Semtech Corporation · NASDAQ:SMTC
Semtech — Investor Day (October 2021)
52 slides from Semtech's investor day presentation, Oct 6, 2021
Slide 1: Everywhere: The Ubiquitous IoT Network for Low Power Things
Everywhere The Ubiquitous IoT Network for Low Power “Things” October 6, 2021
Slide 2: Today's Presenters
Today's Presenters Mohan Maheswaran Alistair Fulton President and Chief Executive Officer Vice President and General Manager, Wireless and Sensing Products Group
Slide 3: Forward Looking Statements
Forward Looking Statements This presentation will contain “forward-looking statements” within the meaning of the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995, as amended, based on the Company’s current expectations, estimates and projections about its operations,
Slide 4: Agenda
Agenda LoRa OVERVIEW ® Mohan Maheswaran What Is LoRa? Vision Positioning Market Opportunity LoRa DEEP DIVE Alistair Fulton LoRa Ecosystem Key Use Cases Growth Drivers Q&A
Slide 5: What Is LoRa?
What Is LoRa ? ® A Long Range, Low Power, Bi-Directional, Secure, Wireless Communication Platform Very Long Range Ultra-Low Power Multi-Network Low Cost Typically 15-30 miles of Up to 10+ year lifetime Public or private Unlicensed spectrum range outdoors 10x lower power vs. cellular Star, Mesh or Po
Slide 6: LoRa Everywhere
LoRa Everywhere ® The Ubiquitous Network For Low Power ‘Things’ Smart Cities & Utilities Industrial IoT & Logistics Grid Management Lighting Cold Chain Meters Waste Management Asset Management Gas & Water Resource Management Disaster Management Transport Public Safety Manufacturing Application + Clo
Slide 7: LoRa Fills a Technology Gap in the IoT
LoRa Fills a Technology Gap in the IoT ® Very Long Range & Ultra Low Power Cellular/LTE Cat-M1/NB-IoT Wi-Fi/BLE Video/Voice High Power Video/Voice FSK/ ZigBee/ ZWave LoRa RFID/ Long Range, Low Power Sensor Connectivity UWB/NFC Very Short Range, Low Cost
Slide 8: LoRa Growth Opportunity
LoRa Growth Opportunity ® LoRa SAM $ millions CAGR (CY20-25) 40% Smart Home, Neighborhood & Campus Industrial IoT & Logistics 65% Smart Cities & Utilities 44% Smart Agriculture 19% 35% Other 10% CY20 CY25
Slide 9: Agenda
Agenda LoRa OVERVIEW ® Mohan Maheswaran What Is LoRa? Vision Positioning Market Opportunity LoRa DEEP DIVE Alistair Fulton LoRa Ecosystem Key Use Cases Growth Drivers Q&A
Slide 10: Connecting IoT Sensors to the Cloud
Connecting IoT Sensors to the Cloud Flexible & Secure
Slide 11: Connecting IoT Sensors to the Cloud
Connecting IoT Sensors to the Cloud Easy to Develop • Easy to Deploy Software Tools Developer Cloud Resources Services
Slide 12: Connecting IoT Sensors to the Cloud
Connecting IoT Sensors to the Cloud Low Power • Long Range
Slide 13: Connecting IoT Sensors to the Cloud: Global Coverage
Connecting IoT Sensors to the Cloud Global Coverage 160+ LoRaWAN network operators globally 2.5 Million deployed gateways ~5 Billion Endpoints supported Global LoRa satellite coverage
Slide 14: Connecting IoT Sensors to the Cloud
Connecting IoT Sensors to the Cloud Public or Private Networks
Slide 15: LoRa Edge Geolocation Platform
LoRa Edge™ Geolocation Platform Track Everything, Everywhere GPS LoRaWAN® network Wi-Fi
Slide 16: LoRa Edge Geolocation Platform
LoRa Edge™ Geolocation Platform Cloud Integrations Aggregation & Analytics Insights & Actions
Slide 17: IoT – A Combination of Two Worlds
IoT – A Combination of Two Worlds Physical / Analog World Cloud / Digital World Aggregation & Analytics Insights & Actions
Slide 18: Large and Growing LoRa Ecosystem
Connecting IoT Sensors to the Cloud Large and Growing LoRa® Ecosystem Simplicity Flexibility Choice
Slide 19: The Ubiquitous IoT Network for Low Power Things
Connecting IoT Sensors to the Cloud The Ubiquitous IoT Network for Low Power “Things” SMART UTILITIES SMART INDUSTRIAL SMART CONTROL CITIES SMART HOME, SMART NEIGHBORHOOD AGRICULTURE & CAMPUS SMART SMART ENVIRONMENT HEALTHCARE SMART SUPPLY CHAIN LOGISTICS
Slide 20: Everywhere
ral 2 SEMTECH
Slide 21: The Internet of Things
Connecting IoT Sensors to the Cloud The Internet of Things Hardware Network Cloud Solution End Providers Providers Platforms Providers Customers
Slide 22: Large and Growing Ecosystem
Large and Growing Ecosystem Hardware Network Cloud Solution End Providers Providers Platforms Providers Customer
Slide 23: Large and Growing Ecosystem
Large and Growing Ecosystem Hardware Network Cloud Solution End Providers Providers Platforms Providers Customer
Slide 24: Large and Growing Ecosystem
Large and Growing Ecosystem Hardware Network Cloud Solution End Providers Providers Platforms Providers Customer
Slide 25: Large and Growing Ecosystem
Large and Growing Ecosystem Hardware Network Cloud Solution End Providers Providers Platforms Providers Customer
Slide 26: Large and Growing Ecosystem
Large and Growing Ecosystem Hardware Network Cloud Solution End Providers Providers Platforms Providers Customer
Slide 27: Large and Growing Ecosystem
Large and Growing Ecosystem Hardware Network Cloud Solution End Providers Providers Platforms Providers Customer
Slide 28: Large and Growing Ecosystem
Large and Growing Ecosystem An industry-wide ecosystem driving standardization, interoperability, adoption, and committed to the success of LoRaWAN®
Slide 29: LoRa Delivers Real-World Impact
® LoRa Delivers Real-World Impact Smart Cities Industrial IoT Smart Home, & Utilities & Logistics Neighborhood & Campus
Slide 30: Smart Cities & Utilities
Smart Cities & Utilities Smart Energy Management Comprehensive Safety Systems Water Conservation
Slide 31: Smart Cities & Utilities
Smart Cities & Utilities 900 billion gallons of water wasted each year in household water leaks Potential to reduce worldwide CO2 emissions by 5%
Slide 32: Smart Cities & Utilities
Smart Cities & Utilities Long range, ability to penetrate structures Low network infrastructure costs Multiple applications, single network infrastructure
Slide 33: Industrial IoT & Logistics
Industrial IoT & Logistics Smart Factory Smart Logistics Smart Cold Chain
Slide 34: Industrial IoT & Logistics
Industrial IoT & Logistics 2 billion tons of waste globally each year 1.2 trillion gallons of industrial & waste water 1.3 billion tons of lost and spoiled food Source:datatopics.worldbank.org/what-a-waste/trends_in_solid_waste_management.html, US Environmental Protection Agency and unep.org/thinkea
Slide 35: Industrial IoT & Logistics
Industrial IoT & Logistics Low cost of development, low cost of support Easy to deploy private networking solutions Track objects from the factory gate to the doorstep
Slide 36: Smart Home, Neighborhood & Campus
Smart Home, Neighborhood & Campus Home Safety & Security Community Access Smart Building
Slide 37: Smart Home, Neighborhood & Campus
Smart Home, Neighborhood & Campus Optimizing home & building environments Workplace safety & access controls Conserving natural resources
Slide 38: Smart Home, Neighborhood & Campus
Smart Home, Neighborhood & Campus Simple to deploy, simple to use Compatible with other technologies like Wi-Fi and Bluetooth There when you need it
Slide 39: LoRa Edge
LoRa Edge™ Industry-first, Low-power, Highly-integrated, Multi-technology Geolocation Platform LoRa Cloud Geolocation Services GPS LoRaWAN® network Wi-Fi
Slide 40: IoT – A Combination of Two Worlds
IoT – A Combination of Two Worlds Physical / Analog World Cloud / Digital World Aggregation & Analytics Insights & Actions
Slide 41: The Missing Link The IoT Has Been Waiting For
The Missing Link The IoT Has Been Waiting For
Slide 42: LoRa IC Opportunity Funnel
® LoRa IC Opportunity Funnel FY22 Opportunity Funnel FY22 Opportunity Funnel By Segment By Region $900M Total $900M Total 10% 16% Smart Agriculture & Other ROW 25% 25% Smart Home, China Neighborhood & Campus Industrial IoT& Logistics 27% Americas 28% Smart Cities & Utilities Europe 38% 31% FY22 Tota
Slide 43: The Future: A Path to $500M by FY26
The Future A Path to $500M by FY26 Continued Growth in Increased Reach through Recurring LoRa Cloud™ LoRa® IC Adoption LoRa IP Licensing Service Revenues Goal: the de facto standard LPWAN for the IoT
Slide 44: Key Takeaways
Key Takeaways LoRa® is the wireless technology the IoT has been waiting for Some of the biggest names in IoT are driving the evolution, adoption and success of LoRa LoRa is key part of solving the social and environmental challenges caused by climate change On track to grow LoRa revenue at a 40% CAG
Slide 45: What Customers Say
What Customers Say SAS VP, IoT Solutions Jason Mann “SAS' IoT solutions leverage the flexibility of LoRa® devices and the LoRaWAN® standard, along with our ecosystem of partners including Microsoft Azure, to drive real-time insights across multiple IoT use cases. Together we are solving an increasin
Slide 46: What Customers Say
What Customers Say SAS MachineQ VP, IoT Solutions part of Comcast Jason Mann VP & GM Steve Salata “SAS' IoT solutions leverage the flexibility of LoRa devices and the LoRaWAN standard, “The simplicity along with and security of our LoRa ®, combined ecosystem of partners includingof with the strength
Slide 47: What Customers Say
What Customers Say SAS MachineQ Helium VP, IoTofSolutions part Comcast JasonCOO Mann VP & GM Frank Mong Steve Salata “SAS' IoT solutions leverage the flexibility of LoRa devices and the LoRaWAN “The standard, simplicity along with and ®security of our LoRa ecosystem ®, combined of partners including
Slide 48: What Customers Say
What Customers Say SAS MachineQ Helium VP, part InVue IoT Solutions COOComcast of Jason Mann VP VPGM & Frank Display Merchandise Mong SteveKyle Baker Salata “SAS' IoT solutions leverage the flexibility of LoRa devices and the LoRaWAN “The standard, simplicity along and ®securitywith our of LoRa ®, c
Slide 49: What Customers Say
What Customers Say SAS MachineQ Helium VP, part InVue IoT COO Digital Solutions of Comcast Matter Jason Mann VP VP Display Merchandise & CEO Frank GM Mong Kyle Baker Steve Salata Ken Everett “SAS' IoT solutions leverage the flexibility of LoRa devices and the “Digital Matter’s latest Yabby Edge plat
Slide 50: What Customers Say
What Customers Say SAS MachineQ Helium VP, InVue IoT part Digital Microsoft Solutions of Comcast Matter COO Jason Mann VP Display Merchandise VP &CEO Frank GM Mong / Partner, Kyle GM Baker Azure IoT Engineering Steve Salata Ken Everett Tony Shakib “SAS' IoT solutions leverage the flexibility of LoRa
Slide 51: Q&A
Q&A Mohan Maheswaran Alistair Fulton President and Chief Executive Officer Vice President and General Manager, Wireless and Sensing Products Group
Slide 52: Thank You
Thank You Contact us if there are any questions semtech.com/LoRa NASDAQ: SMTC linkedin.com/company/semtech @SemtechCorp