Lattice Semiconductor Corporation · NASDAQ:LSCC
Lattice Semiconductor — Investor Presentation (December 2019)
46 slides from Lattice Semiconductor's investor presentation, Dec 10, 2019
Slide 1: The Low Power Leader
Exhibit 99.1 THE LOW POWER LEADER 1 - NASDAQ: LSCC
Slide 2: Safe Harbor Forward Looking Statements
Safe Harbor Forward Looking Statements We may make projections or other forward-looking statements regarding future events during our presentation today. We caution you that such statements are predictions based on information that is currently available and that actual results may differ materially
Slide 3: Solid Progress Over the Past Year
Solid Progress Over the Past Year FOCUSED STRATEGY RE-ENERGIZED TEAM SOLUTION INNOVATION 100% Focus on FPGA New Leadership Team; Application Focused Revitalized Culture Innovation PROFIT EXPANSION INCREASED INVESTMENT STRONGER ROADMAP 2x Growth in Profit Increasing Investment in Faster Cadence; 5x G
Slide 4: New Products Over the Next Months
New Products Over the Next 12 Months sensAI 2.0 MachXO3D CrossLinkPlus Next Generation New AI Robust Platform Enhanced Video Next Generation Capabilities Security Bridging FPGA Platform Sampling in H2 2019 Sampling early 2020 LAUNCH DATE LAUNCH DATE MAY 20, 2019 MAY 20, 2019 Q3 2019 Today 4 - NASDAQ
Slide 5: Our Mission: The Low Power Programmable Leader
Our Mission The Low Power Programmable Leader 5 - NASDAQ: LSCC
Slide 6: Lattice's Focus: Low Power, Small Size
Lattice’s Focus: Low Power, Small Size OTHER FPGA COMPANIES Focused on Large, High Power Devices Focused on Low Power, for Data Center Compute Smaller Form Factors 10 mm 10 mm ~1 W (Small) 55 mm 55 1.40 mm ~1 mW 1.45 mm (Smallest) 55 mm Addressing Applications Where ~200 W With Heat Sink Power Effic
Slide 7: Solving Problems at the Edge
Solving Problems at the Edge AI & IoT AI Inferencing at the Edge VIDEO 10 mm 10 mm ~1 W Embedded Vision (Small) SECURITY Hardware Platform Security 1.40 mm ~1 mW 1.45 mm 5G INFRASTRUCTURE (Smallest) Control & Management AUTOMATION Precision Robotic Motor Control 7 - NASDAQ: LSCC
Slide 8: Introducing Our New Low Power FPGA Platform
Introducing Our New Low Power FPGA Platform 8 - NASDAQ: LSCC
Slide 9: Introducing Our New Low Power FPGA Platform
Introducing Our New Low Power FPGA Platform LATTICE INNOVATION SOLUTIONS ARCHITECTURE Hardened D-PHY Fast Programmable I/O Logic Cells Embedded Memory Boot Industry Industry DSP Blocks Ultra Ultra Fast Leading Leading SER Enhanced PLLs Hardened PCIe CIRCUIT 9 - NASDAQ: LSCC
Slide 10: Lattice Nexus is Changing the Landscape
Lattice Nexus is Changing the Landscape POWER PERFORMANCE RELIABILITY Operating Power Consumption Video Connectivity Soft Error Rates Up to 2x Faster speed Up to 75% Up to 100x Lower power Lower SER Competition Lattice Competition Lattice Competition Lattice 10 - NASDAQ: LSCC Note: comparing similar
Slide 11: Bringing Lattice Nexus Across All Our Key End Markets
Bringing Lattice Nexus Across All our Key End Markets COMMUNICATIONS COMPUTE INDUSTRIAL AUTOMOTIVE CONSUMER 5G Wireless Servers Industrial IoT ADAS Smart Home Switches/Routers Client Factory Automation Infotainment Wearables $3B Lattice Market Opportunity 11 - NASDAQ: LSCC
Slide 12: Low power leadership, edge computing ready, robust, smallest form factor
. Low power leadership . Edge computing ready . Robust and reliable . Smallest form factor . Faster innovation cadence 12 - NASDAQ: LSCC
Slide 13: Steve Douglass, Corporate Vice President, R&D
Steve Douglass Corporate Vice President, R&D 13 - NASDAQ: LSCC
Slide 14: Introducing Our New Low Power FPGA Platform
Introducing Our New Low Power FPGA Platform LATTICE INNOVATION SOLUTIONS ARCHITECTURE Hardened D-PHY Fast Programmable I/O Logic Cells Embedded Memory Boot Industry Industry DSP Blocks Ultra Ultra Fast Leading Leading SER Enhanced PLLs Hardened PCIe CIRCUIT 14 - NASDAQ: LSCC
Slide 15: Circuit Innovation
Circuit Innovation SOLUTIONS LATTICE NEXUS ON TRADITIONAL FPGA ON FDSOI BULK GATE GATE ARCHITECTURE SOURCE DRAIN DRAIN Hardened D-PHY Fast Programmable I/O ULTRA-THIN BURIED OXIDE SOURCE Logic Cells Embedded Memory SER Boot Leading Leading Industry Industry DSP Blocks Ultra Ultra Fast Enhanced PLLs
Slide 16: Circuit Innovation: Power and Reliability
Circuit Innovation SOLUTIONS POWER RELIABILITY Static Power Soft Error Rate ARCHITECTURE Hardened D-PHY Fast Programmable I/O Logic Cells Embedded Memory SER Boot Leading Leading Industry Industry DSP Blocks Ultra Ultra Fast Enhanced PLLs Hardened PCIe CIRCUIT Bulk FDSOI Bulk FDSOI Half 100x The Pow
Slide 17: Circuit Innovation: Programmable Body Bias
Circuit Innovation SOLUTIONS PROGRAMMABLE BODY BIAS GATE Allows customers to SOURCE DRAIN optimize for both: ARCHITECTURE ULTRA-THIN BURIED OXIDE Hardened D-PHY Fast Programmable I/O HIGHER Logic Cells Embedded Memory PERFORMANCE SER Boot Leading Leading Industry Industry DSP Blocks Ultra Ultra Fast
Slide 18: Architecture Innovation
Architecture Innovation SOLUTIONS OPTIMIZED FOR POWER EFFICIENT COMPUTING ARCHITECTURE Hardened D-PHY Fast Programmable I/O DSP EBR DDR Logic Cells Embedded Memory SER Boot Leading Leading Industry Industry DSP Blocks Ultra Ultra Fast Enhanced PLLs Hardened PCIe FABRIC CIRCUIT 18 - NASDAQ: LSCC
Slide 19: Architecture Innovation
Architecture Innovation SOLUTIONS OPTIMIZED FOR POWER EFFICIENT COMPUTING ARCHITECTURE Hardened D-PHY Fast Programmable I/O 2x Logic Cells Faster Performance Embedded Memory SER Boot Leading Leading Industry Industry DSP Blocks Ultra Ultra Fast LARGE EBR FABRICDSP RAM Enhanced PLLs Hardened PCIe Hal
Slide 20: Human Presence Detection Demo
Human Presence Detection Demo OVERVIEW What You Are Seeing Human presence detection with bounding box around upper body implemented with our first Lattice Nexus based device. Why It Matters KEY APPLICATIONS Human presence detection is a common AI use case in many Edge applications including security
Slide 21: Solutions Innovation
Solutions Innovation SOLUTIONS APPLICATION FOCUSED SOLUTIONS EMBEDDED ARTIFICIAL SECURITY INTELLIGENCE VISION ARCHITECTURE Hardened D-PHY Fast Programmable I/O REFERENCE DESIGN & KITS Logic Cells Embedded Memory SER Boot Leading Leading Industry Industry DSP Blocks Ultra Ultra Fast Enhanced PLLs Har
Slide 22: Solutions Innovation
Solutions Innovation SOLUTIONS APPLICATION FOCUSED SOLUTIONS EMBEDDED VISION SENSOR BRIDGING SENSOR AGGREGATION ARCHITECTURE D-PHY Hardened D-PHY Fast Programmable I/O SubLVDS D-PHY MACHINE D-PHY D-PHY MOBILE VISION IMAGE PROCESSOR PROCESSOR SENSORS Logic Cells LATTICE D-PHY Embedded Memory LATTICE
Slide 23: Solutions Innovation
Solutions Innovation SOLUTIONS APPLICATION FOCUSED SOLUTIONS EMBEDDED VISION SENSOR BRIDGING SENSOR AGGREGATION ARCHITECTURE D-PHY Hardened D-PHY Fast Programmable I/O Sub-LVDS D-PHY MACHINE D-PHY D-PHY MOBILE VISION IMAGE PROCESSOR PROCESSOR SENSORS Logic Cells LATTICE D-PHY Embedded Memory LATTICE
Slide 24: Camera Aggregation Demo
Camera Aggregation Demo OVERVIEW What You Are Seeing MIPI CSI-2 data streams from 4 cameras are aggregated into a single data stream, bridged to parallel data and displayed in a single HDMI output. Why It Matters Number of sensors are increasing, and the application processors have limited MIPI inpu
Slide 25: Introducing Our New Low Power FPGA Platform
Introducing Our New Low Power FPGA Platform … 27 - NASDAQ: LSCC
Slide 26: Introducing Lattice CrossLink-NX
Introducing Lattice CrossLink-NX Hardened MIPI D-PHY Fast Programmable I/O Programmable Logic Embedded Memory DSP Blocks Boot Fast tra Ul IndustryLeading SER Enhanced PLLs Hardened PCIe 28 - NASDAQ: LSCC
Slide 27: Introducing Lattice CrossLink-NX
Introducing Lattice CrossLink-NX Hardened MIPI D-PHY Fast Programmable I/O Programmable Logic Embedded Memory DSP Blocks Boot Fast tra Ul IndustryLeading SER Enhanced PLLs Hardened PCIe 29 - NASDAQ: LSCC
Slide 28: A Closer Look at CrossLink-NX
A Closer Look at CrossLink-NX PROGRAMMABLE LOGIC CORE FAST PROGRAMMABLE I/O . Low power mode Hardened MIPI D-PHY Fast Programmable I/O . Up to 12 MIPI D-PHY interfaces @ 1.5 Gbps . High performance mode . LVDS, subLVDS, SGMII . High embedded memory count . DDR3 @ 1066 Mbps . Optimized DSP blocks . U
Slide 29: Esam Elashmawi, Chief Marketing & Strategy Officer
Esam Elashmawi Chief Marketing & Strategy Officer 31 - NASDAQ: LSCC
Slide 30: Customer Engagement
Customer Engagement LOW POWER HIGH PERFORMANCE HIGH RELIABILITY 32 - NASDAQ: LSCC
Slide 31: Solving the Power Challenge
Solving the Power Challenge LOW POWER POWER IS KEY TO SOLVE PORTABLE & AUTONOMOUS CHALLENGES SYSTEM & OPERATING COSTS HIGH PERFORMANCE LOWEST POWER FPGA … Up to 75% lower power compared to competition HIGH RELIABILITY Operating Power Consumption Xilinx Spartan 7 Intel Cyclone 10 Lattice CrossLink-NX
Slide 32: CrossLink-NX Low Power Demo
CrossLink-NX Low Power Demo OVERVIEW What You Are Seeing Lattice Xilinx Power consumption for Lattice CrossLink-NX- Intel CrossLink-NX Spartan 7 Cyclone 10LP 40 running a typical design compared with Xilinx Spartan 7 (XC7S50) and Intel Cyclone Power monitor 10LP (10CL025). Lattice Xilinx Intel Why I
Slide 33: Solving the Performance Challenge
Solving the Performance Challenge LOW POWER PERFORMANCE IS KEY TO SOLVE USER EXPERIENCE PERFORMANCE FOR AI HIGH PERFORMANCE ENHANCED PERFORMANCE FEATURES Fastest display connection Optimized for power efficient computing 3000 70 HIGH RELIABILITY 2500 60 2000 50 40 1500 30 1000 PHY Speed(Mbps) PHY -
Slide 34: sensAI Application Example: Retail Security Camera
sensAI Application Example: Retail Security Camera ALWAYS-ON HUMAN COUNTING PERFORMANCE 10 fps 10x FASTER 1 fps MCU CrossLink- NX-40K Lattice CrossLink-NX POWER Data SRAM Sensor Sensors (weights / activations) Interface Results 600 mW 3x Neural Network Accelerators MCU LOWER 200 mW MCU CrossLink- NX
Slide 35: Instant-on
Instant-on LOW POWER PERFORMANCE IS KEY TO SOLVE INCREASED DEMAND FOR INSTANT-ON APPLICATIONS HIGH PERFORMANCE UP TO 50X FASTER I/O wake up time HIGH RELIABILITY Intel Cyclone 10LP Xilinx Spartan 7 Lattice CrossLink-NX Instant-on Range 38 - NASDAQ: LSCC Note: comparing similar class competitive devi
Slide 36: Demo: CrossLink-NX Instant-on
Demo: CrossLink-NX Instant-on Demo OVERVIEW VCC RAMP Lattice Monitor What You Are Seeing Time for device to self configure I/O to a user VCC RAMP defined state for Lattice CrossLink-NX-40 compared Xilinx Monitor with Xilinx Spartan 7 (XCS7-50) and Intel Cyclone VCC RAMP 10LP (10LP025). Intel Monitor
Slide 37: Solving the Reliability Challenge
Solving the Reliability Challenge LOW POWER RELIABILITY IS KEY TO SOLVE CRITICAL SAFETY & RUGGEDIZED SYSTEM UP TIME HIGH PERFORMANCE MOST RELIABLE FPGA FOR RUGGEDIZED APPS Temperature Ranges Soft Error Rates (FIT) HIGH RELIABILITY - 40˚C 125˚C Xilinx* Spartan 7 Suitable for: Lattice CrossLink-NX OUT
Slide 38: Small Size Matters
Small Size Matters 19 19 mm 15 15 mm 6 6 mm 6 mm 15 mm 19 mm CrossLink-NX Xilinx Spartan 7 Intel Cyclone 10LP LIFCL-40-7MG121C XC7S50-1GCSGA324C 10CL040YU484C6 Logic Cells 40K 50K 40K 42 - NASDAQ: LSCC
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43 - NASDAQ: LSCC
Slide 40: 44 - NASDAQ: LSCC
44 - NASDAQ: LSCC
Slide 41: Engaged with Customers: Early Access Program
Engaged with > 65 customers Early Access Program with 30+ customers Solutions available today 45 - NASDAQ: LSCC
Slide 42: Jim Anderson, President, Chief Executive Officer
Jim Anderson President, Chief Executive Officer 46 - NASDAQ: LSCC
Slide 43: The Lowest Power FPGA Platform
The Lowest Power FPGA Platform SOLUTIONS LOW POWER ARCHITECTURE HIGH PERFORMANCE Hardened D-PHY Fast Programmable I/O Logic Cells Embedded Memory Boot Industry Industry DSP Blocks Fast Ultra Leading SER Leading Enhanced PLLs Hardened PCIe CIRCUIT HIGH RELIABILITY … 47 - NASDAQ: LSCC
Slide 44: Faster Cadence of New Devices and Solutions
Faster Cadence of New Devices and Solutions H1 2019 H2 2019 H1 2020 H2 2020 Lattice Lattice Embedded Security Solutions sensAI 2.0 Radiant 2.0 Vision Stack Stack Devices Nexus Nexus MachXO3D CrossLinkPlus CrossLink-NX Product #2 Product #3 48 - NASDAQ: LSCC
Slide 45: 49 - NASDAQ: LSCC
49 - NASDAQ: LSCC
Slide 46: The Low Power Programmable Leader
The Low Power Programmable Leader
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