performance advantage § Flexibility, programmability simplify design § Oscillators deliver time to market advantage § 9 of the top 10 telecom equipm
Slide 18: Timing Opportunity
Timing Opportunity TELECOM D ATA C E N T E R S WIRELESS Increasing amount of data being Pictures/video social media, cloud storage Implementation of small cells, distributed transferred within / between cities, driving huge connected data centers antenna systems to increase coverage countries 18
Slide 19: Timing Performance Wins
Timing Performance Wins CUSTOMER REQUIREMENTS Faster data rates require higher performance More features in a smaller form factor WHY WE WIN Industry-leading performance and flexibility Provide complete clock solutions with highest level of integration 19
Slide 20: Isolation Portfolio
Isolation Portfolio § Replacing traditional optocouplers in power supplies, motor controls and green energy applications § Patented RF, capacitive isolation technology § Field proven, more than 1B channels shipped § Best emissions, immunity performance § Compact size supports shrinking electronics §
Slide 21: Isolation: Global Trends Driving Growth
Isolation: Global Trends Driving Growth GREEN ENERGY EFFICIENCY R E G U L AT I O N Electric & hybrid-electric Server, storage, networking Governments issuing vehicles power supplies efficiency standards Solar inverters & 300M industrial electric Reduction in greenhouse wind turbines motors installed
Slide 22: Isolation Performance Wins
Isolation Performance Wins CUSTOMER REQUIREMENTS Improve efficiency Robust operation in noisy environments Smaller PCB footprints WHY WE WIN Delivers faster switching times Best-in-class noise immunity Higher density and more integrated features 22
Slide 23: A Broad Range of Customers and Application Areas
A Broad Range of Customers and Application Areas We’ve shipped more than 150 million 30 million hours saved yearly Boosted energy capacity by 6.8 MW in mesh networking devices with smart metering applications 13.8 million solar inverters We’re in more than We help coordinate On board 100% of cherry
Slide 24: High Quality, Agile Supply Chain
High Quality, Agile Supply Chain Partnering with world-class suppliers to manage products from development to 20+ YEARS customer delivery OF PROVIDING SILICON, SOFTWARE, AND SOLUTIONS § Reliable, responsive, high volume supply § Support unexpected surges in demand § Quality-centered assembly and tes
Slide 25: Innovation in Testing and Performance
Innovation in Testing and Performance C U S TO M T E S T H A R D WA R E F L E X I B L E C A PA C I T Y S M A L L F O R M FA C TO R Modular design so we can be responsive Custom design allows for rapid scaling A typical ATE is about the size of a car; to changing requirements and deployment ours is s
Slide 26: Key Take Aways
Key Take Aways § Well positioned for leadership in IoT § Large, growing and diverse market § Leading hardware and software platform § Advanced capabilities in connectivity and security § High quality Infrastructure opportunity § Addressing trends in data and green energy § Focus on communications, i
Slide 27: Thank you
Thank you
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