On Semiconductor Corporation · NASDAQ:ON
On Semiconductor — Investor Day (March 2017)
23 slides from On Semiconductor's investor day presentation, Mar 10, 2017
Slide 1: Financial Analyst Day, Phoenix, Arizona, March 10, 2017
Confidential Proprietary Financial Analyst Day Phoenix, Arizona March 10, 2017 Exhibit 99.4
Slide 2: Rethink Energy Efficiency
RETHINK ENERGY EFFICIENCY. Financial Analyst Day | Phoenix, Arizona | March 10, 2017
Slide 3: Agenda Analyst Day 2017
Agenda Analyst Day 2017 Introduction - Parag Agarwal8:00-8:05 Strategic Overview - Keith Jackson8:05-8:35 Q&A Analog Solutions Group - Bob Klosterboer 8:50-9:20 Image Sensor Group - Taner Ozcelik 9:20-9:50 Break Power Solutions Group – Bill Hall10:05-10:35 Q&A Finance - Bernard Gutmann10:50-11:20 Q&
Slide 4: Safe Harbor Statement and Non-GAAP and Forecast Information
Safe Harbor Statement and Non-GAAP and Forecast Information This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are often characterized by the use of words such as “believes,” “estimates,” “expec
Slide 5: Bill Hall, Executive Vice President Power Solutions Group
Bill Hall, Executive Vice President Power Solutions Group
Slide 6: New Powerhouse in Power Semiconductors
New Powerhouse in Power Semiconductors Analyst Day 2017 ON Semiconductor
Slide 7: Key Takeaways
Analyst Day 2017 KEY TAKEAWAYS 1 The new powerhouse in power semiconductors, positioned to gain share and drive strong growth 2 3 4 Industry leading cost structure and sharp focus on evolutionary & revolutionary cost reductions Rapidly expanding portfolio for automotive, industrial and communication
Slide 8: PSG Strategic Intent and Goals
Analyst Day 2017 PSG Strategic intent and Goals Market leadership in power semiconductor market Drive growth through disruptive and innovative products and technologies Grow industry leading cost structure through revolutionary margin improvement plans 2020 Target Model - Revenue $2.7B, non-GAAP gro
Slide 9: Power Solutions Group (PSG)
Analyst Day 2017 Power Solutions Group (PSG) Annualized 20161 revenue $2.5B gross margin 33% Industrial Stronger presence in industrial market with addition of Fairchild portfolio & customer base AUTOMOTIVE Largest end-market - over 7,000 AEC2 qualified products communications #1 supplier of power d
Slide 10: Power Solutions Group
Analyst Day 2017 Power Solutions Group Linear Regulators Opto Op-Amps LV, MV, HV/SuperJunction MOSFETs eFuse HV Rectifiers Intelligent Power Module Power Integrated Module IGBTs Wide Bandgap Automotive Power Modules Gate Drivers Automotive MOSFETs LED Protection ESD Protection EEPROM Small Signal De
Slide 11: The New Powerhouse in Power
Analyst Day 2017 The New Powerhouse in Power Power Discrete & Modules IFX Mitsubishi STM Rectifiers Thyristor LVFET MVFET HVFET SSFET Ignition IGBTs BPT FET Modules IPMs PIMs GaN Hi Voltage SiC Gate Dr Source: IHS 2015 Power Discrete & Module Report « « « « « « « « « + + ü ü ü ü « « « ü ü + + + + ü
Slide 12: IGBTs – Now a Premier IGBT Supplier
Analyst Day 2017 IGBTs – Now a Premier IGBT Supplier TO-3P TO-247 TO-247 4L TO-220 TO-220 FullPak D2PAK DPAK 600V 650V 1200V 1350V 1500V 1600V IFX IFX IFX IFX IFX IFX IFX IFX IFX IFX IFX IFX IFX IFX IFX Source: ON Semiconductor
Slide 13: MOSFETs – Significantly broader coverage
Analyst Day 2017 MOSFETs – Significantly broader coverage TO-3P TO-247 TO-220 D2PAK DPAK SO-8 TO-LL 8x8 SO8 DFN SO8 LFPAK $2B 25V 30V $2B TAM 40V 60V 80V 100V 150V 250V $1B TAM 600V 800V 900V 1.5kV 1.7 kV SO8FL & u8FL = ON & FCS, LFPAK = NXP IFX IFX IFX IFX IFX IFX IFX IFX IFX IFX IFX IFX IFX IFX IF
Slide 14: PSG Growth Opportunities in Strategic Markets
Analyst Day 2017 PSG Growth Opportunities in Strategic Markets AUTOMOTIVE 25% of revenue Key Applications ADAS, HEV/EV, Body ICE/HEV/EV/Aux/ Charger Safety, Infotainment INDUSTRIAL 20% of revenue Key Applications Alternative Energy, Industrial Motor, Cloud Power, IOT, Smart Grid COMMUNICATION 24% of
Slide 15: Automotive Market
Safety/ADAS Electric Power Steering, Cameras, Intelligent Tires Powertrain HEV, EV, OBC, Aux pumps/motors, Charging Station Analyst Day 2017 PSG Automotive Market Body/Lighting Occupant Detection, Temp Zoning, QC, Body Motors, Matrix Lighting, & Ring Architecture Infotainment LCD Clusters, V2V Comm,
Slide 16: Key Automotive Growth Drivers
48V (56% CAGR) FET, APM, SiC, GaN, Prec. OA HEV/EV (25% CAGR) Modules, SJ FET, SiC, GaN, IGBT Analyst Day 2017 PSG Key Automotive growth drivers Autonomous (14% CAGR) Protection, E2PROM, LDO, FET’s, FET Modules, SPS* Ring Cabling Architecture (60% CAGR) eFuse*, Modules, Smart Passive Sensors Source:
Slide 17: Industrial Market
Industrial Motors (5KW) Efficiency & control Solar (50kw) Carbon emissions Analyst Day 2017 PSG Industrial Market Cloud Power (1Kw) Power density, hot swap, power protection LED lighting Smart lighting, LED protection Surveillance & Security Cameras & IOT ¹: FY2016 represents Q4’ 16 Annualized value
Slide 18: PSG Key Industrial Growth Drivers
Analyst Day 2017 PSG Key Industrial growth drivers Solar (12% CAGR) PIMs, IGBTs, SiC/GaN, Hi Perf Analog, HV Gate Drivers Cloud power (12% CAGR) LV/MV FET, SJ FETs, IGBTs, GaN and SiC, High Performance Analog, eFuse Industrial Motor (9% CAGR) MV / SJ FETs, IGBTs, Power Modules, PIMs, GaN and SiC, E2
Slide 19: PSG Communications Market
Analyst Day 2017 PSG Communications Market Smart Phone Cameras, biometrics, HSSI, battery life, clean power Wearables Size, sensing & efficiency/battery life Charging Fast Charging, Wireless Charging, Smaller Form Factor, Efficiency, built in batteries ¹: FY2016 represents Q4’ 16 Annualized values.
Slide 20: Key Wireless Growth Drivers
Smaller Form Factors CSP & µ������, SiC & GaN, Plasma Die Singulation, Capless LDO Camera Module (11% CAGR) LDO, E2PROM, Translator, LC-ESD Analyst Day 2017 PSG Key Wireless growth drivers Charging (26% CAGR) LV/MVFETs, SiC/GaN, Schottky Diode, Hi PSRR LDO, E2PROM+Temp, Battery FET PSG Wireless TAM(
Slide 21: Key SiC & GaN Benefits
Key SiC & GaN benefits Power Supplies: smaller form factor Automotive EV: no liquid cooling→ reduced weight Auto On Board Charging: faster charge time Solar Energy: higher power efficiency Motor Drives: reduced energy cost. Analyst Day 2017 PSG GaN and SiC programs TAM $M Currently producing and sam
Slide 22: Revolutionary Margin Improvement Plans
Analyst Day 2017 Revolutionary Margin Improvement Plans Plasma Die Singulation Irregular shape die Narrow scribe streets More die per wafer Cleaner edge/high quality Traditional Wafer Plasma Etched Revolutionary Evolutionary High Density Lead Frames Rapid Test Metallization Bond Pad Over Active Sili
Slide 23: Summary
Analyst Day 2017 Summary 1 PSG now a leader in power semiconductor market Margin expansion trough revolutionary technologies Strong investment in HV(SJ) FETs, IGBTs, power modules & WBG technologies Disruptive technologies: Micro-packaging, eFuse, & Smart Passive Sensors Strong attach rate with othe