Melexis Nv · EURONEXT:MELE

Melexis Nv — Investor Day (November 2023)

42 slides from Melexis Nv's investor day presentation, Nov 14, 2023

Slide 2: Disclaimer
Disclaimer : Except for those statements that report the Company's historical results, the statements being made are forward looking statements. Actual results could differ materially from those projected in the forward looking statements. Factors which could cause actual results to differ from expe
Slide 3: Agenda
Agenda 09:30 Arrival and coffee 10:00 Welcome and introduction Marc Biron, Vincent Hiligsmann and Karen van Griensven Melexis’ playground for the next 5 years 10:45 Break 11:00 EV powertrain Syrine Mansour and Bruno Boury 11:15 EV thermal management Laurent Otte and Marc Lambrechts 11:30 EV battery
Slide 4: Slide 4
Slide 5: Trends
Trends Electriﬁcation China’s EV leadership China’s EV leadership Electriﬁcation Competition for talent Climate change Competition for talent Climate change Aging and increasing world population Aging and increasing world population Artiﬁcial intelligence Changing mobility Changing mobility Artiﬁcia
Slide 6: Strategy: Innovation with Heart
Strategy Technology Automotive industry ➠ Innovation ➠ New applications Beyond automotive ➠ Digital health, Robotics, Alternative mobility, Sustainable world Partnerships Customers, suppliers, research and educational world Increased knowledge, broadening horizons, sharing inspiration People Attract
Slide 7: Industry first from Melexis
Industry ﬁrst from Melexis 2012 2018 2023 ® Single chip LIN RGB driver IC Next generation Triaxis First contactless temperature to be integrated in smart-watch Pressure sensor featuring SENT Position sensor IC and Unprecedented accuracy for Hall-effect DC current sensing 16x4 pixel infrared array Ha
Slide 8: Slide 8
Slide 9: Growth trajectory and Melexis target
Growth drivers Automotive¹ EV powertrain EV battery Lighting ≥10% CAGR EV thermal management E-braking & E-steering Sales Growth trajectory Beyond Automotive Sustainable World Robotics Melexis target Sales ≥15% CAGR Alternative Mobility Digital Health 2023-2030 Gross Proﬁt margin ≥45% EBIT margin ≥2
Slide 12: ESG
ESG 16% People 41% Planet 9m23 24% Others 19% People & Planet Sustainable Portfolio 40% less CO2 emissions Board of directors (50/50) (% Sales) per chip by 2030 The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 21: Serviceable Addressable Market (Euro)
Serviceable Addressable Market (Euro) ● Updated view based on a thorough bottom-up sockets model ● Assumptions: ○ More conservative than S&P Global (former IHS Markit) ○ Global vehicle production: CAGR = 0% (vs. 1.7% @ S&P Global) ○ Electric Vehicle: CAGR = 18% (vs. 26% @ S&P Global) ○ Powertrain: s
Slide 24: Tesla Model Y / X, S, 3 and Cybertruck
Tesla Model Y / X, S, 3 and cybertruck Chassis - Body - Safety (# 31 ICs) Seat belt buckle (x5) Seat ventilation fan (x4) Powertrain (# 14-20 ICs) Rear view mirror defogging fan (x1) ADAS/5G Domain controller fan (x1) EV inverter (x4-8) EV inverter temperature (x2-4) HVAC blower (x1) HVAC pressure (
Slide 25: NIO ES6
NIO ES6 蔚来汽车 Chassis - Body - Safety (# 48 ICs) Powertrain (# 9 ICs) Seat ventilation fan (x10) Interior ambient lighting (x24) Steering angle (x2) Rain light (x1) Tailgate actuation (x1) HVAC ﬂap (x8) EV inverter (x6) Expansion valve (x3) Brake position (x2) The content of this presentation is CONF
Slide 26: BYD Han / BYD Dynasty Series
BYD Han / BYD Dynasty Series 王朝系列 Chassis - Body - Safety (15-17 ICs) Powertrain (# 11-12 ICs) Seat position (x2) Seat ventilation fan (x4) Steering angle (x1-2) Steering column lock (x1) EV inverter (x8) PM2.5 fan (x1) HVAC blower (x1) Expansion valve (x2-3) Engine cooling fan (x1) Brake position (
Slide 28: System: serviceable addressable market overview
SYSTEM Number of IC addressable Involved product lines Serviceable Addressable Market (Euro) 2023 CAGR Introduction to the system 2028 Growth factor 0 x1 x2 Position sensor ICs Purpose Current sensor ICs ● Key application Motor driver ICs (product available) ● Key application Latch & switch ICs (inn
Slide 29: EV Powertrain
EV POWERTRAIN 5 to 22 ICs Serviceable Addressable Market 2023 17.8% 2028 x2.3 0 x1 x2 Efﬁciency matters In electric vehicles, the inverter converts DC power from the battery to AC power for the motor drive, which in turn transforms it into propulsion power. The efﬁciency of this system has a direct
Slide 30: EV Thermal Management
EV THERMAL MANAGEMENT 10 to 21 ICs Serviceable Addressable Market 2023 15.7% 2028 x2.1 0 x1 x2 Optimizing energy consumption In order to optimize energy while increasing the All Electric Range, a perfect thermal management system is key. Ideal performance of the battery requires a temperature betwee
Slide 31: EV Battery
EV BATTERY 4 to 18 ICs Serviceable Addressable Market 2023 14.8% 2028 x2 0 x1 x2 Extending battery range, life and safety The high voltage battery stores electrical energy which powers the electric motor. It determines the range the vehicle can travel on a single charge. It’s optimization is a game
Slide 32: E-Braking & E-Steering
E-BRAKING & E-STEERING 8 to 13 ICs Serviceable Addressable Market 2023 32.4% 2028 x4.1 0 x1 x2 x3 x4 Higher safety level for (autonomous) cars In the world of automotive innovation, sensor ICs act as the silent heroes, enabling precise control, responsiveness, reliability and safety. These technical
Slide 33: Interior & Exterior Lighting
INTERIOR & EXTERIOR LIGHTING 10 to 150 ICs Serviceable Addressable Market 2023 23.4% 2028 x2.9 0 x1 x2 Functionality, personalization and premiumization Lighting is upgrading the interior and exterior of our cars. It brings comfort, safety and functionality. Lighting is the new differentiator for OE
Slide 35: Beyond Automotive growth ambition: CAGR 2023-2030 ≥ 15%
BEYOND AUTOMOTIVE Growth ambition CAGR2023-2030 ≥ 15% The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 36: We believe in the mass adoption of robots
We believe in the mass adoption of robots Adoption level today “Standard for all” “Realistic & Collaborative tolerable” robot Service robot “With Humanoid apprehension” Time horizon of mass adoption Present 1 to 3 years 4 to 9 years 10+ years Technology (pre-)development The content of this presenta
Slide 37: Future of Robotics
FUTURE OF ROBOTICS 20 to 30 ICs per robot Serviceable Addressable Market 2028 23.8% 2033 x2.9 0 x1 x2 Let robots feel the real world Our innovation team is developing single Integrated Circuit solutions which combine our expertise in magnetic sensing, signal conditioning, on-board diagnosis for safe
Slide 38: Digital Health
DIGITAL HEALTH Biosensing ● Aging of population ● Scarcity of medical personnel ● Affordability of healthcare ● Increase of health & well-being awareness ● In-vitro diagnostics devices ● Point-of-care devices ● Home diagnostics or medical devices ● Wearables & skin patches ● In-house innovation ● Te
Slide 39: The content of The this content presentation
40 The content ofThe thiscontent presentation of thisispresentation CONFIDENTIAL & PROPRIETARY. is CONFIDENTIAL ALL Rights Reserved. & PROPRIETARY. ALL Rights Reserved.
Slide 40: Vision
Vision The best imaginable future. This is what Melexis shapes. A future that is safe, clean, comfortable and healthy. Because we care. We care about our planet, about our customers and about our colleagues. The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 41: Innovation with Heart: values and goals
INNOVATION WITH HEART How INNOVATE PEOPLE OPTIMIZE We are on the customer’s side We care We understand the value of money Values We always have a plan We enjoy the journey towards success We always have a plan Automotive Sales: ≥ 10% CAGR 90% of employees recommend Gross Proﬁt margin ≥ 45% Goals Bey

Melexis — Investor Day (November 2023) on 6ix

Melexis Nv — Investor Day (November 2023)

Slide 1: Welcome to the Melexis capital markets day 2023

Slide 2: Disclaimer

Slide 3: Agenda

Slide 4: Slide 4

Slide 5: Trends

Slide 6: Strategy: Innovation with Heart

Slide 7: Industry first from Melexis

Slide 8: Slide 8

Slide 9: Growth trajectory and Melexis target

Slide 10: New Kuching building answers to global challenges

Slide 11: Sophia-Antipolis

Slide 12: ESG

Slide 13: Automotive

Slide 14: Automotive Market

Slide 15: Major Automotive Trends

Slide 16: Electrification

Slide 17: Electrification

Slide 18: Premiumization

Slide 19: Premiumization

Slide 20: ADAS (Advanced Driver Assistance System)

Slide 21: Serviceable Addressable Market (Euro)

Slide 22: Serviceable Addressable Market (Euro)

Slide 23: Serviceable Addressable Market (Euro)

Slide 24: Tesla Model Y / X, S, 3 and Cybertruck

Slide 25: NIO ES6

Slide 26: BYD Han / BYD Dynasty Series

Slide 27: Melexis' car

Slide 28: System: serviceable addressable market overview

Slide 29: EV Powertrain

Slide 30: EV Thermal Management

Slide 31: EV Battery

Slide 32: E-Braking & E-Steering

Slide 33: Interior & Exterior Lighting

Slide 34: Beyond Automotive

Slide 35: Beyond Automotive growth ambition: CAGR 2023-2030 ≥ 15%

Slide 36: We believe in the mass adoption of robots

Slide 37: Future of Robotics

Slide 38: Digital Health

Slide 39: The content of The this content presentation

Slide 40: Vision

Slide 41: Innovation with Heart: values and goals

Slide 42: Innovation with Heart