Andes Technology Corp. · TWSE:6533
Andes Technology — Q3 2022 Earnings Presentation
35 slides from Andes Technology's earnings presentation, 2022
Slide 1: Andes Technology Corp. Investor Conference Report
Andes Technology Corp. Investor Conference Report
Slide 2: Safe Harbor Notice
Safe Harbor Notice Except for the historical information contained herein, the matters addressed in this presentation are forward-looking statements that involve certain risks and uncertainties that could cause actual results to differ materially, including but not limited to weather, impact of comp
Slide 3: Table of Contents
Table of Contents 01 Company Overview 02 Operation Results 03 Product Applications 04 New Products and Ecosystems 05 Concluding Remarks 3
Slide 4: Company Overview
Company Overview http://www.andestech.com
Slide 5: Andes Highlights
Andes Highlights • Founded in March 2005 in Hsinchu Science Park, Taiwan, ROC. • Well-established high technology IPO company • Over 330 people; 80% are engineers. • TSMC OIP Award “Partner of the Year” for New IP (2015) • Founding Premier membership in the RISC-V International Association (RISC-V F
Slide 6: Business Status Overview
Business Status Overview ❖ 250+ commercial licensees ◼ Geographically distributed in Taiwan, China, Korea, Japan, Europe, and USA Andes- ◼ 600+ license agreements signed Embedded SoC ❖ AndeSight™ IDE: ◼ 23,000+ installations IP / EDA Design Service / Foundries ❖ Eco-system: ◼ 500+ partners Developme
Slide 7: Operation Results
Operation Results http://www.andestech.com
Slide 8: 3Q22 Revenue Analysis
3Q22 Revenue Analysis QoQ YoY +93.5 % +41 % (NT$ thousands) 8
Slide 9: 22 Q1-Q3 Revenue Analysis
22 Q1-Q3 Revenue Analysis YoY +13 % (NT$ thousands) 9
Slide 10: 22 Q1-Q3 Top 10 Customers Analysis by Revenue
22 Q1-Q3 Top 10 Customers Analysis by Revenue (NT$ thousands) 10
Slide 11: 3Q22 Royalty Analysis
3Q22 Royalty Analysis QoQ YoY +7.7% -7.5 % (NT$ thousands) 11
Slide 12: 22 Q1-Q3 Royalty Analysis
22 Q1-Q3 Royalty Analysis YoY +4.2 % (NT$ thousands) 12
Slide 13: 22 Q1-Q3 Top 10 Royalty Contributors by Application
22 Q1-Q3 Top 10 Royalty Contributors Analysis by Applicat (NT$ thousands) 13
Slide 14: 22 Q1-Q3 Revenue Analysis by Payment Model
22 Q1-Q3 Revenue Analysis by Payment Model 14
Slide 15: 22 Q1-Q3 Revenue Analysis by Region
22 Q1-Q3 Revenue Analysis by Region 15
Slide 16: 22 Q1-Q3 Revenue Analysis by Product
22 Q1-Q3 Revenue Analysis by Product 16
Slide 17: 3Q22 Revenue Analysis - RISC-V
3Q22 Revenue Analysis - RISC-V (NT$ thousands) 17
Slide 18: Product Applications
Product Applications http://www.andestech.com
Slide 19: Andes Updates
Andes Updates ❖ A 17-year-old public CPU IP company ❖ 3B+ Andes-Embedded SoC annually in 2021 GNU Toolchains ❖ A founding premier member of the RISC-V International ❖ An active role in RISC-V International & its extension task groups LLVM RISC-V Board Director Member of Technical Steering Committee
Slide 20: Andes Embedded in Various Applications
Andes Embedded in Various Applications Sensor Hub WiFi/ BT/ GPS/ FM (combo) NFC Smart Speakers: Bike Sharing: X-Trail: Controller Touch WiFi IoT GPS Ctrl ADAS Ctlr Storage Screen Controller Controller Switch: Andes Embedded in Smart Phones Game Flash Ctlr ❖ In leading machine learning computers for
Slide 21: V5 Adoptions: From MCU to Datacenters
V5 Adoptions: From MCU to Datacenters ❖Edge to Cloud ADAS Datacenter/server AI accelerators AIoT SSD: enterprise (& consumer) Blockchain 5G macro/small cells FPGA MCU Multimedia Security Wireless (BT/WiFi) ❖40nm to 5nm 5G Macro ❖Many in AI 21
Slide 22: Andes RISC-V Cores Adopted in SoC
Andes RISC-V Cores Adopted in SoC o single core ooooo oooooooooooooooooooo…oooooooooooooooooooo 2-8 cores ooo oooooooooooooooooooo…oooooooooooooooooooo oooooooooooooooooooo…oooooooooooooooooooo oooooooooooooooooooo…oooooooooooooooooooo oooooooo oooooooooooooooooooo…oooooooooooooooooooo oooooooo oooo
Slide 23: New Products and Ecosystems
New Products and Ecosystems http://www.andestech.com
Slide 24: Andes RISC-V Product Overview
Andes RISC-V Product Overview Best extensions to RISC-V; EDA tools AndeStar™ Architecture V5 AndesCore™ AndeSight™ Highly optimized Processors Tools Professional IDE designs with Standby EDM COP Intf with high code & VIC leading PPA AndesCore uCore quality ITLB MMU/MPU DTLB Instr Instr LM Data LM Da
Slide 25: Andes V5 Architecture for All Levels of Computing
Andes V5 Architecture for All Levels of Computing AndeStar™ V5 CPUs Conventional Computing Domain Specific Architecture Architecture (DSA) RV32/64 Andes Extension N/D-series Leading PPA Embedded Processor Define custom instruction to N22 N(X)25 D25… IoT, Sensing, Storage, Audio, GPS handle time crit
Slide 26: Andes RISC-V Product Roadmap
Andes RISC-V Product Roadmap RV32/RV64 Vector Ext. Superscalar Benefits A25MP 27-Series: 45-Series: 512-bit SIMD raises Cache-Coherent AX25MP MobileNet by 66x 1-4 Cores Vector Ext. Dual Issue (CNN for mobile vision) MemBoost MemBoost NX27V N45/NX45 boost performance Linux with A25 D45 by 50% A27/AX2
Slide 27: Powering Automotive Applications by Andes RISC-V
Powering Automotive Applications by Andes RISC-V Instrument Cluster Low Power Radar ECU Touch & Display Clusters are evolving from In-Cabin Radar SoC builds Driver High-performance Automotive TDDIs are designed analog meters and gauges to all- Monitoring System and microcontrollers provide great to
Slide 28: AndeCore 45-Series
AndeCore™ 45-Series 32-bit AndesCore™ N45/D45/A45/A45MP 64-bit AndesCore™ NX45/AX45/AX45MP 28
Slide 29: AndesCore 45-Series Overview
AndesCore™ 45-Series Overview PLIC PMU Debug ◼ 8-stage In-Order Dual-Issue ◼ AndeStar™ V5 ISA: ⚫ RV*GCN (S/D FPU): All Series Interrupt WFI HW Bkpt Intf. ⚫ RV*P-ext (DSP/SIMD): D45/A(X)45 ⚫ MMU for Linux Applications: A(X)45 45-series uCore, PMP/PMA ◼ MemBoost memory subsystem MMU Br. Pred FPU/DSP ◼
Slide 30: AX45 Can Do More (vs. 64bit A-series)
AX45 Can Do More (vs. 64bit A-series) ◼ A53 ◼ AX45 ⚫ 8-stage In-Order Dual Issue ⚫ 8-stage In-Order Dual Issue ⚫ Widely adopted by industries ⚫ Performance is better! in many applications • Coremark/MHz: 1.35x • Dhrystone/MHz: 1.42x 30
Slide 31: Target Applications for 27 & 45-Series
Target Applications for 27 & 45-Series ◼ AI/Deep Learning ◼ Video Surveillance ◼ AR/VR ◼ 5G ◼ ADAS ◼ Networking ◼ V2X (Vehicle to Everything) ◼ IVI (In-Vehicle-Infotainment) ◼ Storage Metaverse and more… 31
Slide 32: Bring Andes Strength to RISC-V Cores
Bring Andes Strength to RISC-V Cores Performance • Leading PPA and code size & Extensibility • Rich data processing in P, V, and ACE Configurability • Flexible configurations for rich features • Compiler optimizations, and SW stacks Maturity • Comprehensive features in AndeSight IDE 32
Slide 33: Concluding Remarks
Concluding Remarks http://www.andestech.com
Slide 34: A Trusted Computing Expert
A Trusted Computing Expert Successfully rolled out new RISC-V cores (w/ leading P-/V-/Custom-Ext. and ISO 26262 full compliance), custom computing service and FreeStart program to extend more oppty. Andes Aggressively involved in RISC-V International new technology development, contributing and Tech
Slide 35: Thank You
Thank You http://www.andestech.com +886-3-5726533 35